What's on the bench.
Month Heads Up
Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.
Month End Prep
Walks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the user says "close the month," "month-end," "reconcile," "what's missing," "P&L," or asks why revenue or margin changed this month.
Monday Brief
Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.
Margin Analyzer
Analyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. "a 5% increase historically correlates with ~3% volume drop"). Surfaces analysis only — does not recommend a price. Use when the user asks about raising prices, pricing, margin analysis, what to charge, whether costs are eating into profit, or how a price change might affect their business. Trigger even if the user doesn't say "margin" explicitly — phrases like "am I making enough?", "should I charge more?", or "my costs are going up" all call for this skill.
Lead Triage
Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers to produce a "call these 5 today" list with talking points, drafts the follow-ups, and blocks Calendar time. Use when the user asks to prioritize leads, who to call first, or about their pipeline.
Job Post Builder
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.
Friday Brief
Delivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.
Customer Pulse
Aggregates PayPal disputes, HubSpot feedback and tickets, and email sentiment (plus pasted or exported Google/Yelp reviews) into a themes report with verbatim evidence and a "do these three things this week" list. Use when the user asks how customers are feeling, for review analysis, what people are saying, or about disputes.
Customer Pulse Check
Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument.
Crm Maintenance
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.
Crm Cleanup
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
Contract Review
Lightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, Gmail attachments, 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.
Close Month
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
Cash Flow Snapshot
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — 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.
Canva Creator
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. Use when the user says "make the content," "generate the posts," "create the assets," "turn this into a campaign," or hands off an approved brief for execution.
Call List
Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.
Business Pulse
Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business."
Video Sdk/windows
Zoom Video SDK for Windows - C++ integration for video sessions, raw audio/video capture, screen sharing, recording, and real-time communication
Video Sdk/linux
Zoom Video SDK for Linux - C++ headless bots, raw audio/video capture/injection, Qt/GTK integration, Docker support
UI Toolkit/web
Reference skill for Zoom Video SDK UI Toolkit. Use after routing to a web video workflow when you want prebuilt React UI instead of building a fully custom Video SDK interface.
Build Zoom Team Chat App
Reference skill for Zoom Team Chat. Use after routing to a chat workflow when building user-scoped messaging integrations, chatbot experiences, rich cards, buttons, slash commands, or chat webhooks.
Zoom Rtms
Reference skill for Zoom RTMS. Use after routing to a live-media workflow when processing real-time audio, video, chat, transcripts, screen share, or contact-center voice streams.
Zoom OAuth
Reference skill for Zoom authentication. Use after routing to an auth workflow when choosing app credentials, grant types, scopes, token refresh behavior, or debugging Zoom OAuth failures.
Meeting Sdk/linux
Zoom Meeting SDK for Linux - C++ headless meeting bots with raw audio/video access, transcription, recording, and AI integration for server-side automation