Run a saved weekly or monthly report and combine its results with a brief business snapshot. Deliver one briefing with an XLSX workbook, using a connected data source or uploaded files, and reuse the definition for scheduled runs.
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Delivers the owner's custom recurring report pack on a set cadence — runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the numbers have context, and hands over one chat summary plus the workbook. Defined once, then delivered on schedule without being asked again. Runs on any single connected data source, or entirely from an uploaded CSV or XLSX. Use it when the owner asks for their report pack, their weekly or monthly numbers, "send me the usual report," "run my report pack," "set this up to come every Monday," or "I want these numbers on a schedule."
安装前可以查看交给 AI 代理的指令内容。
Chain two skills so the owner's recurring numbers arrive on their own, with enough context to act on: report-builder for the pack itself, business-pulse for the surrounding picture.
Owners already have the report they want in their head. What they do not have is it showing up on Monday without them chasing it. That is the whole job here.
Invoke report-builder. It owns the spec, the data pull, the math, and the workbook — do not rebuild any of that here.
report-builder checks its saved definitions first. If the pack already exists, it reruns without re-interviewing the owner. If it does not, it builds the spec and confirms it once.
Gate — spec confirmation. A brand-new pack gets one confirmation from the owner before it runs. A pack that already has a saved definition does not. Re-asking someone to describe a report they defined last month is the fastest way to make this command feel broken.
After the pack runs, invoke business-pulse for the same period.
The pulse is context, not a second report. It answers the question the pack always raises: the numbers moved, but is the business fine?
No gate here. Both steps are read-only. Nothing is sent, posted, or written to a ledger, so there is nothing for the owner to approve between them.
One message, in this order: the pack summary, then the pulse in two or three lines, then the workbook.
Ray Okonkwo at Okonkwo Mechanical gets his Monday pack — revenue by crew versus last year, AR aging, labor as a percent of revenue — and under it: cash at USD 61,400, two invoices past 60 days, one van still down. He reads both in ninety seconds and knows what Monday is.
Never send two separate deliverables. A pack and a pulse arriving apart is two things to read; together it is one briefing.
Render that briefing as one HTML artifact using the house artifact style (../../shared/artifact-style.md) — additive to the chat summary and workbook, never a replacement. The pack's headline metrics are stat tiles with their comparisons as context lines; the grouped report rows are a table with tabular-nums; the pulse context sits in its own panel below, its watch-list items carrying status pills (warn or critical); down sources named in one quiet footer line.
Offer the schedule one time, after a run the owner found useful. Not before — a cadence offered on a pack nobody has seen yet is a subscription pitch.
Ask it plainly: "Want this every Monday morning?" On a yes, save the cadence with the report definition in report-builder and confirm in one line: "Saved. This runs every Monday morning."
Then honor it. Every scheduled run repeats Steps 1 through 3 with no questions, no re-confirmation, and no cadence offer. A scheduled report that asks the owner anything has stopped being scheduled.
On a no, or on silence, drop it and never ask again.
On an interactive run only — never a scheduled one — close with one line on what was delivered, then the single most relevant next step and at most two others nearby:
cash-flow-snapshot.invoice-chase.report-builder.Max three offers. Never repeat an offer the owner declined this session.
A scheduled run happens whether or not every connector is healthy. If a source is down, report-builder marks that metric "n/a" and names the source; the pack still ships.
Never skip a scheduled delivery because data was incomplete. A pack with one gap and a note is useful. A silent Monday reads as the plugin being broken, and the owner stops expecting it.
If the owner has no connectors at all, the CSV path is the pack. Ask once for the export, run the identical report from the file, and keep the cadence.
report-builder owns the spec, the math, and the workbook.business-pulse owns them, so there is one set of figures.The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer build-connector — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.
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Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.
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Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
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Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
中文简介正在准备中。当前显示英语简介。
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
中文简介正在准备中。当前显示英语简介。
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
中文简介正在准备中。当前显示英语简介。
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.
中文简介正在准备中。当前显示英语简介。