Business & Marketing
1,814 results
- Invoice ChaseAnthropicOfficialDrafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; everything else queues as a mail draft, with the Airwallex hosted pay link included where one exists.
- Journal Entry PrepAnthropicOfficialPrepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.
- Kb ArticleAnthropicOfficialDraft a knowledge base article from a resolved issue or common question. Use when a ticket resolution is worth documenting for self-service, the same question keeps coming up, a workaround needs to be published, or a known issue should be communicated to customers.
- Legal ResponseAnthropicOfficialGenerate a response to a common legal inquiry using configured templates, with built-in escalation checks for situations that shouldn't use a templated reply. Use when responding to data subject requests, litigation hold notices, vendor legal questions, NDA requests from business teams, or subpoenas.
- Legal Risk AssessmentAnthropicOfficialAssess and classify legal risks using a severity-by-likelihood framework with escalation criteria. Use when evaluating contract risk, assessing deal exposure, classifying issues by severity, or determining whether a matter needs senior counsel or outside legal review.
- Margin AnalyzerAnthropicOfficialAnalyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. "a 5% increase historically correlates with ~3% volume drop"). Surfaces analysis only — does not recommend a price.
- Marketing MondayAnthropicOfficialDelivers the weekly growth briefing as one merged read — whether the growth engine is working, what customers are saying in public and private, what competitors actually changed, and the three growth actions worth taking this week.
- Monday BriefAnthropicOfficialRuns the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector snapshot of cash, sales, and pipeline, and report-builder for any saved KPI reports the owner has already defined — then reads the week ahead straight from Calendar and mail and merges all three parts into a single one-page Monday document, delivered per the owner's stored output preference.
- Outreach ComposerAnthropicOfficialWrites prospect outreach and follow-up sequences that sound like the owner wrote them, not like an AI did. Learns a voice profile from the owner's own sent mail, grounds every message in something specific about that prospect, builds the follow-up sequence behind it, queues every send for approval, and logs each touch to the CRM.
- Performance ReportAnthropicOfficialBuild a marketing performance report with key metrics, trend analysis, wins and misses, and prioritized optimization recommendations. Use when wrapping a campaign, when preparing weekly, monthly, or quarterly channel summaries for stakeholders, or when you need data translated into an executive summary with next-period priorities.
- Price CheckAnthropicOfficialProduces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.
- Process OptimizationAnthropicOfficialAnalyze and improve business processes. Trigger with "this process is slow", "how can we improve", "streamline this workflow", "too many steps", "bottleneck", or when the user describes an inefficient process they want to fix.
- Response DraftingAnthropicOfficialDraft professional, empathetic customer-facing responses adapted to the situation, urgency, and channel. Use when responding to customer tickets, escalations, outage notifications, bug reports, feature requests, or any customer-facing communication.
- RestockAnthropicOfficialTurns what is actually selling into a reorder decision and gets it all the way into the books — computes sales velocity and conservative stockout dates per item, sizes the reorder, drafts the purchase order and the vendor email, and then stages the matching entry so the bill matches against the PO when it arrives. Flags the money sitting still too, so dead stock gets cleared instead of reordered.
- Review ContractAnthropicOfficialReview a contract against your organization's negotiation playbook — flag deviations, generate redlines, provide business impact analysis. Use when reviewing vendor or customer agreements, when you need clause-by-clause analysis against standard positions, or when preparing a negotiation strategy with prioritized redlines and fallback positions.
- Review ReputationAnthropicOfficialWatches what customers are saying in public and in private, then does something about it. Aggregates Google, Yelp, and Facebook reviews alongside disputes, tickets, and email into themes backed by verbatim quotes; drafts a reply to every review in the owner's own voice for approval; spots customers who have gone quiet or look likely to leave; and drafts win-back offers for the ones worth keeping.
- Run CampaignAnthropicOfficialRuns an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.
- Sales BriefAnthropicOfficialSurfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days.
- Smb OnboardAnthropicOfficialClaude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence.
- Smb RouterAnthropicOfficialThe front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context.
- Social Content EngineAnthropicOfficialRuns the owner's content operation as a standing thing rather than a one-off: keeps a rolling posting calendar, learns the owner's voice, generates on-brand Canva graphics, writes captions that sound like them, repurposes one asset into every channel format, and stages posts for approval instead of publishing on its own.
- Stakeholder CommsAnthropicOfficialDraft stakeholder updates tailored to audience — executives, engineering, customers, or cross-functional partners. Use when writing weekly status updates, monthly reports, launch announcements, risk communications, or decision documentation.
- Stakeholder UpdateAnthropicOfficialGenerate a stakeholder update tailored to audience and cadence. Use when writing a weekly or monthly status for leadership, announcing a launch, escalating a risk or blocker, or translating the same progress into exec-brief, engineering-detail, or customer-facing versions.
- Tax PrepAnthropicOfficialPrepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload.