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Official agent skill

Customer Deck Builder

by zapier in zapier/gtm-cheat-codes

Builds a tailored sales or customer success deck from approved CRM context and generates it in Gamma through Zapier MCP for calls like QBRs or renewals.

OfficialMITAuto-check passedSales & Support

Install Customer Deck Builder

skills CLI
$ npx skills add zapier/gtm-cheat-codes --skill customer-deck-builder -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install zapier/gtm-cheat-codes customer-deck-builder --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/zapier/gtm-cheat-codes.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sales-revops/customer-deck-builder .claude/skills/customer-deck-builder && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
customer-deck-builder
GitHub stars
342
Token cost
~1.1k tokens
SKILL.md length
599 words
Files
6
Skills in repo
21
Repo updated
First seen
Licence
MIT

At a glance

Builds a tailored sales or customer success deck from approved CRM context and generates it in Gamma through Zapier MCP for calls like QBRs or renewals.

  • Works in 8 steps: Gather the minimum context → Resolve the account from approved CRM or… → Pull only the approved fields needed for… → …
  • Preparing a QBR deck ahead of a customer business review
  • SKILL.md covers Workflow, Deck Structures, Gamma Generation Pattern and Content Guidelines, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

It gathers minimal context first: the account name or ID, the call type, the meeting goal, attendee roles, and specific topics or risks to cover. From there it resolves the account from approved CRM or account-data sources and pulls only approved fields, such as the account plan, usage summary, active users, top apps and feature adoption.

A deck shape is chosen to match the meeting, for example discovery, QBR, renewal, expansion, executive briefing, onboarding or follow-up, each with its own suggested slide order; a renewal deck, for instance, runs through usage trend, automation stack, product updates, plan fit and expansion opportunities before next steps. The narrative is planned before any slide is written, then turned into slide-by-slide markdown and generated in Gamma through Zapier MCP, returning the deck URL, a summary and review notes.

When your agent uses it

  • Preparing a QBR deck ahead of a customer business review
  • Building a renewal deck that ties usage data to outcomes
  • Putting together a first-meeting deck for a new account

Example prompts

  • “Build a QBR deck for Acme Corp covering this quarter's usage trend.”
  • “Make a renewal deck that shows our automation stack and plan fit.”
  • “Create a discovery deck for our first call with this prospect.”

Requirements

  • Approved CRM or account-data access
  • Zapier MCP with Gamma actions configured

Workflow steps

8 steps, taken from the first numbered list in SKILL.md.

  1. Gather the minimum context
  2. Resolve the account from approved CRM or account-data sources.
  3. Pull only the approved fields needed for the deck
  4. Choose the right deck shape
  5. Build the narrative before writing slides
  6. Write slide-by-slide markdown for Gamma.
  7. Generate the deck through Zapier MCP using Gamma actions.
  8. Return the Gamma URL, deck summary, and review notes.

What it can do on your machine

Read from SKILL.md and the folder at commit 022a288. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are markdown).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Customer Deck Builder loads about 1.1k tokens when it runs. Until then it costs about 44 tokens; SKILL.md has 599 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~44
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from zapier/gtm-cheat-codes at commit 022a288, republished under its MIT licence (© zapier). 599 words, ~1,136 tokens.

Download SKILL.mdSave it as .claude/skills/customer-deck-builder/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.
name
customer-deck-builder
description
Build tailored customer-facing sales or customer success decks from approved account context and generate the presentation with Gamma through Zapier MCP.

Customer Deck Builder

Use this skill when a GTM team needs a customer-facing deck for discovery, QBR, renewal, expansion, executive briefing, onboarding, or follow-up.

Workflow

  1. Gather the minimum context:
    • company name, domain, or account ID
    • call type
    • meeting goal
    • attendee roles
    • specific topics, questions, or risks
  2. Resolve the account from approved CRM or account-data sources.
  3. Pull only the approved fields needed for the deck:
    • account plan and renewal context
    • usage summary
    • active users or builder roles
    • top apps and workflows
    • feature adoption
    • relevant customer notes or meeting context
  4. Choose the right deck shape:
    • discovery or first meeting
    • QBR or business review
    • renewal
    • expansion or upsell
    • executive briefing
    • onboarding kickoff
    • follow-up or check-in
  5. Build the narrative before writing slides:
    • what the customer is doing today
    • what value they are already getting
    • what risks, gaps, or opportunities are visible
    • which use cases fit their stack, role, or goal
    • what next step should come out of the meeting
  6. Write slide-by-slide markdown for Gamma.
  7. Generate the deck through Zapier MCP using Gamma actions.
  8. Return the Gamma URL, deck summary, and review notes.

Deck Structures

Discovery Or First Meeting

Goal: establish credibility, show useful context, and frame relevant automation opportunities.

Suggested slides:

  1. Cover
  2. Agenda
  3. What we know about the customer
  4. AI automation opportunity
  5. Where to start
  6. Relevant use cases
  7. Customer proof
  8. Next steps
QBR Or Business Review

Goal: show value delivered, identify optimization opportunities, and align on next steps.

Suggested slides:

  1. Cover
  2. Agenda
  3. Customer and Zapier team
  4. Account health overview
  5. Usage trend or task-limit utilization
  6. Feature adoption
  7. Top workflows and apps
  8. Opportunities
  9. Progress and next steps
Renewal

Goal: recap value, show trajectory, and connect the renewal conversation to measurable outcomes.

Suggested slides:

  1. Cover
  2. Agenda
  3. Year in automation
  4. Usage trend
  5. Current-period usage
  6. Automation stack
  7. Relevant product updates
  8. Plan fit
  9. Expansion opportunities
  10. Next steps
Expansion Or Executive Briefing

Goal: show current value, identify where more teams or workflows can benefit, and keep the conversation outcome-focused.

