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twenty-partner-intro

Creates CRM Application records and generates prefilled Gmail drafts for partner introductions.

56.0k|8.9k|Updated Dec 1, 2022
Search Tags:#CRM#lead management#twenty#email generation#gmail drafts#Outreach Automation#partner introduction
One-click install
npx skills add https://github.com/twentyhq/twenty --skill twenty-partner-intro
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: twenty-partner-intro
Source: https://github.com/twentyhq/twenty/tree/main/packages/twenty-apps/internal/twenty-partners/src/skills/twenty-partner-intro
Command: npx skills add https://github.com/twentyhq/twenty --skill twenty-partner-intro

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

After reviewing a partner shortlist for a lead, manually recording each introduction in the CRM and writing tailored outreach emails is repetitive and error-prone. This Skill records the introductions in Twenty CRM and produces ready-to-send emails in one pass.

Core Features & Use Cases

  • CRM Recording: Creates an Application record in INVITED state per confirmed partner, checks for duplicates before writing, and stamps introSentAt on the Opportunity.
  • Email Generation: Produces one client notification reply plus a solo outreach email and a three-way intro email per partner, following strict tone, length, and formatting rules.
  • Gmail Draft Opening: Opens the partner emails as prefilled Gmail compose drafts in Chrome, sequentially, while keeping the client reply as paste-ready text.
  • Use Case: After running the partner shortlist for a lead, tell the assistant which partners to introduce; it writes the Applications to the CRM, stamps the Opportunity, and opens the intro emails ready to send.

Quick Start

Send the partner introductions for this lead to the partners I named, record them in the CRM, and open the intro emails as Gmail drafts.

Frequently Asked Questions about twenty-partner-intro

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I send partner introductions for a lead in Twenty CRM?▼

Name the partners you want to introduce after reviewing the shortlist, and the Skill creates an Application record per partner in INVITED state, stamps introSentAt on the Opportunity, and opens prefilled Gmail drafts for the outreach and intro emails.

What emails does the partner introduction workflow generate?▼

It generates one client notification reply plus two emails per partner: a solo outreach email and a three-way intro email CCing the client. Partner emails open as Gmail drafts, while the client reply is output as text to paste into the existing thread.

Does re-running the intro create duplicate Application records?▼

No. Before writing, the Skill checks existing Applications filtered by opportunityId for each partner. If a record already exists, it leaves it untouched and reports it, so re-running never creates duplicates.

What happens if the Opportunity has no design doc URL?▼

The Skill stops and asks for the Doc URL before proceeding. The partner emails must link the brief, and sending an intro without it would force the partner to request it in a round trip.

Can I introduce a partner who was not on the shortlist?▼

Yes. The Skill takes the partners exactly as you name them, even if they were not on the shortlist. Overriding the shortlist is the purpose of the review step, and it never adds partners you did not name.

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