商务技能

Prepare new hires' onboarding from Google Workspace group records and documented role standards. Plan accounts and memberships, invite hires to Slack channels, and create first-week Linear checklists, while holding Workspace access changes for human approval.

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• Prepare accounts and first-week tasks before a new hire starts
• Choose groups and Slack channels using role and team standards
• Track account creation and memberships awaiting approval

Analyze won and lost HubSpot deals by customer segment, competitor, deal value, and the stage before a loss. Group recorded loss reasons into themes and post a weekly Slack summary with concrete recommendations, leaving deal records unchanged.

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• Reviewing weekly win rates and won or lost deal value
• Comparing outcomes by customer segment and competitor
• Finding price bands and sales stages with frequent losses

Create a weekly engineering and product update from GitHub and Slack, combining shipped outcomes with contributor rankings, merged pull request counts, weekly changes, consecutive shipping weeks, and a thread for asynchronous team check-ins.

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• Sharing weekly engineering and product outcomes
• Comparing contributor PR counts with the previous week
• Collecting team priorities and blockers in a Slack thread

Coordinate employee offboarding across Okta, Google Workspace, Google Drive, and GitHub. Revoke access, reclaim licenses, and report checklist results, with human approval required for ownership transfers and no account deletion.

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• Process newly flagged employee departures
• Offboard a specific employee on request
• Transfer document ownership with human approval

Analyze customer recommendation and satisfaction surveys, NPS and CSAT, from Google Sheets. Group comments into themes, explain weekly score changes and low-score drivers, and post a Slack digest with representative quotes without modifying survey data.

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• Summarizing customer surveys each week
• Identifying recurring complaints behind low scores
• Comparing NPS or CSAT with the previous period

Reconcile Stripe activity and bank transactions against invoice records using consistent fee and timing allowances. Record explained differences in the reconciliation sheet and flag unresolved transactions with supporting references for a person to review.

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• Reconcile monthly invoices, Stripe activity, and bank deposits
• Check differences caused by fees or deposit timing
• Recheck previously flagged transaction mismatches

Draft responses to requests for proposals and sales questionnaires using approved past answers and product documentation. Organize answers in Google Docs, flag uncertain questions, and prepare an unsent Gmail reply for human review and submission.

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• Preparing a first draft of a sales proposal questionnaire
• Reusing approved answers about pricing and support
• Identifying questions that need human review

Choose payment reminders based on days relative to an invoice’s due date, with clear escalation stages and contact limits. Identify invoices that need human review and stop reminders once payment is recorded.

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• Choose a reminder based on days past due
• Check contact intervals before sending reminders
• Identify overdue invoices needing human review

Review unresolved Plain support tickets for missed response or resolution deadlines, VIP accounts, and serious problems. Route qualifying tickets to the responsible team, create linked Linear issues for engineering work, and post internal Slack alerts.

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• Check unresolved tickets for missed service deadlines
• Route VIP requests and serious incidents
• Create linked Linear issues for engineering

Group requests from Plain support threads, public reviews, and Slack into shared themes. Create or update one Linear issue per theme with representative quotes, mention counts, and sources, leaving priority and ownership decisions to people.

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• Group customer requests across support, reviews, and Slack
• Track mention counts and supporting quotes for each request
• Update existing Linear issues without creating duplicates

Check new vendors’ tax forms, banking forms, and signed contracts against a shared checklist. Record document status, draft requests for corrections, and summarize results in Slack while leaving approval and payment setup to people.

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• Check documents submitted by new vendors
• Draft requests for missing or invalid documents
• Recheck a vendor’s document status

Prepare a first-pass review of incoming NDAs, or confidentiality agreements, against a team's standard positions. The skill saves the document, drafts suggested clause changes, and prepares a counsel summary without signing or sending anything.

