Loading...
Loading...
Found 3 Skills
Converts natural language business approval workflow descriptions into YonBIP-standard Excel workflow path tables to import workflow definition into YonBIP. Use when user provides approval rules in natural language and needs workflow path tables.
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.
Guide to analyze multiple documents (PDF, DOCX) against user-defined columns and produce a structured Excel output with citations. Use when the user wants to: (1) Extract specific information from multiple documents into a table, (2) Compare clauses or provisions across contracts, (3) Create a document review matrix with source citations. Triggers on: 'tabular review', 'document matrix', 'extract from documents', 'compare across documents', 'review multiple contracts'.