Lobbi-Docs
- 172 skills
- 0 followers
- 19 hours ago last updated
- ▌ Compliance Check · lobbi-docsAudit a workflow or business process against insurance, mortgage, or financial services regulatory requirements. Use when a client workflow needs regulatory sign-off or when validating that a proposed automation meets compliance requirements before build.
- ▌ Roi Calculator · lobbi-docsCalculate automation ROI from current manual effort data and project investment figures. Use when quantifying the business case for an automation engagement or validating the financial return for a client decision-maker.
- ▌ Claims Processor · lobbi-docsBuild claims intake, triage, assignment, and settlement automation workflows for insurance agencies. Use when automating first notice of loss handling, claims status tracking, or settlement authorization workflows.
- ▌ Onedrive Organizer · lobbi-docsDesign OneDrive for Business folder structure and governance policy specifications to ensure consistent file organization, security, and compliance for financial services firms.
- ▌ Power Automate Gen · lobbi-docsDesign Power Automate flow specifications for business process automation including approvals, document routing, notifications, and M365 system synchronization.
- ▌ Sharepoint Builder · lobbi-docsDesign SharePoint Online site, list, library, and page provisioning specifications for insurance and financial services firms on Microsoft 365.
- ▌ Closing Checklist · lobbi-docsDesign pre-closing and post-closing checklist automation for mortgage loan closings. Use when automating the closing preparation workflow, closing day coordination, and post-closing package review for a mortgage lender or broker.
- ▌ Escalation Policy · lobbi-docsDefine time-based escalation paths when approvals stall or SLAs breach. Use when configuring automatic escalation for insurance underwriting queues, loan processing pipelines, or compliance review workflows.
- ▌ Agent Framework · lobbi-docsBuild agents and multi-agent workflows with Microsoft Agent Framework — the open-source successor to Semantic Kernel and AutoGen. Covers agents, sessions, tools, orchestration patterns, middleware, memory, MCP, and observability in C#, Python, and Go.
- ▌ M365 Agents Sdk · lobbi-docsBuild and host custom engine agents with the Microsoft 365 Agents SDK — AgentApplication, the Activity protocol, channel reach via Azure Bot Service, hosting Agent Framework or Semantic Kernel engines, and the Agents Toolkit/Playground workflow. Successor to the Bot Framework SDK.
- ▌ Autonomy Profiles · lobbi-docsRuntime behavior specs for the four autonomy profiles, the three autonomy agents (planner, verifier, reviewer), memory integration, context survival, and anti-patterns. Activate this skill to run the autonomy system — not just to read about it.
- ▌
- ▌
- ▌
- ▌ Runtime Selection · lobbi-docsExecution environment selection guide — helps choose between local CLI, Desktop, web, remote SSH, cloud tasks, and cowork sessions based on task requirements. Decision matrix with concrete examples.
- ▌
- ▌
- ▌
- ▌ Platform Integrations · lobbi-docsMulti-platform diagram embedding guide for GitHub, Confluence, Jira, Azure DevOps, Notion, Teams, and Harness
- ▌ Renewal Automator · lobbi-docsDesign automated renewal workflows with retention scoring and proactive outreach sequences. Use when building renewal automation for insurance agencies to reduce lapse rates and improve client retention.
- ▌ Channels Bootstrap · lobbi-docsProduction-ready channel server implementations — CI webhook receiver, mobile approval relay, Discord/Telegram bridge, and local fakechat dev profile. Copy-paste starter code with sender allowlists, permission relay, and security hardening.
- ▌
- ▌ Hook Policy Engine · lobbi-docsHook policy engine with 8 installable packs for safety, verification, context recovery, and teammate quality gates
- ▌
- ▌
- ▌ Conditional Formatting · lobbi-docsData-driven conditional formatting, live data binding, and dynamic diagram updates for draw.io
- ▌ Component Patterns · lobbi-docsUI component patterns with style-specific implementations and accessibility
- ▌ PDF Extractor · lobbi-docsDesign AI extraction configurations for structured and semi-structured insurance and mortgage PDFs. Use when configuring a document AI model to extract data fields from applications, policy documents, EOBs, pay stubs, tax returns, or bank statements.
- ▌ Delivery Tracker · lobbi-docsGenerate milestone tracking configurations and progress report templates for fixed-scope engagements. Use when setting up project delivery tracking at engagement kickoff or when a client needs a status update format.
- ▌ Mortgage Compliance · lobbi-docsValidate mortgage workflows against RESPA, TRID, HMDA, QM/ATR, ECOA, and FCRA requirements. Use when designing a new mortgage workflow for compliance review or auditing an existing process for regulatory gaps.
