When to Use
User needs help running Skool as a real operating system, not just writing generic community advice.
Agent handles group positioning, approvals, onboarding, classroom access, calendar cadence, official automation surfaces, and member lifecycle decisions without inventing unsupported platform behavior.
Architecture
Memory lives in ~/skool/. If ~/skool/ does not exist, run setup.md. See memory-template.md for structure.
CODEBLOCK0
Quick Reference
Load only the smallest file that matches the current Skool blocker.
| Topic | File |
|---|
| Setup and activation behavior | INLINECODE4 |
| Memory template |
memory-template.md |
| Official product surface and hard constraints |
official-surface.md |
| Group strategy and day-to-day operations |
community-operations.md |
| Classroom structure and calendar execution |
classroom-and-calendar.md |
| Official automations, Zapier, and webhook flows |
automation-and-integrations.md |
| Approvals, onboarding, retention, and member lifecycle |
member-lifecycle.md |
| Failure diagnosis and rollback moves |
troubleshooting.md |
Requirements
- - Skool group admin access, screenshots, exports, or concrete context if the user wants execution advice instead of generic strategy
- Official Skool integration credentials only when the user is wiring a verified automation surface that explicitly requires them
- Explicit user confirmation before live invites, member removal, access changes, DM automation, billing-adjacent changes, or any write that affects real members
- Current plan gates, plugin availability, and exact platform behavior must be re-checked against official Skool docs when the task depends on a specific feature
Operating Coverage
This skill covers the real Skool operating stack:
- - group promise, offer shape, public versus private posture, and approval policy
- membership questions, instant approval choices, AutoDM follow-through, and invite handling
- classroom structure, lesson sequencing, course access rules, and calendar-driven retention
- official automation surfaces such as Zapier and the developer-only webhook plugin
- moderation, spam reduction, member support, and recurring failure recovery
This skill does not assume an official Skool CLI exists. Treat Skool as a product with UI workflows plus explicitly documented integration surfaces, then verify live docs before coding against any direct API contract.
Verified Connection Surfaces
These are the concrete Skool surfaces this skill should reason about before proposing anything custom:
- - native invite flows by share link, direct email, bulk CSV import, and Zapier-driven invite emails
- Zapier trigger and action flows for paid-member export, membership-question export, member invites, and course unlocks
- membership-question answers visible in admin and exportable from the Members tab
- AutoDM with built-in variables and admin-only sending
- native calendar events, Skool Calls, and Pro webinars
- manual grant and revoke of course access for level-unlock, buy-now, or private courses
- official tracking plugins such as Google Ads, Meta pixel, and Hyros
If a requested workflow cannot be mapped to one of these verified surfaces, stop treating it as standard Skool automation and make the limitation explicit.
Data Storage
Keep only durable Skool operating context in ~/skool/:
- - approved group URLs, plan context, and the business model behind the community
- onboarding rules, membership question logic, and approval boundaries that the user confirmed
- course unlock patterns, calendar cadence, and retention experiments worth reusing
- approved automation hosts, API-key usage rules, and no-go automations
- incidents such as broken invite flows, spam bursts, accidental access grants, or webhook failures
Core Rules
1. Lock the Group Promise Before Tactics
- - Start by naming what the Skool group actually sells or delivers: community, course access, coaching, membership, event access, or a hybrid.
- Skool decisions around approvals, pricing, classroom design, and automations only make sense after the core promise is explicit.
2. Separate Advice From Live Admin Writes
- - Auditing copy, structure, and funnel logic is safe by default.
- Inviting members, removing members, changing access, unlocking courses, or sending automations are real write operations and must be previewed before execution.
- Never blur strategy mode with live admin mode.
3. Use Only Officially Supported Automation Surfaces
- - Prefer native Skool behavior first, then official plugins such as Zapier, AutoDM, or the documented webhook plugin where applicable.
- Do not invent unsupported posting bots, comment bots, or DM bots just because browser automation is technically possible.
- If a task needs direct API usage, verify the current documented surface first and keep the workflow narrow.
4. Treat Access Control as the Highest-Risk Layer
- - Membership approval, invite links, pricing, free trials, level gates, and course permissions shape trust faster than content polish does.
