Anthropic

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

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Check whether cash will cover the next payroll
• Review cash flow across three 30-day windows
• Identify invoices whose late payment could cause a shortfall

Analyze paid advertising reports from CSV files or connected accounts, explain performance, and recommend changes with monthly dollar amounts. Draft ad copy and visual briefs, then execute connected-account changes only after explicit approval for each one.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Review advertising performance from exported CSV reports
• Decide which campaigns to pause or adjust
• Compare platform conversions with CRM results

Turn an approved campaign brief into a posting calendar, Canva social designs, captions, and plain-text emails. With owner approval at each stage, schedule social posts in HubSpot and hand over email drafts for sending through the owner's chosen tool.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Turning an approved brief into a campaign
• Preparing social designs and captions together
• Drafting campaign emails alongside social posts

Assess customer account health using evidence about relationships, engagement, commercial status, support, and delivered value. Prepare a quarterly business review with documented outcomes, open commitments, suggested attendees, and an agenda for the next phase.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Check customer relationship health and renewal risks
• Prepare outcomes and an agenda for a quarterly business review
• Compare meeting and email activity across periods

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Organize accumulated email, PDF, and photographed bills
• Check duplicate invoices and purchase discrepancies
• Assign expenses to accounts and jobs

Turn call notes, meeting transcripts, or email exchanges into completed CRM activities linked to the relevant account, deal, and contacts. Review the entry with its sources, save it on request, and check past activity.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Log a completed customer call
• Summarize a meeting transcript for the CRM
• Record an email exchange against a deal

Prepare a one-page customer call brief with attendee profiles, account history, open deals, and context from earlier conversations. Use available connected sources or uploaded files to build a sourced call plan and relevant discovery questions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing customer history before a sales call
• Preparing questions from unresolved points in earlier calls
• Creating a call brief from uploaded records and notes

Review a sales team's pipeline by representative and deal stage. The skill summarizes progress against targets, highlights deals that could affect the quarter, and suggests concrete manager actions and coaching questions using CRM data or an uploaded export.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prepare for a team pipeline review
• Compare each representative's forecast with their target
• Identify major deals and risks affecting the quarter

Assess incoming leads or rank a lead backlog by customer fit and buying intent. Receive evidence-based priorities, routing recommendations, and suggested first responses, with existing account ownership checked when CRM records are available.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritize leads from incoming inquiries
• Rank an uploaded lead backlog
• Check existing account ownership before routing a lead

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

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

Prepare for the sales day with today's meetings, account context, deals closing soon, and waiting customer emails. Receive three priority actions, using connected services or uploaded calendars, spreadsheets, and emails when available.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing today's meetings and account context
• Checking deals closing soon for missing next steps or inactivity
• Reviewing waiting customer emails, oldest first

Review business contracts, including NDAs and vendor agreements, for payment, liability, ownership, and other risks. Get plain-English findings ranked by severity, negotiation suggestions, and an optional DOCX showing proposed deletions and additions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking an NDA or vendor agreement before signing
• Reviewing payment terms and cash-flow risks
• Preparing negotiation points for a customer’s contract

Review upcoming customer renewals, assess risk and potential contract increases, and identify next steps with supporting evidence. It also flags missing renewal opportunities and inconsistent records, and prepares a detailed renewal brief for an individual account.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing upcoming renewals across your accounts
• Finding at-risk renewals that need action this week
• Preparing a renewal discussion for a specific account

Close out a sales day by reconciling meetings with call records, identifying CRM updates, and collecting commitments from both sides. Receive a day-end wrap with call statuses and the three highest-priority actions for tomorrow.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking for unprocessed calls at the end of the day
• Identifying CRM updates after meetings
• Collecting commitments and deadlines from both sides

Assign unowned leads and opportunities using company routing rules and existing account relationships. Prepare a recommendation with its reasoning, draft handoff notes, and apply ownership changes after a person accepts or overrides each recommendation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assigning newly received leads to sales representatives
• Reviewing a queue of unassigned opportunities
• Preparing handoff notes with assignment reasons

Prepare a sales forecast narrative from CRM records or an uploaded pipeline export. Organize deal amounts and counts by forecast category, explain changes since the previous review, and highlight closing risks and support needed.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing for a quarterly sales forecast meeting
• Reviewing deal outlooks in a manager one-on-one
• Building a forecast narrative from a pipeline export

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

Manages tasks in a shared TASKS.md file that both the user and agent can edit. Adds commitments, records deadlines, tracks waiting items, and moves finished work to Done, with a dashboard for visual organization.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing active tasks and urgent deadlines
• Recording commitments and due dates
• Checking items waiting on someone else

Assess legal risks in contracts and business matters by rating impact and likelihood. Organize risk levels, mitigation options, documentation, and criteria for involving senior legal staff or outside counsel.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assessing legal risks in a contract
• Prioritizing risks across business matters
• Preparing risk assessment memos and registers

Review product performance by comparing usage, retention, revenue, and other metrics with previous periods and targets. Turn the numbers into a scorecard, explain meaningful trends and uncertainties, and recommend investigations or improvement experiments.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prepare weekly, monthly, or quarterly metrics reviews
• Investigate sudden spikes or drops
• Compare product performance with targets

Prepare a structured request for a system or process change, covering business reasons, affected users, risks, implementation steps, stakeholder communications, required approvals, and a rollback plan that explains how to reverse the change.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prepare a system change request for approval
• Document deployment risks and rollback steps
• Plan stakeholder communications for a rollout

Turn a feature idea or user problem into a structured specification or product requirements document. Define goals, scope, priorities, success measures, and acceptance criteria, with phased delivery when the request is too large.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Turn a vague idea into a feature specification
• Define feature scope and priorities
• Set success measures and acceptance criteria