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Your assistant drafts the work. You approve it.
The DAY ONE skills take on the reviews and data entry that keep your system current, so the routine updates stop eating your day.
Pick a skill
I want my assistant to .
Use the Catalogue Composer skill
Call a skill by name
Type /dayone in your AI assistant and your DAY ONE skills are listed.
/dayone
Built into every skill
Checks written into each skill's instructions.
- A preview before any write, and the skill asks for your approval
- Declared scope, with out-of-scope requests declined
- Read-back verification after every write
- Source cited for every fact
- Nothing deleted, nothing merged; time entries saved as drafts for you to submit
- Picklists, required fields and record types read from your org, never assumed
- Contact details found along the way saved to your CRM, empty fields only, with your approval
What you need
Three things, and CRM Sync needs only two.
- An AI assistant that supports skillsNot every assistant can host them.
- Salesforce's MCP connectorSkills sign in as you and work with the records your Salesforce user can reach. DAY ONE hosts no server.
- The DAY ONE packageRequired for every skill except CRM Sync.
Questions about skills
Can't see your question? Ask us directly.
What is a skill?
A packaged set of instructions your AI assistant follows against your DAY ONE org. It runs in your assistant, when you invoke it.
Which assistants can run skills?
Skills run in your own AI assistant, connected through Salesforce's MCP connector. Not every assistant can host them; consumer ChatGPT on the web cannot. We confirm your assistant before setup. See what you need.
What can a skill see?
What you can see. A skill runs when you invoke it and works with the records your Salesforce user can reach.
Who approves the work?
A person. Every skill shows a preview and writes nothing until it is approved. Time entries are saved as drafts for the person to submit.
Does DAY ONE host the connection?
No. The connection is Salesforce's own MCP connector plus the skill files, authenticated as you. Your data goes from your org to the AI provider you choose, under your agreement with them.
Do I need the DAY ONE package?
For every skill except CRM Sync, yes. CRM Sync works in any Salesforce org. See our approach to AI.
Bring the task you would hand off first
Tell us the first task you would hand to your assistant, and we will focus the conversation on it.