Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments.
Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. This is the one-shot campaign executor: a finished brief goes in, a complete campaign comes out. Use when the owner hands off an approved brief or points at one — "run this brief," "execute the campaign," "turn this brief into posts," "build the campaign from the plan we approved." For day-to-day posting with no brief — "I need to post more," "what should we post" — use social-content-engine instead; it owns the standing calendar.
Reads AR/AP, historical cash timing, and known fixed costs from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) or from PayPal, Square, or Stripe — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.
Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes and distributes the close packet. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and uses Gusto, PayPal, Ramp, Shopify, Square, and Stripe when connected, falling back to statement or CSV uploads. Trigger on "close the month," "month-end," "close the books," "reconcile," "send the close packet to my accountant," or when the owner asks why revenue or margin moved last month. An owner who wants only the reconciliation and its flags, with no forecast refresh and no packet distribution, routes to month-end-prep directly.
Analyzes sales data from PayPal and QuickBooks to find top performers and slow movers, layers in seasonality, and produces a prioritized 30-day content brief: what to push, what offers to run, what to hold. Strategic output only — no calendars or assets. Use when the user asks what to post, wants a content plan, asks what's selling, or what to promote this month.
Lightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, mail attachments (Gmail or M365), a connected file store (Google Drive or M365), or DocuSign envelopes; flags non-standard terms; explains risks in plain English; and outputs a marked-up redline as a separate DOCX. Use when the user says "review this contract," "what am I signing," "red flags," "flag any concerns," "check the payment terms," or uploads/forwards a contract or legal agreement.
Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.
Finds grant and solicitation opportunities the organization actually qualifies for, runs a hard go/no-go before anyone starts writing, drafts the application or response from past submissions and real program data, and tracks every deadline and reporting obligation that follows an award. Built for nonprofits, government contractors, and education, and it filters daily feeds like SAM.gov or DIBBS down to the handful worth bidding. Runs on Google Drive or M365 with DocuSign and Calendar deepening it, and works from uploaded past submissions plus web research when nothing is connected. Use this whenever a funding or bidding opportunity is in play — including "find grants we qualify for," "should we bid this," "draft the response to this RFP," "we've got 50 solicitations to filter," "what's due on the federal grant," or "help me write the proposal narrative."
Fills the funnel end to end without the owner babysitting it — reads the market and the competition for context, builds a ranked list of named prospects with a reason attached to each, writes personalized outreach in the owner's own voice, and logs every touch to the CRM. Chains lead-finder, outreach-composer, and crm-autopilot behind a web-native market read, with an owner approval at every handoff. Use this whenever the owner wants more pipeline rather than one specific piece of it, including phrasings like "I need more leads," "fill my funnel," "who should I be calling and what do I say," "find me customers like my best ones and reach out," "build me a prospect list and write the emails," or "sales has gone quiet, get something moving." Reach for it when the owner describes wanting new business generally rather than asking for a list or a single email.
Answers one question for an SMB owner — is the growth engine actually working? Pulls sales trend by channel, funnel conversion, campaign return, best and worst performing products, and customer sentiment from whatever is connected, then ends with the three growth actions worth taking this week. The growth-side twin of business-pulse, which covers the finance side. Use this whenever the owner asks how marketing or sales is performing, whether a campaign paid off, where leads are coming from, why the pipeline is stalling, which products are moving, or says anything like "is my marketing working," "growth check," "how's the funnel," or "where should I put my money next month." Reach for it even when the owner names a single channel rather than growth overall.
Takes a pile of applications and turns it into a ranked shortlist, scored only against the job's stated rubric, with drafted replies to every candidate, scheduled interviews, and an onboarding checklist for whoever gets hired. Picks up where job-post-builder leaves off and carries the funnel through to first day, including the payroll setup handoff. Runs on Gmail and Google Calendar, deepens with Gusto, DocuSign, and Drive or M365, and works entirely from uploaded resumes with drafted replies the owner sends by hand. Use this whenever the owner has applicants to deal with — including phrasings like "I've got 40 resumes and no time," "who should I interview," "screen these applications," "help me narrow this down," "set up interviews for the top three," or "I need to tell the rest no." Reach for it when the owner mentions applicants, resumes, candidates, or being buried in a hiring inbox.
