account_overlaps
ClaudeUse this when the person asks which ISV Partners also have a client or prospect as their customer or open opportunity, and what to do about it (ask for an intro, co-sell, register). Comes from the account lists their partners shared. E.g. 'Which partners also have Acme?'
deal_check
ClaudeUse this when the person asks about a joint deal: is it registered with the partner, when the registration expires, its stage, close date and next step. Search by client account name or registration ID. E.g. 'Is the Acme deal registered with Snowflake?'
draft_partner_message
Claudemeeting_notes
ClaudeUse this when the person pastes a partner meeting transcript or notes and wants the actions, asks, wins, risks and deal updates captured. YourPartnerOS drafts them into Review drafts for the person to confirm; nothing is saved directly.
meeting_prep
ClaudeUse this before a partner meeting or QBR: the next meeting with that ISV Partner, open actions on both sides, what was agreed last time, the joint pipeline, partner people and recent news. E.g. 'Prep me for tomorrow's Snowflake QBR.'
my_week
ClaudeUse this when the person asks what's due, overdue or coming up with their ISV Partners: follow-ups, deal next steps, registrations about to expire, MDF claims, certifications and partner meetings. Workspace admins see the whole team's items; everyone else sees their own.
partner_message_facts
ClaudeUse this when the person wants to write to someone at an ISV Partner (a partner AE, partner manager or alliance lead), such as a follow-up, an intro request or a co-sell ask. Read-only: returns the facts to write from (the people, recent touches, related deals, account overlaps and partner news). It does not write, save or send a message; you write the message yourself from these facts.
partner_news
ClaudeUse this when someone asks what's new with a technology company's partner ecosystem this week — program changes, funding, product launches, partner events — from the point of view of a services partner (SI or consultancy). Returns a short brief with sources. No account needed. Good for 'what's new with Snowflake for partners?' or 'any AWS partner program changes this week?'.
partner_practice_check
ClaudeUse this when a services firm, consultancy or SI asks how mature its partnership with an ISV Partner is, what's holding its alliance practice back, or what to fix first. Call it once without answers to get the nine questions (each with five answers A–E), ask the person, then call again with their answers to get a score, the one constraint holding them back and the first move. No account needed.
partner_program_guide
ClaudeUse this when someone asks how a technology company's partner program works for services firms, consultancies or SIs (services partners): how to register a deal with Snowflake, what funding or MDF Databricks offers, the Salesforce partner tiers, where the AWS partner portal or Microsoft co-sell page is, partner training and certification links, or upcoming partner events. Covers 130+ ISV Partners across cloud, data, AI, cybersecurity, CRM, enterprise apps, industry platforms, hardware and distribution — category leaders and challengers alike (AWS, Microsoft, Salesforce, Snowflake, CrowdStrike, Zscaler, NVIDIA, Zoho, Pax8 and more). Can also list the partners in one practice. Researched by YourPartnerOS with the source page for every link. No account needed.
partner_snapshot
ClaudeUse this when the person asks how things are going with one of their ISV Partners: health (pipeline, registrations, relationship, enablement, cadence, economics), tier and what's blocking the next tier, open joint pipeline, next meeting and recent news. E.g. 'How are we doing with Databricks?'
record_note
ClaudeUse this when the person tells you about a partner conversation, meeting, intro or promise and wants it remembered: who they met, what was agreed, follow-ups with dates, deal updates, funding news. YourPartnerOS drafts the records (contacts, touches, follow-ups, deal updates) into Review drafts; nothing is saved until the person confirms there.
review_drafts_waiting
ClaudeUse this when the person asks what's waiting for them to confirm in YourPartnerOS (drafted contacts, follow-ups, deal updates, meeting actions).
