cfo-advisor
Financial leadership advisor for CFOs on financial planning, fundraising, investor reporting, unit economics, cash management, and financial operations.
Boost efficiency with task automation and organizers.
Financial leadership advisor for CFOs on financial planning, fundraising, investor reporting, unit economics, cash management, and financial operations.
Skills para gerenciar clientes, contatos e relacionamento. Inclui CRUD, filtros, analytics e operações em lote.
Generate structured task roadmaps from project specifications. Use when the user asks to create tasks, sprint plans, roadmaps, or work breakdowns based on PRD (Product Requirements Document), Tech Specs, or UI/UX specs. Triggers include requests like "generate tasks from PRD", "create sprint plan", "break down this spec into tasks", "create a roadmap", or "plan the implementation".
Improve customer onboarding, retention, and account health. Use for customer success strategy, churn reduction, QBRs, or customer lifecycle tasks.
Complete Linear workflow automation for development tasks. Triggers: "linear workflow", "start task", "work on issue", "create pr", "merge pr", "开始任务", "处理Issue", "创建PR", "合并PR".
Multi-channel demand generation, paid media optimization, SEO strategy, and partnership programs for Series A+ startups. Includes CAC calculator, channel playbooks, HubSpot integration, and international expansion tactics. Use when planning demand generation campaigns, optimizing paid media, building SEO strategies, establishing partnerships, or when user mentions demand gen, paid ads, LinkedIn ads, Google ads, CAC, acquisition, lead generation, or pipeline generation.
Expert guidance on Frappe Workflow system including workflow structure, states and transitions, workflow actions, email notifications, permission hooks (before_transition, after_transition, filter_workflow_transitions, has_workflow_action_permission), and best practices. Use when creating workflows, implementing workflow logic, understanding state transitions, working with workflow actions, configuring email notifications, or troubleshooting workflow-related issues.
Generate phased implementation plans from requirements and UI wireframes. Use when the user provides requirements documents and/or UI wireframes and wants to create a detailed, phased implementation plan. Triggers on requests like "create implementation plan", "plan the implementation", or when asked to design an implementation approach for a project with existing requirements. Produces description-only plans (no code) with clear phases, dependencies, and testing checklists.
Create and collaborate on business model canvases and strategic planning templates.
Analyzes business metrics, KPIs, revenue, and growth patterns for BookInk. Use for cohort analysis, unit economics, investor reporting, and data-driven decisions. Triggers on "business metrics", "KPIs", "revenue analysis", "cohort".
Manage bookkeeping tasks using the Layer API. Use for journal entries, account management, financial reports (P&L, balance sheet), ledger accounts, and categorizing transactions. Invoke when users mention accounting, bookkeeping, journal entries, chart of accounts, P&L, profit and loss, balance sheet, or financial reports.
Use this skill when creating, updating, or querying AI-optimized tracking artifacts. Invoke for: creating phase progress tracking, updating task status, querying pending/blocked tasks, generating session handoffs, validating artifacts, or understanding how to use progress files for orchestration. Provides YAML+Markdown hybrid format with 95% token reduction. Core functions: CREATE, UPDATE, QUERY, VALIDATE, ORCHESTRATE.
Create professional Excel dashboards and export data to styled HTML reports. Use when users need to create interactive dashboards in Excel, export Excel data to HTML with modern CSS styling, generate reports with visualizations, create printable schedules, build responsive web reports from Excel data, or design data visualization interfaces. Includes patterns for stat cards, navigation bars, responsive tables, charts, and multi-page report layouts.
Эксперт по статус-отчётам. Используй для создания шаблонов отчётов, executive summaries и project dashboards.
Specialized skill for building React UI components for the construction project management platform. Use when creating interfaces for dashboard, job management, plan specification (40 plans, 567 options selector), schedule board, PDSS tracking, subdivision portfolio (31 subdivisions), or contract management. Includes component patterns, state management, form handling, real-time updates, and mobile-responsive designs specific to construction workflows.
Implement Stripe payments, subscriptions, webhooks, and customer management following best practices. Includes subscription tiers, trial periods, upgrade/downgrade flows, invoice handling, and payment security. Use when implementing monetization, billing, or payment processing.
Create tickets, roadmaps, and track feature development. Use when user mentions new feature, bug fix, improvement, ticket creation, or needs a roadmap template.
Expert in creating comprehensive task files, planning docs, PRDs, tech specs, and implementation roadmaps with proper sequencing, testing strategy, and production checklists. Use when planning features, creating project docs, or structuring development workflows.
Integration with Hyphen SupplyPro SPConnect API v13 for construction supply order management. Use when working with SupplyPro orders, BuildPro integration, sending order responses, delivery notifications (ASN), handling OAuth authentication, or automating construction material order workflows. Supports order acceptance/rejection, shipment tracking, and two-way ERP integration.
Manage Interface specifications with CRUD operations, automatic numbering, and AsciiDoc formatting
Map user flows and journeys through your application for UX design and workflow visualization, independent of testing.