Anthropic

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reconcile monthly payment payouts with accounting records
• Find possible duplicates and missing receipts
• Prepare month-end documents for an accountant

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing cash, sales, and sales opportunities on Monday
• Combining saved performance reports into a weekly briefing
• Checking upcoming commitments and replies you owe

Use sales history and current stock to estimate stockout dates, reorder timing, quantities, and costs. Identify cash tied up in slow-moving inventory, and prepare purchase order and supplier email drafts for approval.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Deciding what to reorder this month
• Checking whether stock will last until delivery
• Finding cash tied up in slow-moving stock

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritizing a backlog of unread email
• Finding deadlines and commitments in long threads
• Drafting replies in your usual writing style

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Find prospects similar to existing paying customers
• Use market and competitor changes to refine sales targeting
• Draft personalized outreach for an approved prospect list

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking whether cash will cover the next payroll
• Prioritizing overdue invoices to address a payroll shortfall
• Reviewing timesheet anomalies before payroll

Find suitable grants and bidding opportunities, check eligibility before drafting, and prepare applications or responses to requests for proposals using past submissions and actual organizational data. It also tracks submission deadlines and reporting obligations after an award.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding grants your organization qualifies for
• Screening solicitations before deciding to bid
• Drafting applications from past submissions

Run a saved weekly or monthly report and combine its results with a brief business snapshot. Deliver one briefing with an XLSX workbook, using a connected data source or uploaded files, and reuse the definition for scheduled runs.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Receive the same weekly or monthly report on schedule
• Review report figures alongside cash and sales context
• Rerun a saved report from CSV or XLSX data

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding scattered brand guidelines
• Taking inventory of brand materials
• Comparing conflicting style documents

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing quarterly estimates from closed books
• Compiling contractor payment lists for 1099 preparation
• Finding missing W-9 forms and taxpayer details

Find prospective customers resembling your best existing customers, identify relevant decision makers, and rank them by fit, buying signals, and ease of contact. Results include reasons to reach out, source information, and a full XLSX list.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding companies similar to your best customers
• Building a prioritized prospect list
• Identifying decision makers and contact routes

Describe your ideal customer in plain language to find matching companies and decision makers. The skill adds company details and contact information, then presents a ranked lead table showing how closely each prospect matches your criteria.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Find sales prospects by industry and company size
• Identify decision makers with specific job titles
• Prioritize leads by fit with your ideal customer

Uses Apollo to enrich a lead from a name, company, LinkedIn URL, or email address. Builds a contact card with available contact and company details, then offers actions such as saving the contact or finding colleagues.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Look up a prospect's contact details from a name or URL
• Check a prospect's role and company information
• Save an enriched contact to Apollo

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking which customers have overdue invoices
• Adjusting reminders to each customer's payment history
• Checking for recent payments before sending reminders

Prioritize inbound HubSpot leads using engagement, company fit, urgency, and recent activity. Get a call list with talking points, follow-up email drafts, and proposed call times, with a CSV or pasted-list fallback.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Choosing which leads to call first today
• Preparing talking points for each prospect
• Drafting follow-up emails

Turn applications into a ranked shortlist using only the job’s stated criteria, with evidence for each score. Prepare candidate replies, coordinate interview times, and create an onboarding checklist while leaving hiring decisions to the owner.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Shortlisting applicants against the job’s stated criteria
• Drafting interview invitations and rejection replies
• Coordinating interview times

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Review weekly sales and marketing trends
• Connect customer feedback with growth results
• Track meaningful changes among competitors

Review sales opportunities for warning signs such as inactivity, slipping close dates, contact changes, and renewal windows. Receive a short digest of triggered alerts, supporting evidence, and suggested actions, organized by what needs attention today or this week.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding sales opportunities with no recent activity
• Checking approaching or postponed close dates
• Spotting contact risks and competitor mentions

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Turn sales calls into structured deal notes
• Draft follow-ups for quiet deals
• Review duplicate contacts and outdated records

Set up a sales workspace by checking connected tools and displaying deals, pending replies, meetings, and suggested actions. Analyze sent emails to match your writing style, with a starter dashboard and connection guidance when tools are missing.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Check connected sales tools and what each provides
• View deals, pending replies, and meetings together
• Match drafts to the style of your sent emails

Maps people involved in a deal or account using CRM records, communications, or supplied files. Shows roles, engagement, and stance with evidence, identifies missing decision makers and dependence on one contact, and suggests paths to new relationships.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Identify decision makers and influencers in a deal
• Check whether a deal depends on a single contact
• Find introduction paths to people you have not reached

Coordinate meetings by checking availability, proposing times, and drafting or booking invitations. Record booked meetings against the right account or sales opportunity in a CRM, a system for managing customer relationships.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Scheduling a follow-up meeting with a customer
• Finding suitable times for a demo or quarterly business review
• Drafting an email with a booking link

Coordinate month-end reconciliation, owner sign-off, and a 30/60/90-day cash forecast based on closed books. Combine the results into a reporting packet with financial explanations and open items, with approval required before external delivery.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reconcile monthly books against payment data
• Explain changes in revenue and margin
• Refresh cash forecasts using closed-month figures

Identify evidence-backed opportunities to sell more to existing customers. Compare purchases with unmet needs across products, teams, regions, and contract levels, then rank potential deals and outline whom to approach and how.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Find additional sales opportunities within one account
• Rank customers by their strongest expansion opportunity
• Spot unmet needs across departments and subsidiaries