Skills

378 skills across every part of the business. Each page lists how to ask, what it needs and what it produces.

Marketing

Positioning, content, SEO, ads and funnels — everything that earns attention and turns it into pipeline.

Name	What it does
ab-test-setup	Design A/B tests that produce statistically valid, actionable results.
ad-creative	Produce high-performing ad creative at scale — headlines, descriptions, and primary text designed to drive clicks and conversions — and refine based on actual performance metrics.
ai-image-gen	Target Audience: Marketers, content creators, and designers who need AI-generated visuals — social graphics, persona portraits, framework diagrams, ad creatives, or product mockups — without leaving the CLI.
ai-video-gen	Target Audience: Marketers, content creators, and business owners producing social ads, B-roll, product demos, and narrative shorts across multiple generative-video providers without a film crew.
analytics-tracking	Set up analytics tracking that provides actionable insights for marketing and product decisions. Covers tracking plans, event naming, GA4/GTM implementation, and validation workflows.
app-store-optimization	Turn an app listing into store-ready metadata, a screenshot sequence, and a ranked test plan — with the App Store and Google Play rules applied correctly, because they invert.
avatar-video	Generate lip-synced talking head videos through a backend router — MuseTalk (local GPU-based, default) or HeyGen (cloud-hosted, no GPU needed). Includes video dubbing into 175+ languages via HeyGen's video-translate.
blotato	Consolidated Blotato social-content workflow set. It keeps the upstream 7-skill behavior in one vault skill folder with one , and routes each capability to a dedicated workflow file.
blotato-publisher	Publish and schedule posts, and generate AI visuals (images and short videos from viral templates), across many social platforms through the Blotato REST API — driven from the CLI. Covers the publish-breadth gap social-publisher leaves open (X/Twitter, Instagram, Threads, TikTok, Facebook, Pinterest, Bluesky) and adds the generate-then-publish loop on Blotato's credit pool.
campaign-to-order-tracking	Connect marketing campaign spend to qualified orders and revenue. Measures attribution, ROI, and channel effectiveness from spreadsheet data — no CRM integration or BI tooling required.
cold-outreach	Build cold DM sequences on LinkedIn, WhatsApp, and Instagram that get replies — not just opens. Volume-based, personalized at scale, with multi-touch follow-up cadences.
commentary-video	Turn any source video into a commentary / reaction / video-essay MP4 that runs fully headless: AI selects the segments worth commenting on, edge-tts narrates the commentary, ASS renders on-screen captions and commentary cards, and ffmpeg stitches it into one 16:9 video — with an attribution block that links back to the original.
competitor-alternatives	Expert guidance for creating competitor comparison and alternative pages. Build pages that rank for competitive search terms, provide genuine value to evaluators, and position products effectively.
content-destinations	Plan content backwards from business outcomes, not forwards from topics.
content-repurposer	Take one piece of content and transform it into structured outputs for different formats and channels.
content-scorer	Score content quality and scrub AI patterns before publishing. Works with any written content — blog posts, landing pages, emails, documentation.
content-strategy	Plan content that drives traffic, builds authority, and generates leads.
copy-editing	Edit marketing copy through seven sequential passes while preserving the core message.
copywriting	Write conversion-focused marketing copy for web pages.
course-builder	Build a Skool-ready online course from the owner's offer — so every module sells the vault by mapping a buyer problem to a transformation.
cro	Full-funnel CRO covering pages, forms, popups, signup flows, onboarding, and paywall/upgrade screens. Each area has a detailed reference file — read the relevant one for deep-dive checklists, code examples, and experiment ideas.
email-sequence	Create email sequences that nurture relationships, drive action, and move people toward conversion. Covers sequence types, timing, copy guidelines, and automation strategies.
explainer-video-guide	Create explainer videos from script to final cut. Route clip generation through ai-video-gen, which defaults Veo requests to veo-video-gen using the operator's Gemini key. The infsh examples below apply when inference.sh is explicitly requested or the router selects it as a fallback.
free-tool-strategy	Expert guidance for engineering-as-marketing strategy. Build calculators, generators, and interactive tools for lead generation and SEO value. Plan and evaluate free tools that attract organic traffic and build brand awareness.
ga4-analytics	Comprehensive GA4 reference covering property setup, events, custom dimensions, audiences, reporting, BigQuery integration, and implementation methods.
geo-audit	Analyze any website for Generative Engine Optimization: how well AI platforms can discover, understand, and cite the site's content. Generates scored reports with prioritized recommendations for improving AI citation rates.
google-ads-scripts	Develop Google Ads Scripts using the AdsApp API for campaign automation, bid optimization, performance reporting, and bulk operations.
gtm-tagging	Comprehensive GTM reference covering container setup, tags, triggers, variables, data layer implementation, debugging, custom templates, and API automation.
hyperframes-studio	Design-first, render-deterministic motion graphics. Plan the visual direction, motion character, and brand identity before writing a single GSAP tween. Then compose production HTML and render to MP4 with the HyperFrames engine.
icp-discovery	Build structured Ideal Customer Profiles through a guided discovery interview. Supports B2B, B2C, and owner-operator buyer models. Produces a comprehensive ICP document with demographics/firmographics, buyer psychology, pains, scoring signals, and buying journey.
influencer-outreach	Discover, pitch, and partner with micro-influencers and newsletter creators to reach targeted audiences and acquire customers through trusted recommendations.
launch-strategy	You are an expert in SaaS product launches and feature announcements. Your goal is to help users plan launches that build momentum, capture attention, and convert interest into users.
lead-magnet-generator	Target audience: anyone who needs a gated asset that earns an email address, and the posts that make people want it.
local-outreach	Build local relationships that generate customers through community presence, in-person networking, and hyper-local digital engagement.
marketing-ideas	Help users find the right marketing strategies from 139 proven approaches, matched to their stage, budget, and goals.
marketing-psychology	Apply psychological principles and mental models to marketing. Help users understand why people buy, influence behavior ethically, and make better marketing decisions.
marketing-report	Orchestrates a comprehensive marketing assessment by running multiple marketing skills in parallel, then merging results into a unified scored report.
marketing-video-guide	Production guide for creating professional marketing videos. Covers ad types, platform formats, creative best practices, and complete workflows using AI video generation. Route clip generation through ai-video-gen, which defaults Veo requests to veo-video-gen using the operator's Gemini key. The infsh examples in this guide and its references apply when inference.sh is explicitly requested or the router selects it as a fallback.
meta-ads	Governed interface for Meta Ads Manager automation. This initial scaffold defines the safety contract and workflow boundary; it does not install credentials, call live mutation endpoints, or launch campaigns.
metalsmith-publisher	Use this skill for scoped changes to a Metalsmith-based website defined by a vault config note.
onboarding-cro	Design and optimize post-signup onboarding flows to drive user activation and retention.
paid-ads	Create, optimize, and scale paid advertising campaigns across Google Ads, Meta, LinkedIn, and other platforms. Covers campaign strategy, ad creation, audience targeting, and optimization.
paywall-upgrade-cro	Design paywalls that match the upgrade moment, explain value clearly, and preserve trust.
period-in-review	Produces a chronological "status / year-in-review" reel from a window of AI-assisted work: it measures what was done (from Claude Code session transcripts) and montages what was produced (real vault artifacts), rendered as an on-brand portrait video. Re-runnable on any period and scope, so the same skill makes a monthly all-work recap, a quarterly board reel, or a per-client "here's everything we shipped for you" video.
premium-design	A catalog-driven skill for building premium, editorial, high-end interfaces. Distinct from the general visual-designer skill: this one is opinionated about typography, motion, and restraint.
pricing-strategy	Expert guidance for SaaS pricing and monetization strategy. Design pricing that captures value, drives growth, and aligns with customer willingness to pay.
process-video	Process videos using ffmpeg - compress, trim, scale, extract audio, convert formats.
product-marketing-context	You help users create and maintain a product marketing context document. This captures foundational positioning and messaging that other marketing skills reference.
product-page-audit	Audit B2B SaaS product pages through a product marketing lens. Use this skill for page-level evaluation, not for a full-site SEO audit or a general CRO sweep.
profile-cms	Formerly linkedin-cms; renamed 2026-08-18 when Indeed became a supported platform. Releases up to and including v2.5.0 shipped it under the old name.
programmatic-seo	Build SEO-optimized pages at scale using templates and data. Create pages that rank, provide value, and avoid thin content penalties.
referral-program	Design and optimize referral and affiliate programs that turn customers into growth engines. Covers program types, incentive structures, viral loops, and optimization strategies.
remotion-reference-pack	Internal Remotion reference bundle. Load it when another skill or repo task needs Remotion-specific implementation guidance; it is not a user-facing video workflow.
schema-markup	Implement schema.org structured data in JSON-LD format to enable rich results in search.
screen-recorder	Two deterministic scripts that make a raw screen capture of an agent session useful without anyone watching it end to end. Both are consumed by other skills and playbooks (demo-video, process-video, session-recording playbooks), which is why they live here and not inside one of them.
seo-audit	Analyze any website for search engine optimization issues, generate scored reports with prioritized recommendations, and benchmark against competitors — all without requiring external API keys.
seo-content-machine	Full-stack SEO content pipeline: research, write, optimize, score, and publish.
social-content	Create engaging social media content that builds audience and supports business goals.
social-listening	Monitor online conversations to find potential customers discussing problems your product solves, then engage authentically to build trust and drive acquisition.
social-media-audit	Analyze a brand's social media presence across all major platforms, score each channel against best-practice benchmarks, identify gaps and opportunities, and deliver a prioritized improvement plan — all without requiring API keys.
social-notes	Transform social media videos into structured Obsidian knowledge-base notes enriched with engagement stats, chapter structure, and community insights.
social-publisher	Publish content to social media platforms. YouTube and Instagram use PEP 723 API scripts runnable with uv run. LinkedIn and Substack use Playwright browser automation (no API registration needed).
tutorial-video	Generate professional narrated tutorial videos from markdown scripts. Converts scene-based scripts into Remotion (React) compositions with corporate motion graphics, generates voiceover via Edge TTS, and renders to MP4.
veo-video-gen	Target Audience: Marketers, content creators, and business owners producing social video ads, B-roll, LinkedIn shorts, or product demos without a film crew.
visual-narrative	Turn a business narrative into a style-locked illustrated video: an ordered sequence of beats, one generated visual per beat, narration, brand treatment, and several cuts from one script.
webinar-strategy	Plan, promote, and execute webinars that acquire customers by embedding product value into educational content delivered to borrowed audiences.
website-audit	Orchestrates comprehensive website audits by running the SEO, GEO and UX sub-audits one after the other (never concurrently; see references/crawl_etiquette.md), then merging results into a unified report.
wordpress-publisher	Target audience: marketing operators and content publishers who own one or more WordPress sites and ship markdown from a vault or static-site source.
wordpress-theme-builder	Target audience: brand designers, web developers, and agency leads building WordPress theme deliverables for clients — from one-off bespoke themes to white-label child-theme programs.
youtube-context	YouTube strategist persona. Create and maintain the channel context file — the single document that every other YouTube skill reads before generating output. Direct, opinionated, allergic to vagueness. When someone gives "I make videos about business," push back — a channel built on vague positioning grows slowly and dies quietly.
yt-channel-audit	Diagnose why a YouTube channel is stalling, identify the single biggest growth bottleneck, and deliver a scored, actionable audit across five dimensions — strategy, packaging, content, growth, and competitive positioning.
yt-content-calendar	YouTube scheduling strategist. Build and maintain publishing calendars that balance content pillars, batch recording sessions, and seasonal opportunities. Consistency is the single biggest predictor of YouTube growth — a good calendar is what makes consistency sustainable.
yt-content-pipeline	5-role NotebookLM workflow for content creation. Turns a notebook of competitor/reference sources into topics, title+thumbnail options, a video script, and visual prompts.
yt-description-seo	Optimize YouTube video descriptions, tags, timestamps, and hashtags for maximum search discoverability without keyword-stuffing. Descriptions are the single biggest metadata lever creators ignore -- most paste a link and forget about the 5,000-character field that YouTube indexes for search. A well-written description increases click-through from search results, activates video chapters, and drives traffic to CTAs.
yt-end-screen-cta	Write end screen CTA scripts that convert the last 20-30 seconds of a YouTube video into subscriber growth, next-video clicks, and playlist engagement. The last 30 seconds are the highest-intent moment -- the viewer watched the entire video and is primed to act. Design end-of-video experiences where verbal CTAs and visual end screen elements work together.
yt-hook-writing	Write retention-optimized first-30-second hooks for YouTube videos. The hook determines whether 40% of your audience stays or leaves. Every word in the first 30 seconds must earn its place.
yt-idea-generation	Systematic video idea brainstorming and scoring. The idea is 80% of a video's success -- a great idea with mediocre execution outperforms a mediocre idea with great execution every time. This skill makes ideation data-informed and ruthlessly filtered instead of random.
yt-retention-editing	Build editing plans and review existing videos through the lens of viewer retention. Editing is not about making videos look nice -- it is about keeping viewers watching. Every cut, text overlay, zoom, and B-roll insert is a retention decision. A well-edited video can double average view duration without changing any content.
yt-script-structure	Build retention-optimized video script outlines and write full spoken-word scripts for YouTube. Script structure is the single biggest lever for audience retention -- not editing, not production value, not B-roll. A well-structured script keeps viewers watching because every section earns the next section.
yt-studio-analytics	For content creators, marketing managers, and agency teams who need YouTube channel performance data for content strategy decisions.
yt-thumbnail	Target Audience: YouTube creators, content marketers, and social media managers who need high-performing thumbnails without design skills or tools like Photoshop.
yt-title-craft	Write, optimize, and A/B test YouTube video titles. Every title is a promise to the viewer -- the job is to get the click without breaking trust.

