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.

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.

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.

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.

This guide provides a deep-dive solution for migrating comprehensive CRM data from various sources (like Salesforce, Pipedrive, or spreadsheets) into HubSpot. It supports data mapping, creating custom properties, and executes robust batch imports via API, ensuring data integrity and seamless re-platforming for marketing and sales workflows.

This structured mode acts as an experiment design partner for Product Managers. It guides users through formulating testable, falsifiable hypotheses, designing rigorous A/B tests (including sample size, duration, and guardrails), and interpreting results honestly. It helps PMs move from vague beliefs to clear, data-backed decisions: Ship, Iterate, or Kill.

idea-os is a comprehensive, five-phase pipeline designed to transform a raw, abstract idea into a fully structured, build-ready plan. It guides users through Triage, Clarification, Deep Research, detailed PRD creation (including non-goals and metrics), and finally, a phased execution plan. The system adapts its complexity and vocabulary to the user's sophistication level, providing everything from foundational market analysis to actionable technical stack recommendations.

A comprehensive advisor for Hospital IT Managers and Digital Health Leaders. This skill guides digital transformation across the entire healthcare lifecycle, focusing on achieving clinical safety, compliance (HIMSS, ONA, JCI), and maximizing operational value. It covers everything from HIS/PEP integration (MV-SOUL, Tasy) and interoperability standards (FHIR, HL7) to advanced security frameworks (NIST, ISO 27001) and legal compliance (LGPD). Ideal for planning digital roadmaps and ensuring high-availability for life-critical systems.

A guide to managing and optimizing costs within the Klaviyo platform. This skill teaches how to audit active profiles, clean up unengaged contacts by suppressing them, implement event sampling for high-volume tracking, and monitor API usage to prevent unexpected billing increases. Ideal for marketing teams focused on maximizing ROI and maintaining a healthy mailing list.