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twenty-partner-shortlist

Shortlists matching Twenty partners for a lead from CRM criteria and saves the review.

56.0k|8.9k|Updated Dec 1, 2022
Search Tags:#CRM#lead qualification#twenty#shortlist#graphqL#sales workflow#partner matching
One-click install
npx skills add https://github.com/twentyhq/twenty --skill twenty-partner-shortlist
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: twenty-partner-shortlist
Source: https://github.com/twentyhq/twenty/tree/main/packages/twenty-apps/internal/twenty-partners/src/skills/twenty-partner-shortlist
Command: npx skills add https://github.com/twentyhq/twenty --skill twenty-partner-shortlist

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Choosing which implementation partners to introduce to a new lead requires manually reviewing every partner profile in the CRM against the lead's requirements, which is slow and inconsistent. This Skill automates the matching and produces a reviewable shortlist without ever writing to the CRM or drafting emails.

Core Features & Use Cases

  • Criteria-driven matching: Reads partner-match-criteria.md from a lead folder, or falls back to an Opportunity's need and requirements fields for website form submissions.
  • Hard-requirement filtering: Eliminates partners missing hard requirements like language or deployment expertise, and flags partners with empty profiles.
  • Honest shortlist output: Produces 2-4 candidates with match reasons, risks, rates, and contacts, plus a one-line list of rejected partners so the user can add candidates back.
  • Use Case: After a discovery call is summarized into a lead brief, run this Skill to get a shortlist of French-speaking partners with self-hosted Docker experience, review it, then hand the chosen names to twenty-partner-intro.

Quick Start

Run /twenty-partner-shortlist on the current lead to generate a partner shortlist for review.

Frequently Asked Questions about twenty-partner-shortlist

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

FAQPage Schema
How do I match a lead to implementation partners in Twenty CRM?▼

Run /twenty-partner-shortlist on the lead. It reads the partner-match-criteria.md file from the lead folder, queries all validated and available partners, filters out those missing hard requirements, and produces a shortlist of 2-4 candidates with reasons.

Can I shortlist partners for a website form submission with no discovery call?▼

Yes. For Opportunities created from the website form, the Skill reads the need and requirements fields directly instead of a criteria file. It notes the lower confidence level in the output since form submissions lack red flags and engagement model details.

Does the partner shortlist skill write to the CRM or send emails?▼

No. The Skill is strictly read-only against the CRM and never drafts, opens, or sends emails. It only saves a partner-shortlist.md file to the lead folder, and email outreach is handled separately by twenty-partner-intro after user review.

Why are some partners excluded from the shortlist?▼

Partners are excluded for two reasons: an empty profile with no country, deployment expertise, or introduction, or a missing hard requirement such as language or deployment model. All excluded partners are listed by name with the one fact that kept them out.

Is partner pricing used to filter the shortlist?▼

No. Price is never an eliminator because roughly half the partners have no rate on record and some rates are entered inconsistently. Rates are shown next to the lead's budget line as facts, and the user makes the judgement.

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