For years, media companies have been forced to stitch together workflows across disconnected systems—CRM, traffic systems, inbound and outbound marketing, programmatic, and automation handled by tools that were never designed to work together for the realities of media sales.
That’s changing.
We’re excited to introduce ShareBuilder Assistant Skills: a powerful new automation layer embedded directly into the ShareBuilders platform. Skills bring modern, flexible AI workflow automation natively to the tools media teams already rely on, without forcing them into external systems or rigid, one-size-fits-all processes.
This is not just automation for automation’s sake. It’s a fundamental shift in how media organizations orchestrate sales, pricing, marketing, and operations end to end.
Why We Built Skills
Media companies operate differently than most other traditional businesses. Sales cycles are longer. Pricing is dynamic. Inventory, proposals, campaigns, and fulfillment are deeply interconnected. Yet most automation platforms are built around generic marketing funnels or simplistic CRM triggers.
As a result, many teams have leaned on third-party tools to automate outreach and workflows—creating fragmented data, duplicated effort, and limited visibility.
Assistant Skills were built to solve that.
Our goal is simple:
Give media companies a single automation hub that connects CRM, pricing, communication, and analytics—so workflows finally match how revenue actually moves through the business.
What Makes Assistant Skills Different
At the heart of Assistant Skills is a visual workflow builder embedded directly into ShareBuilders. Teams can design multi-step automations—called Skills—that react to real business events and take action across systems.
With Skills, you can:
- Automatically enroll new leads or opportunities into follow-up sequences
- Send personalized emails at the right time, not all at once
- Create tasks for sales reps and pause automation until they’re completed
- Update CRM records, deals, and pricing data automatically
- Branch workflows based on conditions like deal stage, customer behavior, or revenue thresholds
All of this happens inside ShareBuilders—no external tools, no brittle integrations, no manual handoffs.
Built to Match (and Exceed) Legacy Automation Tools
Many teams today rely on platforms like HubSpot for sequencing and workflow automation. Assistant Skills were intentionally designed to meet—and in many cases surpass—those capabilities, while being purpose-built for media organizations.
That includes:
- Timed sequences with flexible delays and scheduling
- Human-in-the-loop workflows, where automation pauses for calls, approvals, or tasks
- Conditional logic and branching, so workflows adapt to customer behavior
- Automatic stop conditions, preventing over-communication once a prospect responds
- Deep CRM and pricing integration, keeping your system of record accurate
The result is automation that feels powerful but controlled—helping teams move faster without losing context or oversight.
One Platform, Fully Connected
A major advantage of Assistant Skills is how seamlessly it connects ShareBuilders’ core products.
CRM, pricing, communications, and analytics are no longer siloed. A change in one system can trigger intelligent actions everywhere else. For example:
- A pricing update can notify sales and update an open opportunity
- A deal stage change can trigger a new outreach sequence
- A completed task can automatically advance a workflow
- Engagement data can feed reporting and analysis without manual exports
This turns ShareBuilders into a true automation backbone—not just a collection of tools.
Designed for Control, Security, and Scale
Assistant Skills are built with enterprise realities in mind.
Each ownership group or organization operates within its own isolated environment, ensuring data separation, security, and performance. Role-based access controls determine who can build, edit, or run automations—so power users have flexibility without introducing risk.
Just as importantly, Skills scale with your business. Whether you’re automating a handful of workflows or orchestrating thousands of events across teams, the system is designed to grow alongside you.
Getting Value Fast with Templates
To accelerate adoption, Assistant Skills will launch with pre-built workflow templates based on real media use cases—like lead follow-up, proposal reminders, and re-engagement campaigns.
Teams can start with a proven template, customize it to their needs, and be live in minutes rather than weeks. No code required.
What This Means for Media Teams
Assistant Skills are about more than automation. They’re about alignment.