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Compliance and content checks that gate every outbound send in the [YOUR_FIRM] sales harness. Use whenever the Composer drafts an outbound email/Teams message or the Cadence skill prepares to queue a templated step. Enforces banned-phrase scans, suppression-list lookup, CAN-SPAM (US), GDPR (EU/UK), and send-cap checks.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
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 | compliance |
| description | Compliance and content checks that gate every outbound send in the [YOUR_FIRM] sales harness. Use whenever the Composer drafts an outbound email/Teams message or the Cadence skill prepares to queue a templated step. Enforces banned-phrase scans, suppression-list lookup, CAN-SPAM (US), GDPR (EU/UK), and send-cap checks. |
| cowork | {"category":"automation","icon":"CheckmarkCircle"} |
Every outbound message — first-touch, reply, or templated cadence step — must pass these checks. The Composer runs them at draft time. The Cadence skill runs them again immediately before any queued send.
banned-phrases.md — exact strings the Composer must not emit. Cliché outbound language plus voice-specific bans merged from outbound-voice/voice-dna.md.suppression-list.md — emails and domains never to contact. Maintained as a flat list. Append on opt-out; never remove without an explicit human decision.CAN-SPAM and GDPR rules are encoded inline in the checks below (no separate files in v1).
For every draft, in order:
suppression-list.md? If yes → hard fail. Move lead to state: dormant with do_not_contact: true and never draft again.banned-phrases.md in the draft body or subject? If yes → redraft. Maximum 3 redraft attempts; after that, save with hold_reason: voice and flag for human review.OUTLOOK_FROM (currently [YOUR_OUTLOOK_EMAIL])lawful_basis: in frontmatter: legitimate-interest, consent, or contract). If absent → hard hold until the operator records it.kill-switches/triggers.md.hold_reason. The operator decides whether to send by hand.Every send must log to the prospect MD file's ## Audit section: