139 skills · sorted by relevance
Extract durable ktx wiki knowledge from staged Sigma data model specs and workbook summaries. Load for WorkUnits with unitKey sigma-data-models or sigma-workbooks.
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Use this skill any time a .xlsx file is involved -- as input, output, or both. This includes: creating spreadsheets, financial models, dashboards, or trackers; reading, parsing, or extracting data from any .xlsx file; editing, modifying, or updating existing workbooks; working with formulas, charts, pivot tables, or templates; importing CSV/TSV data into Excel format. Trigger whenever the user mentions 'spreadsheet', 'workbook', 'Excel', 'financial model', 'tracker', 'dashboard', or references a .xlsx/.csv filename.
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Audit Microsoft Excel (.xlsx) workbooks for formula density, external references, named ranges, hidden sheets, and data validation. Use when reviewing a financial model, sharing a workbook externally, or checking for data leakage.
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Brand-aware Excel engine. Use to (1) EXTRACT a company's brand from a .xlsx template into a reusable "Brand Profile", (2) COMPREHEND the template with the model (optional), (3) VERIFY it, (4) GENERATE a new on-brand .xlsx from a GridDocument fill manifest. Trigger on "extract our brand", "use our workbook template", "generate a branded workbook from our profile", or when a ./brand-kit exists. For one-off spreadsheet edits with no saved brand profile, use the normal xlsx skill instead. NOT for .docx (brand-docx), .pptx (brand-pptx), or PDFs.
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Inspect, profile, clean, reconcile, analyze, visualize, and verify spreadsheet data while preserving formulas, formatting, types, and source files. Use when working with .xlsx, .xlsm, .xls, .ods, .csv, or .tsv files; answering questions from a workbook; auditing formulas or data quality; comparing sheets or versions; producing pivots, charts, forecasts, or summary workbooks; repairing malformed tables; or validating that spreadsheet edits and calculations are accurate.
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Use this skill any time a .xlsx file is involved -- as input, output, or both. This includes: creating spreadsheets, financial models, dashboards, or trackers; reading, parsing, or extracting data from any .xlsx file; editing, modifying, or updating existing workbooks; working with formulas, charts, pivot tables, or templates; importing CSV/TSV data into Excel format. Trigger whenever the user mentions 'spreadsheet', 'workbook', 'Excel', 'financial model', 'tracker', 'dashboard', or references a .xlsx/.csv filename.
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Builds Excel charts, pivots, validation, exports, Office Scripts/Graph automation, and workbook audits. Use when automating workbooks; for plain edits prefer official xlsx skill.
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Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights, or test multi-turn AI conversations over CRM or Data Cloud (Data 360) data without Apex or Flow. Trigger keywords: Agentforce Grid, workbook, worksheet, grid column, data column, AI column, action column, bulk AI update, Flex Credits per row, metered compute. NOT for building the agent, its topics, or its actions themselves (use agentforce/* action and topic skills), NOT for single-record prompt design (use the prompt-builder skills), NOT for deployable metadata/Apex (Grid is a no-code Studio tool, not a metadata type), and NOT for AI governance/ethics policy (use admin/ai-ethics-and-governance-requirements).
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Create PowerPoint files from Excel financial models using Python. Build slides with figures linked to source cells, apply a firm template, and embed chart images for pitch decks, investment memos, or earnings presentations.
Create, edit, and clean spreadsheet files, convert table formats, and add formulas, formatting, or charts. The workflow includes recalculating formulas and checking errors before delivering a spreadsheet that updates when its inputs change.
Analyze Excel and CSV files to summarize statistics, filter records, compare groups, and join data across sheets or files. Export results as CSV, JSON, or Markdown tables for further work or sharing.
Extract text and tables from PDFs, create new documents, and reorganize pages. Use it to merge or split files, fill forms, add watermarks or password protection, and turn pages into images for visual inspection.
Model how an acquisition changes the buyer’s earnings per share. Compare purchase prices, cash and stock payment mixes, and synergy assumptions, then produce an Excel workbook and a one-page summary of the deal’s financial effects.
Track multiple M&A, financing, or restructuring deals in an Excel workbook. Organize stages, milestones, deadlines, and assigned tasks, flag delays and risks, and prepare a weekly review covering developments and upcoming work.
Analyze customer profitability and revenue durability for SaaS, subscription, and other recurring businesses. Examine acquisition costs, retention, and revenue trends by customer group, then produce an Excel workbook, summary slide, and issues for further investigation.
Extract text from PDFs, Office documents, images, spreadsheets, and text files through one tool. Results share a common JSON structure, supporting document summaries, contract checks, and spreadsheet previews, with optical character recognition for scanned content.
Create, edit, repair, and convert spreadsheet files, including Excel and CSV. This skill covers cleaning messy tables, adding formulas and charts, preserving existing formatting, and recalculating formulas to check for spreadsheet errors.
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.
Builds a 30/60/90-day cash flow forecast from accounting records, payment services, or CSV data. Uses historical payment timing to estimate uncertainty, flags specific cash risks, and delivers a chat summary, forecast page, and downloadable Excel workbook.
Create and review company procedures and operational guides, then audit internal wikis for outdated pages, missing owners, broken connections, and inconsistent terminology. Produce structured drafts, step checks, and a prioritized list of documents to improve.
Process Excel workbooks and generate PDF reports by running Python scripts directly. Covers multiple sheets, data transformations, formatting, and error handling, with scripts saved as files for complex tasks.
Process complex Excel files by running Python scripts directly through run_shell. Use pandas for data transformations and openpyxl for workbook editing, including multiple sheets, formulas, and formatting, with explicit saving and error reporting.
Validate spreadsheet sources before running Python scripts to transform data, update multiple sheets, or apply formatting. Check required data first, try backup sources when needed, and report errors clearly if processing cannot proceed.
Process Excel workbooks and generate PDF or Word documents by running Python scripts directly through run_shell. The skill covers multi-sheet edits, formatting, data transformations, document layout, and error handling for complex tasks that can exceed agent step limits.