Skill UI

A comprehensive tool for managing Lark/Feishu approval workflows. It allows users to query pending or completed tasks, view detailed instance progress, and perform essential actions such as approving, rejecting, transferring, adding signers, or following up on requests. Ideal for automating manual approval steps in a business process.

Comprehensive automation toolkit for managing all aspects of the Close CRM platform. Easily create and manage leads, log detailed calls, send SMS messages, set follow-up tasks, and record notes. It ensures seamless, automated tracking of customer interactions and pipeline management.

A powerful tool utilizing Rube MCP to automate interactions with Make (formerly Integromat) scenarios. It allows users to retrieve detailed operation logs, monitor usage data, and validate critical configuration parameters such as supported languages and timezones. Ideal for building comprehensive workflow monitoring dashboards and ensuring the integrity of complex integration pipelines.

This guide walks users through verifying the complete setup of their Fondo account. It covers essential financial checks, including synchronizing bank transactions, reviewing automated transaction categorization (payroll, software, office), and confirming eligibility and data needed for R&D tax credits. Use this when initially setting up or auditing your core financial data flow.

A comprehensive workflow for performing full CRUD (Create, Read, Update, Delete) operations across various Attio records, including people, companies, and deals. This utility supports complex data interactions, advanced filtering, targeted searching, and record linking, making it ideal for automating core CRM data management tasks.

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

A comprehensive guide to diagnose and resolve common operational issues within the Fondo platform. It provides step-by-step solutions for sync failures (bank transactions, payroll data), expense categorization errors, and complex R&D tax credit qualification problems. Ideal for finance teams and small business owners needing to maintain data integrity and compliance.

This reference architecture outlines a comprehensive financial stack for startups. It centralizes core financial functions—including banking (Mercury), payroll (Gusto), revenue/expense tracking (Stripe/Brex), and advanced bookkeeping/tax services (Fondo)—into a unified data flow. It helps founders and finance teams manage everything from daily transactions to monthly closing, tax filings (like R&D credits), and generating board reports efficiently.

This workflow integrates with the Ramp API for advanced corporate card and expense management. It allows users to programmatically issue virtual cards, set and modify spending limits, and perform card lifecycle actions such as suspension or termination. Ideal for automating corporate financial processes, expense tracking, and accounting synchronization.

This workflow integrates with the Ramp API to manage corporate card transactions and expenses. It allows users to list, filter, and retrieve detailed transaction data, and crucially, sync these expenses directly to an accounting system (ERP). The process includes mapping transactions to general ledger accounts, making it ideal for finance teams handling expense reconciliation and accounting processes.

This workflow utilizes the SalesLoft REST API to comprehensively track and analyze sales engagement. Users can retrieve detailed information on emails (tracking opens, clicks, and replies), log call activities (including disposition and sentiment), and aggregate metrics across entire cadences to build performance dashboards. Ideal for sales operations and data analysts needing deep insights into prospect interactions.

This skill analyzes a live website or application to understand its underlying business model, data collection practices, and user interactions. It then generates a comprehensive, 16-section Terms of Service document, automatically incorporating provisions for GDPR, CCPA, and other major compliance frameworks. Ideal for launching new SaaS, e-commerce, or mobile products.