Your pack can hold up to 20 of these 51 workflows. Pick a work area. Then find the job you want to do.
To find a skill fast, press Control and F on Windows. Press Command and F on a Mac. Type a word from the job.
Use when a founder, executive, or subject-matter expert needs a complete LinkedIn publishing system instead of isolated post ideas.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Business positioning and target audience, Expert notes, transcripts, articles, or source material, Approved proof points and restricted claims
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a business needs one coherent campaign adapted across LinkedIn, Meta, short-form video, and other selected social channels.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Campaign objective and offer, Audience segments and channel priorities, Brand voice, proof points, and creative constraints
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a location-based business needs an actionable local search plan that connects diagnosis to specific pages, profile updates, citations, and tracking.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Services, locations, and priority customer segments, Website, analytics, and search exports, Business-profile and citation details
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when website traffic is not consistently becoming qualified leads and the team needs a prioritized conversion sprint.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Website URLs and primary conversion journeys, Analytics, search, and form exports, Offers, audience, proof, and brand constraints
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a business is preparing a Google or Meta advertising campaign and needs a complete preflight packet before spend begins.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Offer, audience, geography, and campaign goal, Account exports and historical performance, Creative assets, landing pages, and approved claims
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when leadership needs to understand what is working, what is not, and what the marketing team should change next.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Analytics, ad, email, CRM, and campaign exports, Metric definitions and reporting periods, Targets, budgets, and funnel economics
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when teams or AI tools produce inconsistent messaging because the business context and review rules are not captured in one usable system.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Business and founder background, Offers, audiences, objections, and differentiators, Approved proof, restricted claims, and terminology
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a business has customer evidence but lacks a safe, systematic way to turn it into marketing and sales content.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Reviews, survey results, interviews, and case notes, Customer permission and privacy rules, Target audience and objections
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a team needs to launch an offer with coordinated messaging and assets rather than creating each piece in isolation.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Offer, pricing, availability, and business goal, Audience, objections, positioning, and alternatives, Proof, claims, testimonials, and restrictions
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when marketing activity is reactive and the team needs a coordinated quarter of campaigns and content.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Quarterly goals, offers, events, and constraints, Audience, channel, and search insights, Team capacity, production lead times, and budget
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a sales team needs a repeatable path from new inquiry to a complete, well-scoped proposal.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Lead and account records, Discovery notes and requirements, Offer, pricing, capacity, and qualification rules
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a business needs a complete outbound campaign for a prospect list with strong personalization and explicit compliance review.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Prospect list and available source evidence, Offer, target segments, and qualification rules, Consent, suppression, claims, and channel policies
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a business has a dormant, lapsed, or expiring list and needs a structured renewal campaign instead of a generic blast.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Dormant or expiring contact list, Relationship history, engagement, and prior outcomes, Renewal offer, eligibility, consent, and suppression rules
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when qualified opportunities have gone quiet or stopped progressing and the team needs more than a generic follow-up email.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: CRM pipeline and activity history, Emails, notes, calls, proposals, and objections, Current offer, pricing, capacity, and stage rules
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when pursuing a high-value account that requires deeper research, executive relevance, and coordinated stakeholder outreach.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Target account and stakeholder list, Public and internal account evidence, Strategic offer, proof, and differentiation
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a business has outstanding estimates or proposals and needs a systematic plan to close, revise, nurture, or disqualify them.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Open quotes, proposals, and CRM records, Pricing, scope, margin, and approval rules, Customer timeline, objections, and activity history
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a sales team needs a consistent weekly meeting packet that improves decisions and data hygiene.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Current CRM pipeline export, Stage, qualification, and forecast definitions, Targets, capacity, and reporting period
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a won deal must move into delivery without losing critical promises, context, or unresolved risks.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: CRM history and discovery notes, Approved proposal, quote, and contract summary, Stakeholders, owners, milestones, and dependencies
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a company needs a repeatable employee onboarding workflow that coordinates people, systems, evidence, and manager expectations.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Role, location, employment context, and start date, Manager, team, systems, equipment, and access requirements, Policies, training, milestones, and review rules
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a manager needs a repeatable, evidence-based hiring process from intake through finalist review.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Hiring need, role outcomes, location, and constraints, Requirements, compensation context, and timeline, Candidate pipeline and source data
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a finalist is moving toward acceptance and the team needs a controlled transition into preboarding.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Approved role and finalist context, Compensation, start-date, and location inputs, Systems, equipment, policy, and record requirements
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a pulse survey, listening program, or engagement review must produce visible action rather than a static report.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Survey export, interviews, or feedback notes, Team structure, minimum segment size, and privacy rules, Previous actions and current business context
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a people team needs administrative support for a leave or accommodation matter without delegating legal, medical, or employment decisions to AI.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Employee request and relevant dates, Location, policy, benefits, and employment context, Available records and prior communications
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when employee records are inconsistent, incomplete, or spread across systems and the team needs a controlled cleanup program.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Personnel record inventory or export, Locations, worker types, and lifecycle status, Policy, retention, privacy, and access rules
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when customer onboarding spans multiple teams and needs a repeatable path from handoff to first value.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Commercial handoff, scope, and success criteria, Customer stakeholders, systems, assets, and access needs, Implementation steps, education, and support model
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a renewal is approaching or an account shows churn risk and the team needs a complete retention plan.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Account, contract, and renewal timing, Usage, outcome, support, feedback, and activity evidence, Stakeholder map, health rules, and commercial context
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when ticket volume, aging, or inconsistency is harming response quality and the team needs a controlled backlog recovery sprint.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Ticket export and support policies, Priority, response, escalation, and ownership rules, Knowledge base and incident history
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a complaint, refund, service failure, or escalation requires coordinated investigation and a human-owned resolution.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Customer communications and case record, Order, service, billing, or delivery evidence, Refund, escalation, and approval policies
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when customer feedback is scattered and leadership needs to decide what to improve, investigate, or communicate next.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Survey, interview, review, and support evidence, Customer segments and business priorities, Impact, effort, confidence, and risk model
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a finance team needs a repeatable, reviewable month-end close with clear ownership and evidence.
