ObserveOverviewActivityUsersTeams and Workflows
OptimizeOpportunitiesCoachingSkills
GovernanceBudgets and ApprovalsModel AccessMCP Servers

Opportunities

Optimized This Quarter

Low-complexity routing41%tasks away from frontier models
Avg. context size34%reduction this quarter
Reusable skills18from repeated workflows
Inefficient prompts73flagged before execution
34 opportunities across 8 modules
Model Routing & Controls4

Route Marketing drafts off frontier models

Campaign copy and SEO briefs still default to Opus. Routing routine drafts to Sonnet would cut spend without hurting quality.

Marketing

Default SDR research to mid-tier models

Prospect research runs on frontier models for simple firmographic lookups. A routing rule can keep Opus for complex deals only.

Sales

Require approved providers for Finance

Finance seats still call unapproved consumer endpoints. Enforce the allowlisted provider set for all forecast and close workflows.

Finance

Block unvetted providers in Recruiting

Offer and screening chats occasionally hit shadow providers. Lock HR to the governance-approved provider list.

HR
MCP Controls5

Disable MCP servers Engineering never calls

Three MCP servers are enabled org-wide but have had zero tool calls from Engineering in 30 days. Turning them off removes idle context and permission surface.

Engineering

Turn off unused CRM MCP connectors

Sales still has enrichment and calendar MCP servers enabled even though outreach workflows no longer use them.

Sales

Disable unused IT admin MCP servers

Okta and asset-inventory MCP servers are enabled for IT but almost never called outside quarterly audits.

IT

Turn off unused marketing design MCPs

Brand asset and ad-platform MCP connectors stay enabled despite campaign work moving to a different stack.

Marketing

Disable idle Finance ERP MCP tools

NetSuite query MCP is enabled for all Finance seats but only two analysts used it last quarter.

Finance
Skills9

Turn repeated PR review prompts into a skill

Engineers paste the same review checklist into chats several times a week. Capturing it as a skill would cut prompt tokens and keep review quality consistent.

Engineering

Codify outbound email drafting as a skill

SDRs reuse nearly identical prospect research and draft prompts. A shared skill would standardize tone and reduce Opus usage on routine outreach.

Sales

Remove stale Engineering skills

These skills have not been invoked in 60+ days and overlap newer shared skills. Removing them reduces skill picker noise and accidental use.

Engineering

Archive unused Product skills

Older competitive-research and release-note skills are unused since the new roadmap briefs skill shipped.

Product

Create an incident triage skill

On-call engineers rewrite the same triage prompt for every page. A shared skill would standardize severity scoring and cut repeat context.

IT

Standardize forecast variance explanations

Finance analysts restate the same variance narrative structure each close. A skill would keep board-ready language consistent.

Finance

Remove stale campaign skills

Launch-checklist and webinar skills have not been used since the new campaign copy skill shipped.

Marketing

Remove unused CS escalation skills

Older escalation and churn-save skills overlap the new support playbooks and have gone unused.

Customer Success

Archive unused HR screening skills

Legacy interview-score and benefits-FAQ skills are unused after the new hiring screens workflow.

HR
Tool Failures2

Stabilize flaky Jira MCP tool calls

jira.search fails ~18% of the time in PR triage chats, forcing retries that burn tokens and stall reviews.

Engineering

Fix Zendesk reply tool timeouts

zendesk.draftReply times out on long tickets, so agents re-prompt and duplicate work.

Customer Success
User.md6

Trim oversized user MD instruction files

Several engineers ship multi-thousand-line user MD files that load on every turn. Splitting into task-specific snippets would cut baseline context cost.

Engineering

Replace campaign user MD with scoped snippets

Campaign briefs and brand voice live in one large MD file attached to every draft. Smaller per-channel files would keep prompts focused.

Marketing

Slim Product research user MD files

Several PMs keep interview archives inside always-on user MD. Moving transcripts to on-demand files would cut baseline tokens.

Product

Split Customer Success macros from user MD

Reply macros and escalation trees load on every CS chat. Scoping macros to ticket type would shrink default context.

Customer Success

High-spend engineers have no user.md

These engineers are among the top spenders but have no user.md, so every session re-learns preferences and project conventions from scratch.

Engineering

SDRs missing user.md for outreach tone

Several SDRs draft outreach without a user.md, so tone and CTA rules get restated in every prompt instead of loading once.

Sales
Runaway Sessions2

Cap runaway Engineering debug sessions

Several overnight debug chats exceeded 200 turns with little progress. Auto-pause after a turn or spend threshold would stop the bleed.

Engineering

Detect runaway IT incident chats

Incident threads sometimes continue long after the SEV is closed. Flag and pause sessions that keep spending with no new alerts.

IT
Context Efficiency0
No opportunities
Coaching6

Coach SDRs off Opus for routine synthesis

Call-note synthesis still runs on Opus for most SDRs. Send a one-pager or download it to share with the team.

Sales

Coach engineers to scope repo context

Debugging sessions often paste full trees instead of the failing package. Share this one-pager with the team.

Engineering

Coach PMs to stop attaching full Drive folders

Product still over-indexes on bulk Drive context for PRDs. Send or download this one-pager for the team.

Product

Coach Finance off raw ledger pastes

Forecast chats still include full CSV exports. Share this one-pager before close.

Finance

Coach IT to prefer runbook skills over freeform chat

Incidents often restart from blank prompts. Send this one-pager to on-call.

IT

Coach recruiters on scoped offer context

Offer drafts still pull entire policy packs. Download or email this one-pager to recruiting.

HR