Sales & Clients

Win the work and keep it — outreach, qualification, proposals, onboarding and retention.

Name	What it does
catalog-reply	Match a natural-language product request against the JSON index produced by catalog-csv-ingest. Return the strongest match, price, currency, unit, and stock state with the source catalogue and import date.
client-ascension	Turn won clients into your biggest revenue source. Structured post-sale playbook for upsells, cross-sells, retention, and LTV maximization.
client-handoff	Produce clean, complete end-of-engagement documentation so clients receive a clear picture of what was delivered, what wasn't, how to use what they have, and what needs their formal sign-off. No project management tooling required — works from conversation context, existing files, and a short intake.
client-health-tracker	Aggregate multiple relationship signals into a composite health score per client. Tracks trends over time, flags at-risk relationships early, and identifies expansion-ready accounts. The aggregation layer that sits on top of feedback, testimonials, communication, and deal data.
client-offboarding	Generate professional client offboarding packages that close engagements gracefully, capture feedback, and open doors for future work.
coaching-discovery	Prepare, conduct, and debrief coaching discovery sessions that may lead to a paid coaching, advisory, or hybrid coaching-plus-consulting engagement.
cold-call	Expert B2B cold caller. Cold calling is the fastest path to a conversation with a decision-maker. Every dial is a 30-second audition for a meeting, not a pitch. Tonality, pacing, and confidence matter more than the exact words.
cold-email	Expert B2B cold email copywriter. Cold email has two halves: the infrastructure that gets to the inbox, and the copy that earns the reply. Most people obsess over copy and ignore deliverability.
competitive-battlecard	Generate structured competitive battlecards — concise, scannable quick-reference documents that sales teams use mid-conversation to position against a specific competitor.
consultative-selling	Create winning B2B proposals using proven frameworks (SPIN, MEDDIC, MEDDPICC, SPICED, Challenger Sale, Gap Selling, Value Selling) and value-focused messaging.
create-client	Creates standardized client workspace folders in Obsidian with profile, deals, invoices, leads, meetings, sales, archive, and project subfolders. Use when the user says 'onboard a new client,' 'start a project engagement,' 'initialize a client workspace,' or 'set up the folders.'
crm-pipeline	Obsidian-native sales pipeline management. Track deals through stages, log activities, review pipeline health, and never lose a follow-up.
customer-pulse	One prompt, one page. Pull every customer-facing signal in parallel, cluster into themes, and surface the three actions that protect retention this week. Do the work — do not ask the owner to triage their own inbox.
decision-maker-mapper	Map the buying committee, build an org chart, find personalization anchors, and design a multi-threading engagement strategy for a prospect company.
demo-script	Create sales demo scripts that solve buyer problems instead of touring features. A demo is a story — the prospect's story — with your product as the turning point. Every feature shown connects to a pain the prospect stated in discovery.
guarantee-designer	Remove the buyer's risk. Design guarantees that convert hesitation into commitment.
lead-qualifier	Automated lead qualification engine using BANT and MEDDIC frameworks. Evaluates prospects against proven sales qualification criteria using publicly available information.
linkedin-engager-leads	Turn post engagement into a worked lead list — without scraping anything.
linkedin-outreach	Expert B2B LinkedIn outreach and social selling. LinkedIn is the only platform where you can reach a CEO, see their career history, read their recent posts, and send them a message in one place. Most LinkedIn outreach is terrible, which is both the problem and the opportunity. Treat LinkedIn as a relationship-building channel, not a spam cannon.
linkedin-searches	Build precise LinkedIn and Google X-ray queries for recruiting, prospecting, lead generation, and expert discovery.
money-model-builder	Design and sequence a complete offer ladder — attraction offer → flagship → upsell → order bump → downsell → continuity — and model the cash it collects in the first 30 days, all grounded in the business's existing vault offer, ICP, and positioning context.
negotiation	Prepare deal negotiation strategies and coach through multi-round B2B negotiations -- from BATNA analysis and concession planning through stakeholder handling and close.
objection-playbook	Generate comprehensive objection response scripts with word-for-word ready-to-use responses. Covers 15 universal objections, industry-specific objections, competitive objections, pricing deep-dives, and prevention techniques.
offer-builder	Design Grand Slam Offers that make saying yes easy and saying no feel irrational. Based on Alex Hormozi's $100M Offers framework.
outbound-sequence	Expert outbound sales strategist who designs and optimizes multi-channel sequences across SMB, mid-market, and enterprise sales motions. Sequencing is where most outbound fails — not because the emails or calls are bad, but because the timing, channel mix, and persistence are wrong.
proposal-writer	Transform meeting transcripts into professional, context-rich proposals that reflect accumulated client intelligence.
prospect-audit	Full prospect research and scoring engine. Launches 5 parallel analysis agents, aggregates results into a weighted Prospect Score (0–100), and produces an actionable prospect analysis report.
quotation-generator	Produce the same quotation, the same way, every time — regardless of who prepares it.
recommendation-engine	Target Audience: Consultants and operators building advisory MVPs that map a client or lead profile to a ranked shortlist of options (insurance plans, AI tools, vendors, suppliers, methodologies). Typical use is a sales-advisory demo, a discovery proposal for a new lead, or an internal decision-support tool for an existing client.
retention-check	Run structured post-delivery satisfaction checks, collect NPS scores, prepare for renewal conversations, and build action plans when a client relationship is at risk. Keeps the deliver-to-satisfaction chain closed by ensuring each engagement has a documented satisfaction signal and a clear next step.
sales-closer	Structure live sales conversations to move from discovery to commitment. Based on Hormozi's CLOSER framework and Jordan Belfort's Straight Line Persuasion.
sales-comp	You are a sales compensation architect who has designed plans for teams of 3 to 300. You know that comp plans are the most powerful lever in sales — get them right, and reps do exactly what the business needs; get them wrong, and you spend the year fighting your own incentive structure.
sales-enablement	Build pre-sale assets that move prospects toward a decision — webinar outlines, lead magnets, scopes of work, and contract summaries.
sales-forecast	Build sales forecasts grounded in pipeline data and historical conversion rates, not feelings. Categorize deals into commit/upside/best-case, calculate weighted pipeline, run sanity checks, and produce actionable forecast reports. Separately, compare prior forecasts to actual outcomes to diagnose accuracy patterns and bias.
sales-metrics-dashboard	Treat sales as a math problem. Know your numbers, find the leaks, fix the right stage.
sales-pipeline-report	Aggregate deal data and prospect analyses across all clients into an executive-ready pipeline report with both Markdown and PDF output.
survey-feedback-pipeline	Design survey campaigns, connect to external survey tools, import responses into the vault as feedback entities, and synthesize results into actionable reports. Bridges the gap between external collection tools and vault-based decision making.
testimonial-collector	Manage the full lifecycle of client testimonials — from initial request through approval to tracking where each testimonial is used. Creates testimonial entities in the vault for systematic reuse across proposals, marketing, and sales.
trigger-event-scout	Continuous, entity-seeded buying-signal detection. Each cycle scans configured sources for events matching named signal definitions — each with positive/negative/edge-case examples — resolves the entities involved against a curated watchlist, scores fit and confidence separately, and emits qualifying hits as standard type: lead notes plus an inbox digest.
user-feedback-system	Use this skill to design the operating system around feedback, not just to list survey ideas.
win-loss-analysis	Structured analysis of closed deals to extract the real reasons behind wins and losses, identify patterns across deal outcomes, and generate actionable recommendations for sales execution, competitive positioning, and product strategy.

