Planning, sales, accounting, legal, and project management (3.8K skills)
Plan and coordinate events across Google services. Create calendar entries with locations and attendees, email invitations, upload materials to Drive, share updates in Chat, and record attendance responses and logistical details in Sheets.
Open the hosted context-mode Insight dashboard in your default browser to access analytics for AI-assisted engineering teams, including productive rates per engineer, retry waste, blockers, and views tailored to different roles.
Use sales history and current stock to estimate stockout dates, reorder timing, quantities, and costs. Identify cash tied up in slow-moving inventory, and prepare purchase order and supplier email drafts for approval.
Describe your ideal customer in plain language to find matching companies and decision makers. The skill adds company details and contact information, then presents a ranked lead table showing how closely each prospect matches your criteria.
Draft personalized sales emails, call scripts, and LinkedIn messages using Common Room activity data and recent public news. Each draft connects a specific prospect signal to the outreach, with notes explaining the chosen angle and any assumptions.
Turn meeting notes, voice memos, photos, drawings, or requests for proposals into priced proposals and estimates. Use existing templates and historical rates to produce DOCX and PDF files, with approval-based signature routing and deposit invoicing where supported.
Find prospective customers resembling your best existing customers, identify relevant decision makers, and rank them by fit, buying signals, and ease of contact. Results include reasons to reach out, source information, and a full XLSX list.
Build targeted company and contact lists with Common Room's Prospector. Refine criteria through conversation, distinguish new companies from existing accounts, and prioritize existing accounts using available activity signals and scores.
Draft prospect emails and follow-up sequences using the sender’s established writing style and specific facts about each recipient. Present messages for approval, prepare approved sends when connected, and record contact history in HubSpot or a file.
Prepare overdue invoice reminders using accounting records and recent payment data. Adjust each message to the customer's payment history, flag possible payments for checking, and send through PayPal or queue email drafts after approval.
Assess whether sales and marketing are working by combining channel revenue, sales conversion, campaign returns, product performance, and customer feedback. Get a concise growth report with prioritized actions supported by available business data.
Identify customers whose purchases have fallen behind their usual rhythm, prioritize them by past value and warning signs, and draft personalized follow-ups. Send approved messages and log activity, stopping the sequence when a reply arrives.
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
Prepare for payroll by forecasting cash, drafting overdue invoice reminders to address shortfalls, and checking timesheets for anomalies. Produce a validated payroll worksheet or stage approved inputs in Gusto, leaving final payroll submission to the owner.
Run a saved weekly or monthly report and combine its results with a brief business snapshot. Deliver one briefing with an XLSX workbook, using a connected data source or uploaded files, and reuse the definition for scheduled runs.
Uses Apollo to enrich a lead from a name, company, LinkedIn URL, or email address. Builds a contact card with available contact and company details, then offers actions such as saving the contact or finding colleagues.
Turn an open-ended business request into a recommendation for the right Small Business plugin skill or command. It considers stored business context, urgency, and connected tools, explains the next step, and requests confirmation before starting.
Prioritize inbound HubSpot leads using engagement, company fit, urgency, and recent activity. Get a call list with talking points, follow-up email drafts, and proposed call times, with a CSV or pasted-list fallback.
Review incoming sales inquiries, classify their fit and urgency, and draft replies in the owner's voice using available meeting times. Notify the team about urgent prospects, record activity, and hold every customer reply for approval.
Prepare accountant review materials from closed books: US quarterly estimated tax calculations or year-end contractor payment lists. The output records assumptions, flags missing W-9 forms containing taxpayer details, and highlights payment processor records that need review.
Build a sales prospecting package by researching the market, ranking potential customers, drafting messages in the sender's voice, and logging outreach. Separate approvals govern key stages, with customer files and spreadsheets supporting work when connectors are unavailable.
Research a contact in Common Room using an email, social handle, or name. Bring together available background, activity, website visits, and company context, then suggest conversation starters supported by actual engagement signals.
Reconcile accounting records with payment service payouts, identify discrepancies, possible duplicates, and missing receipts, then prepare a plain-English profit and loss summary with an Excel workbook and a one-page PDF for month-end review.
Creates a hiring packet from a role brief: a job post, interview guide with scoring criteria, and offer letter template. Can also prepare a DocuSign draft for review before the user approves sending it.