Business Finance AI Skills

A complete B2B sales outreach toolkit for agentic sales solutions. Use this skill whenever the user wants to research a prospect or build an account briefing, create cold emails or first-contact…

Creating and improving listing content, covering titles, descriptions, attribute completeness, categorization fixes, image callouts written as text, edits written from material the operator supplies,…

Stock, capacity, and availability monitoring, acting on low-stock and slow-mover alerts, triaging order exceptions such as delays, return spikes, and complaints, and the operator's daily briefing; any…

Drafting campaigns and ads as staged drafts, from acquisition and seasonal pushes to lifecycle sends such as win-backs, pre-arrival messages, and presale or last-call notices, choosing audiences and…

Explaining how the business is doing, meaning why a metric moved, which segment drove it, pace against a comparable, progress against goals the operator has stated, and questions over sales, traffic,…

Price changes within the store's guardrails, rate recommendations from demand, occupancy, or sell-through pace, promotions with their scope, depth, and dates, the markdown option for stock or capacity…

How the reference commerce agents of either role are structured, covering the loop, where each rule lives, skills, the backend interface, delegates, and model fields. Load when designing or reviewing…

Turns vague or complex business requests (decisions, problems, projects, incidents, processes, ideas, documents, communications) into a clear outcome, an appropriately sized plan, and a verified…

The reference merchant agent, covering its flows, staged changes and host approval, metrics grounding, the analysis delegate, store memory, components, and marketplace rules. Load when building or…

Responde dúvidas de legislação trabalhista brasileira (CLT) para equipes de RH/DP e calcula verbas rescisórias com memória de cálculo completa, usando as tabelas oficiais vigentes (salário mínimo,…

Planning a coordinated set of items toward a goal, an event, a trip, or a project, where the request only comes together as several purchases with a structure between them, and later changes to a plan…

Teaching a customer how to choose before any candidates appear, when they ask what matters in a category, how two approaches to it differ, or where to begin. Not needed once the customer has named the…

Takes the customer inquiry from any channel and classifies intent against the taxonomy with the deterministic intent_classify engine. Use when a service inquiry arrives - "where is my order", "it says…

Traces the change across the BOM with where-used and rolls up form/fit/function impact, interface violations, document updates and inventory disposition - deterministically. Use when the user says…

Use this skill whenever the user asks to write, generate, or create a podcast script or podcast episode — from a topic, or from source material such as a news digest, newsletter, email review, or set…

Use this skill whenever the user asks to clean up, triage, declutter, or archive low-value Outlook inbox mail - "clean up my inbox", "triage my mail", "declutter my inbox", "sort out newsletters",…

Validates the order against customer, pricing, product and credit masters deterministically with the order_validate engine. Use on "is this order clean", "validate before entry", after line-normalize.

Analyze the user's own sent emails to build a personal writing-voice profile and generate a reusable personal voice skill from it. Use this skill whenever the user asks to analyze their writing style,…

Use this skill whenever the user wants tabular data from a PDF document AS A FILE — to extract, pull out, export, convert, or "put into a spreadsheet/Excel/CSV" (e.g. "pull out the rebates from the…

Generates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user…

Generates customized sales assets including one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans from Dataverse context. Use when user says "create a one-pager", "draft a…

Generates a weighted sales forecast from Dataverse opportunity data. Calculates committed, best-case, and pipeline views by rep and team; compares to quota; flags risks and upside. Use when user asks…

Guides sales reps through structured lead qualification using BANT+ methodology. Evaluates leads, suggests discovery questions, scores quality, and recommends next steps. Use when user says "qualify…

Analyzes sales call transcripts to extract key information and automatically logs the call as a Phone Call activity in Dataverse. Use when user says "log this call", "process this transcript", "save…

Analyzes an opportunity's current state and engagement history, compares against won deals, and recommends the most effective next action with reasoning. Use when user asks "what should I do next on…