- Check who gets in, what they unlock, when they unlock it, and what rollback path exists before recommending changes.
5. Run Classroom and Calendar as Retention Systems
- - Courses and events are not isolated content libraries.
- Sequence lessons, calls, webinars, and reminders so members always know the next action and the next date that matters.
- If the classroom is deep but the calendar is dead, retention will decay.
6. Diagnose Growth Through the Full Member Lifecycle
- - Track the full path: visitor, applicant, approved member, activated member, retained member, and expanded buyer.
- Use membership questions, instant approval rules, invite logic, AutoDM, and event participation as one funnel, not separate tactics.
7. Store Durable Operating Patterns, Not Member Dossiers
- - Save group-level defaults, proven workflows, and incident lessons.
- Do not store raw DMs, sensitive payment details, unnecessary personal stories, or full member histories in local notes.
- Keep local memory useful enough to improve decisions and small enough to stay trustworthy.
Common Traps
- - Treating Skool like generic community software -> advice misses the tight coupling between members, classroom, and calendar.
- Using unofficial automation ideas for posts or DMs -> fragile workflows fight the platform instead of working with supported surfaces.
- Opening access before the unlock logic is tested -> members see the wrong course, the wrong price, or the wrong event.
- Relying on content volume alone -> engagement looks busy while onboarding and retention stay weak.
- Mixing strategy with live admin changes -> one session creates accidental member-facing side effects.
- Saving too much member detail locally -> privacy risk rises without improving operational decisions.
External Endpoints
Only these endpoint categories are allowed unless the user explicitly approves more:
| Endpoint | Data Sent | Purpose |
|---|
| https://help.skool.com | documentation lookups only | verify live feature behavior, plan gates, and official workflow constraints |
| https://hooks.zapier.com |
mapped workflow fields approved by the user | Skool-adjacent automations routed through Zapier webhooks |
| https://{user-approved-webhook-host} | invite, course access, or member fields explicitly approved for the workflow | Skool webhook plugin flows and downstream automation |
No other data is sent externally unless the user explicitly approves another integration surface after verifying it is officially supported for the task.
Security & Privacy
Data that leaves your machine:
- - documentation lookups against official Skool help pages
- mapped workflow fields sent to approved Zapier or webhook destinations
- any user-approved payloads needed for member invite or access workflows
Data that stays local:
- - durable operating notes in INLINECODE13
- group strategy, onboarding rules, classroom defaults, and incident logs unless the user exports them
- rejected or draft automation plans that were never executed
This skill does NOT:
- - assume an undocumented Skool CLI exists
- normalize unofficial bots for posting, commenting, or mass messaging
- execute live member-impacting writes without explicit user intent
- store credentials, payment details, or raw member message archives in local memory
- modify its own skill files
Trust
By using this skill, approved workflow data may be sent to Skool-adjacent services such as Zapier or an approved webhook destination, plus official Skool documentation pages for verification.
Only install if you trust those services with that data.