Suggested slides:

  1. Cover
  2. Current impact
  3. Who is building
  4. What is working
  5. New use cases
  6. Product updates
  7. Proof points
  8. Next steps
Show full SKILL.md (218 more words)Show less

Gamma Generation Pattern

Prepare the deck content as markdown:

markdown
# Zapier + [Company Name] - [Call Type]
*Prepared for [Company Name] | [Date]*

---

## Agenda
1. Context
2. Current impact
3. Opportunities
4. Next steps

---

## [Slide Title]
[Concise slide content]

Then use Zapier MCP to run the Gamma create-generation action with:

  • format: presentation
  • card dimensions: 16x9
  • tone: professional
  • audience: business executive
  • text amount: concise

Poll the Gamma generation status action until the presentation URL is available.

Content Guidelines

  • Lead with the customer outcome, not the data source.
  • Use concrete numbers only when the source supports them.
  • Make every slide useful in three seconds.
  • Clean up technical app names before putting them on slides.
  • Group workflow logic tools separately from external apps.
  • Use plain language for task usage, feature adoption, renewal timing, and expansion opportunities.
  • Flag any claims, product roadmap mentions, or customer references that need approval.

Zapier MCP And SDK Role

  • Use Zapier MCP to read approved CRM, account, usage, meeting, and document context.
  • Use Zapier MCP to call Gamma generation and status actions.
  • Use Zapier SDK when the workflow becomes repeatable: deck request intake, data snapshot logging, approval routing, and handoff tracking.

Guardrails

  • Do not include raw SQL, internal table names, private notes, emails, or internal IDs in customer-facing slides.
  • Do not use unapproved customer names, quotes, logos, or metrics.
  • Do not share a generated deck externally until a human has reviewed the content.
  • Do not write back to CRM, create customer messages, or publish assets without approval.

© zapier, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 5 other files in skills/sales-revops/customer-deck-builder of zapier/gtm-cheat-codes.

  • SKILL.md
  • ONBOARDING-PROMPT.md
  • README.md
  • SCHEMA-MAP.md
  • SETUP.md
  • metadata.yaml

Open the folder on GitHubat commit 022a288

Compare with similar skills

Customer Deck Builder next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Customer Deck Builder compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Customer Deck Builder this skillzapier/gtm-cheat-codes342—~1.1kAutomated safety check: PassMIT
Call Prepbreakstageaxe61/genspark-claw141—~986Automated safety check: PassMIT
Account Researchexplorium-ai/gtm-skills163—~2.8kAutomated safety check: PassMIT
Minutes Prepsilverstein/minutes1.5k—~3.1kAutomated safety check: WarnMIT
Churn Riskindranilbanerjee/digital-marketing-pro8551 repos~2.4kAutomated safety check: PassMIT
Financial Health ScoresOctagonAI/skills127—~1kAutomated safety check: PassMIT

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Works with

Categories

Questions about Customer Deck Builder

What does Customer Deck Builder do?

Builds a tailored sales or customer success deck from approved CRM context and generates it in Gamma through Zapier MCP for calls like QBRs or renewals. It gathers minimal context first: the account name or ID, the call type, the meeting goal, attendee roles, and specific topics or risks to cover. From there it resolves the account from approved CRM or account-data sources and pulls only approved fields, such as the account plan, usage summary, active users, top apps and feature adoption.

When should I use Customer Deck Builder?

Customer Deck Builder fits situations like: preparing a QBR deck ahead of a customer business review; building a renewal deck that ties usage data to outcomes; putting together a first-meeting deck for a new account.

How do I install Customer Deck Builder in Claude Code?

Run `npx skills add zapier/gtm-cheat-codes --skill customer-deck-builder -a claude-code`. Or copy the skill folder (skills/sales-revops/customer-deck-builder in zapier/gtm-cheat-codes) into .claude/skills/customer-deck-builder in your project. Claude Code loads it when a task matches its description.

How do I install Customer Deck Builder in Codex?

Run `npx skills add zapier/gtm-cheat-codes --skill customer-deck-builder -a codex`. Or copy the skill folder (skills/sales-revops/customer-deck-builder in zapier/gtm-cheat-codes) into .agents/skills/customer-deck-builder in your project. Codex loads it when a task matches its description.

Can I use Customer Deck Builder in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add zapier/gtm-cheat-codes --skill customer-deck-builder -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/customer-deck-builder, .gemini/skills/customer-deck-builder, .github/skills/customer-deck-builder and .opencode/skills/customer-deck-builder in your project.

What does Customer Deck Builder need to run?

SKILL.md names no scripts, command-line tools or credentials: Customer Deck Builder is instructions for the agent only. Our summary lists: Approved CRM or account-data access; Zapier MCP with Gamma actions configured.

Does Customer Deck Builder access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Customer Deck Builder safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Customer Deck Builder use?

Customer Deck Builder is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Customer Deck Builder use?

About 1.1k tokens (SKILL.md is roughly 4.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Customer Deck Builder?

Skills that share tags, products or a category with Customer Deck Builder: Call Prep (breakstageaxe61/genspark-claw, 141 stars), Account Research (explorium-ai/gtm-skills, 163 stars), Minutes Prep (silverstein/minutes, 1.5k stars) and Churn Risk (indranilbanerjee/digital-marketing-pro, 855 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Customer Deck Builder?

zapier (a GitHub organization, an official publisher) maintains it in zapier/gtm-cheat-codes, which has 342 GitHub stars. The repository holds 21 skills in this directory. The repository was last updated on July 13, 2026.

Source: zapier/gtm-cheat-codes on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.