Systems Lab

Agent skill

ai-audit-account-report

Turn account usage data into a concise AI audit outreach package.

slowingReaches the webInstructions only147 words

Filed under Analytics and reporting.

From zapier/gtm-cheat-codes · 17 skills · 329 · pushed 2026-07-13

What it does when it runs

Turn account usage data into a concise AI audit outreach package.

Read from the skill and the 5 files bundled beside it. A skill’s own description is written to be selected by an agent, so it describes the job and not the dependencies.

Keys and connectors you must supply
None found.
Hosts it reaches
  • mcp.zapier.com
Tool permissions it declares
No allowed-tools in the frontmatter. It only issues instructions, so there is nothing to bound.
Actions present in the files
None. Instructions only.

Ask about ai-audit-account-report

Opens your assistant with this page's verified links already in the prompt.

Is this safe to install?ClaudeChatGPT
Adapt it to my stackClaudeChatGPT
What else do I need for it to workClaudeChatGPT
Rather ask a human? Talk to Cheetah

Install it

View source on GitHub ↗
git clone --depth 1 --filter=blob:none --sparse https://github.com/zapier/gtm-cheat-codes.git /tmp/gtm-cheat-codes
git -C /tmp/gtm-cheat-codes sparse-checkout set "skills/sales-revops/mmpe-ai-audit-account-report"
mkdir -p ~/.claude/skills/ai-audit-account-report
cp -R "/tmp/gtm-cheat-codes/skills/sales-revops/mmpe-ai-audit-account-report/." ~/.claude/skills/ai-audit-account-report/

Picked up without a restart. A project skill of the same name is shadowed by your personal one. For one repository only, swap ~/.claude/skills for .claude/skills. Claude Code docs ↗

Or take the whole library

This repo ships a .claude-plugin manifest, so Claude Code can install all 17 skills at once. Plugin skills are invoked as /<plugin>:<skill>, so they never collide with your own.

/plugin marketplace add zapier/gtm-cheat-codes
/plugin

The folder is the same in every client that implements the format — 46 of them — so if yours is not above, only the destination changes.

The skill

Source on GitHub ↗

Reproduced in full from zapier/gtm-cheat-codes/blob/022a2884f40316ef22269e29fd61b8a0f0c4cb4a/skills/sales-revops/mmpe-ai-audit-account-report/SKILL.md, which is licensed MIT (repository). 147 words, 4 headings.

AI Audit Account Report

Use this skill when a sales team has account usage data and wants a personalized report, video talk track, and follow-up copy.

Workflow

  1. Read the account row and identify real usage signals.
  2. Compare usage to company scale to find an adoption gap.
  3. Frame a hypothesis without overstating what the data proves.
  4. Draft a short report, video talk track, and follow-up email.
  5. Flag stale contacts or missing multithread paths.

Zapier MCP And SDK Role

  • Use Zapier MCP to read CRM, approved usage summaries, account context, and contact data.
  • Use Zapier SDK for recurring account report generation, rep-review routing, and approved follow-up logging.
  • Keep customer-facing messages, reports, and videos rep-approved.

Guardrails

  • Use words like "signals" and "suggests" when interpreting data.
  • Avoid surveillance language.
  • Do not send outreach without rep approval.

Files bundled with it

These load only when the skill asks for them, so they cost nothing until it runs.

Other skills for the same job

Different authors, same problem. Matched on the words in the skill name, across every library in the catalogue except this one.

Need help setting it up?

This page tells you what ai-audit-account-report does and what it needs. Cheetah builds the agent setup it runs inside: data, CRM, sequencing and the guardrails.

Book a call →

The directory stays free. There is nothing gated behind this.