Organizes a 1Password CSV export into multiple vault-specific CSVs. Session-based flow with slash commands for each phase: intake interview, auto-categorization, human review, and export. Parses 1Password CSV exports, applies deterministic rules (email matching, domain matching) and AI service knowledge to categorize each entry into user-defined vault categories, then generates per-vault CSV files importable back into 1Password. Use when: organizing passwords into vaults, splitting a 1Password export, separating personal from business passwords, cleaning up a password manager.
Compiles and organizes all financial documents for a self-employed individual to send to a CPA. Session-based flow with slash commands for each phase: intake interview, document extraction, review, and final packaging. Reads bank statement PDFs, extracts transactions, categorizes expenses, summarizes income, identifies deductions, and produces a CPA-ready spreadsheet (xlsx with tabs) plus a summary document. Use when: preparing tax documents for an accountant, organizing bank statements for taxes, compiling self-employment income and expenses, building a CPA tax packet, or any end-of-year tax document preparation for a sole proprietor or LLC.
Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like "the xlsx in my downloads") — and wants something done to it or produced from it. Also trigger for cleaning or restructuring messy tabular data files (malformed rows, misplaced headers, junk data) into proper spreadsheets. The deliverable must be a spreadsheet file. Do NOT trigger when the primary deliverable is a Word document, HTML report, standalone Python script, database pipeline, or Google Sheets API integration, even if tabular data is involved.