Format-Technologies

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Format Ads Copy · format-technologies bundle
Use when drafting, iterating, or refreshing paid ad copy for LinkedIn Ads, Google Ads, or LinkedIn Lead Gen Forms — grounded in real customer language from Format. Trigger phrases include "write LinkedIn ads", "Google ad copy", "RSA headlines", "Lead Gen Form copy", "paid ad variations", "refresh our LinkedIn ads", "new ad angles", "ad creative from customer quotes", "ads that sound like our customers", "iterate on these ads", or "performance is dropping, give me new ads". This skill uses the Format MCP to source in-market language, pain points, and outcome language directly from customer conversations — then produces spec-compliant ad copy for LinkedIn Single Image Ads, Google RSAs, and LinkedIn Lead Gen Forms. Runs end-to-end in one response. Not for campaign strategy, targeting, budgets, landing pages, or ad visuals — those are separate jobs.

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Format Analysis · format-technologies bundle
A guide for agents querying customer conversations through the Format MCP: how to navigate its tools, how to query, when to use what, what to be careful of, and the practices that keep an answer truthful, reliable and reproducible. Orient with describe_org first — its analysisGuide carries the reading rules and each tool description carries its own traps; this guide holds what they cannot: which sequence of calls answers which question, the traps that live between calls, and how to state a result so it can be re-run. Skipping it produces confident answers that do not survive checking. Use it on any Format search, and on 'what are customers saying about…', 'how many customers asked for…', 'is X a real theme or one loud account', 'is there evidence for this roadmap item', 'what has [account] been saying', and on any Format result about to be summarised for a person. It produces no document of its own; writing one up is format-report-authoring.

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Format Blog Post · format-technologies bundle
Use when writing B2B blog posts that rank in traditional search AND get cited by AI answer engines (ChatGPT, Perplexity, Google AI Overviews, Claude) — sourcing the original evidence from real customer conversations via Format MCP. Trigger phrases include 'write a blog post', 'draft a blog article', 'SEO blog post', 'AEO blog post', 'AI-optimized post', 'content brief', 'write about [topic]', or 'blog post from our customer data'. The skill proposes a post type and angle grounded in what the workspace's customers actually discuss, checks them with the user once, then writes an answer-first, extractable post whose citable substance — real quotes, honest counts, switching stories — comes from Format. Produces the post draft, the content brief, and an internal evidence appendix. Not for landing pages, ad copy, or case studies — different jobs.

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Format Case Study · format-technologies bundle
Find your best case study candidates and draft case studies from customer conversation data — before you ever schedule an interview. Use when the user wants to write a case study, customer story, or success story. Also triggers on "case study," "customer story," "who should we feature," "which customer has a good story," "case study draft," "case study candidate," "social proof," "write up a customer win," "we need case studies," "I don't know where to start with case studies," or "turn customer data into a case study." This skill uses customer intelligence data (calls, emails, support tickets, CRM) to identify which customers have the strongest stories and then produces a working draft based on what they've already said — so you walk into the interview with a near-finished piece instead of a blank page. Works best with a customer intelligence platform like Format (MCP server) but also works manually with compiled transcripts and recordings.

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Format Roadmap Check · format-technologies bundle
Use when a product manager or leader wants to check a roadmap against real customer evidence using Format MCP — answering 'are customers asking for what we're building?' and the inverse, 'what are customers asking for that we're not building?'. Canonical invocation: 'using the Format MCP and the format-roadmap-check skill, check this roadmap' followed by a pasted list of roadmap items or a reference to a tracker project/epic. Also triggers on 'validate this roadmap against customer feedback', 'is there evidence for these roadmap items', 'what are customers asking for that isn't on the roadmap', 'roadmap evidence check', 'gap analysis on our roadmap'. Produces an evidence board: per-item customer evidence with links to every quote, plus the demand themes no roadmap item covers. It presents evidence and context rather than scoring items or recommending what to build or cut.

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Cube Roadmap Check · format-technologies bundle
Use when a product manager or leader wants to check a roadmap against real customer evidence using Format MCP — answering 'are customers asking for what we're building?' and the inverse, 'what are customers asking for that we're not building?'. Canonical invocation: 'using the Format MCP and the cube-roadmap-check skill, check this roadmap' followed by a pasted list of roadmap items or a reference to a tracker project/epic. Also triggers on 'validate this roadmap against customer feedback', 'is there evidence for these roadmap items', 'what are customers asking for that isn't on the roadmap', 'roadmap evidence check', 'gap analysis on our roadmap'. Produces an evidence board: per-item customer evidence with links to every quote, plus the demand themes no roadmap item covers. It presents evidence and context rather than scoring items or recommending what to build or cut.

