菜单
Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or is in their first session.
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."
Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.
Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. Use when the user says "make the content," "generate the posts," "create the assets," "turn this into a campaign," or hands off an approved brief for execution.
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.
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
| name | quarterly-review |
| description | Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments. |
| allowed-tools | Read, WebFetch, Bash |
Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document.
Parse arguments:
--quarter (default: previous calendar quarter) — format YYYY-QN (e.g., 2026-Q1)--save-to (default: files) — files (Google Drive / OneDrive), desktop, or bothUsing the business-pulse skill in deep mode:
Identify 3 specific opportunities for next quarter based on the data:
Identify 3 specific risks for next quarter:
Write a 500–800 word narrative in plain business English with this structure:
Generate:
qbr-{YYYY-QN}.pdf — formatted narrative + key charts (as ASCII tables if no chart tool available)--save-to locationIf QuickBooks is unreachable, stop — the QBR requires QB financial data as the foundation. If PayPal is missing, skip cross-validation and note "PayPal not connected — revenue validated from QB only." If HubSpot is missing, skip customer health (Step 2) and note "HubSpot not connected — customer health section skipped."
Present the narrative in-line, then confirm export. End with a one-paragraph "what to focus on next quarter" summary.