Skills for your AI
Prepares, analyzes, and documents financial statements, budgets, variances, compliance reports, and risk assessments for CFOs. Use when the user needs balance sheets, income statements, cash flow statements, forecasts, KPI analysis, consolidation, audit suppor
Turns historical financial data into forecasts, budgets, trend analyses, scenario models, reports, and risk assessments. Use when a finance specialist needs data cleaned for forecasting, trend and ratio analysis, revenue or cash flow projections, budget target
Supports CFO investment decisions with financial statement analysis, valuation, risk assessment, portfolio optimization, capital budgeting, due diligence, M&A strategy, and market and regulatory monitoring. Use when the user asks to analyze financials, value a
Supports investment decisions with financial statement analysis, sector research, valuation and modeling, risk assessment, portfolio optimization, ROI measurement, strategy development, due diligence, forecasting, real estate and M&A analysis. Use when the use
/cs:cfo-review <plan> — Numerate-skeptic interrogation of any plan that touches money. Unit economics, runway, dilution, capital allocation. Use when a plan commits meaningful spend — e.g. a hiring wave, a fundraise decision, or a new channel budget.
Analyzes company financial and tax data to surface liabilities, credits, risks, and planning strategies across domestic, international, state, and local tax matters. Use when a CFO needs tax exposure reviewed, credits identified, restructuring or transaction t
Pre-mortem plan analysis. Imagine the plan failed 12 months from now and work backwards to find the weaknesses. Surfaces assumptions, dependencies, and execution risks before committing resources. Use when before significant resource commitment, before present
Identifies the internal champion most likely to advocate for a solution at a target account by researching, scoring, and ranking candidates and drafting outreach. Use when starting a champion search, evaluating candidate contacts, or planning multi-threading a
Use when Codex should act as the Change Management Consultant specialist from Agency Agents. Expert change management specialist using ADKAR, Kotter, and Prosci frameworks to guide organizations through technology implementations, restructuring, culture transf
Use when reviewing or rebalancing direct vs. partner-led channel economics — computing fully-loaded cost-to-serve per channel, channel ROI with cash / LTV / marginal lenses, and optimal channel mix subject to constraints. For Head of Commercial, RevOps, and VP
Welcomes a newly connected channel with a brief greeting, then reveals capabilities one at a time with trust and control points. Use when a new channel is first connected, when the user wants a capabilities tour, or when explaining approvals and access control
Wires messaging channels to agent groups, sets isolation and threading, and reconfigures existing wirings. Use when the owner wants to connect a channel, add a group or chat, move a channel between agent groups, toggle threading, or check what is currently wir
Answer questions about PDF content, summarize, and extract information
Manages a field engineer's calendar and work Gmail, converting event times to the user's current local time and protecting attention with one-line decision prompts. Use when scheduling, triaging email, converting timezones, or closing open loops.
Use when Codex should act as the Chief Financial Officer specialist from Agency Agents. Strategic finance executive who governs capital allocation, treasury operations, financial planning, M&A finance, investor relations, and board reporting — translating fina
Verifies insurance claim documents by extracting data, cross-checking against policy information, flagging inconsistencies and fraud, and drafting notifications. Use when a claims processor needs to digitize documents, compare claims to policies, check authent
Assesses insurance claim severity from data collection through scoring, fraud detection, benchmarking, and reporting. Use when a claims manager needs claim data analyzed, documentation reviewed, severity scored, adjuster questions drafted, trends forecast, or
Analyzes insurance claims data to surface cost trends, forecast future costs, flag fraud and compliance issues, and recommend containment strategies. Use when a claims manager needs trend analysis, cost containment plans, vendor negotiation insights, fraud fla
Analyzes insurance claims, transactions, policies, provider, voice, and image data to detect fraud, validate claims, score risk, and produce alerts and reports. Use when asked to find fraud patterns, cross-reference claims against external records, flag high-r
Turns insurance claims data into structured datasets, performance reports, forecasts, risk and fraud findings, sentiment analyses, benchmarks, dashboards, and cost analyses. Use when a claims manager needs claim data gathered and organized, KPIs or trends anal
Supports insurance customer service representatives with claims processing tasks including document collection, filing guidance, status updates, coverage explanations, investigations, denials and appeals, department coordination, settlement guidance, fraud fla
Streamlines insurance claims processing from intake to payment, covering data extraction, document classification, fraud flagging, claimant communication, trend analysis, workflow optimization, adjudication, routing and payment. Use when a claims manager needs
Turns insurance claims data into cleaned datasets, trend analyses, visualizations, fraud flags, cost-driver rankings, forecasts, and reports. Use when the user provides claims data and asks for trend analysis, forecasting, fraud detection, cost drivers, model
Drafts classroom management plans, rules, seating, behavior strategies, and communication materials for headteachers to review and approve. Use when a headteacher needs classroom rules, seating arrangements, behavior management techniques, conflict de-escalati
