Skills for your AI
Researches, plans and troubleshoots real estate technology adoption for brokers, covering CRM selection, virtual tours, AI valuation, chatbots, smart home, mobile apps, blockchain transactions, document automation and AR staging. Use when a broker needs tool s
Builds and checks financial models for renewable energy projects, covering data collection, feasibility, scenarios, risk, cash flow, ROI, financing structures, and reporting. Use when the user asks to analyze project financials, model scenarios, project cash f
Use when managing the money for an internal R&D program or portfolio — building a multi-period program budget with the F&A (indirect) split, tracking burn rate and runway against value-inflection milestones, or routing R&D cost items to a capitalize-vs-expense
Analyzes resource inventory, utilization and demand data to produce allocation recommendations, forecasts, risk scenarios, monitoring frameworks, reports and training materials. Use when an operations leader needs resource assessment, demand forecasting, capac
Provides retirement tax planning guidance on contribution limits, RMDs, early retirement, Social Security taxation, Roth conversions, withdrawals, rollovers, QCDs, healthcare, estate planning, and retiree credits. Use when a tax analyst asks about retirement a
Analyzes competitor pricing, costs, customer segments, and promotions to build pricing strategies and implementation plans. Use when the user asks for competitive pricing analysis, cost and value breakdowns, price sensitivity or elasticity, pricing model evalu
Turns market, customer, and sales data into pricing strategy recommendations covering analysis, segmentation, model selection, testing, optimization, and communication. Use when the user needs competitor pricing analysis, willingness-to-pay segmentation, value
Identifies, evaluates, documents, and mitigates financial risks for accountants, covering risk analysis, likelihood and impact rating, internal controls and fraud review, compliance monitoring, stakeholder communication, and scenario planning. Use when the use
Turns business data and market intelligence into risk assessments, mitigation plans, monitoring reports, and crisis playbooks. Use when identifying, ranking, tracking, or communicating risks, checking compliance, running scenarios, analyzing insurance and fina
Identifies, analyzes, mitigates, monitors, documents, and communicates financial risks through structured reports, plans, policies, and training materials. Use when a finance or accounting team needs risk identification from financials or market data, risk eva
SaaS business metrics analysis - MRR, ARR, Churn, LTV, CAC, cohort analysis, and investor reporting
Calculates and optimizes safety stock levels from historical demand, lead time, supplier, and service-level data, including forecasting, EOQ, and cost-benefit analysis. Use when the user asks for safety stock, reorder points, demand or lead time variability, s
Analyzes school budget data into expense breakdowns, revenue forecasts, variance and risk reports, grant and capital evaluations, benchmarking, and stakeholder-ready reports. Use when a headteacher needs spending categorized, budgets forecast, costs optimized,
Builds, reviews, and communicates school budget forecasts from historical data, projections, and scenario analysis. Use when a principal needs historical trend analysis, expense categorization, revenue or cost projections, allocation plans, scenario modeling,
Turns school data — attendance, grades, behavior, surveys, staff records — into cleaned datasets, analyses, statistical tests, charts, benchmarks, evaluations, and reports. Use when a headteacher needs data cleaned, patterns or trends analyzed, group compariso
Turns school data and requests into practical allocation plans for budget, staffing, classrooms, equipment, materials, scheduling, grants, special education, and extracurriculars. Use when a principal needs a budget plan, staffing or room allocation, equipment
Forecasts seasonal demand, optimizes stock levels, budgets, supplier communications, promotions, and turnover for seasonal inventory. Use when planning an upcoming season, analyzing multi-year sales patterns, setting stock quantities, drafting supplier message
Pulls cited financial statement figures for US public companies from SEC EDGAR XBRL APIs, with accession numbers, forms, fiscal periods, tags and filing links. Use when the user needs reported revenue, net income, EPS, cash, debt or capex, wants company compar
Turns data, documents, and stated options into structured decision-support analysis—market scans, risk registers, scenario models, cost-benefit comparisons, stakeholder maps, decision trees, SWOTs, forecasts, resource plans, and decision records. Use when a se
Use when defining, reviewing, or operating SLOs/SLIs/error budgets. Triggers on "define an SLO", "what should our SLO be", "error budget", "burn rate", "SLI", "service level objective", "Google SRE workbook", "multi-window burn-rate alert", or any reliability-
Turns invoice, purchase order, and contract spend data into cleaned datasets, categorized spend, vendor and compliance analysis, cost-saving opportunities, benchmarks, forecasts, variance reports, and visualizations. Use when a contract administrator needs spe
Analyzes staffing, workload, and project data into breakdowns, forecasts, allocation plans, and frameworks for production coordinators. Use when asked to assess staffing levels, workload balance, resource allocation, skill gaps, capacity forecasts, performance
Builds stakeholder communication plans, templates, surveys, policies, and reports for finance leaders. Use when planning stakeholder engagement, drafting update or investor templates, designing feedback surveys, preparing crisis communication plans, or reporti
Drafts and coordinates stakeholder financial communications—reports, presentations, filings, earnings briefings, newsletters, surveys, and event plans—for a VP of Finance. Use when preparing financial reports, shareholder or regulatory documents, earnings call
