Skill UI

A comprehensive skill set for senior transportation managers overseeing a large, multi-modal carrier portfolio. It covers the full lifecycle of carrier engagement, including sourcing, compliance checks (FMCSA SAFER), executing complex RFPs, negotiating granular rate components (linehaul, FSC, accessorials), and establishing performance scorecards. Use this skill to optimize logistics costs, mitigate supply chain risks, and ensure consistent service quality across varied freight types.

Implement Okta as a centralized Identity Provider (IdP) for robust multi-cloud security across AWS, Azure, and GCP. This skill covers configuring Single Sign-On (SSO), deploying phishing-resistant Multi-Factor Authentication (MFA), automating user lifecycle management via SCIM, and enforcing adaptive access policies based on device posture and user risk, helping organizations achieve Zero Trust compliance.

This skill automates the entire SOC 2 Type II audit lifecycle. It facilitates gap assessment against AICPA Trust Services Criteria (CC1-CC9) and collects continuous evidence from major cloud providers (AWS, Azure, GCP) and identity systems (Okta, Jira). It supports validating control effectiveness, remediation tracking, and overall compliance monitoring for Security, Availability, Processing Integrity, Confidentiality, and Privacy.

Automate end-to-end customer support workflows within Freshdesk. This skill allows users to manage the complete ticket lifecycle, including creating new cases, updating statuses, performing advanced searches, and adding public replies or private notes. It is designed for integrating sophisticated support operations into automated processes via Rube MCP.

This skill provides comprehensive automation for managing OneDrive file lifecycles. Users can perform advanced operations including searching across metadata and content, uploading and downloading files, organizing folders, creating share links, and granularly managing permissions for specific users. It utilizes a structured workflow approach via Rube MCP, making it ideal for automating business processes involving cloud document storage and collaboration.

This comprehensive workflow manages the full property lifecycle using the AppFolio API. It handles authentication, creating and updating property records and units, onboarding new tenants, generating lease agreements, and querying real-time occupancy/vacancy data. Ideal for automating core real estate management tasks in a SaaS environment.

Automate the full lifecycle of maintenance work orders within AppFolio. This workflow guides users through creating new work orders from tenant requests, assigning vendors, tracking real-time progress across multiple properties, and finally closing out jobs with detailed cost records and resolutions. It ensures property managers maintain a complete audit trail from initial report to final completion.

A comprehensive workflow for managing employee lifecycles within BambooHR. This skill enables CRUD operations (Create, Read, Update, Delete) on employee records, synchronizing directory data to external systems, generating custom reports, and interacting with structured tables like job history and compensation. Ideal for building robust HR data pipelines and integrating HR data into external applications.

This skill guides users through establishing a complete fundraise pipeline within Finta. It covers setting up deal stages, adding target investors using manual entry, CSV import, or Aurora AI prospecting. Users learn how to track progress automatically based on communications, set up secure deal rooms, and send structured financial updates to manage the entire fundraising lifecycle.

This workflow provides comprehensive methods to manage Intercom contacts, covering the full lifecycle from anonymous leads to identified users. Users can create, search, update, merge leads into users, and manage custom attributes and segments. Ideal for building robust CRM features, synchronizing user data, or implementing advanced contact search capabilities in a SaaS application.

A comprehensive platform for managing the entire fundraising lifecycle. Users can leverage AI to prospect ideal investors, automate outreach campaigns, establish secure deal rooms for document sharing, track due diligence progress, monitor key performance metrics, and finalize funding commitments, all within a single workflow.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.