Lead Triage

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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根據已結帳的帳目準備稅務資料：季度預估繳稅明細，或年終 1099-NEC 清單與會計師資料包。

Smb Onboard

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引導小型企業主完成首次設定：連接工具、執行一次展現價值的配方、記錄業務背景並設定每週檢查節奏。

Smb Router

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將小型企業主的需求轉接到合適的外掛技能或指令，並說明可用功能。

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."

Content Strategy

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把 PayPal、QuickBooks 或 Square 的銷售資料轉成排序過的 30 天內容簡報。

Call List

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透過為潛在客戶排序、補充談話重點、建議行事曆時段並起草後續郵件，產生每日電話清單。

Draft Outreach

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撰寫個人化的冷開發或跟進業務外聯郵件，並產生可供審閱的草稿。

Competitive Intelligence

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分析競爭性贏單／輸單資料，產出單筆交易打法、作戰卡與每週競爭動態摘要。

Create An Asset

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根據已核准素材與客戶資料，為特定潛在客戶製作銷售簡報、單頁資料或留檔素材。

Contact Research

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從 Common Room 資料研究某個人的聯絡人檔案，並產出帶有互動訊號的結構化檔案。