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fengyiqicoder

@fengyiqicoder source repo

7 published skills

  1. ▌
    Docusign Contract Extractor · fengyiqicoder bundle
    Use when the user shares a contract, MSA, SOW, NDA, vendor agreement, lease, employment offer, or any legal document and asks for a summary, key terms, risk review, "what am I signing", "should I sign this", red flags, renewal dates, or to extract specific clauses. Triggers on phrases like "review this contract", "what does this mean", "is this normal", "find the auto-renewal clause", "summarize this MSA". Also triggers when user uploads a .pdf or .docx contract file or pastes contract text.
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    Gmail Receipt Tracker · fengyiqicoder bundle
    Use when the user needs to find, organize, categorize, or export receipts and business expenses from email — Gmail, Outlook, or any inbox. Triggers on "find my receipts", "build expense report", "categorize my purchases", "track business expenses", "I need receipts for tax", "search for Uber/AWS/Amazon receipts", "build a 1099 / Schedule C summary", "what did I spend on [category]". Also triggers when user mentions tax prep, audit prep, or quarterly expense review.
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    Hubspot Pipeline Cleanup · fengyiqicoder bundle
    Use when the user wants to clean up HubSpot (or any CRM — Salesforce, Pipedrive, Close) pipeline, identify stale deals, fix deal stages, or audit pipeline health. Triggers on "my pipeline is a mess", "find stale deals", "clean up HubSpot", "review my deals", "what should I close out", "pipeline review before forecast", "deals stuck in stage X", or running quarterly pipeline hygiene. Also triggers when the user mentions forecast accuracy problems or sales velocity metrics.
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    M365 Meeting Prep · fengyiqicoder bundle
    Use when the user has a meeting coming up and wants to prepare. Triggers on "prep for my meeting", "what should I know about X before our call", "research these people", "I have a meeting with [Company/Person] tomorrow", "build my brief", "background check on the prospect", "what's our history with this customer". Also triggers when user mentions specific upcoming meetings, calendar reviews, or wants intelligence briefings before sales/customer/investor calls.
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    Paypal Stripe Reconciliation · fengyiqicoder bundle
    Use when the user wants to reconcile PayPal, Stripe, Square, or any payment processor (PSP) against bank deposits or accounting records. Triggers on phrases like "Stripe payout doesn't match the bank", "PayPal balance is off", "reconcile my Stripe", "match payouts to invoices", "where did the missing $X go", or "Stripe fees aren't showing up right". Also triggers when reviewing PSP statements, finding refunds/chargebacks, or before month-end close for any business taking online payments.
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    Quickbooks Month End Close · fengyiqicoder bundle
    Use when the user mentions closing the books, month-end, month end close, monthly close, MEC, reconciling QuickBooks, finalizing financials, closing QBO, or asks "what do I need to do to close last month" / "help me close November" / "QuickBooks balance doesn't match the bank". Also triggers on bookkeeping cleanup, finding missing transactions, or reviewing P&L before month close.
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    Smb Workflows Router · fengyiqicoder bundle
    Use when the user is a small business owner, manager, or operator and asks any operational question that might overlap with accounting, sales, contracts, expenses, payments, meetings, or CRM — but it's unclear which specific area. Triggers on vague SMB questions like "I need help running my business", "what should I do about [vendor / customer / employee] thing", "help me get organized", "I'm behind on paperwork", or any time the user mentions running a small business and asks where to start. Also routes between the other smb-workflows skills.
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