商务技能

Turn large product requirements into user stories with acceptance criteria, effort estimates, and priorities. The toolkit supports backlog management, sprint planning based on team capacity, and tracking how much work the team completes over time.

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• Breaking large requirements into user stories
• Preparing acceptance criteria and effort estimates
• Prioritizing the development backlog

Manage Jira issues through natural language using jira CLI or Atlassian MCP, a tool connection. Search and view tickets, draft new issues, update assignments or status, and check sprints, with review and approval before changes.

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• Checking the details of an issue by its key
• Listing tickets assigned to you
• Drafting and creating a new issue

Build an investor fundraising presentation as a single PowerPoint file. The skill adapts the narrative, metrics, charts, and funding request to the company’s financing stage and business sector, with checks for numerical clarity and slide quality.

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• Preparing a seed fundraising presentation
• Explaining growth metrics for a Series B round
• Presenting technical milestones for a deep tech raise

Build formula-driven Excel financial models for linked financial statements, business valuation, and fundraising forecasts. Separate assumptions, calculations, and results, compare scenarios, and check that statement balances and saved calculation results are consistent.

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• Build linked income, balance sheet, and cash flow forecasts
• Estimate business value with discounted cash flows
• Compare results under different assumptions

Open the hosted context-mode Insight dashboard in your default browser to access analytics for AI-assisted engineering teams, including productive rates per engineer, retry waste, blockers, and views tailored to different roles.

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• Opening the team's development analytics dashboard
• Reviewing productive rates and retry waste per engineer
• Checking blockers and views tailored to team roles

Coordinate project work across Google services by recording progress in Sheets, scheduling recurring meetings, sharing files through Drive, and emailing status updates. A weekly overview helps check upcoming meetings and unread items.

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• Reviewing meetings and unread items at the start of the week
• Recording project progress in Sheets
• Scheduling recurring team standups

Create an expense tracker in Google Sheets with columns for date, category, description, and amount. Add an initial expense entry, then give a manager read-only access to the spreadsheet.

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• Creating a new expense tracking spreadsheet
• Adding column headers and an initial expense entry
• Sharing expense records with a manager for viewing

Manage sales work across Gmail, Calendar, Sheets, and Drive. Prepare for client calls, record deal updates, turn follow-up emails into tasks, share proposals, and get a weekly summary of the sales pipeline.

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• Prepare for client calls by reviewing attendees and agendas
• Record deal updates in a tracking spreadsheet
• Turn follow-up emails into tasks

Support team leadership with daily progress reports, meeting preparation, weekly summaries, and tasks drawn from email. Share updates in Google Chat and track team objectives and measurable results in a shared spreadsheet.

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• Share daily team progress in Google Chat
• Prepare for one-on-one meetings
• Review weekly team summaries

Find a sales tracking spreadsheet in Google Sheets, review its current entries, and append a deal update with the date, company, status, amount, quarter, and owner.

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• Record a deal update after sending a proposal
• Add a deal's amount, quarter, and owner
• Review existing entries before logging an update

Plan and coordinate events across Google services. Create calendar entries with locations and attendees, email invitations, upload materials to Drive, share updates in Chat, and record attendance responses and logistical details in Sheets.

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• Creating event schedules and inviting attendees
• Uploading and sharing event materials
• Announcing event updates in Chat

Coordinate employee onboarding and internal HR communications across Google services. Create orientation events, upload onboarding documents, share new hire profiles in Chat, turn email requests into tracked tasks, and send announcements by email.

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• Scheduling orientation sessions for new hires
• Sharing onboarding documents and new hire profiles
• Turning email requests into tracked tasks

Organize customer support emails, turn requests into tasks, and record ticket updates in a tracking spreadsheet. Escalate urgent issues through Google Chat and schedule follow-up calls with customers in Google Calendar.

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• Sort and prioritize support emails
• Turn customer emails into support tasks
• Record ticket status in a tracking spreadsheet

Read a book, article, transcript, or case study against a specific strategic problem. The skill turns relevant passages into practical actions, countermeasures, and warning signs, with source evidence and recommendations for the short, medium, and long term.

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• Applying lessons from a book to a current business problem
• Learning tactics and countermeasures from historical cases
• Turning an article or transcript into an action plan

Compare local case files with insurer policies to prepare a concise prior authorization packet, covering approval requirements, referrals, missing information, and a checklist for staff reviewing the case and communicating with the patient.

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• Check prior authorization requirements for a case
• Review referral status and imaging policies
• List missing information for human review

Update the GitHub issue linked to completed Factory work after verifying the target repository. Remove specified triage labels and, for open issues, add a pending-close label and completion comment without closing the issue.

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• Updating an issue after Factory work is complete
• Removing triage labels from completed work
• Adding a pending-close label and completion comment

Helps build customer support agents that classify incoming messages, draft replies, and hand difficult cases to people. Defines clear rules for permitted actions, policy-based answers, privacy concerns, and verification before reporting an action as complete.

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• Designing an agent that classifies incoming support messages
• Building a refund email agent with policy-based replies
• Defining rules for handing sensitive cases to a person

Prepare resumes for specific job descriptions using Resume Matcher without an API key. Create a master resume, tailor supported experience, check application screening scores, write cover letters and outreach messages, and export PDFs.

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• Create a master resume from existing documents
• Tailor a resume to a specific job
• Draft cover letters and outreach messages

Plan and review month-end or quarter-end accounting close work using exported data. Identify tasks that determine the deadline, reconcile ledger balances with supporting records, and flag significant changes whose explanations lack numbers or evidence.

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• Building a close calendar with task dependencies
• Reconciling bank statements with the general ledger
• Reviewing explanations for significant balance changes

Decide which marketing and go-to-market tasks an AI agent can handle and which require human approval. Classify decisions into three levels using reversibility, exposure, and frequency, with explicit rules and consequences for assigning the wrong level.

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• Define when AI output needs human review
• Audit autonomy rules across marketing workflows
• Separate drafting from approval to send

Screen private investment deals from the perspective of an investor who supplies capital without running operations. Examine returns, fees, missing disclosures, and manager incentives, then receive a structured assessment and prioritized questions for further investigation.

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• Screening a private real estate investment offering
• Checking how fees reduce investor returns
• Preparing questions for the investment manager

Review a team's Claude Code permissions, approved integrations, and layered instruction files. Included scripts check configuration issues and summarize adoption using counts, so team members can share usage data without sharing conversation transcripts.

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• Review permissions before a team rollout
• Check integrations against an approved list
• Find conflicting instruction files

Supports medical device risk management from planning through post-market review using ISO 14971:2019. Helps identify hazards, evaluate risks, select and verify controls, assess remaining risks, and maintain records as new information arrives.

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• Create a medical device risk management plan
• Identify hazards and choose risk analysis methods
• Compare risk controls and assess remaining risks

Organize EU AI Act compliance work with references to Articles and Annexes. Classify AI systems by risk, plan conformity assessments that check regulatory requirements, prepare technical documentation checklists, and map obligations and deadlines to organizational roles.

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• Reviewing risk classification for a new AI system
• Planning conformity assessments for high-risk AI
• Preparing technical documentation checklists