Clearskies is the context layer for revenue AI. One connection turns your CRM, calls, email, calendar, Slack, and support tickets into a single, always-current picture of every account, so ChatGPT works across complete records instead of rebuilding context and guessing what matters. Get deep analysis like win/loss and rep performance, and run workflows like pre-call prep, CRM hygiene, and deal risk. Context assembled once is context every team, tool, and agent can reuse, and it improves as your data grows.
How to use
- 1Add it in ChatGPT
Open Clearskies in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Clearskies, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Skills 3
- ai-update-salesforce-field
Put one Salesforce field under AI maintenance with a clearskies workflow: after a relevant call, AI finds the right record, checks the transcript is actually useful, generates a value, and writes it to the field. Use when a RevOps user wants AI to automatically keep a specific SFDC field up to date from meeting content — e.g. "have AI keep Opportunity Next Steps updated", "auto-fill our Onboarding Next Step field after calls", "update a chosen SFDC field automatically after customer meetings", or when they pick a field for AI to own. Builds the call-ended → role filter → find record → relevance-agent → should-continue gate → generation-agent → updateSalesforce pattern, using two reusable field-agnostic agents with all field-specifics in the step messages. It proposes or drafts first and never publishes or edits a live workflow without explicit approval.
- clearskies-workflow-builder
Author, edit, validate, and safely publish workflows and agents on the clearskies workflow-builder MCP (tools workflow_capabilities_get, workflows_create/update/publish, workflow_validate, workflow_variables_get, workflow_test_run_start, workflow_runs_get/list, agents_*, object_*). Use whenever the user wants to build, change, debug, or publish a clearskies workflow or agent — e.g. "make a workflow that…", "update the workflow that…", "why did my workflow fail", "publish this workflow" — or describes a scheduled/call/Salesforce-triggered automation that finds CRM records, runs an agent, posts Slack, sends email, or writes Salesforce, even without saying "workflow" (e.g. "every morning DM me my open deals"). Key rule: workflow_validate checks structure and references but not runtime behavior, so ALWAYS dry-run with workflow_test_run_start before publishing.
- Use clearskies Revenue Data
Query CRM, calls, and email data safely
Things to ask
- “Brief me for my next customer meeting using the account history, open opportunities, recent conversations, and key risks.”
- “Which open deals have gone quiet across CRM, calls, email, and Slack, and what should we do next?”
- “Create a workflow to send me a brief via Slack before my next meeting.”