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Review a document against required elements in SharePoint before formal review and flag missing or unclear items.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Reviews a financial statement (Income Statement, Balance Sheet, or Cash Flow) and identifies values that appear materially unusual compared to historical periods, peer line items, or expected financial patterns. Use when user asks to "spot outliers", "spot anomalies", "review this financial statement", "check for unusual numbers", "analyze this income statement", "do any of these expenses look out of line", "highlight anomalies for leadership", or references an attached Income Statement, Balance Sheet, or Cash Flow file and asks for analytical review. Do NOT use for: routine spreadsheet edits, formula creation, financial modeling, budget building, or audit/compliance opinions — this skill is for analytical review only.
Compiles and sends Chris McNulty's personal weekday morning briefing — a single start-of-day email covering top news, location-aware weather, Boston sports, enterprise AI news, open threads awaiting reply, priority client updates, committed tasks, and today's calendar in Pacific Time. Use when Chris asks to "send my weekday morning briefing", "give me my weekday briefing", "run my weekday briefing", "start my workday", "what's on my plate today", "brief me for today", or "what did I miss overnight" on a workday. Only run if the requesting user is Chris McNulty; otherwise use `morning-briefing`. Do NOT use for: end-of-day wrap-ups, full inbox triage of every message, scheduling or rescheduling (use schedule-meeting), deep prep for one named meeting (use meeting-intel), or weekend catch-ups unrelated to a workday start.
Recommend the most appropriate SharePoint document library for a piece of content when the user is unsure where to upload it. Use when a user asks "where should I put this?", "which library should I upload to?", "I don't know where this belongs", "what's the right place to save this?", or similar.
Convert an Excel workbook stored in SharePoint into a self-contained, branded HTML dashboard that surfaces key data, tables, and summaries as readable web content. Use when a user asks to "turn a spreadsheet into a dashboard", "publish Excel data as a webpage", "create an HTML report from a workbook", "make our data visible without Excel", or "convert a spreadsheet to a branded page".
Onboarding installer for the Copilot Cowork marketing skills library. Run this first when a user points at the copilot-cowork-marketing folder and asks to install, set up, configure, or onboard the marketing skills. Conducts a guided interview to capture company, products, ICP, MPF (Marketing and Positioning Framework), value prop, proof points, brand voice, competitors, and channels - drafting every answer from the user's own M365 data via Work IQ and asking them only to confirm or correct. Writes the populated variables.md and the SharePoint folder scaffold the other nine skills depend on. Triggers on "install the skills", "set up the marketing skills", "onboard", "configure this library", "get started".
Converts marketing content into formatted, on-brand PowerPoint presentations (.pptx) — pitch decks, campaign recaps, QBRs, exec briefings, and event decks — using the brand colors, fonts, and logo captured in brand-assets.md. Run after copywriter or repurposing-engine when the output needs to be a polished slide deck. Triggers on "create a deck", "make a PowerPoint", "build slides", "generate a pitch deck", "format as a presentation", "make a QBR deck", "turn this into slides".
| name | Process Compliance First-Pass |
| description | Review a document against required elements in SharePoint before formal review and flag missing or unclear items. |
Identify the document type using:
Retrieve the corresponding checklist from the site’s Compliance Requirements list or configured reference source.
Review the document against each required element in the checklist.
For each required element, classify as:
Capture supporting context where relevant:
If the checklist or document type cannot be determined, state this clearly and stop.
Output results as a structured report:
Highlight:
Do not modify, rewrite, or update the document. Output findings only.
