Skill UI

A comprehensive guide to setting up robust Role-Based Access Control (RBAC) and governance within enterprise data workspaces like Clay. Learn how to define specific user roles (Admin, Member, Viewer), allocate team credit budgets, isolate API keys, and conduct quarterly access audits to maintain data security and operational efficiency for large teams.

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.

This skill provides centralized management for organization-wide Windsurf settings, including editor preferences, AI behavioral policies, tool approvals, and compliance requirements. It is essential for administrators who need to standardize configurations, manage global team policies, and ensure organizational compliance across multiple teams within an enterprise setting.

This skill guides users through a comprehensive, multi-stage process for creating high-quality documentation. It systematically moves through Context Gathering (understanding the background and audience), Refinement & Structure (iteratively building and editing sections), and Reader Testing (simulating external review to catch blind spots). Ideal for drafting complex specifications, proposals, or design documents that need to be robust and clear for a wide audience.

A seven-pass copy editing framework that systematically improves marketing and conversion copy by sharpening clarity, consistency, benefits, proof, specificity, and emotion while preserving the original voice.

This skill provides a comprehensive audit framework for analyzing judicial and extrajudicial auction notices in Brazil. It systematically guides users through identifying hidden risks, dangerous clauses, property debts (IPTU, condo fees), occupancy status, and verifying the true valuation, ensuring a safer and more informed bidding process for real estate investors.

Helps founders and GTM teams set metrics, build tiers, and manage margins for AI products by grounding pricing choices in compute cost realities, credit systems, and buyer personas so revenue models scale with value.

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 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.

Executes the comprehensive workflow for claiming Research & Development (R&D) tax credits through Fondo. This skill guides users through qualifying R&D expense calculation, prepares the necessary Form 6765, and manages the payroll tax offset process for startups, potentially saving up to $500,000 annually.

A comprehensive guide for startups to maximize Return on Investment (ROI) by optimizing operational costs and leveraging R&D tax credits. This skill covers strategies for improving bookkeeping efficiency, structuring employment (W-2 vs. contractor), selecting the optimal financial plan, and minimizing overall accounting complexity using Fondo's tools.

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.