Business & Operations

Scan multiple symbols for setups, patterns, or strategy performance. Use when comparing across instruments or screening for opportunities.

You're staring at an inbox or single message and someone asks \"how should we handle this,\" \"what's the priority,\" or \"draft a reply.\" Load when the question is classifying, prioritizing, and routing a ticket — not the onboarding path (`onboarding-flow.md`), not the 30-day-quiet customer (`churn-prev

You're designing what happens between signup and \"this is working.\" Load when someone asks \"how do we onboard,\" \"what's the activation path,\" \"why are signups dropping off,\" or \"what do we send on day 1, 7, 30.\" Not for ticket replies (`ticket-triage.md`), not for the customer who went quiet (`churn

Someone asks \"why are we losing accounts,\" \"what does our health score predict,\" \"how do we run a save call,\" or \"customer emailed cancellation — what now.\" Load for keeping or recovering an existing relationship — not signup activation (`onboarding-flow.md`), not in-flight tickets (`ticket-triage.m

As of: 2026-05-16

Entry point for business legal-document work: reads the request, collects the jurisdiction and party facts every binding document needs, then either hands off to the matching drafting skill or drafts inline against a required-clause checklist for NDAs, terms of service, privacy policies, service contracts, employment agreements, refund policies and equity grants. Use when the user asks for a legal document and it is not yet clear which one they need. Do NOT use when the document type is alrea...

Draft an end-user licence agreement — licence grant and scope, restrictions, ownership, warranty disclaimer and liability limits, plus the Apple App Store and Google Play addenda those stores require. Use when the user ships installable software, a mobile app, a plugin or a desktop tool. Do NOT use for a hosted service's terms of service and acceptable-use rules (use sentry-contracts-and-terms) or for how personal data is processed (use legal-gdpr). Template only — have an attorney licensed i...

Draft a DMCA takedown notice or counter-notice against the six §512(c)(3) elements, and walk designated-agent registration at dmca.copyright.gov plus the repeat-infringer policy a platform needs to keep safe harbor. Use when someone is hosting the user's copyrighted work, when the user has received a takedown they believe is wrong, or when the user runs a platform that hosts user content. Do NOT use for a general IP or breach demand letter (use legal-cease-and-desist) or for the product's own...

Draft an independent contractor or consulting agreement behind a worker-classification gate (IRS 20-factor, state ABC test, UK IR35) — scope and deliverables, IP assignment, payment terms, confidentiality, exclusivity and termination. Use when the user is engaging a freelancer, agency or fractional operator. Do NOT use for issuing the 1099 at year end (use finance-1099-prep) or for employee offers and classification questions (use sentry-employment-and-classification). Template only — misclas...

Post-trade review — pull losing trades from the strategy tester, screenshot each entry in context, and cluster common failure patterns. Use when the user asks "why am I losing?", "review my losses", or "what's wrong with my strategy?".

Entry point for people-operations work at the two-to-twenty-employee stage: collects the jurisdiction, headcount and classification facts that decide which employment rules apply, then routes or works inline — job descriptions, interview loops, onboarding, reviews, 1-on-1s, offer letters, comp bands and performance plans. Use when a people question arrives without a document attached to it. Do NOT use when the task is already named — go straight to hr-handbook, hr-termination-letter, hr-offbo...

Plan a reduction in force — federal WARN Act analysis, state mini-WARN checks, a four-fifths-rule disparate-impact pre-check on the selection list before anyone is told, the notification timeline, and an OWBPA and ADEA-compliant severance and release framework including the 45-day disclosure for group terminations. Use when more than one person is being let go for business reasons. Do NOT use for a single involuntary termination (use hr-termination-letter) or for the departure logistics check...

Build the offboarding checklist for a departure — state-by-state final-pay timing, federal versus state mini-COBRA routing, OWBPA and ADEA separation-agreement scaffolding for employees 40 and over, McLaren Macomb-compliant non-disparagement wording, and the data-preservation step that has to happen before access is revoked. Use when someone is leaving, voluntarily or not, and the logistics need to be sequenced. Do NOT use for drafting the termination letter itself (use hr-termination-letter)...

