Call Prep

Lead Triage

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对 HubSpot 入站线索评分，排出带谈话要点的电话清单，起草跟进邮件并建议日程时段。

Start

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初始化个人生产力系统：任务清单、工作记忆文件和仪表盘。

Prospect

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使用 Common Room 的 Prospector 构建定向客户与联系人潜在客户名单，支持迭代优化和网络补充信息。

Account Research

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针对潜在客户公司及可选联系人生成有来源的研究简报，检查 CRM 归属并评估 ICP 匹配度。

Competitive Brief

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生成竞争分析简报，涵盖竞品定位、功能对比、赢单/丢单模式与市场趋势。

Ticket Deflector

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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

Morning Note

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为覆盖股票撰写简明的晨会纪要，涵盖隔夜动态、交易想法和当日关键事件。

Dd Meeting Prep

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为尽职调查会议（如管理层演示、专家访谈）准备问题清单、基准数据和需重点探查的风险信号。

Dd Checklist

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生成并跟踪按行业定制的尽职调查清单，涵盖各工作流、状态跟踪与红旗升级。

Deal Tracker

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跟踪进行中的并购交易，管理里程碑、截止日期、行动项和每周交易回顾。

Client Review

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为客户回顾会议准备投资组合业绩、配置分析、谈话要点和行动事项。

Morning Note

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为覆盖股票撰写简明的晨会纪要，涵盖隔夜动态、交易想法和当日关键事件。