Finance

Bookkeeping through to filed returns — journals, reconciliation, close, VAT and reporting.

Name	What it does
ar-followup	Obsidian-native accounts receivable management. Track invoices from creation through collection, send payment reminders, and never lose sight of outstanding money.
audit-findings-tracker	Manage the full lifecycle of external audit findings — from fieldwork adjustments through management responses to the signed audit opinion. Ensures every finding is documented, responded to, and resolved before the opinion is issued.
bank-reconciliation	Reconcile GL cash balances to bank statements. Identifies timing differences (deposits in transit, unpresented cheques) and unrecorded items (bank charges, interest). Required as part of period-end close before the trial balance is signed off.
be-accounts-review	Run an analytical review of one or more Belgian companies' deposited annual accounts. Input is a list of enterprise numbers (KBO/BCE); output is a structured multi-file audit deliverable: main report, findings register, ratio matrix with RAG flags, and (for groups) an indicative consolidation + deelneming impairment scan.
coa-account	Manages the Chart of Accounts as a set of coa-account entities, one file per account, scoped per jurisdiction. Used by journal-entry-poster, trial-balance-generator, and financial-statement-generator as the canonical source for account codes, names, types, and the normal-balance side.
collections-escalation	Structured collections process for overdue invoices. Generates tiered follow-up sequences, enforces payment terms with formal documentation, and helps resolve invoice disputes — while preserving client relationships.
ct-return-preparer	Prepare UAE Corporate Tax returns and period-end CT provisions. Adjusts accounting net income for CT add-backs and deductions, splits free zone qualifying vs non-qualifying income, applies the small business relief threshold, and computes net CT payable.
ecl-calculator	Calculate the IFRS 9 Expected Credit Loss provision on trade receivables and post the credit loss expense journal entry. Replaces the old incurred-loss model with a forward-looking provision from day one.
eu-accounts-review	Orchestrate a unified analytical review across a group structure that spans Belgian (NBB) and Dutch (KvK) entities. Input: a mixed list of KBO and KvK enterprise numbers (auto-detected by length — 10 digits = KBO, 8 digits = KvK). Output: a consolidated group deliverable combining per-entity reviews from the jurisdiction skills, plus cross-border analyses that neither single-jurisdiction skill can produce.
financial-decision-cadence	Define a structured review rhythm for SME financial health. Works with simple data the owner already has — no dashboards, BI tools, or accountant required. Covers weekly pulse checks, monthly deep dives, and quarterly strategic reviews. Surfaces red flags with specific thresholds and produces ready-to-run meeting agendas.
financial-reporting	Transform user-provided financial data into clear monthly reports: P&L summaries, cash position, AR/AP aging, margin by client or project, and month-over-month comparisons. No ERP required — works from CSV or spreadsheet data.
financial-statement-generator	Assemble IFRS-compliant financial statements from a signed-off trial balance. Produces all four primary statements with prior-period comparatives. Source of truth for management accounts, board reporting, and statutory filing.
fixed-asset-register	Manage the complete IAS 16 fixed asset lifecycle: acquisition, monthly depreciation, impairment, and disposal. Every fixed asset generates monthly depreciation journal entries that feed the GL and trial balance.
fs-notes-generator	Assemble the IFRS Notes to the Financial Statements pack. Pulls from the signed-off trial balance and the four primary statements (SOFP, Income, Cash Flow, SOCE) to produce one fs-notes note covering all required disclosures.
fx-revaluation	Retranslate all open foreign currency monetary items at the period-end closing rate per IAS 21. Posts a net FX gain/loss journal entry for the period. Keeps the balance sheet accurate when the company transacts in currencies other than AED.
gratuity-calculator	Calculate end-of-service gratuity entitlements and post monthly accrual journal entries. For the UAE it implements the Federal Decree-Law No. 33 of 2021 formula — basic salary only, tiered by years of service, capped at two years' total basic salary; for KSA, Saudi Labour Law Art. 84, 85 and 87. Other jurisdictions follow their workflow.
invoice-collector	Search Gmail for business invoices, download PDF attachments, rename following accounting conventions, and upload to a Google Drive folder.
invoice-description	Transform completed work into clear, professional invoice line items that clients understand and approve without questions.
journal-entry-poster	Generate balanced double-entry journal entries from vault source documents and post them to the general ledger. Every financial transaction — invoice issued, invoice received, payment sent, payment received — needs a posted JE before it appears in the trial balance and financial statements.
lease-register	Manage IFRS 16 lease accounting: recognise ROU assets and lease liabilities at commencement, generate amortisation schedules, post monthly interest and depreciation JEs, and handle modifications and early terminations.
nl-accounts-review	Run an analytical review of one or more Dutch companies' annual accounts (jaarrekening) filed at the Kamer van Koophandel (KvK). Input is a list of KvK numbers; output is a structured multi-file audit deliverable: main report, findings register, ratio matrix with RAG flags, and (for groups) an indicative consolidation + deelneming impairment scan.
owner-value-view	Give a business owner an honest, indicative answer to "what is my company worth — and what would move the number?" from figures they already have or can estimate in minutes. Output is a football-field range across five valuation methods plus a value-driver sensitivity table, so the owner sees both the number and the levers.
period-close-orchestrator	Sequence and track the full financial period close. Creates the checklist, calls sub-skills in order, tracks completion of each step, and gates the period transition from in-progress → soft-closed → hard-closed. The single command that runs a complete month-end or year-end.
revenue-recognition-tracker	Track IFRS 15 revenue recognition across client contracts. Set up performance obligations, monitor completion progress, recognise revenue as obligations are satisfied, and maintain contract asset and liability balances.
tax-season-organizer	One prompt to know exactly what's owed, to whom, by when — and produce the folder your accountant needs. Do the calculation, build the packet, never ask the owner to find the numbers themselves.
trial-balance-generator	Aggregate all posted journal entries for an accounting period into a structured trial balance. The trial balance is the foundation for financial statement preparation — every financial statement line is derived from it.
vat-return-preparer	Prepare UAE VAT returns by aggregating output VAT on sales and input VAT on purchases, reconciling to GL balances, and flagging errors before FTA filing. Covers FTA Form 201 — the standard UAE VAT return for quarterly filers.
wps-sif-generator	Generate the UAE Wage Protection System Salary Information File and confirm payroll compliance. The SIF is the pipe-delimited file submitted to the bank every payroll cycle; MOL monitors it to confirm salaries are paid on time and in full.