Run a leave eligibility analysis and produce the paperwork — federal FMLA (50 employees within 75 miles, 12 months and 1,250 hours), the state PFML programs that stack on top of it, the request-response letter, the return-to-work plan and intermittent-leave tracking. Use when an employee asks for medical, family, parental or personal leave. Do NOT use for a disability or religious accommodation request (use hr-accommodation-request) or for the handbook's leave policy text (use hr-handbook). A...

Draft employee handbook sections — the policies law requires at the user's headcount (EEO, anti-harassment, ADA accommodation, FMLA, lactation, voting and jury and military leave, pay transparency, whistleblower, at-will plus the handbook-is-not-a-contract disclaimer, NLRA §7 carve-outs) and the standard-but-optional perks. Use when the user is writing or refreshing the handbook. Do NOT use for one employee's leave eligibility (use hr-leave-of-absence), one accommodation request (use hr-accom...

Document the ADA, PWFA or religious accommodation interactive process — request intake, the essential-functions and effectiveness analysis, the undue-hardship framework, the response letter (grant, alternative, or deny with reasons) and the appeal path. Use when an employee has asked for a change to how, when or where they work for medical, pregnancy or religious reasons. Do NOT use for FMLA or state PFML leave eligibility (use hr-leave-of-absence) or for the handbook policy that describes th...

The founder says \"I don't know what to do,\" \"should I keep going or walk away,\" or \"I'm burnt out.\" Load when they're paralyzed, when the question is push vs. pivot, or when they're asking permission to quit. No pep talks.

The founder says \"my weeks just disappear,\" \"I never have time for the real work,\" or \"I'm always reactive.\" Load for personal-rhythm questions, weekly-review design, or deep-work installation. If they ask for a company operating rhythm, route to Ops — that's the team layer.

The founder says \"I'm stuck on a call,\" \"I keep going back and forth,\" or \"what would you do here?\" Load for any binary decision or unresolved tradeoff older than two weeks. If they ask you to decide for them, push back: the frame is yours; the call is theirs.

The user is about to pick a number — a subscription tier, a service rate, a product price, a course fee — and the price has not yet been pressure-tested. Load this whenever you hear \"what should we charge,\" \"is this too expensive,\" \"should we drop the price,\" or \"let's just match the competitor.\"

The user has an offer and a price, and is deciding whether to sell one thing or three things at three prices. Load when you hear \"should we have a pro tier,\" \"what about a free plan,\" or \"we need basic / plus / premium.\"

Track post-Wayfair economic nexus state by state, handle marketplace-facilitator law, build the multi-state registration and filing checklist, manage exemption certificates, and resolve tax-on-shipping rules, ending in a state-by-state exposure report. Use when the user sells across state lines and does not know where they are now required to register. Do NOT use for payroll or income tax (use finance-payroll-prep) or for R&D credits (use finance-r-and-d-credit). Analysis only — registration ...

Age accounts receivable, calculate DSO, and generate an escalating collection sequence for overdue invoices with FDCPA and state-UDAP-aware language, intent-gated escalation, and statute-of-limitations-aware bad-debt write-off guidance. Use when invoices are past due and someone has to write the emails. Do NOT use for money the business owes out (use finance-payroll-prep for payroll liabilities or finance-sales-tax for tax liabilities) or for whether the period was profitable (use finance-pl)...

Walk Form 6765 R&D credit preparation and post-TCJA §174 capitalization together — four-part-test screening of activities, qualified research expense capture (wages, supplies, contract research), and the capitalization schedule software companies now have to keep. Use when the user has engineering payroll and wants to know what qualifies and what documentation to hold. Do NOT use for contractor 1099s (use finance-1099-prep), payroll returns (use finance-payroll-prep) or sales tax (use finance...