Stakeholder Update

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."

Tax Season Organizer

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Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

Tax Prep

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基于已结账的账目准备税务材料：季度预估缴税明细，或年终 1099-NEC 清单与会计师资料包。

Smb Onboard

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引导小微企业主完成首次设置：连接工具、运行一次体现价值的配方、记录业务背景并设定每周检查节奏。

Smb Router

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将小企业主的需求转接到合适的插件技能或命令，并说明可用功能。

Month End Prep

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Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."

Internal Comms

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按公司惯用格式撰写内部沟通文稿，如 3P 更新、公司通讯、FAQ、状态报告与事故报告。

Call Summary

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将通话记录或笔记整理成客户跟进邮件草稿、内部摘要和拟议的 CRM 更新。

Draft Outreach

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撰写个性化的冷启动或跟进销售外联邮件，并生成可供审阅的草稿。

Status Report

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生成结构化状态报告，包含 KPI、风险、待决事项与行动项，供管理层或相关方阅读。

Compose Outreach

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根据 Common Room 信号，生成邮件、电话话术和 LinkedIn 消息三种个性化外联草稿。

Call Prep

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利用 Common Room 的账户与联系人数据，为客户或潜在客户通话生成简洁的通话准备简报。