Operations

Run the day to day — orders, inventory, suppliers, quality, issues and compliance.

Name	What it does
approval-workflow	USE WHEN user says "approval workflow", "run approval-workflow", or requests similar functionality. Define quality gates and sign-off requirements for AI-assisted work before external delivery.
audit-trail	USE WHEN user says "audit trail", "run audit-trail", "agent logs", "session logs", "trace", "debug history", "activity log", or requests similar functionality. Extract and analyze audit information from Agent Client Logfiles for compliance, decision reconstruction, and quality review.
bill-of-materials	Build structured bills of materials, calculate material requirements for production runs, and compare requirements against inventory to surface sourcing gaps. Designed for operations and production teams who manage materials in spreadsheets or simple systems — no ERP required.
boq-audit	Target Audience: Quantity surveyors, construction project managers, interior design firms, fit-out contractors, owner's representatives, and procurement leads who receive contractor BOQs or bids and need to validate them against industry standards before award or payment.
catalog-csv-ingest	Import a supplier or client catalogue into validated Product records. The canonical record is one Product per SKU; repeated imports update the matching SKU and preserve the source catalogue and import date.
contract-clause-analyzer	Target Audience: PMC firms, engineering consultancies, quantity surveyors, and claims consultants managing FIDIC construction contracts in UAE/GCC.
contractor-claims-response	Target Audience: PMC firms, Engineers, project directors, and contract administrators who must issue formal responses to contractor claims under FIDIC construction contracts.
delay-analysis-tool	Target Audience: Project schedulers, claims consultants, project directors, and PMC firms performing delay analysis on FIDIC construction projects in UAE/GCC.
delivery-confirmation	Generate proof of delivery documents, document and escalate delivery problems, and produce delivery performance summaries. Activates at the final mile — after goods leave the warehouse and before customer sign-off is complete.
demand-forecasting	Predict product demand from historical sales data, identify seasonal patterns, and project forward from the current order pipeline. Works from CSV or spreadsheet exports — no BI tools, ERP access, or specialist software required.
demand-signal-analysis	Analyze market demand signals to surface opportunities and flag risks before they hit revenue. Covers real-time trend scanning, seasonal demand mapping, and competitor move monitoring — three distinct reads that feed planning, campaign timing, and pricing decisions.
drafting-data-privacy-docs	Drafts data privacy, GDPR, EU AI Act, ePrivacy and information security documents — Privacy Policy, Cookie Policy, Employee Privacy Notice, Acceptable Use Policy, DSAR Procedure, Breach Response Plan, Retention Schedule, Information Security Policy, DPA Article 28 template, and Data Protection Complaints Procedure. Use when asked to draft, write, generate, or amend any of those, or when a client asks "what is your data processing position". Supports greenfield drafting and suggested-edits modes. NOT legal advice — every output is a starting draft for review by a DPO or counsel. Jurisdiction coverage uses a per-country pack system; any country without a pack needs one built first. Always render via scripts/render_template.py rather than copying a template by hand. Per-country packs and their verification status live in references/jurisdictions/.
eot-claims-preparer	Target Audience: Claims consultants, project directors, quantity surveyors, and contract administrators preparing FIDIC EOT claims in UAE/GCC construction projects.
erp-reference	Shared infrastructure skill for the Operations/ERP skill family. Contains the canonical data model, CSV schemas, and integration patterns that inventory-management, order-management, production-planning, and logistics-shipping all depend on.
escalation-routing	Route issues, complaints, and problems to the appropriate level when the current handler cannot resolve them.
food-label-compliance	Extract all text with font metadata, measure x-heights, check allergen emphasis, validate nutrition declarations, and produce a scored compliance report with PDF output.
ifs-internal-audit	Analyseer bestaande bedrijfsprocedures tegen IFS Food 8 eisen, score naleving per domein, identificeer KO/Major/Minor afwijkingen, en genereer actieplannen met deadlines — inclusief PDF rapport.
integration-reference	The vault's catalogue of third-party tool integrations: what each tool offers (API, MCP, CLI, SDK), how authentication works, and what a working request looks like. Skills link here instead of restating connection detail that goes stale in a dozen places at once.
inventory-management	Analyze stock levels, calculate reorder points, classify SKUs, map warehouse layouts, and reconcile physical counts. Operates in two modes: standalone (CSV/JSON data dumps) or connected (live ERP via mcp-server-odoo or erpnext-mcp).
issue-triage	Classify incoming customer issues by severity, assign SLA response timelines, determine the right owner, and produce a structured issue record — without requiring a ticketing system.
logistics-shipping	Analyze shipment data across carriers, routes, and packaging to surface delivery performance issues, cost optimization opportunities, and fulfilment bottlenecks. Works from CSV/JSON data dumps (standalone) or live ERP queries (connected mode via MCP).
order-management	Track the full order lifecycle from receipt through fulfillment. Surface bottlenecks, flag at-risk orders, analyze return patterns, and forecast demand — all from ERP data or simple CSV dumps.
packaging-logistics	Generate accurate packing specifications, pre-shipment checklists, and reusable packaging standards without WMS or ERP integration — driven by SME input and product knowledge.
production-planning	Analyze manufacturing operations data from Odoo MRP or ERPNext Manufacturing. Generates reports on production order status, work center capacity and OEE, BOM structure and cost, production scheduling, and scrap/waste trends.
production-scheduling	Build production schedules from orders or forecasts, sequence batches to minimize changeover, and check whether planned volumes fit within available work center capacity. Designed for production planners and operations leads who work in spreadsheets and markdown — no MES or ERP connection required.
purchase-order	Create, amend, and track purchase orders — the formal commitment to a supplier for goods or services at agreed terms. A PO is the bridge between an approved purchase requisition and supplier delivery/invoicing.
purchase-requisition	Create, review, and track purchase requisitions — the first step in the procure-to-pay lifecycle. A PR captures what is needed, why, how much it costs, and who needs to approve it before a purchase order is created.
qms-quality	Quality skill covering the full deliverable QA lifecycle in six routes: configure standards, create rubrics, score outputs, run bounded review loops, and compare outputs against reference templates.
quality-control	Create and run quality control processes for manufacturing and production using simple checklists and markdown tables — no specialist QMS software required. Covers product inspection, defect tracking, and quality reporting at the shift, batch, or product-line level.
resolution-tracker	Track issue resolution status across the full issue lifecycle, measure time-to-resolve against SLA targets, and surface patterns across resolved issues — all from vault markdown issue records, without an external ticketing system.
root-cause-analysis	Diagnose why problems happened and define what needs to change so they stop happening.
strategic-sourcing	Guides purchasing optimization from spend visibility through supplier relationship management. For business owners, procurement managers, and operations leads who manage ongoing vendor relationships and purchasing categories.
supplier-feedback	Collect ongoing supplier performance reviews, build scorecard history, track trends, and flag at-risk vendor relationships. Complements strategic-sourcing (one-time evaluation) with a continuous feedback loop for active supplier relationships.
variation-order-analyzer	Target Audience: Quantity surveyors, contract administrators, project directors, and claims consultants managing FIDIC variation orders in UAE/GCC construction projects.

Project Delivery

Charter through closure — scope, schedule, risk, cost and stakeholders on every engagement.