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• Reviewing an incoming NDA against internal standards
• Drafting changes to clauses that differ from the playbook
• Preparing a summary of issues for legal counsel

Maintain HubSpot customer records by merging duplicate contacts, filling missing information from Clearbit, and flagging inactive deals. Field-fill batches above a configured record threshold wait for human approval, and each run reports its changes and pending requests.

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• Scheduled nightly CRM cleanup
• Merging duplicate contact records
• Filling missing job titles and company details

Find prospective candidates on LinkedIn, check them against the role’s Greenhouse recruiting records, and prepare personalized outreach drafts. Each capped batch includes candidate details and match reasons for recruiter review, with sending left to the recruiter.

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• Daily candidate sourcing for an open role
• Excluding applicants and previously contacted candidates
• Drafting outreach based on specific career details

Build a weekly sales forecast from HubSpot deals using the team’s configured stage probabilities. Compare expected revenue with the quarterly quota, break it down by stage, owner, and segment, and report deal risks in Slack.

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• Preparing weekly sales forecast reports
• Comparing quarterly forecasts with quotas
• Reviewing forecasts by stage, owner, and segment

Research new HubSpot leads and prepare personalized follow-up email drafts using the team's sales guidance. Include one tailored qualifying question and an available call time, save research to HubSpot, and hold drafts for human review.

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• Prepare follow-up drafts for new leads
• Tailor sales emails using company research
• Propose a call time from calendar availability

Draft monthly investor updates from Stripe, Postgres, and the previous report. Compare revenue, recurring subscription revenue, account activity, cash burn, and runway against last month and plan, then create a new document for the founder to review.

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• Prepare a monthly investor update
• Compare business metrics with last month and plan
• Draft explanations for revenue and cash changes

Assess applications against a role's written scoring criteria, recording strengths, gaps, and supporting resume quotes. Save a structured review and propose tentative interview times for strong matches, while leaving all advancement and rejection decisions to the hiring manager.

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• Reviewing unscreened applications against written criteria
• Checking the resume evidence behind a candidate's score
• Recording strengths and gaps for hiring manager review

Prepare renewal packets and outreach email drafts from HubSpot deals at 90, 60, and 30 days before renewal. Check existing Google Calendar meetings, flag account risks, and leave customer contact and pricing decisions to the account owner.

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• Preparing account materials before contract renewal
• Drafting outreach around existing renewal meetings
• Identifying stalled deals and renewal risks

Audits recurring SaaS charges against a subscription register using Plaid data. Reports duplicate tools, unused seats, price increases, upcoming renewals, and unlisted charges in a Slack digest, with suggested actions and a ledger tracking previous findings.

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• Review weekly SaaS spending against the subscription register
• Find overlapping tools and potentially unused seats
• Check price increases and approaching renewals

Prepare interview scheduling drafts by matching Greenhouse interview plans with every panelist’s calendar. Produce two or three available time options, a candidate email, and individual invitation drafts for a coordinator to review and send.

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• Prepare daily interview scheduling drafts
• Find time slots available to every interviewer
• Redraft proposals after interview plans change

Review a new contract against standard company positions, summarize its terms, and flag deviations clause by clause. Draft replacement wording as Docs suggestions and share a legal summary in Slack, with every proposed change awaiting a lawyer's approval.

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• Preparing an initial review of a newly received contract
• Checking liability, renewal, payment, and other standard terms
• Drafting clause replacements for a lawyer to review

Combine product usage, support issues, payment status, and renewal dates to rank accounts by churn risk, meaning the risk of cancellation. Produce a Slack list with specific evidence and a suggested next action for each account.

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• Reviewing accounts at risk of cancellation each day
• Prioritizing outreach before contract renewals
• Understanding why an account received a high risk rating

Check a monthly close checklist by reconciling Stripe activity with the ledger, checking supporting documents, and comparing figures with prior months. Record unresolved items and post a Slack summary for finance staff to review.

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• Reconcile Stripe revenue with recorded ledger amounts
• Find missing supporting documents
• Identify unexplained changes from prior months