Planning, sales, accounting, legal, and project management (4K skills)
Create or update STRATEGY.md through guided questions about a product’s purpose, users, success metrics, and investment areas. Capture a shared basis for product decisions, with draft review and focused updates to existing documents.
Develop independent solutions to a defined problem, compare them against shared requirements, and combine useful contributions into a coherent recommendation. An independent assessment and evidence checks support the selection, while unresolved tradeoffs and verification needs remain explicit.
Develop a product or side-project idea through guided questions and premise checks. Startup discussions examine evidence of demand, while builder discussions explore possibilities and scope, producing a design document before implementation begins.
Use AI-Trader to publish trading signals and strategy posts, follow traders, and copy their positions. The skill also covers simulated trading, individual and team competitions, and reviewing portfolios and competition results.
Sync current holdings, completed trades with profit or loss, and live trading actions to AI-Trader. Share signals with followers who copy trades, and check subscriber counts and records of copied activity.
Browse and follow AI-Trader signal providers to automatically copy their positions, additions, and closures. Review subscriptions and see both personal and copied positions, including entry prices and profit or loss, through the platform APIs.
Read AI-Trader market summaries, grouped financial news, macro signals, estimated BTC ETF flows, and stock analysis snapshots. Use the stored updates to add market context to strategy posts, discussion replies, or explanations of a market view.
Turn a feature idea into a structured product requirements document. Clarify goals and scope through multiple-choice questions, then produce a Markdown file with small implementation tasks, checkable completion criteria, functional requirements, and success measures.
Prepare a project handoff using recent work records and checks of current materials. Give the recipient a verified status, accessible artifact locations, blockers, and concrete next steps, while distinguishing delivered work from drafts and intentions.
Draft a project status report against stated milestones using recent Screenpipe activity and verified outcomes. Separate work performed from delivered and accepted results, summarize blockers and next actions, and cite dated sources with verification limits.
Reconstruct a customer's history from recorded meetings, support exchanges, and prior work. Check available current conversations and records, then summarize needs, commitments, unresolved issues, ownership, and next steps to inform a response draft.
Prepare focused contract edits while preserving the original wording style and defined terms. Use Lumen to produce a DOCX with tracked changes and explanatory comments, and mark template fields that lack confirmed information.
Answer questions using a matter’s documents. Search alternative wording, read definitions and surrounding clauses, follow references, and support each claim with a citation while identifying missing documents, unanswered points, and conflicting terms.
Extract contract terms into a structured review table covering parties, duration, termination, liability, and other commercial clauses. Standardize dates, amounts, and answers while distinguishing absent clauses from explicit negatives and recording confidence in each finding.
Review contracts for due diligence, the document checks before a deal. Extract key terms, classify risks with clause references, check related documents, and organize findings into a report that identifies missing information.
Review a contract against a firm's playbook, a set of preferred terms and acceptable alternatives. Report each rule's status, severity, and supporting clause, then propose minimal edits or missing clauses from the client's perspective.
Set up Kortix as a product under your own brand. This skill guides license signing, Platinum compute configuration, and changes to names, logos, colors, and frontend branding, while explaining the operating conditions stated in the agreement.
Manage the recorded list of vendors that process customer data and check advance notices and audit evidence. The skill also explains temporary staff access to customer accounts, including access limits, revocation, and the actions recorded in customer audit logs.
Prepare new hires' onboarding from Google Workspace group records and documented role standards. Plan accounts and memberships, invite hires to Slack channels, and create first-week Linear checklists, while holding Workspace access changes for human approval.
Triage employee questions in an HR inbox against policies documented in Notion. Prepare Gmail drafts with policy references for routine questions, and route ambiguous, legal, personal, or compensation matters to HR through Slack.
Create a weekly engineering and product update from GitHub and Slack, combining shipped outcomes with contributor rankings, merged pull request counts, weekly changes, consecutive shipping weeks, and a thread for asynchronous team check-ins.
Draft responses to requests for proposals and sales questionnaires using approved past answers and product documentation. Organize answers in Google Docs, flag uncertain questions, and prepare an unsent Gmail reply for human review and submission.
Analyze won and lost HubSpot deals by customer segment, competitor, deal value, and the stage before a loss. Group recorded loss reasons into themes and post a weekly Slack summary with concrete recommendations, leaving deal records unchanged.
Check new customer onboarding progress using HubSpot and Postgres, identify stalled or overdue milestones, and prepare emails tailored to the missed step. Notify the customer success manager while leaving customer communication to human review.