forecast-update
Skill4 starsChanged 16 days agoNo licenceView on GitHub
Update a CFO or advisory client's forecast workbook with the latest month's actuals. Pulls the newest monthly financials PDF and the most recent forecast workbook from the client's shared Drive (gws in Claude Code, the connected folder in Cowork), reads the client's forecast spec from their Drive, pastes the new month's actuals into the workbook, applies any prior-month restatements found in the new financials, proves the result still ties to the statements, and hands back a finished workbook for review before upload. Works for any client on a formula-driven forecast workbook — non-profit or for-profit, calendar year or fiscal year. Use when someone says "run the forecast for <client>", "update the <client> forecast", "build the <month> forecast", "do the forecasting for <client>", or "roll the actuals into the forecast". SCOPED TO THE FORECAST WORKBOOK — it does not draft the meeting agenda and it does not build the dashboard.
- Installs packages
In this repository14 other files it gives its agents.
- 1099-evaluationSkill
- cfo-meeting-agendaSkill
- design-pdfSkill
- jib-to-check-codingSkill
- kickoff-prepSkill
- manage-skillsSkill
- month-end-close-dashboardSkill
- monthly-capacitySkill
- monthly-dashboardSkill
- onboard-client-adminSkill
- onboard-projectSkill
- paxus-designSkill
- paxus-quoteSkill
- skill-name-in-kebab-caseSkill
The file
Show its rules and text
We split this skill into the rules it gives an agent
18 rules. About 0 are common, 11 are distinctive, and 7 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈11
Distinctive · estimate
This author's own choices. Worth a look.
7
Very specific
Tied to their project's names, files or tools. Probably skip.
No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
No reviews yet
People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.
- It worked
- Partly
- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.