Turns a full inbox into a short, ranked list of what actually needs the owner. Reads the mail, sorts it into needs-you, drafted-and-waiting, and handled, writes replies in the owner's own voice, pulls out the action items and deadlines buried in long threads, files what is finished, and hands bills, leads, and scheduling requests to the skills that own them. Works from pasted or forwarded email text when no mailbox is connected. Use this whenever the owner mentions email at all — including "drowning in email," "I have 300 unread," "what emails need me," "go through my inbox," "clean up my email," "did I miss anything," "who am I supposed to get back to," "draft a reply to this," or "catch me up on my mail." Reach for it for one forwarded message as readily as for a whole morning's backlog.
Works out what to reorder and when, from what is actually selling: pulls sales history and stock on hand from Shopify, Square, NetSuite, or an uploaded CSV, computes 7-day and 28-day sales velocity per item, projects a conservative stockout date for each, sizes a 60-day reorder quantity, and drafts the purchase orders and vendor emails to cover it. Flags the money sitting still too — overstock, dead stock, and zero-velocity items, reported as slow movers to clear rather than things to buy more of. Seasonality is applied where the history supports it and named where it does not. Nothing is ordered and no vendor is emailed without approval. Reach for this whenever stock comes up — "what do I need to reorder," "am I going to run out," "what should I order this month," "we keep running out of filters," "how much cash is sitting in the warehouse," "what is not moving," or "draft a PO for my supplier."
Drafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; everything else queues as a mail draft, with the Airwallex hosted pay link included where one exists. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.
Builds end-to-end hiring packets — job post, structured interview guide with scoring rubric, and offer letter template — from a hiring brief. Triggers on: "help me hire", "we're hiring for", "write a job post", "job description", "JD", "open role", "create a job ad", "interview questions", "scoring rubric", "draft an offer letter", "send an offer", "make a hiring packet", or any request to recruit for a position. When in doubt, trigger — covers the full hiring workflow from job post through DocuSign envelope creation via browser. Does NOT screen or rank applicants.
Builds a ranked list of prospects worth contacting. Works out the owner's ideal customer profile from the customers they already have, finds look-alike companies and the right contact at each, enriches them with firmographics and buying signals, scores them, and delivers the list as an XLSX, with an offer to also create the records in the CRM. Runs on Apollo when connected and falls back to web research plus an uploaded customer list when it isn't. Use this whenever the owner wants new prospects, a target list, or help finding customers — including phrasings like "who should I be calling," "find me more customers like my best ones," "build me a prospect list," "I need leads," "who else looks like Acme," or "help me find companies in this area that need what we do." Reach for it even when the owner describes the customer they want rather than asking for a list.
Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers, ranks the ones worth a call today with talking points, drafts the follow-ups, and proposes calendar times for the owner to book. Use when the owner asks to prioritize, score, or rank leads, asks "who should I call first," or asks about their pipeline. An ask that wants the ranked leads turned into a call list with time blocked on the calendar routes to /call-list, which runs this skill first and then books the time.
Delivers the weekly growth briefing as one merged read — whether the growth engine is working, what customers are saying in public and private, what competitors actually changed, and the three growth actions worth taking this week. The growth twin of the Monday brief, chaining growth-pulse and review-reputation and adding a web-native competitor scan, merged into a single page rather than three reports. Offers to run on a weekly cadence once, and sets it up on a yes. Use this whenever the owner wants a recurring or one-off growth check, including phrasings like "how's marketing doing," "growth check for the week," "give me my Monday growth brief," "what should I be doing about growth this week," "are we winning or losing out there," or "set up a weekly marketing update." Reach for it when the owner asks how the business is growing rather than how it is paying its bills.
Runs the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector snapshot of cash, sales, and pipeline, and report-builder for any saved KPI reports the owner has already defined — then reads the week ahead straight from Calendar and mail and merges all three parts into a single one-page Monday document, delivered per the owner's stored output preference. Requires no connectors and degrades gracefully, building from whatever of the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), Calendar, DocuSign, Expensify, Gmail or M365, HubSpot, PayPal, Ramp, RingEx Chat, Shopify, Slack, Stripe, and TikTok Ads is connected, or from pasted and uploaded data when none are. Trigger on "Monday brief," "start my week," "what do I need to know this week," "weekly briefing," "catch me up before Monday," or when the owner schedules a recurring start-of-week update.
Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."
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