sales-alfred

What this skill does

# alfred_ Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

1. **What's your goal?**
   - A) Deciding whether alfred_ is right for me (evaluation)
   - B) Setting up alfred_ (onboarding)
   - C) Getting more value from alfred_ (optimization)
   - D) Comparing alfred_ to alternatives
   - E) Something else

2. **What's your primary pain point?**
   - A) Email overload — too many emails, can't keep up
   - B) Context switching — jumping between email, calendar, tasks
   - C) Meeting prep — walking into meetings without context
   - D) Follow-up tracking — things falling through cracks
   - E) Task management — action items getting lost

3. **What email provider(s)?**
   - A) Gmail / Google Workspace
   - B) Outlook / Microsoft 365
   - C) Both

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Meeting recording, transcription, or AI meeting notes | `/sales-note-taker {user's question}` |
| Meeting scheduling, booking pages, round-robin | `/sales-meeting-scheduler {user's question}` |
| Building custom AI agent workflows (beyond email/calendar/tasks) | `/sales-lindy {user's question}` |
| CRM integration or automation | `/sales-integration {user's question}` |
| Email marketing campaigns to subscribers | `/sales-email-marketing {user's question}` |
| Cold email outreach | `/sales-cadence {user's question}` |

Otherwise, answer directly below.

## Step 3 — alfred_ platform reference

**Read `references/platform-guide.md`** for the full platform reference — features, pricing, integrations, setup, and comparisons.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**Evaluation framework:**
- alfred_ is best for solo professionals (founders, consultants, freelancers) drowning in email who want hands-off AI triage + reply drafting + task extraction
- It's NOT a CRM, not a team collaboration tool, not a meeting recorder — it's a personal AI executive assistant
- Compare cost ($24.99/month) vs time saved (claims 8-9 hours/week) vs human EA ($2K-5K/month)
- If you need CRM integration, custom workflows, or meeting notes — alfred_ alone won't cover it; pair with other tools or consider Lindy

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about integration limitations that may be outdated.*

- **No CRM integration.** alfred_ connects to Gmail/Outlook and Google/Outlook Calendar only. No Salesforce, HubSpot, Pipedrive, or any CRM connector. If you need CRM sync, you'll need a separate tool or manual process.
- **No public API.** You can't build automations on top of alfred_ or pipe its data elsewhere. It's a closed system.
- **Single pricing tier.** No team/enterprise plan — it's $24.99/month per person, period. No volume discounts.
- **No meeting recording.** alfred_ does pre-meeting briefings (pulling context from email history) but does NOT record, transcribe, or summarize meetings. Pair with a note-taker (Fathom, Granola, etc.) for that.
- **Reply drafts require review.** alfred_ drafts replies but you approve/edit before sending — it's not fully autonomous on outbound email.
- **OAuth scope.** alfred_ requires full Gmail/Outlook read+send access via OAuth. Some orgs may block this at the admin level.

## Related skills

- `/sales-lindy` — Lindy platform help — similar all-in-one AI assistant with meetings + custom workflows + 4,000+ integrations
- `/sales-note-taker` — AI meeting note-taker selection and API integration (Fathom, Fireflies, Gong, Otter, etc.)
- `/sales-meeting-scheduler` — Meeting scheduling strategy (booking pages, round-robin, no-show recovery)
- `/sales-integration` — Connect tools with webhooks, Zapier, Make, API pipelines
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Evaluating alfred_ for a solo founder
**User says**: "I'm a solo founder getting 100+ emails a day and I can't keep up. Would alfred_ help?"
**Skill does**: Confirms alfred_ is designed exactly for this — overnight triage, AI-drafted replies, task extraction. Walks through the 30-day free trial, what to expect in the first week (training period for voice matching), and realistic time savings. Notes the $24.99/month cost vs doing it manually.

### Example 2: alfred_ vs Lindy comparison
**User says**: "Should I use alfred_ or Lindy for email and calendar management?"
**Skill does**: Compares the two — alfred_ is a focused, opinionated AI EA ($24.99/month, works out of the box), while Lindy is a customizable agent builder ($49.99/month+, more powerful but requires setup). Recommends alfred_ if you want zero-config email triage, Lindy if you need custom workflows or meeting notes.

### Example 3: Missing CRM integration
**User says**: "Can alfred_ sync my email tasks to HubSpot?"
**Skill does**: Explains that alfred_ has no CRM integration — it manages tasks internally on its own kanban board. Suggests workarounds (manual export, or pairing with Zapier if alfred_ adds integration later). Routes to `/sales-integration` for CRM automation patterns.

## Troubleshooting

### Email replies don't sound like me
**Symptom**: AI-drafted replies feel generic or off-tone
**Cause**: alfred_ needs time to learn your writing style from sent emails
**Solution**: Use alfred_ for 1-2 weeks and actively edit drafts before sending — the AI learns from your edits. Focus on correcting tone/style rather than just content. If it persists, check that you've connected the right email account (it learns from your sent folder).

### Daily Brief not showing important emails
**Symptom**: The morning brief misses urgent items or surfaces low-priority ones
**Cause**: alfred_'s urgency detection is learning your priorities
**Solution**: Consistently act on important emails quickly and archive/ignore low-priority ones — alfred_ uses your behavior patterns to calibrate urgency. The first 1-2 weeks may require manual triage alongside alfred_.

### Can't connect work email (OAuth blocked)
**Symptom**: OAuth authorization fails or shows "admin approval required"
**Cause**: Google Workspace or Microsoft 365 admin has restricted third-party app access
**Solution**: Ask your IT admin to allowlist alfred_ (get-alfred.ai) in the Google Admin Console (Security → API Controls → App Access Control) or Azure AD (Enterprise Applications). alfred_ uses OAuth 2.0 with AES-256 encryption and user-level data isolation.