Start with: Use this skill. Tell me what you need.
Use copies of your files. CSV, JSON, OFX, QFX, and QBO work with normal Python. Excel and text PDFs need the optional file helpers named in the skill. The skill makes a review packet; it never posts, pays, files, or changes your books.
Files and facts to have ready: Ledger, bank, card, invoice, payroll, and source-document exports, Chart of accounts and accounting system context, Close calendar, materiality, controls, and owners
Files and results it makes:
If it stops: Check that the date, amount, account, and money type are clear. Save old Excel files as CSV or XLSX. Run OCR on a scanned PDF, or save it as CSV. The skill will list missing facts and rows that need a person to check them.
Use when leaders need to improve near-term cash without losing visibility into customer risk, timing, and forecast confidence.
Start with: Use this skill. Tell me what you need.
Use copies of your files. CSV, JSON, OFX, QFX, and QBO work with normal Python. Excel and text PDFs need the optional file helpers named in the skill. The skill makes a review packet; it never posts, pays, files, or changes your books.
Files and facts to have ready: Receivables aging and invoice status, Bank balances, obligations, and forecast assumptions, Customer health, dispute, and relationship context
Files and results it makes:
If it stops: Check that the date, amount, account, and money type are clear. Save old Excel files as CSV or XLSX. Run OCR on a scanned PDF, or save it as CSV. The skill will list missing facts and rows that need a person to check them.
Use when performance is diverging from budget and leadership needs to understand why, what changes next, and who owns the response.
Start with: Use this skill. Tell me what you need.
Use copies of your files. CSV, JSON, OFX, QFX, and QBO work with normal Python. Excel and text PDFs need the optional file helpers named in the skill. The skill makes a review packet; it never posts, pays, files, or changes your books.
Files and facts to have ready: Budget, actuals, and prior forecast, Revenue pipeline and delivery capacity, Headcount, utilization, pricing, and cost drivers
Files and results it makes:
If it stops: Check that the date, amount, account, and money type are clear. Save old Excel files as CSV or XLSX. Run OCR on a scanned PDF, or save it as CSV. The skill will list missing facts and rows that need a person to check them.
Use when accounts-payable work needs stronger completeness, approval, duplicate, fraud, and evidence controls.
Start with: Use this skill. Tell me what you need.
Use copies of your files. CSV, JSON, OFX, QFX, and QBO work with normal Python. Excel and text PDFs need the optional file helpers named in the skill. The skill makes a review packet; it never posts, pays, files, or changes your books.
Files and facts to have ready: Invoices, purchase orders, receipts, and vendor records, Chart of accounts and coding rules, Approval, payment, duplicate, and fraud policies
Files and results it makes:
If it stops: Check that the date, amount, account, and money type are clear. Save old Excel files as CSV or XLSX. Run OCR on a scanned PDF, or save it as CSV. The skill will list missing facts and rows that need a person to check them.
Use when a business is preparing for a financial review, audit, tax filing, lender request, or diligence process.
Start with: Use this skill. Tell me what you need.
Use copies of your files. CSV, JSON, OFX, QFX, and QBO work with normal Python. Excel and text PDFs need the optional file helpers named in the skill. The skill makes a review packet; it never posts, pays, files, or changes your books.
