Planning, sales, accounting, legal, and project management (4.5K skills)
Track investment signals, the evidence behind an investment idea, as news and prices change. Compare new information with the existing thesis, classify its impact, and update the signal’s confidence and strength.
Turn financial analysis and investment signals into a structured report. Group related signals, draft sections, assemble and edit the report, and create chart configurations to support the written analysis when needed.
Turn investment theses and chains of financial market effects into Draw.io-compatible diagrams. The skill generates diagram XML and saves it in a viewable HTML file, helping readers follow complex relationships and reasoning.
Retrieve the latest financial signals from DeepEar Lite as a formatted report. Review titles, summaries, sentiment indicators, confidence scores, and source links to understand reported market trends and factors affecting stock performance.
Turn a vague idea into a specification through one question at a time. The skill scores ambiguity after each answer, examines assumptions and unresolved requirements, and prepares a documented handoff that requires separate approval before implementation.
Turn an established company narrative into a sales or fundraising deck outline. Organize each slide around a clear story step, connect proof to approved claims, flag missing sources, and tailor the closing request to the audience.
Coordinate launch day with a timed runbook, named owners, action receipts, and monitoring windows. Use predefined stopping criteria to decide whether to continue or roll back, then consolidate incidents and hand off ongoing monitoring.
Prepare sales and support teams for a product launch with competitor comparison cards, sales talking points, objection responses, internal FAQs, and announcement drafts. Each factual statement stays linked to existing messaging, approved claims, or competitor sources.
Draft and review influencer partnership agreements covering deliverables, payment, content usage rights, exclusivity, and advertising disclosures. Get a contract framework, explanations of key clauses, flagged risks, and a negotiation reference based on supplied terms.
Review financial documents against FINRA 2210 and SEC disclosure requirements. Check for missing disclosures, misleading claims, and unbalanced presentation of risks and benefits, then receive findings with rule references, document locations, and recommended corrections.
Compare documents and processes with US financial regulatory requirements from FINRA, SEC, the Federal Reserve, and CFPB. Identify compliance gaps and produce findings with supporting rules, severity ratings, confidence levels, and specific remediation steps.
Choose and configure BambooHR OAuth 2.0 or API-key authentication without leaking HR credentials. Use when registering a partner integration, wiring token refresh, or repairing tenant authentication. Trigger with "BambooHR auth", "BambooHR OAuth", "BambooHR API key", or "BambooHR token refresh".
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Build a controlled workflow for Attio records by checking an object’s schema, mapping fields, and choosing query, create, or assert operations. Verify owned fields after writes, and require explicit approval and exact record IDs before deletion.
Build Attio workflows for sales pipelines and operational queues. Keep parent records separate from list-specific information, reuse existing list entries, and verify updates while treating notes and tasks as separate linked resources.
Plan contact and company data migrations into Apollo.io from Salesforce, HubSpot, or CSV files. Map fields, assess missing and duplicate records, import in batches, reconcile a sample, and prepare a rollback procedure.
Manage Apollo.io contact data through examples for subject access exports, erasure, retention rules, local PII encryption, and audit logs. The workflows cover removing contacts from active sequences before deletion and recording data operations.
Build Apollo.io lead workflows that search for people and organizations, enrich selected contacts with additional details, and score leads before spending credits. Use filters such as company domain, title, seniority, location, industry, and employee range.
Manage Apollo.io enrichment costs by tracking daily credits, removing duplicate lookups, and scoring leads before spending. It helps prepare budget-aware contact and company enrichment batches and report credit usage.
Draft business agreements for ten common relationship types, including freelancer, partnership, consulting, and referral arrangements. It gathers party, payment, term, and jurisdiction details, then produces structured clauses with plain English explanations and marked assumptions for review.
Review Algolia billing and usage alongside application behavior to identify cost drivers such as search requests, records, replicas, and optional features. Get ranked control ideas with estimated ranges, tradeoffs, and a plan to measure their impact.
Create an evidence-based go or no-go record for an Abridge pilot or cohort expansion. The checklist gathers sign-offs and environment-specific evidence across clinical review, privacy, security, EHR mapping, training, support, monitoring, and rollback readiness.
Plan a migration of multiple workflows into or across Adobe services. Map capabilities and dependencies, identify gaps, compare outputs during controlled dual runs, track costs, and prepare staged cutover and rollback decisions with supporting evidence.
Review access across Adobe organizations, projects, product profiles, and technical accounts. The skill maps effective permissions, identifies stale or overly broad access, and prepares an approved, reviewable plan for provisioning, revocation, and periodic recertification.
Review Adobe workload costs by reconciling contracts, invoices, usage, retries, queues, storage, and compute. Identify waste such as duplicate submissions or stale outputs, then compare control options through a measured canary and documented savings evidence.