Guided workflows
A guided workflow chains several tools into one piece of work, so you get a finished result rather than a series of separate lookups.
These are what the Model Context Protocol calls prompts. Client menus may label them Prompts, Commands, Skills or something else again.
If your client calls them Skills, note that these are not Claude's own Skills feature, which is unrelated and works differently. If you use both, keep the two apart in your head.
What is available
| Workflow | What it produces | Plans |
|---|---|---|
Find opportunities (find_opportunities) | Widens what you sell into the terms agencies actually write, searches open RFPs and pre-RFP signals, answers in two sections, and offers to set up an alert | All |
Draft outreach (draft_outreach) | Picks the right contact, finds a recent signal to use as the reason for writing, and drafts a short email. Never sends it | All |
Qualify an agency (qualify_agency) | Open RFPs, what the agency actually spends on and with whom, who runs procurement, and a go or no-go line | Paid |
Meeting prep (meeting_prep) | Three things to know, current spend, who you will meet, and two questions to ask, on one page | Paid |
Track a competitor (track_competitor) | Which agencies pay a vendor, for what, what is still in play, and which agencies to approach | Paid |
Find opportunities takes what you sell and an optional state. Draft outreach takes an agency and an optional topic.
The last three use tools that are not on the Free plan, and are hidden from accounts that could not complete them.
How to run one
You pick a workflow from your client's menu. Asking your assistant to "use the find opportunities workflow" does not work, because the assistant has no way to invoke one. It has to come from you, through the interface.
Where that menu lives varies by client, and some clients do not surface prompts at all yet. Look for:
- A slash command menu in the message box
- A prompts or commands list attached to the connector
- An attachment or plus menu next to where you type
If you cannot find it in your client, ask for the outcome in plain language instead:
Find opportunities for leak detection in Texas.
Your assistant will call the same tools in roughly the same order. What you lose is the fixed structure of the answer, not the data behind it.
Why use one
The difference is mostly in the first step. Asked directly for opportunities, an assistant tends to search for the words you used. Find opportunities deliberately translates what you sell into the vocabulary agencies write in, which is often not the same. An agency rarely advertises for a "fleet telematics platform"; it posts a solicitation for "vehicle tracking equipment".
Setup should only take a few minutes. If you have any questions along the way, just reach out at [email protected] and we'll help you get connected.