bizops-budget-builderBuild and track a business budget — create annual or quarterly budgets, log actuals vs. plan, analyze variances, flag overspend, and get recommendations to improve financial performance, or any request involving building a budget, tracking spend, or comparing actual results to targets.
bizops-client-onboardingOnboard new clients — create contact records, project files, welcome materials, onboarding checklists, and intake workflows, or any request involving setting up everything for a new client relationship.
bizops-daily-briefCEO-level daily briefing — today's priorities, fires, deadlines, project status, and focus areas pulled from goals, projects, calendar, and recent activity, or any request involving starting the day with a structured executive summary.
bizops-financial-snapshotExecutive financial summary — P&L, revenue by stream, expense breakdown, cash flow projection, burn rate, runway, margin analysis, profitability, financial forecast, and actionable recommendations, or any request involving understanding your financial position across businesses.
bizops-follow-upTrack follow-ups and commitments — add, list, complete, and get reminders for promises, deadlines, open loops, pending items, accountability checks, overdue tasks, or any request involving tracking what you owe people and what you are waiting on.
bizops-hiring-screenerBuild hiring packages — job descriptions, ideal candidate profiles, screening questions, interview scorecards, red/green flags, offer letter templates, and onboarding checklists for any role (VA, contractor, full-time), or any request involving recruitment and hiring workflows.
bizops-invoice-generatorThis skill should be used when the user asks to "create an invoice", "generate an invoice", "make an invoice", "invoice a client", "bill a client", "send an invoice", "invoice for services", "billing", "create a bill", "generate a bill", "invoice template", "new invoice", "invoice number", "payment
bizops-kpi-dashboardKPI tracking — define, update, and report on key performance indicators. Business scorecard, revenue tracking, conversion rates, deal metrics, content output, trend analysis, target setting, or any request involving tracking and reporting on business performance metrics.
bizops-lead-trackerTrack leads through pipeline stages — add, update, and manage leads, prospects, and deals. View pipeline status, follow-up reminders, deal stage tracking, lead reports, sales funnel management, or any request involving managing contacts through a sales pipeline.
bizops-peopleContact management — create, update, search, and query people entities in the brain. Ask 'who is [name]?' to look up contacts.
bizops-pipeline-syncPipeline intelligence — deal velocity, stale deals, revenue forecast, pipeline by stage, CRM sync, projected revenue, deal flow report, top deals, pipeline health, or any request involving viewing, analyzing, or reporting on deal pipeline and CRM data.
bizops-project-trackerTrack multi-milestone business projects — create projects with phases and owners, update status, view active workload, flag blockers and overdue milestones, and get a project health report, or any request involving tracking internal initiatives, launches, builds, or multi-step projects from start to
bizops-sop-builderBuild SOPs — document processes, create standard operating procedures, runbooks, playbooks, workflow documentation, step-by-step guides, and repeatable checklists, or any request involving turning a described process into a formal, AI-executable procedure.
bizops-travel-planPlan trips — flights, hotel recommendations, daily itinerary, ground transportation, restaurant suggestions, packing checklist, pre-trip timeline, conference travel, business trips, road trips, or any request involving travel logistics and trip preparation.
bizops-vendor-trackerTrack vendors and supplier relationships — add vendors, log contract terms, track renewal dates, monitor costs, flag upcoming renewals and unused subscriptions, and get a full vendor spend summary, or any request involving managing suppliers, contractors, subscriptions, or service providers.
bizops-weekly-reviewWeekly review — recap what got done, what slipped, assess goal progress, weekly accountability check, and plan next week's priorities, or any request involving reviewing the past week and planning ahead.