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Format Icp Definition · format-technologies bundle
Use when defining, refining, or analysing the Ideal Customer Profile (ICP), identifying best-fit buyers, extracting buyer personas, or building target account criteria from customer conversation data. Trigger phrases include "define our ICP", "build an ICP", "who are our best customers", "who should we target", "build a persona", "what do our best buyers have in common", "win/loss from calls", and "build a target account list from customer data". This skill uses the Format MCP to produce an ICP snapshot, prospect list criteria, persona breakdowns, in-market language cues, and a competitive landscape — a cross-functional document for sales, marketing, paid ads, product, and leadership. Runs end-to-end silently without asking the user to configure anything upfront. Does not produce cold email copy, ad creative, or landing page copy — those are downstream skills.

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Cube Icp Definition · format-technologies bundle
Use when defining, refining, or analysing the Ideal Customer Profile (ICP), identifying best-fit buyers, extracting buyer personas, or building target account criteria from customer conversation data. Trigger phrases include "define our ICP", "build an ICP", "who are our best customers", "who should we target", "build a persona", "what do our best buyers have in common", "win/loss from calls", and "build a target account list from customer data". This skill uses the Format MCP to produce an ICP snapshot, prospect list criteria, persona breakdowns, in-market language cues, and a competitive landscape — a cross-functional document for sales, marketing, paid ads, product, and leadership. Runs end-to-end silently without asking the user to configure anything upfront. Does not produce cold email copy, ad creative, or landing page copy — those are downstream skills.

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Format Company Context · format-technologies bundle
Use when a team wants to generate a shared company context document — the foundational brief on their positioning, ICP, personas, voice, and proof points — grounded in real customer conversations from their Format workspace. Trigger phrases include "build our voice-of-customer doc", "build our company context", "create a company brief", "what's our positioning", "extract our brand voice", "what do customers say about us", or "refresh our positioning doc". Uses the Format MCP to produce a single markdown document covering product overview, ICP, personas, pain points, competitive landscape, brand voice, and proof points — all backed by verbatim customer quotes. Runs end-to-end in one response; re-run quarterly as the customer base evolves. Not for writing blog posts, emails, ads, or case studies — those are downstream skills that read this context. For a targeting-focused ICP deep-dive (prospect criteria, qualification filters), use format-icp-definition instead.

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Format Ticket Research · format-technologies bundle
Use when a product manager or engineer wants to ground a ticket (Linear, Jira, or any tracker) in real customer evidence using Format MCP. Canonical invocation: 'using the Format MCP and the format-ticket-research skill, research this ticket' followed by pasted ticket text or a ticket reference. Also triggers on 'what are customers saying about this ticket', 'who's asking for this', 'find customer evidence for [ticket]', 'what requirements are customers implying for [feature]'. Produces a compact evidence page: customer asks grouped by the distinct need expressed, verbatim quotes with links to every piece of evidence, and what the evidence suggests the ticket should account for. It presents evidence and context rather than grading demand or recommending whether to build.

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Cube Ticket Research · format-technologies bundle
Use when a product manager or engineer wants to ground a ticket (Linear, Jira, or any tracker) in real customer evidence using Format MCP. Canonical invocation: 'using the Format MCP and the cube-ticket-research skill, research this ticket' followed by pasted ticket text or a ticket reference. Also triggers on 'what are customers saying about this ticket', 'who's asking for this', 'find customer evidence for [ticket]', 'what requirements are customers implying for [feature]'. Produces a compact evidence page: customer asks grouped by the distinct need expressed, verbatim quotes with links to every piece of evidence, and what the evidence suggests the ticket should account for. It presents evidence and context rather than grading demand or recommending whether to build.

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Format Account Briefing · format-technologies bundle
Use when a Customer Success Manager wants to scan their book of business for signals across customer conversations using Format MCP. Canonical invocation: 'using the Format MCP and the format-account-briefing skill, apply it to these accounts over the last [N days/weeks]' followed by a list. Also triggers on 'weekly CS brief', 'scan these accounts for churn risks', 'what's been said across my accounts', 'prep me for QBR with [account]', 'book of business check', 'account health briefing', 'find risks across [accounts]'. The CSM provides a list of accounts and a time window; the skill pulls verbatim signals from calls/emails/notes via Format MCP and groups them under 6 locked CS categories (risk, blockers, adoption, relationships, growth, commercial). Surfaces evidence, does not prescribe actions.

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Format Report Authoring · format-technologies bundle
Use when you are about to write a report into Format with create_report or replace_report — the craft guide for authoring one well. Read it BEFORE your first authoring write, not after. Covers the block-tree document model and which block does which job, the entity-mention law (companies, people and records are linked chips, never plain text), evidence discipline for quoting real customers, the cover fields (title, scope, conclusion, tldr), the reach-bar chart convention, the image upload handshake, and the draft → publish → send lifecycle. Triggers on 'write this up as a report', 'put this in Format as a report', 'create a report from these findings', and on any revision of a report you authored.