Scope
This skill ONLY:
- - helps operate Skool groups, classroom content, calendar cadence, and official integrations safely
- turns growth, onboarding, and access problems into reproducible operating decisions
- keeps durable notes for approved defaults, automation boundaries, and recurring incidents
This skill NEVER:
- - treat unsupported automation as normal just because it can be scripted
- bypass confirmation for live member-impacting changes
- claim a feature exists without checking current Skool docs when exact behavior matters
- turn local memory into a shadow CRM full of unnecessary member data
Related Skills
Install with
clawhub install <slug> if user confirms:
- -
community-manager - extend Skool strategy into day-to-day moderation and operating rituals - INLINECODE16 - wire approved Skool workflows into broader automation systems
- INLINECODE17 - harden delivery, retries, and verification around Skool webhook flows
- INLINECODE18 - improve curriculum structure and lesson sequencing inside the classroom
- INLINECODE19 - connect Skool funnel work to broader acquisition and retention experiments
Feedback
- - If useful: INLINECODE20
- Stay updated: INLINECODE21
使用时机
用户需要将Skool作为真正的操作系统来运行,而非仅提供通用社区建议。助手需处理群组定位、审批、入群引导、课堂访问、日历节奏、官方自动化界面及成员生命周期决策,且不得编造平台不支持的功能。
架构
记忆文件存储在 ~/skool/ 目录中。若 ~/skool/ 不存在,请运行 setup.md。结构参见 memory-template.md。
text
~/skool/
|-- memory.md # 持久化激活规则、群组资料及运行默认设置
|-- groups.md # 群组链接、产品结构及定位说明
|-- onboarding.md # 入群问题、审批策略及欢迎流程决策
|-- classroom.md # 课程访问逻辑、解锁规则及课程设计说明
|-- automations.md # 已批准的Zapier、AutoDM及Webhook工作流
-- incidents.md # 垃圾信息、访问错误、邀请失效及恢复记录
快速参考
仅加载与当前Skool问题匹配的最小文件。
memory-template.md |
| 官方产品界面与硬性限制 | official-surface.md |
| 群组策略与日常运营 | community-operations.md |
| 课堂结构与日历执行 | classroom-and-calendar.md |
| 官方自动化、Zapier及Webhook流程 | automation-and-integrations.md |
| 审批、入群引导、留存与成员生命周期 | member-lifecycle.md |
| 故障诊断与回滚操作 | troubleshooting.md |
要求
- - 若用户需要执行建议而非通用策略,需提供Skool群组管理员权限、截图、导出数据或具体上下文
- 仅当用户正在配置明确需要官方集成凭证的已验证自动化界面时,才使用官方Skool集成凭证
- 在实时邀请、移除成员、更改访问权限、自动化私信、涉及计费的变更或任何影响真实成员的写入操作前,需获得用户明确确认
- 当任务依赖特定功能时,必须对照官方Skool文档重新验证当前套餐限制、插件可用性及确切平台行为
运营覆盖范围
本技能涵盖真实的Skool运营体系:
- - 群组承诺、产品形态、公开与私密定位及审批策略
- 入群问题、即时审批选择、AutoDM跟进及邀请处理
- 课堂结构、课程排序、课程访问规则及日历驱动的留存策略
- 官方自动化界面,如Zapier及仅限开发者使用的Webhook插件
- 内容审核、减少垃圾信息、成员支持及常见故障恢复
本技能不假设存在官方Skool CLI。将Skool视为具有UI工作流及明确文档化集成界面的产品,在针对任何直接API契约进行编码前,需先验证实时文档。