Name	What it does
project-change-control	Create or update a project change-control record so changes are logged, assessed, routed, and traceable before implementation.
project-charter	Generates formal project charters, updates existing charters, and extracts scope, objectives, stakeholders, milestones, budget, and approval sections from project briefs or stakeholder conversations. Use when the user mentions 'project charter,' 'authorize project,' 'project kickoff,' 'formalize project,' or 'draft a charter.' This is the project charter methodology.
project-closure	Create a closure report that records final delivery status, performance, lessons learned, remaining handoffs, and formal sign-off.
project-context	Establish project context with PMBOK 7 tailoring decisions, delivery approach selection, and principle prioritization. Use when user mentions 'start a new project,' 'project setup,' 'project context,' 'tailoring,' or 'delivery approach.' This is the recommended entry point for new projects — offers to chain into project-charter when done.
project-evm	Calculate Earned Value Management metrics and output an SVG trend chart with traffic-light status for CPI, SPI, and cost variance. Use when user mentions 'earned value,' 'EVM analysis,' 'project performance report,' 'CPI SPI analysis,' 'cost variance,' or 'earned value metrics.' This is the EVM methodology.
project-procurement	Generate a procurement management plan with make-or-buy analysis, vendor evaluation, and contract recommendations. Use when user mentions 'procurement plan,' 'make or buy analysis,' 'vendor selection,' 'evaluate vendors,' or 'contract types.' Supports agile/hybrid and outcome-based contracting approaches.
project-quality	Generate a quality management plan with metrics, assurance activities, and control tools. Use when user mentions 'quality plan,' 'quality standards,' 'plan quality management,' 'quality assurance,' or 'quality metrics.' Anchored in PMBOK 8 principle 'Embed Quality into Processes and Deliverables.'
project-raci	Creates RACI matrices, validates assignments against WBS tasks and team roles, and generates both activity-based and role-based responsibility views. Use when the user mentions 'RACI matrix,' 'RACI chart,' 'responsibility assignment matrix,' 'who is responsible,' or 'roles and responsibilities.' This is the RACI methodology.
project-resource	Create a resource plan that shows demand versus capacity, flags over-allocation, and recommends leveling or acquisition actions.
project-risk	Identifies and quantifies project risks with a Monte Carlo risk framework and visualization. Use when the user says 'risk register,' 'assess project risks,' 'risk analysis,' 'Monte Carlo simulation,' or 'risk management plan.'
project-schedule	Develop a project schedule with CPM analysis and PERT estimates, delivered as an SVG Gantt chart plus a structured JSON schedule. Use when user mentions 'project schedule,' 'Gantt chart,' 'critical path,' 'PERT estimate,' or 'develop schedule.' This is the scheduling methodology.
project-stakeholder	Formal PM artifact — stakeholder register, SVG power-interest grid, and engagement plan for a specific project. Use when the user mentions 'stakeholder register', 'power interest grid', 'identify stakeholders', 'project stakeholder document', or 'stakeholder methodology'. For ongoing relationship management and feedback briefs, see stakeholder-craft. For political navigation and buy-in, see influence-craft.
project-status	Aggregates milestones, risks, budget, resource signals, and PM artifacts to generate executive project status reports with derived RAG health. Use when the user mentions 'project status report,' 'status update,' 'project health,' 'executive summary,' 'RAG status,' or 'how is the project going.' This is the project status methodology.
project-wbs	Create a deliverable-oriented WBS that is concrete enough to estimate, assign, validate, and hand downstream to scheduling or risk work.

People

Hire, onboard, develop and lead — contracts, reviews, one-on-ones and the soft skills around them.

Name	What it does
career-growth	Help a PM decide what promotion target to pursue, identify the evidence gap, and turn that gap into a concrete development plan.
confident-speaking	Structures presentations, verbal pitches, and talking points using the WHAT-SO WHAT-NOW WHAT framework. Use when user mentions 'presentation,' 'speaking,' 'pitch,' 'talking points,' or 'difficult conversation.'
culture-craft	Use this skill to turn culture intent into observable behaviors, rituals, and hiring standards rather than vague value statements.
delegation	Identify what the founder should stop doing and build a framework to hand it off — moving them from Doer to Delegator to Director.
employee-onboarding	Create practical onboarding materials that get a new hire productive fast — without requiring an HR system or enterprise process.
employment-contract-templates	Create legally aware draft employment documentation while keeping licensed legal review explicit. Use this skill to structure the document package, surface jurisdiction-sensitive clauses, and prepare a clean handoff for counsel or HR review.
exec-comms	Drafts executive memos, board updates, and stakeholder communications using 6-pager and SCQA structures. Use when user mentions 'executive memo,' 'board update,' 'stakeholder email,' 'SCQA,' or '6-pager.'
hiring	End-to-end hiring lifecycle for small teams — from "do I even need this hire?" through role definition, sourcing, interviewing, evaluation, and offer.
hr-ops	Build HR operational assets — job descriptions and onboarding or training curricula.
influence-craft	Navigates organizational politics — maps power dynamics, builds coalitions, and develops influence strategies without formal authority. Use when user mentions 'buy-in,' 'company politics,' 'managing up,' 'building coalitions,' or 'influence without authority.' For formal stakeholder registers, see project-stakeholder. For feedback and relationship management, see stakeholder-craft. This is the influence methodology.
one-on-ones	Prepare for and facilitate structured 1:1 meetings between managers and direct reports. Produces agenda cards, talking points, and meeting notes with follow-up commitments. Evidence comes from what exists in every role — dated manager observations, checklists and sign-offs, customer feedback, role KPIs — and the notes record dated observations in a form the performance review reads later.
performance-review	Prepare performance reviews, development plans and 90-day probation check-ins for SME teams in any industry, without an HR system. A review is built from the business's own performance framework ({company.performance-framework}) and from evidence that exists in every role — dated manager observations, checklists and sign-offs, customer feedback and role KPIs — with the employee's own input collected before any level is chosen.
skill-gap-learning-path	Use this skill for honest career-development planning, not to manufacture qualifications or make a candidate appear qualified for an unsuitable role. It classifies each requirement of one role against the candidate's documented evidence, explains where study can and cannot close a gap, and builds a prioritised learning path with one capstone project.
team-composition-analysis	Design the right team shape, hiring sequence, and compensation logic for an early-stage startup without copying a later-stage org chart.
workplace-navigation	Use this skill when the user needs a concrete plan for handling a difficult work dynamic, not just general advice.

Strategy

Decide where to go — positioning, product, pricing, metrics and the operating cadence behind them.

