governance
Skill: Governance
These are the rules, policies, and best practices that every AI agent in your organization must follow. Always check Guidelines before generating content, making decisions, or taking actions. One update here → every AI tool in your org gets smarter.
Guidelines are stored as markdown documents and are automatically available to all agents via smartGuidelines. Use this skill to read, create, update, and manage them.
This skill supports two workflows: conversational editing (chat, SDK scripts, automated pipelines) and GitOps sync (
.mdfiles in a Git repo synced to the API). Both produce the same output: well-structured guidelines available to all agents viasmartGuidelines.
When NOT to Use This Skill
- Need to store data about contacts/companies → use entity-memory
- Need multi-agent coordination state (tasks, updates, issues) → use collaboration
- Need to plan a full Personize integration → use solution-architect
Actions
More from personizeai/personize-skills
personize-memory
Stores and retrieves persistent memory about records — contacts, companies, employees, members, and more. Handles memorization (single and batch with per-property AI extraction), semantic recall, entity digests, and data export. Use this skill whenever the user wants to store data, sync records from a CRM or database, query or search memory, recall what's known about a person or company, assemble context for personalization, import CSV or spreadsheet data, or do anything involving the Personize SDK's memory methods (memorize, recall, smartRecall, smartDigest, search, memorizeBatch). Also use when the user mentions contacts, leads, accounts, customer data, or entity properties.
21entity-memory
Stores and retrieves persistent memory about records — contacts, companies, employees, members, and more. Handles memorization (single and batch with per-property AI extraction), semantic recall, entity digests, and data export. Use this skill whenever the user wants to store data, sync records from a CRM or database, query or search memory, recall what's known about a person or company, assemble context for personalization, import CSV or spreadsheet data, or do anything involving the Personize SDK's memory methods (memorize, recall, smartRecall, smartDigest, search, memorizeBatch). Also use when the user mentions contacts, leads, accounts, customer data, or entity properties.
12no-code-pipelines
Generates importable n8n workflow JSON files that sync data between Personize and 400+ apps. Produces ready-to-import workflows for batch sync, webhook ingestion, per-record AI enrichment, and data export — no code required. Use this skill whenever the user wants no-code integrations, visual workflows, n8n automation, or to connect Personize to HubSpot, Salesforce, Google Sheets, Slack, Postgres, or any app without writing code. Also trigger when they mention 'workflow automation', 'scheduled sync without code', 'visual pipeline', or 'connect Personize to [app]' and don't want to write TypeScript.
12code-pipelines
Builds, deploys, and iterates production-ready AI agent pipelines using Trigger.dev and the Personize SDK. Handles the full lifecycle: interview the user about what they want, design the schema and governance, write the pipeline code, deploy it, monitor results, and iterate based on feedback. Generates TypeScript tasks for outbound sequences, inbound lead processing, conversational reply handlers, enrichment pipelines, and account signal monitoring — all backed by Personize memory, AI context, and governance. Use this skill whenever someone wants to build an AI agent, automated workflow, email sequence, drip campaign, cold outreach, lead enrichment, reply handler, account monitor, CRM automation, daily digest, or any durable pipeline — whether they provide technical specs or just describe what they want in plain language. Also trigger for Trigger.dev, background tasks, self-scheduling follow-ups, GTM automation, 'build me an agent that...', or 'I want to automate...'.
11collaboration
Turn any record into a shared workspace where agents and humans collaborate. Attach a simple workspace schema to any entity — contacts, companies, deals, projects, tickets — and let any participant contribute updates, tasks, notes, and issues. Use this skill whenever the user wants multi-agent collaboration, shared context on an entity, agent handoffs, workspace-based coordination, or the three-layer agent operating model (Guidelines + Memory + Workspace). Also trigger when they mention multiple agents working on the same record, deal rooms, account intelligence, customer health monitoring, cross-functional coordination, or progressive autonomy for AI agents.
11signal
Set up @personize/signal — a smart notification engine that decides IF, WHAT, WHEN, and HOW to notify each person using Personize memory and governance. Guides you through connecting event sources, configuring delivery channels, setting up governance rules, and testing the decision engine. Use this skill whenever the user wants to build smart notifications, AI-powered alerts, notification fatigue prevention, daily/weekly digests, personalized messaging, or intelligent notification routing. Also trigger when they mention @personize/signal, notification scoring, quiet hours, deduplication, channel routing (email vs Slack vs in-app vs SMS), or want notifications that know when to stay silent.
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