Skill UI

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 comprehensive guide details the setup process for the Fondo platform, designed for automated startup bookkeeping, tax filing, and tracking R&D tax credits. Users must connect core financial sources, including payroll providers (e.g., Gusto, QuickBooks), corporate bank accounts (via Plaid), and expense management tools (e.g., Brex, Ramp). Following these steps ensures seamless data synchronization and compliance for US-incorporated businesses.

A comprehensive checklist to guide businesses through year-end financial closing, tax preparation, and compliance filing. It verifies the synchronization of data from banking, payroll, and expense platforms, ensuring all integrations are active, records are reconciled, and regulatory requirements are met to prevent missed deadlines or audit risks.

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.

This skill guides users through optimizing their Hootsuite platform usage and subscription costs. It provides detailed comparisons of various paid plans (Professional, Business, Enterprise) and offers actionable strategies, such as minimizing API calls, right-sizing plans based on profiles, and implementing usage monitoring to ensure cost efficiency.

This skill provides comprehensive automation for core HubSpot business processes. It manages marketing automation tasks, including creating and updating contact lists, processing form submissions, and executing marketing email campaigns. Furthermore, it handles the full customer support lifecycle by creating, updating, and closing support tickets and follow-up tasks.

An elite advisory skill designed for CTOs, IT Managers, and digital leaders. It acts as a collective intelligence of eight experts, providing comprehensive guidance on modern IT strategy, governance, and operational excellence. Core capabilities include FinOps management, AI governance roadmapping, C-suite executive communication, and aligning technology investments with core business value.

This skill transforms the agent into a senior strategic consultant, specializing in Philip Kotler’s macro-marketing environment analysis. It systematically evaluates PESTEL factors (Political, Economic, Social, Technological, Environmental, Legal) and synthesizes them into a high-impact SWOT matrix. Use this for market entry research, periodic strategic audits, or validating business assumptions against real-time macro-economic indicators.

This comprehensive workflow manages the end-to-end life cycle of sales readiness training on the MindTickle platform. Users can create complex courses containing mixed media (videos, documents, quizzes). It allows assigning courses to teams with due dates, tracking learner progress and quiz scores via analytics API, and updating content modules as business needs evolve.

This skill provides a comprehensive guide for deploying Navan's connections to major enterprise platforms, including ERP systems (NetSuite, Xero), HRIS (Workday), and Identity Providers (Okta, Azure AD). It covers best practices for expense sync, user provisioning (SCIM), and Single Sign-On (SAML/OIDC) using APIs and admin configurations, ensuring secure and accurate data flow across disparate business systems.

Generates professional and customized Non-Disclosure Agreements (NDAs) for various business scenarios, including partnerships, hiring, and vendor relationships. It supports mutual, one-way, employee, and vendor variants, ensuring comprehensive coverage across 15 mandatory legal sections. A key feature is the inclusion of plain English annotations after each section, allowing non-legal personnel to clearly understand the agreement's terms and implications.