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Found 491 Skills
Handle HR workflows — onboarding, announcements, and employee comms.
Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.
Structured C-suite onboarding through a founder interview that captures company context across 7 dimensions. Generates a persistent company context file used by all C-level advisory skills. Includes quarterly refresh protocol, context quality scoring, and graceful handling of missing information. Use when setting up advisory context for the first time, refreshing stale company context, or onboarding a new executive.
Generates a complete social media crisis response playbook covering severity classification, per-level response protocols, holding statement templates, platform-specific actions, and a post-crisis review process. Also outputs a one-page Crisis Quick Card for the client to print. Invoke this skill when onboarding any new client (proactive setup), when a client reports a crisis already in progress, or when reviewing crisis preparedness for an existing account.
Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies
HR workflow automation - recruiting, onboarding, employee management, and offboarding processes
Use this skill to create CodeTour .tour files — persona-targeted, step-by-step walkthroughs that link to real files and line numbers. Trigger for: "create a tour", "make a code tour", "generate a tour", "onboarding tour", "tour for this PR", "tour for this bug", "RCA tour", "architecture tour", "explain how X works", "vibe check", "PR review tour", "contributor guide", "help someone ramp up", or any request for a structured walkthrough through code. Supports 20 developer personas (new joiner, bug fixer, architect, PR reviewer, vibecoder, security reviewer, and more), all CodeTour step types (file/line, selection, pattern, uri, commands, view), and tour-level fields (ref, isPrimary, nextTour). Works with any repository in any language.
Guide the creation, content, and delivery of required client disclosure documents for investment advisers and broker-dealers. Use when the user asks about Form ADV Part 2A or 2B content, Form CRS requirements, prospectus delivery obligations, privacy notice delivery, trade confirmation timing, account statement distribution, or electronic vs paper delivery compliance. Also trigger when users mention 'onboarding document checklist', 'what disclosures do we owe new clients', 'annual brochure update', 'brochure supplement for a new adviser', 'CRS conversation starters', or ask when and how disclosure documents must be delivered.
Project analysis tool designed to analyze the system architecture and inter-module data flow of codebases. This skill applies when you need to understand project structure, generate architecture diagrams, analyze data flow between modules, or create sequence diagrams. It supports outputting visual charts using Mermaid syntax. Use cases: (1) Project architecture organization (2) Module dependency analysis (3) Data flow tracing (4) New team member project onboarding (5) Technical document generation
Generate a GROOVE.md onboarding guide for contributors to a groove-enabled project. Explains the compound loop, commands, and conventions.
Multi-client outbound for lead gen agencies — infrastructure architecture, client isolation, domain strategy, warmup at scale, white-labeling, unified reporting, client onboarding playbooks, and cross-client operations. Use when setting up agency outbound infrastructure, onboarding new clients, isolating sending domains per client, managing warmup across 20+ mailboxes, building repeatable client onboarding processes, or designing agency-wide reporting. Do NOT use for Smartlead-specific platform config (use /sales-smartlead), single-domain deliverability (use /sales-deliverability), or individual campaign strategy (use /sales-cadence).
Behavior design framework based on BJ Fogg's "Tiny Habits". Use when you need to: (1) diagnose why users aren't completing key actions, (2) reduce friction using the Ability Chain, (3) design effective prompts, (4) create tiny behaviors that compound into retention, (5) audit motivation-ability mismatches, (6) design onboarding that builds lasting habits, (7) apply B=MAP to improve activation and retention metrics.