Business & Marketing
1,814 results
- microsoft/BCQualityMicrosoftOfficialCollectionQuality skills and knowledge for Business Central development. The shared bar for humans and agents alike.
- Alts BriefAnthropicOfficialPrepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts, contributions/distributions/subscriptions/redemptions, lockups, and the platform's own IRR/TVPI/DPI/RVPI) and sits it beside the liquid book and IPS target from the…
- Estate And Tax BriefAnthropicOfficialPrepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and…
- OnboardingAnthropicOfficialWelcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's RIA, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how skills work, runs a live pre-meeting demo, shows them how to customize skills, and closes with a personalized recommendation for which skill to try next.
- Portfolio Rebalance ReviewAnthropicOfficialRun a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file.
- Post MeetingAnthropicOfficialTurn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approval, then writes what's approved and offers to file the record in Drive.
- Pre MeetingAnthropicOfficialPrepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), estate & tax status (Wealth.com), meeting notes (Zocks or CRM), recent correspondence…
- Prospect IntakeAnthropicOfficialStart a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advisor to upload.
- MemoryGoogleOfficialRecords and appends every user-agent customer support interaction to the memory.md log in the workspace.
- Vendor VerificationGoogleOfficialVerify whether vendors/merchants from expense records are real, registered business entities by querying the free Wikidata open API.
- B2b Outreach SuiteMicrosoftOfficialA complete B2B sales outreach toolkit for agentic sales solutions. Use this skill whenever the user wants to research a prospect or build an account briefing, create cold emails or first-contact emails, LinkedIn/social DMs and connection messages, plan a follow-up sequence or outreach cadence, write B2B ad copy (social posts, ads, flyers, headlines, out-of-home), or needs to answer a prospect's…
- Brand Voice PassMicrosoftOfficialUse this skill when the user asks to rewrite, humanise, de-AI, polish, localise, or align draft text to a brand voice, house style, named audience, or writing profile.
- Copilot Studio Harness PickerMicrosoftOfficialAssess business, experience, channel, identity, orchestration, governance, maturity, and cost requirements to recommend the right Microsoft Copilot Studio harness: GitHub Copilot, standard, or Copilot chat.
- Eu Greenwashing AnalysisMicrosoftOfficialUse this skill whenever the user submits a product description, marketing text, catalog entry, packaging copy, or advertising claim and asks to check it for greenwashing, environmental claim compliance, sustainability wording risks, or alignment with EU Directive 2024/825 or the Green Claims Directive.
- Stoic NegotiatorMicrosoftOfficialUse this skill whenever a user asks to prepare, analyze, conduct, review, or improve a legitimate negotiation or dealing activity such as salary, compensation, pricing, procurement, bids, offers, sales, contracts, partnerships, renewals, commercial terms, or disputes.
- Travel Cost EstimatorMicrosoftOfficialUse this skill whenever the user needs a cost estimate for a business trip — including "what will it cost to get to X", "price up that customer visit", "I need a travel budget for the offsite", or a manager asking for a number before approving travel.
- microsoft/power-cat-skillsMicrosoftOfficialCollectionPower Platform development extensions curated by Microsoft Power CAT (Customer Advisory Team)
- Business WorkflowsMicrosoftOfficialGenerate core business workflow documentation with sequence diagram
- Account Briefing GeneratorMicrosoftOfficialGenerates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user says "prep me for my call", "brief me on this account", "meeting prep", "I have a meeting with [company]", "account briefing", "customer briefing", or "prepare for customer meeting".
- Account Risk Early WarningMicrosoftOfficialIdentifies accounts showing warning signs of churn by analyzing activity trends, support cases, and engagement signals. Scores risk and prioritizes intervention targets. Use when user asks "which accounts are at risk", "churn risk analysis", "find accounts that might leave", "customer health check", "at-risk customers", "retention warning signs", or "account health score".
- Create An AssetMicrosoftOfficialGenerates customized sales assets including one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans from Dataverse context. Use when user says "create a one-pager", "draft a proposal", "generate executive summary", "build ROI summary", "create mutual action plan", "sales asset for [account]", "proposal outline", or "customer-facing document".
- Daily BriefingMicrosoftOfficialDelivers a prioritized morning summary covering today's meetings, overdue tasks, pipeline alerts, and recommended actions from Dataverse. Use when user says "what's on my plate today", "daily briefing", "morning summary", "what do I need to focus on today", "start my day", "daily digest", "today's priorities", or "what's happening today".
- Draft OutreachMicrosoftOfficialGenerates personalized outreach messages by pulling context from Dataverse records. Creates tailored emails for new prospects, re-engagement, follow-ups, or cross-sell. Use when user says "draft an email to [contact]", "write outreach for", "help me reach out to", "compose email", "re-engage this contact", "follow-up email", "prospecting email", or "outreach message for".
- Lead Qualification PlaybookMicrosoftOfficialGuides sales reps through structured lead qualification using BANT+ methodology. Evaluates leads, suggests discovery questions, scores quality, and recommends next steps. Use when user says "qualify this lead", "help me qualify", "BANT analysis", "score this lead", "should I convert this lead", "lead qualification questions", or "assess lead quality".