Name	What it does
ai-product-patterns	Designs AI-native product experiences, implements evals as product specs, and optimizes hybrid AI-plus-traditional architectures. Use when user mentions 'AI feature,' 'evals,' 'model improvements,' 'AI UX,' 'AI cost optimization,' or 'hybrid AI approach.' This is the AI product design methodology.
ai-startup-building	Turn an AI startup idea into a concrete operating brief with explicit assumptions about AI fit, cost, latency, fallback behavior, and launch metrics.
ai-work-audit	Use this skill to audit Claude Code work across a defined period. It supports two main routes
ask-boardroom	Simulate a board of strategic advisors to debate your toughest business decisions.
ask-zeus	Your strategic adviser for achieving stated objectives through clarity, leverage, and integrity.
bob-ai-audit	Productizes the BOB-native "living Operational Audit" system: instead of shipping a one-off PDF of findings, hidden costs, and recommended AI initiatives (the APG-style audit model), this skill authors those as real Obsidian entities — audit-finding, audit-waste, ai-initiative, audit-process, client-audit-summary — that render live in Obsidian Bases, update in place as work progresses, and generate a proper BPMN process diagram. Entities are the source of truth; nothing in this skill treats JSON as storage.
brand-voice-generator	Generate complete brand configuration files for a person, company, or client. Guides users through an interactive process to define brand identity and writing voice, storing files in the appropriate vault location.
business-baseline	Map, diagnose, and optimize business operations through progressive visual analysis.
business-model-canvas	Design business models with the lightest canvas that still captures the strategic and commercial logic. Use this skill to choose the right canvas, fill it with specific answers, surface the assumptions that matter most, and prepare a review-ready business model document.
business-pulse	One prompt, one page. Pull live data from every connected source, synthesize it into a single scannable brief, and surface the single most important thing to act on today. Do the work — do not ask the owner to help find the data.
business-reporting	Transform raw business data into clear reports with analysis, visualizations, and recommendations.
cac-payback-playbook	Calculates CAC payback period for funded startups AND bootstrapped SMBs. Startup route covers investor-grade benchmarks, cohort presentations, and Q&A prep. SMB route covers channel-level ROI triage, cash flow constraints, and marketing spend decisions. Use when user mentions 'CAC payback,' 'customer acquisition cost,' 'unit economics,' 'marketing ROI,' 'is my marketing working,' 'payback period,' 'channel ROI.' This is the CAC payback methodology.
continuous-discovery	Run this skill when the user needs a repeatable discovery operating system, not a one-off interview summary.
decision-frameworks	Applies structured analytical frameworks — expected value thinking, regret minimization, and pre-mortems — to difficult decisions. Use when user wants a specific framework applied, mentions 'decision framework,' 'expected value,' 'pre-mortem,' or 'decision paralysis.' For 1:1 strategic coaching with personal context, see ask-zeus. For multi-perspective board debate, see ask-boardroom.
design-first-dev	Use this skill when the team needs to decide how much craft to invest and what must be designed before build starts.
email-drafting	Write clear, purposeful professional emails. One email, one purpose, no filler. Covers client correspondence, introductions, follow-ups, meeting requests, internal updates, thank-yous, and apology/issue notifications.
executive-advisory	Strategic coaching and advisory operating system for executives — CXOs, founders, business heads, transformation leaders. Runs the full advisory lifecycle from intake through session, debrief, and burnout monitoring; serves both the advisor delivering the engagement and the leader using it as a thinking partner.
exp-driven-dev	Product experimentation — designs feature flag rollouts, selects primary and guardrail metrics, and structures data-driven shipping decisions. Use when user mentions 'feature flag,' 'guardrail metrics,' 'experiment design,' or 'statistical significance.' For marketing A/B tests with sample sizes and variant copy, see ab-test-setup.
growth-embedded	Use this skill when growth should be designed into the product deliberately, not bolted on after launch.
growth-engine	The G. R. O. W. T. H. Engine™ is a 6-pillar business acceleration methodology created by Gita Sivanandan (GBL International). It moves businesses from founder-centric chaos to system-driven scale.
growth-scaling-playbook	Use this skill as the default entrypoint for generic business-growth questions. It does not own channel tactics, product-led growth mechanics, or proprietary coaching frameworks. It diagnoses stage, identifies the binding constraint, chooses the right downstream skills, and returns a focused 90-day plan.
jtbd-building	Use this skill when the team needs to understand the progress a customer is trying to make before choosing a solution.
kpi-dashboard-design	Use this skill to define the dashboard before anyone builds it: what decisions it supports, which metrics belong, and how the view should be structured.
launch-execution	Writes launch copy and creates go-to-market materials from a completed positioning canvas. Use when user mentions 'product launch,' 'launch copy,' 'go-to-market,' 'announcement,' 'feature launch.' For positioning itself, use positioning-craft.
launch-readiness	Produce an objective, decision-quality assessment of whether a product is ready to launch. This skill covers three complementary angles: a structured go/no-go checklist across all functions, a dependency tracker with owners and live status, and a rollback plan that pre-answers "what do we do if this goes wrong." Together they remove the guesswork from launch day decisions.
market-sizing-analysis	Calculates TAM, SAM, and SOM using top-down, bottom-up, and value theory methodologies. Use when the user needs 'market size numbers', 'TAM', 'SAM', 'SOM', 'market sizing', 'addressable market', or 'market-sizing methodology'. For broader startup competitive analysis, see startup-analyst. For financial projections and runway, see startup-financial-modeling.
messaging-coherence	Govern and score a business's messaging as one coherent system. This skill assembles a single messaging operating spec from the owner's existing vault context, then scores any published asset against that spec across seven disciplines and flags exactly where the message has drifted.
metrics-frameworks	Selects metric frameworks, defines precise KPIs, distinguishes vanity from actionable metrics, sets targets, and recommends review cadences. Use when user mentions 'north star metric,' 'AARRR,' 'pirate metrics,' 'vanity metrics,' 'product analytics.'
okr-frameworks	Writes effective OKRs, aligns team goals, and creates measurement frameworks for quarterly progress tracking. Use when user mentions 'OKR,' 'objectives and key results,' 'quarterly goals,' 'goal setting,' 'team alignment.'
operating-dashboard	Use this skill to generate a Business Operating Dashboard as a JSON Canvas (.canvas) file from business-baseline artifacts. The dashboard is a source-derived operational view, not a hand-authored diagram.
order-to-pay	Manage the final stages of the procure-to-pay lifecycle: confirm service delivery, match supplier invoices against purchase orders, process payments, and close the procurement cycle. Combines delivery acceptance, invoice processing, and payment into a single streamlined workflow for services-oriented SMBs.
owner-priority-system	The runtime engine of the Owner Operating System. Reads company signals, computes health-domain scores, runs the data-quality gate, identifies the binding constraint, and writes the recommendation back to CURRENT-STATE.md.
positioning-craft	Use this skill when the team needs a usable positioning artifact, not just abstract messaging advice.
prioritization-craft	Applies prioritization frameworks — RICE, ICE, Value vs Effort, Kano model — to rank options and say no gracefully. Use when the user needs 'RICE', 'ICE', 'Kano', 'Value vs Effort', 'backlog prioritization', or 'prioritization decision'. For full PM workflows including PRDs and customer interviews, see product-manager-toolkit.
process-kaizen	Target Audience: business owners, operations leads, and consultants who have already mapped a process with business-baseline and want to continuously improve it — reduce waste, standardize, and build a team improvement habit — using the Japanese Kaizen discipline.
product-manager-toolkit	Use this skill to choose the right PM workflow, run it with the minimum required inputs, and return a concrete artifact rather than generic PM advice.
product-testing	Design product tests, run moderated user testing sessions, and produce clear go/no-go recommendations. Built for SME contexts: 5-user studies, no lab required, minimal overhead.
quality-speed	Defines explicit craft levels, recommends what to polish vs defer, and produces quality-versus-speed decision briefs with refactor trade-offs. Use when user asks about 'quality vs speed,' 'craft quality,' 'what to polish,' 'refactor or ship,' or 'details matter.' For binary go/no-go shipping decisions with reversibility analysis, see ship-decisions. This is the quality-speed methodology.
roi-calculator	Generate an Excel workbook that models the time and cost savings of vault skills for 8 SMB roles.
ship-decisions	Binary go/no-go shipping decisions using reversibility analysis (one-way vs two-way doors) and technical debt trade-offs. Use when user asks 'should we ship this now,' 'ready to ship,' 'one-way door,' 'two-way door,' or 'tech debt vs shipping.' For defining craft levels and deciding what to polish vs defer, see quality-speed. This is the ship decision methodology.
stakeholder-craft	Create practical stakeholder plans for ongoing alignment, structured feedback, or recovery after trust has slipped.
startup-analyst	Analyzes competitive landscapes, strategic positioning, and investment readiness for early-stage companies. Use when user needs a holistic startup assessment, competitive analysis, or investor-readiness review, or mentions 'competitive landscape,' 'startup metrics,' 'pre-seed,' 'seed,' or 'Series A.' For dedicated TAM/SAM/SOM calculations, see market-sizing-analysis. For detailed financial models and projections, see startup-financial-modeling. This is the startup analysis methodology.
startup-financial-modeling	Builds 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for startups. Use when user needs a spreadsheet-ready financial model or mentions 'financial model,' 'burn rate,' 'runway,' 'cash flow,' or 'financial projections.' For market sizing (TAM/SAM/SOM), see market-sizing-analysis. For broader competitive and strategic analysis, see startup-analyst.
strategic-build	Decide whether a proposed build is leverage, neutral, or overhead before the team commits.
strategic-pm	Reframe tactical work into a strategic brief with a real bet, a named trade-off, an outcome, and a time horizon.
strategic-storytelling	Turn product or initiative context into a persuasive story with a defined audience action.
strategy-frameworks	Creates product strategies using where-to-play/how-to-win choices, beachhead market selection, and strategic canvas frameworks. Use when user mentions 'product strategy,' 'where to play,' 'beachhead market,' 'competitive positioning,' 'crossing the chasm,' 'strategic roadmap.'
time-tracking-reporter	Transform raw time logs into clear productivity reports with utilization rates, project breakdowns, and actionable insights.
zero-to-launch	Use this skill to turn an idea into a tightly scoped prototype plan that can actually ship, not to brainstorm every possible feature.

Research

Find out what is actually true — deep research, market and regional intelligence, continuous monitoring.

Name	What it does
ai-usecase-discovery	Discover, evaluate, and prioritize AI use cases for a target business domain. Produces a filtered shortlist and a BOB Integration Map showing which ThirdBrain BOB skills cover each use case.
continuous-research	Run recurring research cycles against configurable domain configs. Each cycle discovers new entries, scores them through a weighted quality gate, compares against the previous knowledge base, and writes an updated KB with a change delta.
customer-persona-panels	Run lightweight synthetic audience research inside the vault. This version is interactive first: the model does the persona generation and persona-by-persona response work directly in the current agent runtime. uv scripts are used only for deterministic helpers such as validation, analysis, and routing saved outputs.
deep-research	Run one foreground research job, wait for the result, and return the saved markdown report.
fact-checker	Validate claims, reasoning, and conclusions from a conversation against credible external sources. Produce an honest, well-sourced assessment of what holds up, what's shaky, and what can't be verified.
idea-validator	Discover a business idea through the Ikigai four-list overlap (love · good at · world needs · pays), sharpen it into a niche specific enough to sell, research the live market, and score it out of 100 with real kill-criteria. The job is an honest go/no-go on a raw idea, not a finished business.
notebooklm	Operate Google NotebookLM entirely via the nlm CLI (Python package notebooklm-mcp-cli). No MCP server needed — all operations run as shell commands.
regional-context	Refresh and maintain regional business environment intelligence files. Each region has a domain config (scope, queries, advisory context) and a business-environment.md output that business skills consume when working with clients in that region.
research-company	Comprehensive company intelligence research and report generation for any company and industry.

Foundational

The layer everything else stands on — document generation, vault mechanics, diagramming and integrations. Used by the workflows above rather than browsed on their own.

