Business & Operations

Integrate with the Xero accounting API to sync invoices, expenses, bank transactions, and contacts — and generate financial reports like P&L and balance sheet. Use when: connecting apps to Xero, automating bookkeeping workflows, syncing accounting data, or pulling financial reports programmatically.

Master value-based selling techniques — price based on customer value, reduce barriers to purchase, and close deals through education rather than pressure. Use when: setting prices for a product/service, improving conversion rates, training sales teams.

Expert guidance for user research, helping product teams conduct interviews, create personas, design surveys, run usability tests, and synthesize findings into actionable insights. Applies both qualitative methods (interviews, contextual inquiry) and quantitative methods (surveys, analytics) to build deep understanding of user needs, behaviors, and motivations.

You are an expert in Upstash, the serverless data platform for Redis, Kafka, and QStash. You help developers add caching, rate limiting, session storage, message queuing, and scheduled jobs to serverless and edge applications — with HTTP-based APIs that work on Vercel Edge, Cloudflare Workers, and AWS Lambda without persistent connections.

Build custom CRM workflows with Twenty — open-source CRM alternative to Salesforce. Use when someone asks to "set up a CRM", "Twenty CRM", "open-source Salesforce alternative", "customer relationship management", "self-hosted CRM", or "CRM with API access". Covers contacts, companies, pipelines, custom objects, automations, and API integration.

Auto-fill document templates with data. Use when a user asks to create a mail merge, fill templates with data, generate documents from a template, populate placeholders, bulk generate letters or invoices, or auto-fill forms from a spreadsheet. Supports any document format including DOCX, PDF, HTML, and plain text.

Self-hosted AI accounting tool that analyzes receipts, invoices, and bank transactions using LLMs. Use when: automating personal/business bookkeeping, categorizing expenses with AI, preparing tax documents, building self-hosted financial tools.

Apply systems thinking to business problems — identify constraints, understand feedback loops, anticipate second-order effects, and improve processes. Use when: diagnosing why a business process is broken, optimizing operations, understanding complex system behavior.

Achieve SOC 2 Type II compliance for SaaS — Trust Service Criteria, evidence collection, and controls implementation. Use when preparing for a SOC 2 audit, meeting B2B SaaS security requirements, or onboarding enterprise customers who require a SOC 2 report.

Build integrations with SharePoint Online for document management, site automation, and intranet development. Use when someone asks to "integrate with SharePoint", "upload files to SharePoint", "manage SharePoint lists", "create SharePoint site", "automate SharePoint", "search SharePoint documents", "SharePoint API", or "SharePoint permissions". Covers Graph API for sites, lists, document libraries, file operations, search, permissions, and SharePoint Framework (SPFx) development.

Semantic search across Reddit to find pain points, validate ideas, discover niches, and analyze sentiment. Use when a user asks to research Reddit, find Reddit discussions about a topic, analyze Reddit sentiment, discover what people complain about on Reddit, validate a business idea on Reddit, find pain points in a subreddit, or mine Reddit for product insights.

Integrate with the QuickBooks Online API via OAuth2 to manage invoices, bills, expenses, customers, vendors, and pull financial reports. Use when: connecting SaaS apps to QuickBooks, automating financial data pipelines, syncing transactions, or building accounting integrations for small business clients.

Create compelling business proposals that win deals and partnerships. Use when a user asks to write a proposal, draft a business proposal, create a project proposal, prepare a bid, write a pitch document, or generate a partnership proposal. Produces structured, persuasive documents ready for client delivery.

Design, test, and iterate on AI prompts systematically using structured evaluation criteria. Use when building AI features, optimizing agent instructions, comparing prompt variants, or evaluating output quality across edge cases. Trigger words: prompt engineering, prompt testing, eval, LLM evaluation, prompt comparison, A/B test prompts, prompt optimization, system prompt, instruction tuning.

Apply proven mental models to boost personal and team productivity — focus techniques, decision frameworks, and task management principles. Use when: improving personal productivity, making better decisions faster, coaching teams on effective work habits.

Expert guidance for product strategy, helping product leaders define product vision, craft positioning, analyze competitive landscapes, choose pricing models, and build outcome-driven roadmaps. Applies frameworks from Marty Cagan (Empowered), April Dunford (Obviously Awesome), Gibson Biddle (DHM Model), and Reforge.

Expert guidance for product discovery, the continuous process of deciding what to build based on evidence rather than opinions. Helps product teams identify assumptions, design experiments, conduct user interviews, build opportunity solution trees, and prioritize what to validate next — following frameworks from Teresa Torres (Continuous Discovery Habits) and Alberto Savoia (The Right It).

When the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increase,' 'value metric,' 'Van Westendorp,' 'willingness to pay,' or 'monetization.' This skill covers pricing research, tier structure, and packaging strategy.

Expert guidance for writing Product Requirements Documents (PRDs), helping product managers create clear, actionable specs that align engineering, design, and stakeholders. Produces PRDs that define the problem, success metrics, scope, user stories, edge cases, and launch criteria — without over-specifying implementation details.

Polars is a blazingly fast DataFrame library written in Rust with a Python API. Learn eager and lazy evaluation, expressions, groupby, joins, and how Polars outperforms pandas for large datasets through parallel execution.

When the user wants to create or optimize in-app paywalls, upgrade screens, upsell modals, or feature gates. Also use when the user mentions "paywall," "upgrade screen," "upgrade modal," "upsell," "feature gate," "convert free to paid," "freemium conversion," "trial expiration screen," "limit reached screen," "plan upgrade prompt," or "in-app pricing." Distinct from public pricing pages (see page-cro) — this skill focuses on in-product upgrade moments where the user has already experienced va...

Assists with loading, cleaning, transforming, and analyzing tabular data using pandas. Use when importing CSV/Excel/SQL data, handling missing values, performing groupby aggregations, merging datasets, working with time series, or building analysis-ready datasets. Trigger words: pandas, dataframe, csv, groupby, merge, time series, data cleaning.

Send, read, and manage emails via Microsoft Outlook using the Graph API. Use when someone asks to "send email via Outlook", "read Outlook inbox", "automate Outlook emails", "manage Outlook folders", "Outlook API integration", "email automation with Graph API", "search Outlook emails", or "process incoming emails". Covers sending (plain, HTML, attachments), reading, searching, folders, rules, and focused inbox via Microsoft Graph API.

Create, read, and manage OneNote notebooks, sections, and pages via Microsoft Graph API. Use when someone asks to "create OneNote pages", "read OneNote notes", "automate OneNote", "save to OneNote", "extract OneNote content", "organize OneNote notebooks", or "OneNote API". Covers notebooks, sections, pages (create with HTML), content extraction, and search.