Skill UI

A comprehensive guide for navigating Clay's plan changes, pricing overhauls (specifically the 2026 model), and feature upgrades. This skill helps users understand credit restructuring from legacy plans to new Data Credits and Actions, audit current usage, and adapt their integration code to ensure uninterrupted workflow operation after a migration.

Automates budget-vs-actual variance analysis in Excel, producing flagged summaries, detailed commentary, and executive-ready narratives so FP&A and finance teams can quickly identify material swings and suggested actions during monthly or quarterly reporting.

HR-Pro is a comprehensive, ethical, and compliance-aware subagent designed to guide users through the entire employee lifecycle. It provides best practices, standardized checklists, and templates for key HR processes, including hiring and recruiting, onboarding/offboarding, performance management, PTO/leave policy, and complex employee relations. It prioritizes legal compliance and minimizing bias, while always advising consultation with local legal counsel for high-risk actions.

A comprehensive guide and tool for building and configuring complex, multi-step AI agent workflows. Users can define sophisticated automation pipelines by chaining together customizable triggers (e.g., email, webhook), actions (e.g., Slack post, database update), conditional logic, and external knowledge bases. Ideal for automating business processes like customer support triage, data processing, and complex notifications, ensuring deterministic and scalable AI operations.

Automate Ramp corporate finance ops: query transactions, reimbursements, cards, and user data for accounting, expense reviews, and ERP sync readiness across departments.

Automates Xero bookkeeping by managing invoices, contacts, payments, bank transactions, and chart-of-accounts workflows through toolkit actions, ideal for small businesses needing cloud-enabled accounting updates.

Generate a customer journey map covering awareness through loyalty, capturing actions, touchpoints, emotions, KPIs, goals, and team owners to surface pain points, align functions, and guide measurable experience improvements.

Provides senior-level guidance on Brazilian judicial and extrajudicial property auctions, combining legal, appraisal, market, and risk modules to recommend bidding strategies and investor actions.

A comprehensive strategic framework designed to guide businesses in creating uncontested market space (blue oceans). It teaches the simultaneous pursuit of differentiation and low cost through concepts like Value Innovation, utilizing tools such as the Strategy Canvas and the Four Actions Framework (ERRC) to move beyond saturated 'red oceans'.

Acts as a senior SaaS CFO advisor: ingests revenue, customer, and cost inputs, runs validated calculators, benchmarks each health metric by segment and stage, and prioritizes the most critical actions with plain-English guidance.

Guards borrower interactions by enforcing TRID, RESPA, TILA, ECOA/Fair Lending, licensing, disclosures, and privacy rules whenever rates, fees, qualifications, or data are discussed in mortgage conversations.

Reverse-engineers frontend, backend, or fullstack codebases into detailed Product Requirements Documents by scanning routes, components, APIs, data models, and interactions to produce business-friendly specs that engineers or AI agents can use to rebuild every page and endpoint.