Anthropic Knowledge Work

Run a WCAG 2.1 AA accessibility audit on a design or page. Trigger with "audit accessibility", "check a11y", "is this accessible?", or when reviewing a design for color contrast, keyboard navigation, touch target size, or screen reader behavior before handoff.

360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.

Research a company using Common Room data. Triggers on 'research [company]', 'tell me about [domain]', 'pull up signals for [account]', 'what's going on with [company]', or any account-level question.

Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts should I focus on", or "score these accounts".

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Answer data questions -- from quick lookups to full analyses. Use when looking up a single metric, investigating what's driving a trend or drop, comparing segments over time, or preparing a formal data report for stakeholders.

Zoom Contact Center SDK for Android. Use for native Android chat/video/ZVA/scheduled callback integrations, campaign mode, service lifecycle, and rejoin handling.

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Create or evaluate an architecture decision record (ADR). Use when choosing between technologies (e.g., Kafka vs SQS), documenting a design decision with trade-offs and consequences, reviewing a system design proposal, or designing a new component from requirements and constraints.

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

Review content against your brand voice, style guide, and messaging pillars, flagging deviations by severity with specific before/after fixes. Use when checking a draft before it ships, when auditing copy for voice consistency and terminology, or when screening for unsubstantiated claims, missing disclaimers, and other legal flags.

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Generate contextual briefings for legal work — daily summary, topic research, or incident response. Use when starting your day and need a scan of legal-relevant items across email, calendar, and contracts, when researching a specific legal question across internal sources, or when a developing situation (data breach, litigation threat, regulatory inquiry) needs rapid context.

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Build an interactive HTML dashboard with charts, filters, and tables. Use when creating an executive overview with KPI cards, turning query results into a shareable self-contained report, building a team monitoring snapshot, or needing multiple charts with filters in one browser-openable file.

Build a Zoom meeting bot, recorder, or real-time media workflow. Use when joining meetings programmatically, processing live media or transcripts, or combining Meeting SDK, RTMS, and backend services.

Reference skill for Zoom Contact Center. Use after routing to a contact-center workflow when implementing app, web, or native integrations; engagement context and state handling; campaigns; callbacks; or version-drift troubleshooting.

Build or embed a Zoom meeting flow. Use when implementing Meeting SDK joins, web or mobile meeting embeds, meeting lifecycle flows, or when deciding between Meeting SDK and Video SDK.

Reference skill for Zoom Meeting SDK. Use after routing to a meeting-embed workflow when implementing real Zoom meeting joins, platform-specific SDK behavior, auth and join flows, waiting room issues, or meeting bot patterns.

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

Reference skill for Zoom REST API. Use after choosing an API-based workflow when you need endpoint selection, resource-management patterns, OAuth requirements, rate-limit awareness, or API error debugging.

Reference skill for Zoom Team Chat. Use after routing to a chat workflow when building user-scoped messaging integrations, chatbot experiences, rich cards, buttons, slash commands, or chat webhooks.

Reference skill for Zoom Video SDK. Use after routing to a custom-session workflow when the user needs full control over the video experience rather than an actual Zoom meeting.

Reference skill for Zoom Virtual Agent. Use after routing to a virtual-agent workflow when implementing web embeds, Android or iOS wrapper integrations, knowledge-base sync, lifecycle handling, or troubleshooting.

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Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments.

Prepare for a customer or prospect call using Common Room signals. Triggers on 'prep me for my call with [company]', 'prepare for a meeting with [company]', 'what should I know before talking to [company]', or any call preparation request.

Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my call with [account]", "write the recap", "process this transcript", "process my call notes", "capture the objections and next steps", or pastes rough notes or a transcript after a discovery, demo, or negotiation call.

Generate a full campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics. Use when planning a product launch, lead-gen push, or awareness campaign, when you need a week-by-week content calendar with dependencies, or when translating a marketing goal into a structured, executable plan.

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Plan resource capacity — workload analysis and utilization forecasting. Use when heading into quarterly planning, the team feels overallocated and you need the numbers, deciding whether to hire or deprioritize, or stress-testing whether upcoming projects fit the people you have.

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Create a change management request with impact analysis and rollback plan. Use when proposing a system or process change that needs approval, preparing a change record for CAB review, documenting risk and rollback steps before a deployment, or planning stakeholder communications for a rollout.

Choose the right Zoom architecture for a use case. Use when deciding between REST API, Webhooks, WebSockets, Meeting SDK, Video SDK, Zoom Apps SDK, Zoom MCP, Phone, Contact Center, or a hybrid approach.

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes and distributes the close packet. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and uses Gusto, PayPal, Ramp, Shopify, Square, and Stripe when connected, falling back to statement or CSV uploads. Trigger on "close the month," "month-end," "close the books," "reconcile," "send the close packet to my accountant," or when the owner asks why revenue or margin moved last month. An owner who wants only the reconciliation and its flags, with no forecast refresh and no packet distribution, routes to month-end-prep directly.

Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use when the user says "build a close plan for [deal]", "mutual action plan for [account]", "business case for [opp]", or "what's the path to signature".

Review code changes for security, performance, and correctness. Trigger with a PR URL or diff, "review this before I merge", "is this code safe?", or when checking a change for N+1 queries, injection risks, missing edge cases, or error handling gaps.

Analyze compensation — benchmarking, band placement, and equity modeling. Trigger with "what should we pay a [role]", "is this offer competitive", "model this equity grant", or when uploading comp data to find outliers and retention risks.

Research competitors and generate a positioning and messaging comparison with content gaps, opportunities, and threats. Use when building sales battlecards, when finding positioning gaps and messaging angles competitors haven't claimed, or when a competitor makes a move and you need to assess the impact.

Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks "competitive intel", "research competitors", "how do we compare to [competitor]", "what's new with [competitor]", "battlecard for [competitor]", "how do we beat [competitor]", "what's the play against [competitor] in [deal]", "where are we losing to [competitor]", "win/loss patterns", "competitive analysis", "refresh the battlecards", or on a weekly schedule.

Run a compliance check on a proposed action, product feature, or business initiative, surfacing applicable regulations, required approvals, and risk areas. Use when launching a feature that touches personal data, when marketing or product proposes something with regulatory implications, or when you need to know which approvals and jurisdictional requirements apply before proceeding.

Track compliance requirements and audit readiness. Trigger with "compliance", "audit prep", "SOC 2", "ISO 27001", "GDPR", "regulatory requirement", or when the user needs help tracking, preparing for, or documenting compliance activities.

Generate personalized outreach messages using Common Room signals. Triggers on 'draft outreach to [person]', 'write an email to [name]', 'compose a message for [contact]', or any outreach drafting request.

Research a specific person using Common Room data. Triggers on 'who is [name]', 'look up [email]', 'research [contact]', 'is [name] a warm lead', or any contact-level question.