Skill UI

Provides automated guidance for implementing pdf parser workflows, helping business automation scenarios such as email handling, spreadsheet updates, and workflow optimization by following industry patterns and validating outputs.

A specialized skill for drafting high-impact, highly personalized investor communications. It covers cold emails, warm intro requests, follow-up updates, and overall pipeline management. The skill ensures every message is concrete, actionable, and structured to maximize engagement and minimize friction with busy investors.

A comprehensive system for creating high-conversion quiz and assessment funnels. This skill guides users through a 4-step process, from crafting irresistible landing pages (concept hooks) to designing structured questionnaires and automating follow-up sequences. It is specifically designed to generate qualified leads by tapping into prospects' dormant desires, achieving 30-50% conversion rates.

Auto-generate professional GEO service proposals from audit data, translating findings into business risks, tiered recommendations, pricing, timeline, and PDF-ready documentation for prospect follow-up.

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.

This workflow automates post-meeting intelligence management. It syncs detailed meeting notes, summaries, and action items captured by Fathom to major CRMs like Salesforce or HubSpot. It also generates tailored follow-up emails and maintains a structured meeting history database, ensuring seamless follow-through and accurate record-keeping after every meeting.

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.

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.

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.

This meta-skill converts messy meeting inputs—such as transcripts, rough notes, or recordings—into highly structured, actionable outputs. It automatically extracts key decisions, assigns owners, generates follow-up tasks, and creates drafts for popular collaboration platforms like GitHub, Trello, or Notion, ensuring continuity from discussion to execution.

A specialized skill for drafting high-impact, highly personalized investor communications. It covers cold emails, warm intro requests, follow-up updates, and overall pipeline management. The skill ensures every message is concrete, actionable, and structured to maximize engagement and minimize friction with busy investors.