Files and facts to have ready: Financial statements and ledger exports, Bank, card, payroll, tax, asset, and supporting records, Request list, entity, period, and jurisdiction context
Files and results it makes:
If it stops: Check that the date, amount, account, and money type are clear. Save old Excel files as CSV or XLSX. Run OCR on a scanned PDF, or save it as CSV. The skill will list missing facts and rows that need a person to check them.
Use when a finance or people team needs a coordinated payroll-to-ledger review before close or reporting.
Start with: Use this skill. Tell me what you need.
Use copies of your files. CSV, JSON, OFX, QFX, and QBO work with normal Python. Excel and text PDFs need the optional file helpers named in the skill. The skill makes a review packet; it never posts, pays, files, or changes your books.
Files and facts to have ready: Payroll register, journal, and liability reports, Ledger, bank, and financial statements, Budget, headcount, and compensation context
Files and results it makes:
If it stops: Check that the date, amount, account, and money type are clear. Save old Excel files as CSV or XLSX. Run OCR on a scanned PDF, or save it as CSV. The skill will list missing facts and rows that need a person to check them.
Use when a field-service business needs a complete lead-to-booking operating workflow across phone, form, and CRM intake.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Calls, forms, messages, and CRM lead records, Services, service area, hours, capacity, and urgency rules, Pricing, booking, safety, and qualification policies
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a service business has aging estimates and needs a systematic follow-up and disposition workflow.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Open estimates and work-order drafts, Customer activity and communication history, Pricebook, parts, labor, margin, and approval rules
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a field-service team needs to plan routes and workload while protecting customer commitments and operational constraints.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Booked jobs, time windows, locations, and urgency, Technicians, skills, schedules, and starting locations, Parts, equipment, travel, and service constraints
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a service business needs to create demand for seasonal maintenance without overwhelming its booking and delivery capacity.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Customer and service history, Season, service lines, geography, and demand patterns, Maintenance offers, pricing, membership, and claims
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when service revenue is not translating into expected gross profit and leaders need job-level operating answers.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Estimates, work orders, invoices, and payment status, Technician time, payroll assumptions, and productivity data, Parts cost, pricebook, warranty, and callback records
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when callbacks or warranty cases need coordinated operational recovery rather than ad hoc rescheduling.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Original estimate, work order, invoice, and visit notes, Customer communications, photos, and failure evidence, Warranty, callback, refund, and approval policies
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a small field-service business needs one organized, local-first workflow from estimate setup through a review-ready service day.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Business identity, service lines, service area, systems, workflow owners, and review rules, Estimate requests, site evidence, pricing context, approved terms, customer history, and work-order records, Manufacturer documentation, warranty terms, permit or code sources, supplier evidence, and operator-approved route research when relevant
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when an agency or professional-services team needs to convert a loose client request into a controlled project start.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Client request, notes, and desired outcomes, Audience, deliverables, timing, budget, and constraints, Available assets, systems, stakeholders, and approvals
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when an agency or advisor needs a recurring account review that protects value, relationship health, delivery quality, and margin.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Contract, scope, retainer, and pricing context, Time, utilization, margin, deliverable, and approval records, Client feedback, outcomes, risks, and stakeholder context
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a client project is absorbing unplanned work, missing decisions, or approaching margin and timeline risk.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Approved scope, assumptions, milestones, and terms, Change requests, communications, approvals, and work records, Time, cost, utilization, and margin data
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a services engagement is approved and the delivery team needs an executable project plan.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Approved proposal, scope, and commercial terms, Discovery and handoff context, Team skills, capacity, dates, and dependencies
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when leadership needs a recurring cross-functional review that produces decisions and accountability instead of disconnected status updates.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Functional reports, metrics, and narrative updates, Financial statements and materiality context, Previous actions, decisions, risks, and dependencies
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when vendor and renewal information is fragmented and the business needs fewer missed dates, unmanaged risks, and surprise commitments.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Vendor master, contracts, and owner list, Insurance, license, permit, and evidence records, Risk, procurement, renewal, and approval policies
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a growing business needs lightweight governance that employees can use and leadership can review.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Current policies, procedures, requests, and incident examples, Roles, systems, owners, and access patterns, Risk, privacy, retention, and escalation requirements
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when an ecommerce business needs to improve customer conversion while protecting availability, fulfillment, and working capital.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Storefront, product, order, return, and fulfillment data, Inventory, demand, lead time, and reorder context, Supplier, purchase-order, margin, and cash constraints
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
Use when a business wants practical AI automation investments tied to real workflows, controls, owners, and measurable outcomes.
Start with: Use this skill. Tell me what you need.
Files and facts to have ready: Workflow interviews, examples, and process evidence, Systems, data, owners, policies, and integration constraints, Volume, time, error, cost, and opportunity estimates
Files and results it makes:
If it stops: Add the missing facts it names. Do not guess. Ask the skill to keep the useful work and list what is still needed.
™