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Found 4,946 Skills
Sonatype integration. Manage data, records, and automate workflows. Use when the user wants to interact with Sonatype data.
Flodesk integration. Manage Users, Subscribers, Emails, Workflows. Use when the user wants to interact with Flodesk data.
Zoho Bookings integration. Manage data, records, and automate workflows. Use when the user wants to interact with Zoho Bookings data.
Parser Expert integration. Manage data, records, and automate workflows. Use when the user wants to interact with Parser Expert data.
Gleap integration. Manage data, records, and automate workflows. Use when the user wants to interact with Gleap data.
A comprehensive Git command assistant and workflow guide. Trigger whenever the user asks how to perform a specific Git operation, wants to know what a Git command does, needs help fixing a Git mistake, or wants guidance on Git best practices (like branching, rebasing, or squashing).
Snipe IT integration. Manage data, records, and automate workflows. Use when the user wants to interact with Snipe IT data.
Patent writing assistant for Chinese patents. Helps with patent search, disclosure document writing, and patent workflow guidance. Triggers when: Writing a patent application, creating a patent disclosure document, conducting patent search and analysis, or planning patent strategy for a project. Commands: - /patent search <keywords> - Conduct patent search - /patent disclosure <invention> - Write disclosure document - /patent report <invention> - Generate self-search report - /patent workflow - Show patent workflow Capabilities: Patent search platform guidance, disclosure document templates, patent three-property analysis, writing tips and best practices, and workflow timeline estimation.
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 straight-through processing and operational automation for securities operations. Use when measuring STP rates and identifying manual touchpoints in an existing process, replacing review-all workflows with exception-based processing, selecting automation patterns for account opening trade processing settlement reconciliation or billing, designing integration between portfolio management custodian CRM and order management systems, building exception queuing categorization and auto-resolution workflows, evaluating RPA vs API-based vs hybrid automation for legacy systems, establishing operational controls and audit trails for automated environments, conducting process mining or root cause analysis on exception volumes, or setting STP rate targets and continuous improvement programs.
Design and operate reconciliation processes that ensure data accuracy across portfolio management custodian and clearing systems. Use when building or evaluating a daily position cash or transaction reconciliation process, investigating discrepancies between internal systems and custodian records, diagnosing recurring break patterns especially from corporate actions or pricing differences, setting tolerance thresholds for position cash or market value matching, implementing three-way reconciliation across advisor system custodian and clearing firm, designing break investigation workflows with aging and escalation, normalizing data across multi-custodian feeds from Schwab Fidelity or Pershing, reconciling cost basis tax lots or accrued income across systems, evaluating reconciliation platforms like Arcesium Duco or Advent Geneva, or preparing for regulatory examinations on books and records accuracy.
Review Studio integration. Manage data, records, and automate workflows. Use when the user wants to interact with Review Studio data.