Skill UI

Automates budget-vs-actual variance analysis in Excel, producing flagged summaries, detailed commentary, and executive-ready narratives so FP&A and finance teams can quickly identify material swings and suggested actions during monthly or quarterly reporting.

Generates comprehensive Epic-level PRDs for large SaaS initiatives, translating high-level requests into structured goals, journeys, requirements, and value summaries saved for architecture planning.

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.

This skill acts as a technical translator, helping Product Managers understand complex systems, codebases, APIs, and technical concepts. It goes beyond simply explaining technology by connecting technical details to real-world product implications (the 'so what'). It structures findings into summaries, workings, product impacts, and crucial questions for engineering, ensuring all insights are immediately actionable for product decisions.

Generates a comprehensive, single-screen financial report in a self-contained HTML file. This skill is designed for analyzing key business metrics, including P&L summaries, MRR trends, KPI cards (Revenue, Gross Margin, Cash Runway), and top-accounts analysis. Ideal for quarterly or monthly financial reviews in SaaS or startup environments.

This skill generates a comprehensive discovery call brief designed for sales professionals. Users input prospect details and product info, and the AI outputs a structured guide including market research summaries, hypotheses about pain points, deep-dive questioning frameworks, and clear success criteria. It ensures every sales conversation is strategic, context-driven, and leads to a defined next step.

Transforms verbose, detailed product updates into highly concise and structured executive briefings. Ideal for C-suite reporting, board updates, or leadership summaries, this skill focuses on actionable insights: key metrics, risks, required decisions, and next steps, ensuring the information is immediately digestible for busy executives.