Competitive Brief

Lead Triage

anthropics

精選

為 HubSpot 進站潛在客戶評分，排出附談話要點的電話清單，起草後續郵件並建議行事曆時段。

Start

anthropics

精選

初始化個人工作力系統：任務清單、工作記憶檔案和儀表板。

Call Prep

anthropics

精選

為即將到來的客戶會議產出一頁式通話準備簡報，包含與會者、客戶歷史與通話計畫。

Prospect

anthropics

精選

使用 Common Room 的 Prospector 建立目標客戶與聯絡人潛在客戶名單，支援反覆調整與網路補充資訊。

Account Research

anthropics

精選

針對潛在客戶公司與選用聯絡人產出附來源的研究簡報，檢查 CRM 歸屬並評估 ICP 契合度。

Ticket Deflector

anthropics

精選

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."

Audit Xls

anthropics

精選

稽核試算表公式與財務模型，找出錯誤、硬編碼和完整性問題並產出報告。

Sector Overview

anthropics

精選

產生產業與類股全景報告，涵蓋市場規模、競爭定位、估值與投資啟示。

Lbo Model

anthropics

精選

填寫並驗證 Excel 槓桿收購（LBO）模型範本，產出以公式驅動、格式規範的財務活頁簿。

Dcf Model

anthropics

精選

建立機構級 DCF 股權估值模型，輸出含預測、WACC 與敏感度分析的 Excel 活頁簿。

Comps Analysis

anthropics

精選

以 Excel 試算表形式建立機構級可比公司分析，涵蓋營運指標、估值倍數與統計基準。

Audit Xls

anthropics

精選

稽核試算表公式與財務模型，找出錯誤、硬編碼和完整性問題並產出報告。