What's on the bench.
Call Prep
Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".
Account Research
Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".
Twitter Algorithm Optimizer
Analyze and optimize tweets for maximum reach using Twitter's open-source algorithm insights. Rewrite and edit user tweets to improve engagement and visibility based on how the recommendation system ranks content.
Social Media Strategy
Develop comprehensive social media strategies across multiple platforms. Create content calendars, establish posting schedules, design engagement tactics, plan influencer outreach, and structure paid social campaigns with ROI measurement.
SEO Content Optimizer
Optimize website content for search engine visibility and user engagement. Conduct keyword research, implement on-page SEO tactics, analyze content gaps, write compelling meta descriptions, and develop internal linking strategies.
Domain Name Brainstormer
Generates creative domain name ideas for your project and checks availability across multiple TLDs (.com, .io, .dev, .ai, etc.). Saves hours of brainstorming and manual checking.
Content Research Writer
Assists in writing high-quality content by conducting research, adding citations, improving hooks, iterating on outlines, and providing real-time feedback on each section. Transforms your writing process from solo effort to collaborative partnership.
Competitive Ads Extractor
Extracts and analyzes competitors' ads from ad libraries (Facebook, LinkedIn, etc.) to understand what messaging, problems, and creative approaches are working. Helps inspire and improve your own ad campaigns.
Canvas Design
Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.
Campaign Planner
Plan comprehensive marketing campaigns from strategy through execution. Develop campaign briefs, select optimal channels, create timelines, allocate budgets, define targeting parameters, design A/B testing strategies, and establish performance measurement frameworks.
Performance Review Assistant
TRIGGER THIS when conducting performance reviews, writing manager feedback, creating self-assessments, building peer feedback, developing PIPs, creating development plans, or handling difficult performance conversations. Helps write constructive, specific, actionable feedback that develops performance and documents performance management appropriately.
Onboarding Planner
TRIGGER THIS when preparing for new hires, planning first-day/week/month activities, creating onboarding schedules, building 30-60-90 day plans, designing welcome programs, organizing training schedules, or setting up buddy/mentorship programs. Designs comprehensive, engaging onboarding experiences that accelerate time-to-productivity and build belonging.
Interview Kit Builder
TRIGGER THIS when preparing interviews, planning hiring processes, creating interview questions, building evaluation frameworks, developing interviewer guides, or standardizing interview approaches. Builds complete interview kits with competency-based questions, scorecards, rubrics, interviewer training, and structured evaluation protocols.
Employee Engagement Survey
TRIGGER THIS when designing employee engagement surveys, analyzing employee feedback, creating action plans based on survey results, tracking engagement trends, planning pulse surveys, or improving employee experience. Designs comprehensive surveys that measure engagement, belonging, and satisfaction with actionable insights and accountability-driven improvement plans.
Dei Strategy
TRIGGER THIS when building DEI strategy, creating diversity goals, designing inclusive programs, building equity analyses, developing training, addressing inclusion issues, or tracking DEI metrics. Develops comprehensive diversity, equity, and inclusion strategies aligned to business goals with measurable outcomes, training programs, metrics frameworks, and accountability systems.
Value Creation Plan
description: Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".
Unit Economics
description: Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".
Thesis Tracker
description: Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".
Teaser
description: Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".
Tax Loss Harvesting
description: Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
Fsi Strip Profile
Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
Tear Sheet
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.
Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.
Earnings Preview Single
Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.