529 skills ・ Works with: Notion · sorted by popularity
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.
Process vendor bills, assign accounting categories, check cash forecasts, and prepare a payment run for approval. Separate approvals for recording bills and paying them help owners review both the accounting entries and the proposed spending.
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.
Create a one-page Monday briefing that combines cash, sales, sales opportunities, saved performance reports, and upcoming commitments. Identify one priority for the week using connected services or data supplied through pasted text and uploaded files.
Maintain an ongoing social content calendar, learn the owner's writing style, and prepare Canva graphics and captions. Adapt approved content across channels and stage posts for review, with manual posting plans available when connectors are absent.
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.
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.
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.
Sort incoming email into decisions, drafted replies, and handled messages. Get a ranked list of important requests, deadlines, and past commitments, plus reply drafts based on your writing style, including from pasted email text.
Build repeatable business reports from connected data sources or uploaded CSV and XLSX files. Define metrics and comparisons, check the calculations, deliver a concise summary and Excel workbook, and save the report definition for future or scheduled runs.
Turns sales and stock data into a reorder plan with quantities, costs, and estimated stockout dates. Prepares supplier purchase orders, email drafts, and accounting memos for later invoice checks, while flagging slow stock and requiring approval before sending.
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.
Combine growth results, customer feedback, and dated competitor changes into a single weekly marketing brief. Connect the findings, highlight the week’s main issue, and prioritize up to three actions with supporting numbers and estimated value.
Prepare payroll from timesheets, checking hours, pay, and unusual entries for each employee. Produce a run sheet for the owner to review and approve, with supported staging in Gusto and accounting entries after submission.
Prepare accountant review materials from reconciled books, including US quarterly estimated payments and 1099-NEC contractor reporting candidates. The skill checks book closure first and documents assumptions, missing information, and deadlines without filing anything.
Draft customer replies using order details, payment status, support history, and refund policies, matching the owner's writing style. With connected tools, prepare approved refunds and identify Shopify orders that need attention before customers contact support.
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 brand materials across connected workplace platforms, rank useful sources, and compile a structured discovery report. Surface brand elements, conflicting guidance, and unanswered questions to support a later review or brand voice guideline document.
Keep customer records and sales deals current using emails, meetings, and call transcripts. Prepare activity summaries, follow-up drafts for quiet deals, cleanup proposals, and a next-step queue with owners and dates.
Bring cash, sales, deals, upcoming commitments, and urgent messages into a one-page business brief for small business owners. Use connected tools or owner-supplied figures to show changes, specific risks, and today's most important action.
Process vendor bills from email, PDFs, or photos into proposed accounting entries and a payment plan. Checks duplicates, assigns accounts and jobs, matches purchase and receiving records, and requires separate approval for ledger entries and payments.
Use sales history and seasonal patterns to decide what to promote over the next 30 days. Get prioritized product recommendations, content angles, and offer ideas based on best sellers, slow movers, and recent trends.
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.
Set brand styling from a website link or a plain-language description, preview it on a sample page, and save preferred delivery formats so future plugin pages and documents follow the chosen look and format.