Coming Soon

Assistant Skills

Automate your team’s

Sales workflows

Skills are the tasks and workflows you train the ShareBuilder Assistant to perform for your team. Create a Skill and the Assistant executes workflows, runs playbooks, updates systems, and coordinates processes automatically, without human involvement.

How Assistant Skills works

Connect. Build. Conquer.

1. Choose your connectors

Our team already has hundreds of connectors ready for your use. Request a connector you might not see yet, or create your own custom connectors!

2. Build your Skills

Using the Skills builder, you can select one or many triggers, send data to a single connector, many connectors, transform the data and so much more. 

3. Save time, every day

Once set up, Assitant Skills get to work for you around the clock. With solutions like notifications, reporting, and logging you are always in the loop.

Integrations with multiple services

Connect to the apps you are already using today

ShareBuilder Assistant Skills integrates with hundreds of apps already today. With the Skills HTTP and webhook connectors, you can connect to custom APIs and trigger workflows in real-time based on events like new leads or customer interactions, allowing for timely automated responses.

Integrations media specific

Media Apps?
Of course we have them!

Our goal with Skills is to bring the apps that the entire  Media industry uses to get work done, into the Assistant Skills ecosystem. 

Your app could be here

Complex workflow automation

Build custom complex workflows efficiently

With Skills, you can create highly complex, multi-step workflows that are tailored to your specific business processes. This includes branching logic, conditional operations, and looping, which are often constrained in other products. 

Advanced data utilties

Transform and clean incoming data

Utilities within Assistant Skills enables you to perform complex data processing tasks, such as data enrichment, transformation, and cleansing before it enters your CRM and other apps. This ensures that the data in your applications is accurate and actionable.

There’s nothing you can’t automate with Assistant Skills

You choose how you want to use Skills. 

Skills AI Agent Builder

Build Agents that
get work done

Effortlessly integrate AI into your skills using pre-built connectors for OpenAI, Gemini, Anthropic, Microsoft, Amazon, and more.

Use any LLM, from any provider

Choose from the AI model library, or bring your own

Use any LLM or vector store. Tap into pre-built tools for agents or create new ones with the HTTP connector. Call your other Skills from other AI systems using our MCP Server. Because control of your work shouldn’t come with conditions.

AI Tools, MCP Servers

Power up agents with API’s, Tools, MCP, Memory & more

Use any LLM or vector store. Tap into pre-built tools for agents or create new ones with the HTTP connector. Call your other Skills from other AI systems using our MCP Server. Because control of your work shouldn’t come with conditions.

Human in the loop (HITL)

Human decisions, when it makes sense

While today’s AI models possess amazing capabilities today, sometimes we still need human expertise in areas requiring judgment, contextual understanding, and incomplete information. HITL bridges this gap by bringing human decisions into any Skills you create.

Stay in control

Stay informed with Notifications & Reporting.

Once set up, Agents get to work for you around the clock. In most cases, Agents do what we want, but sometimes LLMs can be unpredictable. With built in solutions like notifications, reporting, and logging you are always in the loop.

The Skills Marketplace

Discover new Skills

Browse and choose from a markeplaces of prebuilt Skills templates. Skill templates can be modified and shared with other team members. 

New advertisers from traffic create Accounts in ShareBuilder CRM and automatically enriched

Keep Hubspot and ShareBuilder CRM Contacts in sync with contact details

New leads form the Jotforms form creates a contact and company in ShareBuilder CRM

Inbound email creates a contact in CRM, ChatGPT generates a response to be sent via SendGrid

Snyc ShareBuilders CRM Account Financials data into Snowflake

Send rate cards from ShareBuilder Pricing to WideOrbit Fusion

Generate Waymark spec spot videos for new prospects in ShareBuilder CRM

New Pandadoc completed, use ChatGPT to create structured data to create a new project in Clickup

Create new activity in ShareBuilders CRM when a new row is created or edited in Excel 

When a new employee is added to LatticeHQ, create the user in ShareBuilder CRM and Docusign. 

Solutions & Use Cases

Skills across your entire business

Skills is built to work not just for Media Sales teams, but your entire business. Digital teams, HR, IT and Security, Management and more. 

Lead sequencing

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Marketing Automation

Automate inbound and outbound marketing

Contracting

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Finance

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Media Sales Opps

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Digital Sales Opps

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HR & People Opps

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IT & Security Opps

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Usage Limits

Truly Unlimited Usage

Unlike other solutions that charge per, step, user, workflow or task, ShareBuilders charges a single flat fee. This provides our customers predictable costs, no matter the complexity or volume of workflows.

FAQs & Clarification

Frequently Asked Questions

When is Assistant Skills available?

We are working to make Skills available in a limited beta preview to a few existing customers early Q2 2026. Skills will be made available to anyone shortly after the beta.

Is skills priced based on usage?

No! Unlike other solutions that charge per, step, user, workflow or task, ShareBuilders charges a single flat fee. This provides our customers predictable costs, no matter the complexity or volume of workflows.

Use the form below to request more information about pricing, technical details, or general information about Skills.

I do not see an app i need, will skills work for me?

There are a lot of applications, services, and solutions out there for us to choose from, and no two businesses are the same. We built Skills to scale fast. ShareBuilders has a dedicated Skills team that help create new connectors and solutions and they would be happy to talk about your ideas. Additionally, if you have the abilities, you can create your own custom connectors.

Does my data ever leave ShareBuilders?

No! ShareBuilders products including Skills are all housed within our cloud services, build by our team, and we do not outsource your workflow builders like other providers. You and your team are in full control of the data you bring into Skills, and send out of Skills. No other third party solution is involved.

Do I have to use AI in skills?

Not at all. You make the skills you want the ShareBuilder Assistant to do for you. AI providers and solutions are treated like powerful connectors, its up to you to use them when it makes sense.

How can we add our application to skills?

If you are a solution provider interested in adding your product to the Skills Connector Marketplace, please contact us using the form below. Our team will guide you through the onboarding process and help you get started.

Request more info

Put the ShareBuilder Assistant to Work!