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Found 3,437 Skills
TriNet integration. Manage data, records, and automate workflows. Use when the user wants to interact with TriNet data.
Verbolia integration. Manage data, records, and automate workflows. Use when the user wants to interact with Verbolia data.
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.
Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.
Fix GitHub Actions CI failures using GitHub CLI (gh): inspect runs/logs, identify root cause, patch workflows/code, rerun jobs, and summarize verification. Use when GitHub Actions CI is failing or needs diagnosis.
Journy.io integration. Manage data, records, and automate workflows. Use when the user wants to interact with Journy.io data.
Azure DevOps integration. Manage data, records, and automate workflows. Use when the user wants to interact with Azure DevOps data.
Finicity integration. Manage data, records, and automate workflows. Use when the user wants to interact with Finicity data.
Archbee integration. Manage data, records, and automate workflows. Use when the user wants to interact with Archbee data.
· Write, review, or architect CI/CD pipelines -- GitHub Actions, GitLab CI, Forgejo. Covers pipeline security, SHA pinning, SBOM, and runner configuration. Triggers: 'ci/cd', 'pipeline', 'github actions', 'gitlab ci', 'forgejo', '.github/workflows', 'runner', 'sha pinning'.
Ubiq Security integration. Manage data, records, and automate workflows. Use when the user wants to interact with Ubiq Security data.
TurboSMTP integration. Manage data, records, and automate workflows. Use when the user wants to interact with TurboSMTP data.