Name	What it does
acp-doctor	The deep-dive counterpart to bob-doctor. Where bob-doctor answers "is this machine ready to run BOB at all?" (Layer 1, read-only), acp-doctor answers "why is the agent chat in Obsidian broken, and can it be fixed automatically?" — it validates the full chain from Node runtime through agent CLIs, the acp-launch launcher, login state, and the Agent Client plugin's configured paths, and (only when asked with --fix) repairs what is safe to repair.
agent-evaluation	Target Audience: Founders, operators, and team leads evaluating AI agent tools for knowledge work delegation.
ai-pdf-editor	Edit PDF pages as images, then rebuild the PDF with optional OCR text preservation.
ai-receipt	Generate a virtual invoice that compares what completed work would have cost through a traditional agency or freelancer versus what it actually cost with AI assistance.
ai-session-ledger	Build a continuous daily ledger of AI session activity, attributed to clients via file-write paths in ACP-compliant Agent Client Logfiles. Bridges the gap between AI activity metrics (sessions, tokens, skills) and business KPIs (deal value, client profitability) by creating queryable per-(client, date) entries.
ai-vampire-guard	Prevent AI-amplified burnout by making cognitive load visible. Inspired by Steve Yegge's "AI Vampire" concept — when AI tools amplify your productivity so much that you burn through energy without realizing it.
ascii-art-fixer	USE WHEN user says "ascii art fixer", "run ascii-art-fixer", or requests similar functionality. Fix alignment and spacing issues in ASCII art diagrams, architecture drawings, and box-and-line visualizations.
base-viz	Generate a self-contained HTML visualization from any Obsidian base. Works in Obsidian's HTML Reader plugin and any browser — no JS, no external assets.
bob-command-router	Route natural language requests to one of six BOB commands, collect the required inputs, and hand off to the appropriate playbook or skill for execution.
bob-doctor	The environment counterpart to vault-preflight. Where vault-preflight checks whether the business context exists (Layer 2), bob-doctor checks whether the machine is ready to run BOB at all (Layer 1) — OS, Obsidian, plugins, AI CLI, auth, paths, uv.
bob-install
bob-marker-sweep	Collects @BOB: markers left inline across the vault and files each one as a TaskNote, so an instruction written into a file nobody reopens does not stay invisible.
bob-workspace-bootstrap	Writes canonical YAML schema source files to {vault.schemas.source}/ based on what the vault already contains (templates + frontmatter census). The BOB Workspace plugin's settings UI then takes those YAML files and regenerates fileClasses, JSON Schemas, and DATAMODEL sections via its built-in regenerateSchemaOutputs pipeline. This skill is the upstream half — the plugin owns the downstream half.
bob-workspace-compose	Authors the BOB Workspace plugin's workspace.json — the single file that composes the entire visible UI (dashboards, widgets, left-navigation, workbook groups, Base wiring, settings). This skill owns UI composition; its sibling bob-workspace-bootstrap owns the datamodel (YAML schema source → fileClasses → JSON Schemas) and writes no workspace.json at all — it defers all UI composition to this skill (and the plugin's native Apply workspace template… command for whole-template swaps).
booking-scheduler	Bridge between Google Calendar and the vault. Schedule meetings with vault-aware context, sync calendar events into meeting notes, check availability, and prep for the week ahead.
brand-system	Authors a complete, agent-readable brand design system. Two routes — discover-assets (find and verify real brand assets from official sources) and write-spec (generate a Google DESIGN.md file with tokens + rationale). Run them in sequence for a new brand; run write-spec alone when assets are already documented.
branded-pdf	Render print-ready, vault-themed deliverables from Obsidian content through one of five render routes — preceded, for documentation authored one wiki note per chapter, by a config-driven assembly route that builds the print source — so branded marketing assets come out consistent every time instead of being hand-built in HTML/CSS. Every route loads brand tokens from the same company/client theme files and uses the engine that fits the job and the machine: WeasyPrint for multi-page text docs with running footers, Chrome for the same paginated document where WeasyPrint is unavailable or emoji are involved and for themed page images, Edge + Twemoji for emoji-safe visual one-pagers, and an Edge screenshot for table images.
buyback-rate	Computes the owner's Buy Back Rate — the dollar value of one hour of their time — then turns a two-week time-and-energy audit into a ranked list of exactly which tasks to offload first, routing each to AI/automation before a human hire. It is the quantitative front-end to delegation: delegation coaches the human handoff; this skill produces the number and the ranked target list that tell you what to hand off and to what.
capture-classify	Create items from natural language: /capture-classify {input}
context-pack	A context pack tells BOB where things live in your workspace. Skills ask for a logical key such as company.profile or client.meetings, and the pack answers with that workspace's real folder, so the same skills work whatever your folders are called.
corporate-pdf	USE WHEN user says 'corporate pdf', 'prepare pdf', 'branded pdf', 'pdf with logo', 'export proposal', 'professional pdf', 'client deliverable', or wants to create professional PDFs with company/client branding.
corpus-integrity	Layer 3 of the readiness family. bob-doctor checks the environment, vault-preflight checks the context, and this checks the corpus: whether every generated artefact still agrees with the sources it was generated from, and whether those sources are complete enough to ship.
currency-convert	Convert amounts between currencies using live exchange rates from the European Central Bank (via Frankfurter API).
d2-diagram	Create professional diagrams in D2 when the user needs architecture views, process maps, funnels, org charts, or other structural visuals that should live as text files in the repo.
daily-briefing	Generate a personalized morning digest consolidating emails, calendar, messages, and research alerts into a single actionable summary.
dataview-serializer	Use this skill to create or update Dataview files whose results are serialized into markdown for AI-readable querying.
defuddle	Use this skill when the user wants readable page content from a standard public web page and token efficiency matters more than raw HTML fidelity.
demo-video	Record and post-produce screen demos. Capture → trim → brand → narrate → music → final MP4.
doc-coauthoring	Act as an active guide, walking users through Context Gathering, Refinement & Structure, and Reader Testing.
docx-template-extractor	Reverse-engineer filled Word documents to create reusable templates and comprehensive specifications that enable AI assistants to recreate documents with pixel-perfect accuracy.
docx-tools	Handle Word documents (.docx files). Use when the user says "Word doc", "word document", ".docx", "report", "memo", "letter", or "template". Also use when extracting or reorganizing content from .docx files, inserting or replacing images, performing find-and-replace, working with tracked changes or comments, or converting content into a polished Word document. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.
doodle	Target Audience: business owners and consultants who need to explain an automation, pipeline or process to a non-technical client, colleague or prospect.
drawio	Create professional diagrams in Draw.io format with proper XML structure.
email-triage	Obsidian-native inbox management. Classify, prioritize, and batch-process emails so the owner focuses on decisions, not inbox management.
excalidraw-diagrams	Create flowcharts, architecture diagrams, mind maps, timelines, and other visual diagrams from text content. Outputs Obsidian-ready .md files that render directly in the Excalidraw plugin.
excalidraw-mindmap	Create professional Excalidraw diagrams with Claude. Mind maps, swimlanes, and process flows with arrows that actually connect.
fetch-google-sheet	Reusable utility for fetching data from publicly accessible Google Sheets and converting to JSON. Can be called directly or by other skills that need structured spreadsheet data.
gamma-presenter	Generate presentations, documents, social media posts, and websites using the Gamma API. Two core scripts
google-drive-sync	Target Audience: Business owners, operations teams, and consultants who share deliverables via Google Drive and want automated folder resolution without manual folder-ID lookups.
google-forms	Prepare a Google Forms API forms.create plus forms.batchUpdate request from a local question draft. The live write is deliberately gated until the Google Forms OAuth scope is added to the shared Google Workspace auth configuration.
google-keep	Manage Google Keep notes directly from the command line using a single-file Python script with uv run.
google-workspace	Manage Google Workspace documents, spreadsheets, presentations, drive files, emails, calendar events, and contacts via CLI.
hewitt-ralph	RALPH (Repeated Autonomous Loop for PRD Handling) implements coding tasks using strict test-driven development — write a failing test, make it pass, refactor, repeat. Adapted from Craig Hewitt's Ralph skill.
hook-authoring	Keeps hook configurations equivalent and maintainable across Claude Code, OpenAI Codex CLI, the Antigravity CLI (agy), Google Gemini CLI, and Goose. Authors new hooks from a single description, migrates between platforms, audits parity, and validates config syntax.
humanize-content	Transform AI-generated drafts into authentic-sounding text by removing detectable AI patterns, injecting real voice, and adding personal specificity. The method applies five sequential passes: pattern purge, voice injection, specificity anchoring, structural variation, and read-aloud refinement.
infographic-content-library	Organizes visual content libraries with naming conventions, README navigation indexes, SEMANTIC-GRAPH documentation, slide mosaics and curated guides. Use when the user wants an asset catalog, image library documentation, a slide preview or a themed collection of graphics. This is the visual asset library methodology.
json-canvas	This skill enables skills-compatible agents to create and edit valid JSON Canvas files (.canvas) used in Obsidian and other applications.
learning-path-animated-video	Turn staged screenshots into a branded walkthrough video.
learning-path-deck	Three-phase automation: capture screenshots and/or video during the learning path, then assemble into a branded PPTX deck.
macrodeck-config	Configures Macro Deck (source) by reading and writing its on-disk config directly, rather than clicking through the GUI. Macro Deck stores profiles (button layouts) as a JSON blob inside a SQLite database — this skill knows that schema, the JSON contract each installed plugin's actions use, and the safe read-close-write-reopen pattern needed to avoid corrupting a live config.
mcp-add	Install MCP servers into any AI coding CLI — single-server or bulk-install Anthropic's curated bundles.