已验证的连接界面
在提出任何自定义方案前,本技能应优先考虑以下具体的Skool界面:
- - 通过分享链接、直接邮件、批量CSV导入及Zapier驱动的邀请邮件等原生邀请流程
- 用于付费成员导出、入群问题导出、成员邀请及课程解锁的Zapier触发与动作流程
- 在管理后台可见且可从成员标签页导出的入群问题答案
- 内置变量且仅限管理员发送的AutoDM
- 原生日历事件、Skool通话及专业版网络研讨会
- 针对等级解锁、立即购买或私密课程的手动授予与撤销课程访问权限
- 官方追踪插件,如Google Ads、Meta像素及Hyros
若请求的工作流无法映射至上述已验证界面之一,则停止将其视为标准Skool自动化,并明确说明该限制。
数据存储
仅在 ~/skool/ 中保留持久的Skool运营上下文:
- - 已批准的群组链接、套餐上下文及社区背后的商业模式
- 用户确认的入群规则、入群问题逻辑及审批边界
- 值得复用的课程解锁模式、日历节奏及留存实验
- 已批准的自动化主机、API密钥使用规则及禁止的自动化操作
- 事件记录,如邀请流程故障、垃圾信息爆发、意外授予访问权限或Webhook失败
核心规则
1. 在制定策略前先明确群组承诺
- - 首先明确Skool群组实际销售或提供的内容:社区、课程访问、辅导、会员资格、活动访问或混合模式。
- 只有在核心承诺明确后,关于审批、定价、课堂设计及自动化的决策才有意义。
2. 区分建议与实时管理写入操作
- - 审核文案、结构及漏斗逻辑默认安全。
- 邀请成员、移除成员、更改访问权限、解锁课程或发送自动化操作均为真实写入操作,执行前必须预览。
- 切勿混淆策略模式与实时管理模式。
3. 仅使用官方支持的自动化界面
- - 优先使用Skool原生行为,其次在适用情况下使用官方插件,如Zapier、AutoDM或文档化的Webhook插件。
- 不要仅因浏览器自动化在技术上可行,就编造不支持的发布机器人、评论机器人或私信机器人。
- 若任务需要直接使用API,请先验证当前文档化的界面,并保持工作流范围狭窄。
4. 将访问控制视为最高风险层
- - 成员审批、邀请链接、定价、免费试用、等级门槛及课程权限对信任的影响速度远超内容打磨。
- 在推荐更改前,检查谁可以进入、他们解锁了什么、何时解锁以及存在何种回滚路径。
5. 将课堂与日历作为留存系统运行
- - 课程与活动并非孤立的内容库。
- 安排课程、通话、网络研讨会及提醒的顺序,使成员始终知道下一步行动及下一个重要日期。
- 若课堂内容深入但日历活动停滞,留存率将会下降。
6. 通过完整的成员生命周期诊断增长
- - 追踪完整路径:访客、申请者、已批准成员、已激活成员、已留存成员及扩展购买者。
- 将入群问题、即时审批规则、邀请逻辑、AutoDM及活动参与视为一个漏斗,而非独立的策略。
7. 存储持久的运营模式,而非成员档案
- - 保存群组级别的默认设置、已验证的工作流及事件教训。
- 不要在本地笔记中存储原始私信、敏感支付详情、不必要的个人故事或完整的成员历史。
- 保持本地记忆足够有用以改进决策,同时足够精简以保持可信赖。
常见陷阱
- - 将Skool视为通用社区软件 -> 建议忽略了成员、课堂与日历之间的紧密耦合。
- 对帖子或私信使用非官方自动化想法 -> 脆弱的工作流与平台对抗,而非利用支持的界面。
- 在解锁逻辑未测试前开放访问权限 -> 成员看到错误的课程、错误的价格或错误的活动。
- 仅依赖内容数量 -> 互动看似繁忙,但入群引导与留存依然薄弱。
- 将策略与实时管理更改混为一谈 -> 一次会话造成意外的面向成员的副作用。
- 在本地保存过多成员详情 -> 隐私风险上升,却未改善运营决策。
外部端点
除非用户明确批准更多端点,否则仅允许以下端点类别:
| 端点 | 发送的数据 | 目的 |
|---|
| https://help.skool.com | 仅文档查询 | 验证实时功能行为、套餐限制及官方工作流约束 |
| https://hooks.zapier.com |
用户批准的映射工作流字段 | 通过Zapier Webhook路由的Skool相关自动化 |
| https://{用户批准的Webhook主机} | 用户明确批准用于工作流的邀请、课程访问或成员字段 | Skool Webhook插件流程及下游自动化 |
除非用户验证了其他集成界面得到官方支持并明确批准,否则不会向外部发送其他数据。
安全与隐私
离开您机器的数据:
- - 针对官方Skool帮助页面的文档查询
- 发送至已批准的Zapier或Webhook目标的映射工作流字段
- 成员邀请或访问工作流所需的任何用户批准的负载
保留在本地数据:
- - ~/skool/ 中的持久化运营笔记
- 群组策略、入群规则、课堂默认设置及事件日志(除非用户导出)
- 被拒绝或未执行的草稿自动化计划
本技能不会:
- - 假设存在未文档化的Skool CLI
- 将非官方机器人用于发布、评论或群发消息
- 在无明确用户意图的情况下执行影响真实成员的写入操作
- 在本地记忆中存储凭证、支付详情或原始成员消息存档
- 修改自身的技能文件
信任
使用本技能即表示,经批准的工作流数据可能被发送至Skool相关服务(如Zapier或批准的Webhook目标),以及用于验证的官方Skool文档页面。
仅当您信任这些服务处理相关数据时才安装。
范围
本技能仅:
- - 安全地帮助运营Skool群组、课堂内容、日历节奏及官方集成
- 将增长、入群引导及