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Worldwide. Most skills work in any country. Some are made for one country.

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AI skills for sales reps and account managers

Skills for call prep, follow-ups, proposals, account plans and CRM notes.

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With the skill

With the skill. You ask: HubSpot, Google Sheets and Docusign are connected. I run sales ops at Brightpath Solar in San Diego. Q3 commissions for our two reps… Sales Commission Statements and Signed Plans answers: Maria earns $12,000.00 for Q3, not $9,600. Rep Plan in force Counted Rate Total Maria 2025 (expired, still applies) $120,000.00 10% $12,000.00 Leo 2026 (signed January) $90,000.00 8% $7,200.00

Without the skill

Without the skill. You ask: HubSpot, Google Sheets and Docusign are connected. I run sales ops at Brightpath Solar in San Diego. Q3 commissions for our two reps… The answer: Q3 2026 figures (8%, earned at close) Maria: $120,000.00 × 8% = $9,600.00 Leo: $90,000.00 × 8% = $7,200.00 Total payable: $16,800.00 Issues to settle first: Maria's rate. Her 2025 plan expired December 31, 2025, and she hasn't signed the 2026 plan.
Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test. See the skill
Show the answer from

With the skill

With the skill. You ask: HubSpot, Google Sheets and Docusign are connected. I run sales ops at Brightpath Solar in San Diego. Q3 commissions for our two reps… Sales Commission Statements and Signed Plans answers: Maria earns $12,000.00 for Q3, not $9,600. Rep Plan in force Counted Rate Total Maria 2025 (expired, still applies) $120,000.00 10% $12,000.00 Leo 2026 (signed January) $90,000.00 8% $7,200.00

Without the skill

Without the skill. You ask: HubSpot, Google Sheets and Docusign are connected. I run sales ops at Brightpath Solar in San Diego. Q3 commissions for our two reps… The answer: Q3 2026 figures (8%, earned at close) Maria: $120,000.00 × 8% = $9,600.00 Leo: $90,000.00 × 8% = $7,200.00 Total payable: $16,800.00 Issues to settle first: Maria's rate. Her 2025 plan expired December 31, 2025, and she hasn't signed the 2026 plan.
One example, shortened. The score is from Trilly's test. See the skill

Skills for call prep, follow-ups, proposals, account plans and CRM notes.

The skill for sales reps and account managers

Worldwide skills first, then the newest. Updated 29 October 2026.

Each skill is a workflow your AI follows when you ask.

What you ask stays with you.

Skills run inside your own AI app. Trilly never sees what you asked or what your AI answered.

  1. Link

    Link Claude to Trilly, once. Any Claude plan can link, on the web or the desktop app. See the steps

    What you need
    • Any Claude plan: Free, Pro, Max, Team or Enterprise.
    • On the Free plan you can add one custom connector, which is what Claude calls an app like Trilly.
    • On Team and Enterprise plans members can't add one: an Owner adds Trilly in Organization settings, Connectors. Then you press Connect.
    • Add it on claude.ai or in the desktop app. It's then in Claude on your phone too.
    • We linked Claude to Trilly on 19 October 2026, on claude.ai with the Max plan. We haven't added a skill from a Claude chat yet.
    • Can't link? Download skills and add them by hand
  2. Add

    Ask Claude for a skill, for example: "find a free skill on Trilly for my budget and add it".

    Your first skill in Claude
    • Back in a chat, ask Claude: "find a free skill on Trilly for my budget and add it". Or ask for a skill by the name on its Trilly page. Claude shows you what it's about to do. After that, ask as normal: when a request matches one of your skills, Claude gets the latest checked version from Trilly.
  3. Ask

    Ask as you normally would. Want it to use your email or calendar? Connect them in Claude first.

    Connecting apps in Claude
    • In Claude, open Customize, then Connectors. Pick the app, press Connect, and sign in on that app's own page. In a chat, press + and Connectors to switch one on or off. Keep anything that changes things on Needs approval.
    • Checked 12 October 2026 on the app makers' own pages. Connected apps, explained

Jobs you can hand to your AI

8 more jobs have no skill yet. Tell us which you need: we use every request to decide which skills to make next.

Questions people ask

What's the best AI skill for sales reps and account managers?

On Trilly, Sales Commission Statements and Signed Plans by Trilly Originals is made for sales reps and account managers. Commissions worked out from your closed deals, a statement for every rep, plans signed properly and the pay rules checked where your team works. None has enough use to rank yet.

Which AI apps do these skills work with?

Claude, ChatGPT and Gemini, plus coding apps such as Cursor and GitHub Copilot. Every skill's Add to my AI page offers a copy for each of them, with the steps for your app. The apps a skill was tested in are marked, and the rest say they're not tested in that app yet. If an app can't do part of a skill, that app's step says so.

Are skills for sales reps and account managers free?

Not yet. The skill here shows its price before you add it.

What's the job you keep putting off?

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