Business skills

Use for engineered or project-based deals that run from spec-shaping through tender, bid, contract, and site handover.

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Generate a response to a common legal inquiry using configured templates, with built-in escalation checks for situations that shouldn't use a templated reply. Use when responding to data subject requests, litigation hold notices, vendor legal questions, NDA requests from business teams, or subpoenas.

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Draft a customer invoice from approved terms, validate its totals and fields, and hold issue or send for explicit approval.

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Create a go-to-market strategy covering marketing channels, messaging, success metrics, and launch timeline. Use when planning a product launch, creating a GTM plan from scratch, or defining a launch strategy for a new market.

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Use for board packs, investor updates, the monthly flash note, and exec narratives: the graded scorecard, the narrative spine, the asks section, and the post-meeting recap.

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Assess an expansion opportunity from customer need and usage evidence without turning weak signals into a sales claim.

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Use when a case is hot, VIP, legal, safety, fraud, or breaching: rate the severity, build the packet, and page the right path — never a guess upward.

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Prepare a neutral, dated brief for HR or counsel on a sensitive people matter, with no recommendation.

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Use when the user asks for a sales play, a talk track, a pitch deck, objection handling, or battlecard content for the field: the play or asset with owner, talk track, and exit criteria.

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Set up a non-advisory contract review using user-supplied agreements, playbooks, owners, and counsel gates.

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Turn signed contract duties into an owned, source-cited tracker while routing unclear obligations to counsel.

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Compare clause versions or a clause with supplied playbook text, showing exact additions, removals, and open decisions.

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Sort contract deviations by the user's playbook priority and route each one to its business owner or counsel.

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Use when the user needs an ideal partner profile: who to recruit, in what tiers, what good looks like, and who to say no to.

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Report CRM health for a period with counts, trends, owners, and the next fixes.

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Find likely duplicate records with stated match rules and evidence, for a person to merge.

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Extract renewal and notice facts into an owned tracker, with source cites and no automatic renewal or cancellation action.

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Use when the user names a competitor, a battlecard, or win-loss, or asks how you win against someone: the CI brief with landscape, change blocks, pricing read, and win strategy.

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Extract contract facts into a source-cited tracker without interpreting ambiguous language or giving legal advice.

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Review churn risk from dated usage, outcome, support, relationship, and contract evidence, then propose the next check.

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Assembles comprehensive board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives. Covers structure, narrative framework, bad news delivery, and common mistakes.

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Use when the user wants named candidates for an open role, more people for a thin slate, lookalikes of a benchmark person, or a read on how hard the search will be.

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Use when a deal needs the money case: value proposition, demo plan, proof-of-concept scope, ROI model, or the proposal that carries them.

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Analyze and improve business processes. Trigger with "this process is slow", "how can we improve", "streamline this workflow", "too many steps", "bottleneck", or when the user describes an inefficient process they want to fix.

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