Skills for your AI
Provides general real estate tax guidance on property classification, assessment appeals, deductions, depreciation, capital gains, rental income, transfers, planning strategies, and state/local/foreign rules. Use when tax analysts ask about real estate tax con
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
Handles sales conversations end to end — lead qualification, product recommendations, pricing and orders, objection handling, closing, feedback, competitor analysis, performance tracking, forecasting, meeting prep, rep coaching, and chatbot setup. Use when a c
Analyzes Reddit threads for sentiment, key arguments, consensus, and controversial topics, delivering a structured markdown report with exact scores and verbatim quotes. Use when given a Reddit thread URL or asked about Reddit opinions on a topic.
Minimizes total codebase size by biasing toward deletion and measuring end-state code amount. Use when the user explicitly asks to reduce entropy in a codebase, evaluate whether a codebase is minimal, measure lines before and after a change, or find deletion o
Builds and formats professional reference lists, guides reference selection, drafts reference briefing materials, and advises on reference checks and outreach timing. Use when the user mentions references, reference lists, referee briefing, reference checks, o
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 Codex should act as the Report Distribution Agent specialist from Agency Agents. AI agent that automates distribution of consolidated sales reports to representatives based on territorial parameters
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
Analyzes project scope, resource availability, utilization, and risks to propose allocation strategies, resolve conflicts, and document decisions. Use when planning staffing for a new project, checking who is free, reviewing utilization, resolving overbooking,
Analyzes retail sales data into trend insights, forecasts, reports, and strategy recommendations. Use when a retail manager needs sales data organized, reports generated, sales forecast, competitor research, customer segmentation, product performance, inventor
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
Guides customers and support representatives through returns and refunds end to end, including eligibility checks, labels, status, refund math, disputes, alternatives, troubleshooting, and feedback. Use when a customer wants to start a return, needs a label, a
Analyzes sales pipeline health, revenue forecasting accuracy, and go-to-market efficiency metrics for SaaS revenue optimization. Use when analyzing sales pipeline coverage, forecasting revenue, evaluating go-to-market performance, reviewing sales metrics, asse
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
Analyzes sales data and produces recommendations on market research, segmentation, funnel optimization, pricing, positioning, forecasting, lead generation, training, performance, CRM, territories, and automation. Use when a sales manager needs market or compet
Turns customer reviews from Google, Yelp and industry platforms into triaged categories, on-voice response drafts, escalation flags and removal-request steps. Use when the user pastes a review or batch, asks for a response draft, wants a 1-star review handled,
Use when an RFP, RFI, RFQ, security questionnaire, vendor questionnaire, or proposal request arrives and the team needs a structured response — parsing multi-section buyer-dictated requirements (MANDATORY vs WEIGHTED vs NICE-TO-HAVE), building a Shipley-method
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
Gathers, compares, and interprets competitor intelligence—market share, pricing, campaigns, customer feedback—and turns it into sales strategies. Use when identifying competitors, comparing products, analyzing market share or pricing, running SWOT, benchmarkin
