Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Set up compliance work from policies, system inventory, audit reports, approved answers, and counsel contacts.
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Run score Not tested
See how to installReview the instructions the agent will receive before you install.
Use this before drafting a questionnaire, a data map, or a request reply.
Ask for the written policies, the system inventory, audit or penetration test reports, certificates with their dates and scope, signed DPAs, the subprocessor list, and past questionnaire answers that someone approved. For each item record the title, version, owner, date, and where it lives.
Mark items that are drafts, out of date, or unsigned. An audit in progress is not a certificate; record it as in progress.
Agree who owns each area: security controls, infrastructure, HR, contracts, and privacy requests. Name the counsel contact and the security lead. Agree which questions always go to counsel (liability, legal basis, breach reporting, regulator contact) and who approves and submits each answer.
Give the user:
Never claim a certification or control that the evidence does not show, and do not state that the company is compliant with a law. This is not legal advice. Draft for owners and counsel; never sign, submit, or send anything.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
The English summary is being prepared. Showing the original description.
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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