スキルを探す

Analyzes sales data from PayPal and QuickBooks to find top performers and slow movers, layers in seasonality, and produces a prioritized 30-day content brief: what to push, what offers to run, what to hold. Strategic output only — no calendars or assets. Use when the user asks what to post, wants a content plan, asks what's selling, or what to promote this month.

日本語の概要は準備中です。原文の説明を表示しています。

Sync tasks and refresh memory from your current activity. Use when pulling new assignments from your project tracker into TASKS.md, triaging stale or overdue tasks, filling memory gaps for unknown people or projects, or running a comprehensive scan to catch todos buried in chat and email.

日本語の概要は準備中です。原文の説明を表示しています。

First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you write from your sent email, and renders a starter dashboard right away with no upfront interview. When tools are missing it walks through connecting the CRM, then email, then calendar, showing something useful after each. Use on first open, or when the user says "set me up", "get started", "what's connected", "learn my voice", "match my writing style", or "onboard me".

日本語の概要は準備中です。原文の説明を表示しています。

Decide who owns an unrouted lead or opportunity and manage the handoff - deterministic routing by the org's own rules, a routing card the human router accepts or overrides, and drafted handoff notes. Use when the user says "route this lead", "who should own [lead/opp]", "work the routing queue", "assign [company] to a rep", or on a scheduled intake sweep.

日本語の概要は準備中です。原文の説明を表示しています。

Upcoming renewals with timing, risk, and uplift potential - and the renewal opportunity records to keep them honest. Use when the user asks "what renewals are coming up", "renewal radar", "is [account] going to renew", "prep the [account] renewal", or "which renewals are at risk".

日本語の概要は準備中です。原文の説明を表示しています。

Deep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the user asks "review the [account] deal", "deal review on [opp]", "is [opp] going to close", or "what's the risk on [deal]".

日本語の概要は準備中です。原文の説明を表示しています。

Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting with [company], prep me", "get me ready for [meeting]", or "what do I need to know before my [time] call".

日本語の概要は準備中です。原文の説明を表示しています。

Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset, one-pager, deck, leave-behind, "create an asset for [prospect]", or "make something for [account]".

日本語の概要は準備中です。原文の説明を表示しています。

Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportunity, and contact - drafted from your description or a transcript, shown with its sources and saved when you ask. Use when the user says "log this call", "log my meeting with [account]", "log that I emailed [contact]", "track this conversation in the CRM", or "what activities are logged on [account]".

日本語の概要は準備中です。原文の説明を表示しています。

Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments.

日本語の概要は準備中です。原文の説明を表示しています。

Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "what are customers saying about [topic]", "pull quotes on [objection/feature/competitor]", "voice of customer on [X]", or "what's coming up in calls".

日本語の概要は準備中です。原文の説明を表示しています。

The ads consultant that becomes an ads agent. Reads paid-ad performance natively through the TikTok Ads connector, or via a build-connector Zapier connection for other ad platforms, explains in plain English what is working and what is burning money, recommends budget, targeting, and creative changes with the dollar impact of each, drafts new ad copy in the owner's voice plus Canva creative briefs, and — only after an explicit yes — executes the approved changes in the ad account. Works from exported CSV reports when nothing is connected, the normal starting point. Use this whenever the owner talks about ads or ad spend at all, including "are my ads working," "what's my ROI on ads," "I'm spending money on Facebook and I don't know what I'm getting," "should I turn this campaign off," "my cost per lead is going up," "write me a new ad," "who should I be targeting," or "the ad guy quit."

日本語の概要は準備中です。原文の説明を表示しています。

Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts should I focus on", or "score these accounts".

日本語の概要は準備中です。原文の説明を表示しています。

Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks "competitive intel", "research competitors", "how do we compare to [competitor]", "what's new with [competitor]", "battlecard for [competitor]", "how do we beat [competitor]", "what's the play against [competitor] in [deal]", "where are we losing to [competitor]", "win/loss patterns", "competitive analysis", "refresh the battlecards", or on a weekly schedule.

日本語の概要は準備中です。原文の説明を表示しています。

Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefing", "what's my day", "what's on my plate today", "prep my day", "start my day", "morning rundown", or on a schedule.

日本語の概要は準備中です。原文の説明を表示しています。

End-of-week summary for a rep or leader - what closed, what moved, what slipped, and what's on deck Monday. Optionally drafts a chat post to the team channel. Use when the user says "weekly wrap", "week in review", "what happened this week", or "Friday summary".

日本語の概要は準備中です。原文の説明を表示しています。

Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. Use when the user asks "write my forecast", "forecast narrative", "prep for forecast call", "prep for my quarterly forecast call", "which deals should I commit vs. call upside", "forecast from this pipeline export", or "prep for my 1:1 with my manager".

日本語の概要は準備中です。原文の説明を表示しています。

Sets and updates the owner's brand look and output preferences, which every page and document the plugin produces then follows automatically. Captures the brand from a pasted website link or a plain-words description — never a hex code, color picker, or upload — previews it on a sample page, asks how they want their outputs delivered (visual artifacts, Word docs, markdown, Notion pages, Canva Docs, or best-for-the-skill), and saves both to the business profile. Runs inside smb-onboard on first setup and stands alone forever after. Use when the owner says "update my brand," "we rebranded," "change my colors," "make the reports match our new look," "change how you give me reports," "I want Word docs instead," or anything about the look or format of what the plugin hands them.

日本語の概要は準備中です。原文の説明を表示しています。

Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. This is the one-shot campaign executor: a finished brief goes in, a complete campaign comes out. Use when the owner hands off an approved brief or points at one — "run this brief," "execute the campaign," "turn this brief into posts," "build the campaign from the plan we approved." For day-to-day posting with no brief — "I need to post more," "what should we post" — use social-content-engine instead; it owns the standing calendar.

日本語の概要は準備中です。原文の説明を表示しています。

Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time. Use when the user asks "how healthy is [account]", "customer health check", "prep the [account] QBR", "business review prep", or "are we at risk with [customer]".

日本語の概要は準備中です。原文の説明を表示しています。

Produces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), sales trend (PayPal/Square/Stripe), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail or M365, Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a daily brief, a Friday recap, or says anything like "what am I missing" or "catch me up on the business." A start-of-week briefing routes to /monday-brief, which runs this skill as its first link.

日本語の概要は準備中です。原文の説明を表示しています。

Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity. Use when the user says "schedule a follow-up with [contact]", "book the demo with [account]", "find time with [name] next week", "send my Calendly link", or "get the QBR on the calendar".

日本語の概要は準備中です。原文の説明を表示しています。

360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".

日本語の概要は準備中です。原文の説明を表示しています。

Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes and distributes the close packet. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and uses Gusto, PayPal, Ramp, Shopify, Square, and Stripe when connected, falling back to statement or CSV uploads. Trigger on "close the month," "month-end," "close the books," "reconcile," "send the close packet to my accountant," or when the owner asks why revenue or margin moved last month. An owner who wants only the reconciliation and its flags, with no forecast refresh and no packet distribution, routes to month-end-prep directly.

日本語の概要は準備中です。原文の説明を表示しています。