Skill UI

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.

A comprehensive guide detailing the process of migrating bookkeeping and accounting services to Fondo. It covers multiple scenarios, including transfers from DIY solutions, other firms (like QuickBooks, Pilot, Bench), and managing changes in accountants. The guide outlines necessary data preparation (GL exports, bank statements, tax records) and the phased onboarding process to ensure seamless financial continuity for growing businesses.

Programmatically manages advanced elements on Miro boards using the REST API v2. Functions include creating connectors, uploading images (from URL or Base64), embedding external content (like videos/URLs), managing custom App Cards, and adding documents. Ideal for building complex, automated, and visually rich workflows, architecture diagrams, and collaborative dashboards.

This workflow integrates RemoFirst's core functionalities for global Human Resources (HR), Employer of Record (EOR), and payroll management. It automates the entire employee onboarding lifecycle, including creating employee records, checking country-specific compliance requirements (e.g., required documents like passports, P45), uploading necessary documents, and tracking the overall onboarding status. Ideal for companies managing international workforce compliance and payroll.

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 guide provides expert strategies for optimizing the critical post-signup user journey. Learn how to minimize time-to-value, define the core 'aha moment,' and structure effective first-run experiences. It covers best practices for onboarding checklists, empty state design, guided tours, and coordinating multi-channel communication (email/in-app) to boost activation rates and drive long-term retention.

A comprehensive, 6-phase simulation of a C-suite boardroom meeting. This skill facilitates structured strategic deliberation across multiple executive domains (e.g., Finance, Product, Marketing). Key phases include independent thinking (isolation), cross-examination, and devil's advocate reviews. The output is a formal Board Memo detailing recommendations, vote tallies, explicit dissents, and critical risk assessments, ensuring robust decision-making.

This skill transforms raw strategic questions or office-hours outputs into a standardized, one-page strategy brief. It is the critical first step in the decision pipeline, forcing the definition of the core question, generating multiple viable options, explicitly listing assumptions and constraints, and setting measurable success and failure (kill) criteria for structured boardroom deliberation.

This tool serves as the formal gate for documenting corporate decisions made during high-level meetings, such as boardrooms. It logs the founder's final, approved memo, creating a durable, structured record that feeds into future planning cycles. It maintains a two-layer memory system: raw transcripts for reference, and approved decisions for actionable, official company memory, ensuring accountability and historical continuity.

A structured founder interview designed to gather the canonical, comprehensive data for a company, including financials, team structure, business metrics, and strategic risks. It generates a single, authoritative `company-context.md` file, serving as the single source of truth for all subsequent AI agents and strategic decision-making processes. Essential for initial setup or after major company life events like funding rounds or pivots.

This guide provides expert principles and strategies for optimizing the entire user onboarding journey, from initial signup to achieving the 'Aha Moment.' It covers core CRO principles (Time-to-Value, One Goal Per Session), designing effective checklists, utilizing empty states, coordinating multi-channel communication (email/in-app), and defining key activation metrics. Use this when aiming to boost user retention and improve the first-run experience across SaaS, B2B, and mobile applications.

A sophisticated tool for commercial leaders preparing board-ready forecasts. It goes beyond single-number projections by decomposing pipeline into commit, best-case, and pipe-only tiers. It also projects cohort-level Net/Gross Revenue Retention (NRR/GRR) to detect leaky cohorts and scores per-stage funnel confidence, ensuring all assumptions are explicit for executive review.