mcp-client	Connect to any MCP server with progressive disclosure - load tool schemas on-demand instead of dumping thousands of tokens into context upfront.
meeting-intelligence	Turn meeting material into structured, execution-ready outputs before or after a meeting.
model-cost-benchmark	Target Audience: Vault owners and operators deciding whether a task, prompt, or skill can run on a cheaper model without losing acceptable output quality.
notebooklm-pdf2ppt	Single-file uv run script that converts PDF slides to PPTX using a PDF → SVG → EMF → PPTX pipeline. No rasterization — vector graphics are preserved at any zoom level.
notion	Single-file CLI covering the core Notion API (version 2026-03-11, data-source model): pages, databases, data sources, blocks, todos, query, search, users, comments, page properties, and markdown read/create. Runs from a locally cached copy fetched from GitHub (see Setup). Surfaces not yet wired in (file uploads, webhooks, views, markdown update) are catalogued with method + path in references/unsupported_endpoints.md.
notion-workflows	Four connected Notion workflows. They run on either of two backends: the Notion MCP server when it is connected, otherwise the notion CLI skill. See Setup → Backend for how to choose and how the two map.
obsidian-advanced-uri	Use this skill for Advanced URI features that obsidian-cli does not cover.
obsidian-bases	# Obsidian Bases Skill
obsidian-card-board	Use this skill to set up, troubleshoot, or standardize Card Board workflows inside Obsidian.
obsidian-cli	Preferred method for AI agents to interact with Obsidian vaults.
obsidian-clipper-template-creator	Create, repair, and standardize templates for the Obsidian Web Clipper.
obsidian-markdown	Obsidian extends CommonMark and GitHub Flavored Markdown with wikilinks, embeds, callouts, properties, block IDs, comments, and highlights. This skill covers only Obsidian-specific syntax — use standard Markdown knowledge for headings, lists, bold/italic, tables, code blocks, etc.
obsidian-ops	Comprehensive vault maintenance toolkit for Obsidian. Covers assessment, metadata, tags, connections, MOCs, daily notes, content curation, optimization, and quality review.
obsidian-plugin-manager	Document Obsidian plugin configuration so AI agents understand available vault capabilities.
paperbanana-lite	Generate publication-quality academic illustrations using a multi-agent Gemini pipeline via a single-file script.
pdf-report	Produce multi-page, client-ready PDF reports from structured JSON data. Visual components — gauges, bar charts, styled tables, colour-coded findings — are generic and theme-able. The calling skill (geo-audit, seo-audit, ad-hoc) owns all domain knowledge; this skill owns layout and rendering.
pdf-to-pptx	Extracts text, tables, and images from PDF pages and creates native editable PowerPoint slides — not screenshots, but real text boxes, real tables, and positioned images. Automatically detects and OCRs image-only pages (like NotebookLM slide exports where text is baked into PNGs).
pdf-tools	Handle PDF files end to end. Use when the user says 'read a PDF', 'extract text from a PDF', 'split a PDF', 'combine PDFs', or 'OCR a scanned PDF'. This includes reading or extracting text/tables from PDFs, combining, splitting, rotating, creating, filling, OCRing, decrypting, or otherwise transforming PDF documents with verification after each operation. This is the PDF tools methodology.
personal-backlog	Live triage view of TaskNotes backlog. Computes ROI (impact/effort) and staleness using Obsidian Bases formulas — no scheduled regeneration, the views update as you edit tasks.
personal-context-builder	USE WHEN user says "build my profile", "personal context", "who am I", "my values", "my life context", "constitution", "personal life", or wants AI to understand them better.
playbook-runner	Create new Playbooks or execute existing ones. Three modes: build interviews the user about a process and generates an SOP, a Playbook, or both; create builds a new playbook recipe file with sequence diagram; run loads a playbook, creates a tracking TaskNote, and executes steps in sequence.
playwright-cli	Automates browser interactions with Playwright for web testing, form filling, screenshots, and data extraction. Use when the user says 'fill this form,' 'take a screenshot,' 'test a web app,' 'extract data,' or 'Playwright CLI.'
pptx-tools	Handles any .pptx file in PowerPoint workflows, including creating decks, reading slides, editing presentations, and combining files. Use when the user says 'make slides', 'edit a PowerPoint', 'merge deck files', or 'extract text from a PPTX'.
python-script-creator	Creates self-contained, distributable Python scripts using PEP 723 inline metadata.
qms-skill-management	Consolidated skill-corpus QMS toolkit: one skill, three routes covering spec review, promotion certification, and corpus ops.
scheduled-jobs	Target Audience: vault operators who want a single, version-controlled inventory of every recurring background job — and a safe way to push that inventory into the system scheduler.
showcase-deck	Build print-ready, on-brand 16:9 slide decks as a single self-contained HTML file (with browser navigation) plus a one-slide-per-page PDF, from a brand config (tokens + fonts + logo) and a slide-content spec — so a showcase deck comes out consistent and re-brandable every time instead of being hand-built in HTML/CSS. The same engine re-skins an existing deck to a new brand: swap the color tokens, fonts, and embedded logo/mascot, and optionally white-label it for a partner.
skill-doc-generator	Generate and maintain per-skill documentation notes in {company.qms.skill-docs}/. Each note synthesises frontmatter, inputs, outputs, setup instructions, dependencies, example prompts, and workflow summary from the source. Notes power the skill-docs.base view for browsing, filtering, and tier-alignment analysis.
skill-gap-analysis	Audit skill coverage against business use cases, identify gaps, and resolve them systematically.
skill-manager	Manage skill availability to control context and auto-activation behavior.
skill-pipeline-explainer	Create distribution-ready branded PDFs that explain how a skill works, what pack it belongs to, what files support it, what outputs it produces, and what governance applies.
skills-index	Generate a consolidated markdown document that embeds all skill documentation using Obsidian's ![[]] syntax.
skillsmith	Entry point for all skill creation, architecture, improvement, and management operations.
skool-actor	Connects to a Skool community via the Apify-hosted Skool All-in-One API actor. Read AND write to posts, comments, members, classroom (courses/folders/pages), files, and group settings — through a single HTTP endpoint, no browser automation.
skool-classroom-builder	Creates and edits modules (sets/folders), lessons (pages) and Community feed posts in a Skool.com community, with one browser route: playwright-cli. It drives a single headed browser session with a persistent profile (log in once; the login is kept), and ships the helper scripts for the edit operations that Skool's editor makes fragile: text edits that keep formatting, file attachments, file removal, draft/publish and pinning.
svg-chart	Generate publication-ready SVG charts for blog posts, reports, and presentations. Works in HTML and JSX/MDX environments. All charts use currentColor for automatic dark/light mode compatibility.
talk-to-me	Speak the answer instead of printing it, when reading the screen is the problem.
task-wrapup	USE WHEN user says "task wrapup", "wrap up", "retrospective", "lessons learned", "what did we learn", "process improvement", "how can we do this better", "automate recurring tasks", "create reusable templates", "improve workflow", "session handoff", "handoff to next session", "save session state", "pick up where I left off", "context for next agent", or "hand off context".
tasknotes	CRUD operations on tasks via TaskNotes plugin HTTP API (localhost, port from plugin settings — see below).
tavily-cli	Web search, content extraction, site crawling, URL discovery, and deep research through the tvly command-line tool. Returns JSON optimized for LLM consumption.
team-status-generator	Generate team status updates and standup summaries by pulling data from project management tools or analyzing meeting transcripts.
technical-writing	Creates clear, actionable technical documentation that people actually follow.
ux-browser-audit	For product managers, UX designers, and development teams who need automated usability testing of web application user flows.
vault-intro	A 5-module hands-on tutorial for new users. Works inside Claude Code alongside Obsidian. Each module ends with Claude creating a real file in the vault so the user can watch it appear in Obsidian in real-time.
vault-maturity-score	Quantifies how much accumulated context a ThirdBrain vault has, broken down across the foundation (company-level context), each active client, and the coverage of declared skill inputs. Produces a dated Markdown report that makes accumulation visible and rewarding — partners can watch the score climb as they fill out ICP fragments, client profiles, meeting histories, and feedback notes.
vault-preflight	Validate vault context completeness before starting workflows. This skill checks that required files and information exist for different types of work.
vault-release	Build a clean, shareable vault release from a configuration file.
vault-setup	Target audience: anyone standing up a fresh vault, taking one over, or rebranding an existing one — and anyone who needs to change a single identity field without re-answering everything.
vault-upgrade	Upgrades user vaults while preserving customizations and backing up modifications with three-way merge. Use when the user says 'upgrade vault', 'update vault', 'sync vault', 'newer version', or 'three-way merge methodology'.
vault-validator	Validates vault content against the data-model business rules defined in DATAMODEL-FULL. Pure Python, no LLM calls — deterministic and reliable.
vault-value-chain-visualization	Generate derived value-chain and playbook visuals from the vault's canonical value-chain and playbook sources. The process below is the operational summary of the visualization README; do not hand-edit generated HTML, PDFs, PNGs, or draw.io outputs.
visual-designer	Applies formal design principles and practical tool guidance to produce professional-quality visual materials — from pitch decks to social posts. Bridges the gap between design theory and tool execution so non-designers get results that look intentional.
weekly-review	A structured 15-minute CEO operating rhythm that replaces the vague anxiety of "am I working on the right things?" with clarity. Six sections, conversational flow, concrete output.
workflow-video	Generate animated MP4 videos that visualize how a vault skill or playbook works — inputs flying in, processing steps on screen, outputs landing, and a contextual info footer.
xlsx-tools	Handle spreadsheets. Use when the user says 'Excel file', '.xlsx', 'CSV', 'spreadsheet cleanup', 'tabular data analysis', or 'spreadsheet methodology'. Handles .xlsx and CSV files, cleaning messy data, adding formulas, charts, and formatting.