Daily Call List

Sales skill, available on Zeplik

Daily Call List is a ready-to-run sales skill on Zeplik. Ranks the top leads worth calling with talking points from email/deal history, proposed calendar blocks, and drafted follow-ups. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer. It returns a structured document you can keep and reuse: Ranked call cards with talking points and goals, proposed calendar blocks, follow-up drafts (see artifact-templates/document.md).

The Daily Call List skill loads automatically when your request matches it, or you can invoke it directly by typing /call-list in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.

What the Daily Call List skill can do

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Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

How the Daily Call List skill works

Call List

Run lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.

Parse arguments:

  • n (default 5) — number of leads to surface (1–10).
  • date (default today) — date to build the call list for.

Step 1 — Pipeline scan

  1. Pull open CRM deals and contacts with activity in the last 30 days.
  2. Pull email threads for each lead (last 3 emails per contact).
  3. Score each lead on:
    • Recency: days since last owner touchpoint (lower = better).
    • Stage: how close to close (later stage = higher priority).
    • Signal: any recent inbound activity (email open, reply, calendar hold, web visit).
    • Value: deal size.

Step 2 — Rank and select top N

Rank all scored leads and select the top N. For ties, prefer leads with unanswered inbound signals. For each selected lead, produce a call card:

{Rank}. {Contact Name} — {Company}
Deal: ${amount} | Stage: {stage} | Last contact: {X days ago}
Signal: {most recent activity}

TALKING POINTS
- {point from email/deal context}
- {point from email/deal context}
- {open question to ask}

GOAL FOR THIS CALL: {one sentence — advance to next stage / re-engage / close}

Step 3 — Calendar block

For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date. Show the proposed entries:

{time slot} — Call: {Contact Name} ({Company})

Wait for the owner to confirm which calls to block before creating any calendar events.

Step 4 — Draft follow-ups

For any lead with an unanswered email older than 3 days, draft a brief follow-up:

Subject: Re: {thread subject}

Hi {first name},

{One sentence referencing prior conversation}. {One sentence with a clear next step or question}.

{Sign-off}

Connector fallbacks

  • CRM unreachable: stop — lead scoring requires CRM data.
  • Mail unreachable: skip email context and follow-up drafts; note "Mail not connected — email context and follow-up drafts skipped."
  • Calendar unreachable: skip calendar blocking and note it.

Approval gates

  • Never send emails automatically. Present drafts for owner approval only.
  • Never create calendar blocks without owner confirmation — show the proposed list first.
  • Never update CRM deal stages automatically.

Output

A ranked call list with talk tracks, followed by proposed calendar blocks (awaiting confirmation) and follow-up drafts (awaiting the owner's choice of which to send).

How to use the Daily Call List skill

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Daily Call List skill right away.

  2. Describe your sales task

    Ask in plain language, or type /call-list to invoke the skill directly. Zeplik recognizes the Daily Call List skill and applies its method.

  3. Review and refine the result

    Zeplik returns a structured document you can edit, download, and reuse. Ask follow-ups to refine it.

Source and credit

Author
Anthropic
License
Apache-2.0

Adapted from the open-source anthropics/knowledge-work-plugins project and tuned to run natively on Zeplik. View source on GitHub.

Frequently asked questions

What is the Daily Call List skill?
Daily Call List is a ready-to-run sales skill on Zeplik. Ranks the top leads worth calling with talking points from email/deal history, proposed calendar blocks, and drafted follow-ups. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer. It returns a structured document you can keep and reuse: Ranked call cards with talking points and goals, proposed calendar blocks, follow-up drafts (see artifact-templates/document.md).
How do I use Daily Call List on Zeplik?
Sign in to Zeplik and ask in plain language, or type /call-list in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
Which AI model does the Daily Call List skill use?
Any model you choose. Zeplik works across every model in one chat, so the Daily Call List skill runs on your preferred model for the task.
Where does the Daily Call List skill come from?
The Daily Call List skill is adapted from the open-source anthropics/knowledge-work-plugins project (Apache-2.0) and tuned to run natively on Zeplik. The original source is linked on this page.
How much does the Daily Call List skill cost?
Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.

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Daily Call List - Sales skill for Zeplik AI | Zeplik Chat