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.
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Prepare accountant review materials from reconciled books, including US quarterly estimated payments and 1099-NEC contractor reporting candidates. The skill checks book closure first and documents assumptions, missing information, and deadlines without filing anything.
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Helps implement shared browser support with Zoom Cobrowse SDK. Covers customer and support agent integration, PIN connections, drawing tools, sensitive field masking, and consent-based page scrolling, with references for authentication and connection troubleshooting.
中文简介正在准备中。当前显示英语简介。
Creates a hiring packet from a role brief: a job post, interview guide with scoring criteria, and offer letter template. Can also prepare a DocuSign draft for review before the user approves sending it.
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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.
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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.
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Review incoming sales inquiries, classify their fit and urgency, and draft replies in the owner's voice using available meeting times. Notify the team about urgent prospects, record activity, and hold every customer reply for approval.
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Draft prospect emails and follow-up sequences using the sender’s established writing style and specific facts about each recipient. Present messages for approval, prepare approved sends when connected, and record contact history in HubSpot or a file.
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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.
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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.
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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.
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Turns sales and stock data into a reorder plan with quantities, costs, and estimated stockout dates. Prepares supplier purchase orders, email drafts, and accounting memos for later invoice checks, while flagging slow stock and requiring approval before sending.
中文简介正在准备中。当前显示英语简介。
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.
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Maintain an ongoing social content calendar, learn the owner's writing style, and prepare Canva graphics and captions. Adapt approved content across channels and stage posts for review, with manual posting plans available when connectors are absent.
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Choose the Zoom interfaces needed for an app or automation workflow, from account management to embedded meetings and custom video. Get one recommended approach, the minimum supporting components, key tradeoffs, and the next implementation step.
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Bring together public reviews, complaints, and customer activity to identify recurring issues and customers who may leave. Produce evidence-backed themes, review reply drafts in the owner's voice, and personalized messages to win back inactive customers.
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Prepare payroll from timesheets, checking hours, pay, and unusual entries for each employee. Produce a run sheet for the owner to review and approve, with supported staging in Gusto and accounting entries after submission.
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Connect business software to Claude by checking existing connectors first, then Zapier or scheduled exports. The skill narrows the task, configures access, tests real data, and explains limits, with approval required for write actions.
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Analyze competitors using deal outcomes, customer quotes, and public developments. Prepare tactics for a specific deal, battlecards—sales reference sheets for each competitor—and weekly updates that distinguish evidence from interpretation.
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Build a customer-facing business case and a shared plan for signing a deal. Use customer statements and deal records to explain the investment, then map remaining steps to owners and dates on both sides.
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Turn a repeated manual task into a reusable skill you can call by name or schedule. It separates changing inputs from fixed steps, adds approval checkpoints, and tests the workflow against a known result before registration and team sharing.
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Review unread customer email threads, sort them by the response needed, and prioritize urgent deals. Prepare concise replies in the sender's usual style, while highlighting sensitive messages and questions that need the user's input.
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Prepare for a one-on-one with a sales representative by summarizing open deals, recent activity, and available calendar and chat context. Get evidence-backed support needs, specific discussion questions, and wins to acknowledge.
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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.
中文简介正在准备中。当前显示英语简介。