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Format Sales Enablement · format-technologies bundle
Use when a sales team wants collateral built from what their customers and prospects have actually said — pitch decks, one-pagers, objection-handling docs, demo scripts, talk tracks, battlecards, buyer-persona cards, or deal-specific value framing. Trigger phrases include 'sales deck', 'pitch deck', 'one-pager', 'leave-behind', 'objection handling', 'demo script', 'talk track', 'sales playbook', 'buyer persona card', 'battlecard', 'help my sales team', 'sales collateral', or 'what should I give my reps'. The skill asks which asset you want (if you haven't said), then uses the Format MCP to ground it in verbatim customer language, real objections and the responses that worked, and quote-backed proof points. Not for marketing website copy, cold email, or paid ads — those are different jobs.

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Cube Account Briefing · format-technologies bundle
Use when a Customer Success Manager wants to scan their book of business for signals across customer conversations using Format MCP. Canonical invocation: 'using the Format MCP and the cube-account-briefing skill, apply it to these accounts over the last [N days/weeks]' followed by a list. Also triggers on 'weekly CS brief', 'scan these accounts for churn risks', 'what's been said across my accounts', 'prep me for QBR with [account]', 'book of business check', 'account health briefing', 'find risks across [accounts]'. The CSM provides their book — an account-owner email or an account list — and a time window; the skill pulls verbatim signals from calls/emails/notes via Format MCP and groups them under 6 locked CS categories (risk, blockers, adoption, relationships, growth, commercial). Surfaces evidence by default; ask explicitly for recommendations to add them, evidence attached.

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Format Sales Call Coaching · format-technologies bundle
Use when assessing the selling competency of one sales rep from their real call recordings in Format. Triggers include: 'coach [rep]', 'score [rep]'s calls', 'how is [rep] selling', 'competency assessment for our AEs', 'sales coaching', 'review call quality', 'where is [rep] losing deals', or 'rep scorecard'. The skill requires a single named rep and a time window — it stops and asks if either is missing — then reads every real conversation that rep had in the window via the Format MCP, classifies each by reachability and motion, scores the genuine prospecting conversations against a behavioural rubric, and produces a competency assessment with verbatim evidence and one prioritised coaching focus. Assessment only — it surfaces evidence and a single priority; it does not write call scripts or run the coaching session.

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Cube Sales Call Coaching · format-technologies bundle
Use when assessing the selling competency of one sales rep from their real call recordings in Format. Triggers include: 'coach [rep]', 'score [rep]'s calls', 'how is [rep] selling', 'competency assessment for our AEs', 'sales coaching', 'review call quality', 'where is [rep] losing deals', or 'rep scorecard'. The skill requires a single named rep and a time window — it stops and asks if either is missing — then reads every real conversation that rep had in the window via the Format MCP, classifies each by reachability and motion, scores the genuine prospecting conversations against a behavioural rubric, and produces a competency assessment with verbatim evidence and one prioritised coaching focus. Assessment only — it surfaces evidence and a single priority; it does not write call scripts or run the coaching session.

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Format Demand Trigger Research · format-technologies bundle
Report on what made customers start looking for a solution like yours, over a period the user names — the moment something broke, the tool that hit a wall, the mandate from above, the peer who showed them, or nothing at all beyond an outbound call that landed. Reads voice-of-customer evidence in Format, ranks the trigger patterns by how many companies each reaches, segments them by what those buyers were trying to fix, and writes an authored Format report where every claim carries the customer's own words. Read-only except the single report it authors, left as a draft. Trigger phrases: "demand triggers report", "why did customers come to us", "what made people start looking", "what drives buying decisions", "why now", "what triggers demand", "why are prospects evaluating us", "what prompted them to look", "buying trigger analysis".

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Edgetier Triage Enrichment · format-technologies bundle
Enrich Linear triage tickets with customer evidence from Format before the Monday product meeting. Use this whenever the user asks to run the triage enrichment, enrich triage, enrich a ticket, prep triage for the Monday meeting, add customer evidence to Linear, check what customers have said about a feature request, or pastes a Linear ticket URL and wants evidence pulled in. Trigger even if they don't say "skill" — phrases like "run the Monday prep", "pull evidence for this ticket", or "what have customers said about the tickets in triage" all mean this skill. Requires the Linear and Format connectors.

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Edify Feature Requests To Notion · format-technologies bundle
Pulls customer feature requests from Format (support, chat and call-recording conversations) for a given period and appends them to the Feature Requests database on Edify's Notion Feature Requests page — one row per request with a one-line summary, date, customer and company linked to their Format profiles, product area tags, improvement-vs-new-feature type, major/minor scope, sentiment, CRM stage, and a link to the Format insight. Customers only; leads and prospects are filtered out via the CRM lifecycle stage. Use whenever the user asks to log, round up, sync, or write feature requests from Format into Notion, asks "what did customers ask for this week", or asks for the weekly/monthly feature request roundup. Trigger even if they only say "update the feature requests page" or "pull last week's requests into Notion".

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20 published skills