القائمة
Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Track external upstream skill repositories: import a skill from upstream into this catalogue, modify it locally without losing the baseline, monitor the upstream for new commits since the last review, and review each upstream commit one-by-one to accept, skip, defer, or cherry-pick it into the local copy. Use when the user says "import skill from <repo>", "vendor <repo>", "monitor upstream for new commits", "what's changed upstream", "check upstream for updates", "review upstream commit", "backport <sha>", or "follow <repo> for new skills". Operates on `upstream/sources.yaml` (manifest), `upstream/decisions/<id>.log` (per-source review cursor), and `.cache/upstream/<id>.git` (local bare partial clone). Helper scripts under this skill's `scripts/` do the deterministic git work; the agent following this SKILL.md drives the decisions.
Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business."
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The 'stop doing data entry' skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.
Aggregates PayPal disputes, HubSpot feedback and tickets, and email sentiment (plus pasted or exported Google/Yelp reviews) into a themes report with verbatim evidence and a "do these three things this week" list. Use when the user asks how customers are feeling, for review analysis, what people are saying, or about disputes.
| name | plan-payroll |
| description | Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments. |
| metadata | {"upstream-id":"anthropics-knowledge-work","upstream-rev":"55447a28e6c785444197cecde5a401b44f830161","upstream-path":"small-business/skills/plan-payroll","upstream-imported":"2026-06-20T00:00:00.000Z"} |
Run the payroll-confidence pipeline by chaining two skills. The owner approves at each handoff — never send a reminder or commit a forecast without explicit confirmation.
Parse arguments:
--horizon (default 30) — forecast window in days (30, 60, or 90)--payroll-date (optional) — the date payroll runs; defaults to next FridayTrigger the cash-flow-snapshot skill workflow:
--horizon) with percentage-variance confidence bands.If the forecast shows payroll is comfortably covered, ask the owner whether they still want to chase overdue invoices or stop here.
After Step 1 approval, trigger the invoice-chase skill workflow:
End the run with a one-paragraph recap: forecast verdict (covered / gap / risk), reminders sent and to whom, projected new cash position if reminders convert.