Field Event Invites

Fill a dinner or roundtable with the right people

Raised by customers on 100+ calls in the past year

Picks the right accounts near your event city, drafts a personal invite to a dinner or roundtable, and follows up after with what was discussed.

Events

Katie

Reviewed by Alta

What it does

Finds target accounts within reach of the venue
Picks the right person at each
Drafts a personal invite with the reason they belong in the room
Drafts the follow-up for after the event and stops for your approval

You give it

The city, date, format and seat count
Who belongs in the room

You get

A guest list of the right buyers near the venue
Personal draft invites
A draft follow-up for after the event

Why it works

A personal invite to a small room beats a mass email to a big one. The right ten people at a table can be a quarter's pipeline.

Run this play

Copy the SKILL.md below into your agent

Works in Alta, Claude, Cursor and Codex

Runs on

Katie

Category

Events

CostAlta credits per run, shown before it runs

ApprovalEvery run stops at a draft for you

--- name: field-event-invites description: Invite the right buyers to a dinner, meetup or roundtable near them, and follow up after. agent: Katie category: Events ends_in: draft invites and follow-ups --- # Field Event Invites Small rooms build big pipelines when the right people are in them. ## What it asks you once 1. **The event** - city, date, format and seat count 2. **Who belongs in the room** - titles and accounts ## How it runs 1. **Find target accounts** within reach of the venue 2. **Pick the right person** at each 3. **Draft a personal invite** with the reason they belong there 4. **Draft the follow-up** for after the event 5. **Stop for approval** ## Rules - Never overbook beyond the seat count - Never launch. The play ends at a draft.

- Every invitee can reach the venue easily and belongs in the room - The invite says why this person, not just when and where - The guest list never exceeds the seat count

The play fileSKILL.md

This is the whole play. Read it, copy it, or change it for your team - it runs the same in Alta, Claude, Cursor and Codex.

Install this play

Claude app or claude.aiUpload the zip as a skill

Download the zip, then upload it as a skill in your Claude settings. Code execution needs to be on.

Claude CodeDrop the folder in

Unzip it into your skills folder. Claude Code finds it on its own.

~/.claude/skills/

Cursor and other agentsAdd the SKILL.md

Put the folder where your agent reads skills, for example:

.cursor/skills/

Run it where you work

Same play, same result. Pick the place you already are.

In Alta

One click

Open Skills in Alta, pick the play and press Run. Or ask Ask Alta to run it for the companies you care about.

In Claude

Ask in plain words

Connect Alta to Claude and describe the target. Claude loads the play, the agent does the work, and the draft opens in Alta for you to approve.

In Cursor or Codex

Drop in the file

Add the SKILL.md to your agent's skills folder with the Alta plugin connected. Edit it like code, and keep your team's version in the repo.