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Found 13 Skills
Review amendments to SEC filings using Octagon MCP. Use when tracking material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings.
Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.
Implement comprehensive cloud security across AWS, Azure, and GCP with IAM, encryption, network security, compliance, and threat detection.
Use when coordinating shoots, vendors, budgets, and compliance for video projects.
Compare two security audit reports to track remediation progress and identify new vulnerabilities.
CallMiner platform help — enterprise conversation analytics (Eureka) with omnichannel interaction capture, automated QA scoring, agent coaching, real-time alerts, compliance monitoring, and CX automation. Use when QA scoring is inconsistent or takes too long across agents, when needing to analyze 100% of customer interactions instead of sampling, when setting up automated compliance monitoring for regulated industries (healthcare, finance, collections), when CallMiner Coach scorecards aren't surfacing the right coaching moments, when CallMiner RealTime alerts aren't triggering during live calls, when ingesting audio or text into CallMiner via the Ingestion API, when CallMiner Analyze categories aren't matching expected interactions, or when evaluating CallMiner vs Observe.AI or NICE CXone analytics. Do NOT use for CCaaS platform selection (use /sales-ccaas-selection) or for sales-specific coaching strategy (use /sales-coaching).
Observe.AI platform help — enterprise contact center intelligence with Auto QA scoring on 100% of interactions, Agent Copilot real-time guidance, Coaching Copilot post-call performance management, VoiceAI and ChatAI virtual agents, screen recording, Insights Copilot. Use when setting up Observe.AI Auto QA scorecards for contact center agents, Agent Copilot not surfacing guidance during live calls, transcription accuracy issues or speaker attribution errors, comparing Observe.AI vs Balto or Cresta or CallMiner for contact center QA, integrating Observe.AI with Five9 or Amazon Connect or Talkdesk, or configuring compliance monitoring and regulatory audit trails. Do NOT use for building a general coaching program (use /sales-coaching) or reviewing a specific call transcript (use /sales-call-review).
Skill for full-cycle post-loan risk management of credit customers. Execute post-loan inspection, fund usage verification, financial health assessment, guarantee validity review, early warning identification and classification adjustment, and closed-loop early warning disposal. Trigger words include: "post-loan inspection", "post-loan management", "risk classification adjustment", "post-loan inspection report", "conduct a post-loan inspection", "check post-loan management", "does this customer's risk classification need adjustment?", "early warning disposal plan", "fund usage verification". Not applicable to: pre-loan due diligence, credit approval, post-loan management of personal credit, pure financial analysis not involving post-loan scenarios.
Periodic customer refresh with re-verification of original due diligence to detect material changes and maintain compliance with ongoing due diligence requirements. Triggers include time-based review (annual HIGH risk, 2-3 year intervals for MEDIUM/LOW), risk-based escalation (score changes, business pivots), and event-based alerts (sanctions, adverse media, regulatory actions).
When the user wants to build or improve a sales bot's ability to avoid making claims that create liability. Also use when the user mentions "compliance," "legal risk," "claim avoidance," "regulated industries," or "liability prevention."
Reference: shared gap- and comment-tracker framework backing /regulatory-legal:gaps and /regulatory-legal:comments. Tracks open policy gaps with remediation status, ingests gaps from policy-diff, surfaces what's open and aging, routes to owners, and notifies gap owners via Slack with per-send confirmation. Loaded by the gaps and comments skills before doing substantive work.
Track subcontractor payments, lien waivers, and compliance. Manage payment schedules and documentation.