# Requirements: Pressing Items

> **Version 1.0.0 · Last updated 2026-10-22 · Estimated setup time: 15–30 minutes**

> 🧩 **Based on the prebuilt skill `Clone-Pressing-Items`.** You attach it; you don't have to write it.

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## 1. Required skills / operators

| # | Skill / operator (exact name) | What it's used for | Required? |
|---|---|---|---|
| 1 | **Clone-Pressing-Items** (prebuilt skill) | The 12-hour triage sweep and drafts | Required |
| 2 | **GoogleGmailOperator** or the **Outlook email operator** | Primary signal: asks, escalations, dropped threads, meeting-recap action items; sends the HTML email | Required (strongly) |
| 3 | **GoogleCalendarOperator** or the **Outlook calendar operator** | Upcoming and just-missed meetings | Recommended |
| 4 | **GoogleDriveCoreOperator** or **Microsoft_OneDrive** | Recently shared or commented files | Optional |
| 5 | Salesforce operators or HubSpot operators | Deals, cases, activities needing attention | Optional |
| 6 | **Linear_Operator** | Issues assigned to or blocked on you | Optional |
| 7 | `search_knowledge` | Knowledge base notes | Optional |
| 8 | **platform** | Attach the skill, create scheduled tasks | Required |

> Skill names can differ slightly between orgs. Confirm the exact names in your skill catalog before saving the skill.

## 2. Connections and minimum permissions

| Connection | Minimum permission | Why |
|---|---|---|
| Email | Read + Send | Read the last 12 hours; send the briefing to confirmed recipients |
| Calendar | Read | Upcoming meetings and recent invites |
| Drive / OneDrive | View | Recent files and comments |
| Salesforce or HubSpot | Read | Deals, cases/engagements, activities |
| Linear | Read | Assigned and blocked issues |
| Slack or Teams messaging | Post to the chosen channel or DM | Delivery |

All connections are made by you through sign-in (OAuth). Your clone never needs your password.

## 3. Optional add-ons

| Add-on | Adds |
|---|---|
| Calendar | "Due Soon" meeting prep needs |
| Files | Review requests and comments awaiting you |
| CRM | Stalled deals, new cases, overdue tasks |
| Linear | Blocked issues and review requests |
| Knowledge bases | Related notes and commitments |

### Salesforce to HubSpot mapping

| Concept | Salesforce | HubSpot |
|---|---|---|
| Deal | Opportunity (SalesforceOpportunityOperator) | Deal (HubspotDealOperator) |
| Support item | Case (SalesforceCaseOperator) | Notes/tasks via HubspotEngagementOperator (no ticket operator) |
| Activity/task | SalesforceActivityOperator | HubspotEngagementOperator |
| Account | SalesforceAccountOperator | HubspotCompanyOperator |

## 4. Data prerequisites

- [ ] Email is connected for the mailbox you want triaged.
- [ ] You know the Slack or Teams channel (or DM) for delivery.
- [ ] You know who should receive the HTML email (usually just you).
- [ ] CRM and Linear connections (if used) are signed in with read access.

## 5. Roles and permissions

| Who | Needs to |
|---|---|
| Clone admin | Attach the skill, approve the plan, create the scheduled task |
| Connection owner (you) | Sign in to email, calendar, files, CRM, Linear |
| Slack/Teams admin | Allow the clone to post to the channel, if restricted |

## 6. Estimated setup time

| Step | Time |
|---|---|
| Pre-flight | 5 min |
| Discovery and plan | 5 min |
| Sign-ins | 5–15 min |
| First run and check | 5 min |
| Optional schedule | 5 min |
| **Total** | **15–30 min** |

## 7. Pre-flight checklist

- [ ] I'm the clone admin (or have one)
- [ ] Clone-Pressing-Items is in my skill catalog
- [ ] I can sign in to my email (Gmail or Outlook)
- [ ] (Optional) I can sign in to calendar, Drive/OneDrive, Salesforce or HubSpot, Linear
- [ ] I know my `{DELIVERY_CHANNEL}` and `{EMAIL_RECIPIENTS}`
- [ ] (Optional) I've picked `{SCHEDULE_TIMES}` and `{TIME_ZONE}`

## 8. You're ready when…

- ✅ Clone-Pressing-Items is attached.
- ✅ Email is connected (the most important source).
- ✅ You've run "What's pressing?" and seen both drafts in chat.
- ✅ You confirmed a channel and recipients and the delivery arrived.
- ✅ (Optional) The scheduled task prompt names the channel and email.

Then download **CLONE-INSTRUCTIONS.md** and give it to your clone.