- ▌ Microsoft Foundry · lobbi-docsRun agents on Microsoft Foundry (formerly Azure AI Foundry) Agent Service — prompt agents vs hosted agents, threads/runs and the Responses API, built-in tools (Bing grounding, code interpreter, file search, MCP, OpenAPI, A2A), connected agents, Entra agent identity, SDKs, and observability/evaluations.
- ▌
- ▌ Hook Script Library · lobbi-docsSecurity-hardened hook script implementations — ready-to-paste templates for security-guard, auto-format, inject-context, session-init, on-stop, and lessons-learned-capture
- ▌
- ▌
- ▌ Disclosure Generator · lobbi-docsGenerate TRID Loan Estimate and Closing Disclosure timing and accuracy specifications. Use when designing the disclosure workflow for a mortgage lender or broker to ensure TRID compliance.
- ▌ Integration Tester · lobbi-docsDesign integration test plans with mock, contract, and end-to-end testing specifications to validate API integrations before go-live and after changes.
- ▌
- ▌ Project Decomposition · lobbi-docsDecomposing projects into granular micro-tasks using 5-level hierarchy and INVEST principles
- ▌ Supply Chain Security · lobbi-docsThis skill should be used when triaging dependency advisories, code-scanning alerts, or committed secrets — reachability analysis, revoke-first remediation, provenance, and maintenance risk signals.
- ▌ Task State Management · lobbi-docsManaging project and task state in .claude/projects/{id}/ with atomic writes and session continuity
- ▌ Network Software Mapping · lobbi-docsNetwork topology, infrastructure architecture, and software system mapping in draw.io with cloud, on-prem, and hybrid layouts
- ▌ Change Order Guard · lobbi-docsDetect scope creep in client requests and generate formal change order documentation. Use when a client requests something outside the agreed project scope during an active engagement.
- ▌ Post Launch Review · lobbi-docsConduct a post-go-live assessment and identify optimization opportunities for a completed automation engagement. Use 30-60 days after an automation launch to validate outcomes, capture lessons learned, and identify expansion opportunities.
- ▌ Insurance Compliance · lobbi-docsValidate insurance agency workflows against state insurance department requirements and NAIC model laws. Use when designing a workflow for a new state market or when conducting a compliance review of existing agency operations.
- ▌ Notification Template · lobbi-docsBuild email and Microsoft Teams notification templates for workflow events. Use when creating approval request notifications, escalation alerts, SLA breach warnings, or workflow completion confirmations.
- ▌ Agent Team Topologies · lobbi-docsAgent-team topology kits — 5 production-ready team configurations with task decomposition, file ownership, worktree guidance, and quality-gate hooks
- ▌
- ▌ Progress Visualization · lobbi-docsRendering ASCII progress dashboards with phase/epic/task breakdown and velocity metrics
- ▌ Webhook Orchestrator · lobbi-docsDesign webhook event routing, payload validation, and retry logic for real-time event-driven integrations where source systems push policy changes, loan status updates, or payment events.
- ▌
- ▌ Cicd Integration · lobbi-docsPatterns for integrating Claude Code into CI/CD pipelines — GitHub Actions, GitLab CI, pre-commit hooks, automated PR reviews, headless mode, and cost control
- ▌ Jira Sync · lobbi-docsSync local changes with Jira issue. Use when the user wants to "sync to jira", "update jira", "push progress", or "sync status".
- ▌ Scrapin Aint Easy · lobbi-docs bundleDocumentation intelligence engine with graph-based API docs, algorithm library, and drift detection
- ▌ Jira Review · lobbi-docsReview code changes for Jira issue. Use when the user wants to "review code", "code review", "jira review", or "check implementation".
- ▌ Jira Status · lobbi-docsCheck status of current Jira work session. Use when the user asks "what's the status", "show progress", "current work", or "jira status".
- ▌ Scrape Docs · lobbi-docsScrape and extract documentation from a URL using Firecrawl. Use when you need to read external documentation.
- ▌
- ▌ Deep Research · lobbi-docsComprehensive research on a topic using multiple sources and approaches. Spawns parallel research threads.
- ▌
- ▌
- ▌ Testing · lobbi-docsTesting MUI components with React Testing Library — theme mocking, portal components, DataGrid, DatePicker, and accessibility testing
- ▌
- ▌
- ▌ Templates · lobbi-docsIndex of draw.io XML templates by diagram type — reference when generating diagrams
- ▌ Bug Triage · lobbi-docs bundleCategorize and prioritize bug reports using codebase and documentation context
- ▌ Kpi Designer · lobbi-docsDefine KPI frameworks with targets, thresholds, calculation methods, and business owners for insurance and financial services executive dashboards and operational reporting.
- ▌
- ▌
- ▌ Agentic Patterns · lobbi-docsPatterns from "Agentic Design Patterns" (Gulli & Sauco, 2025) applied to executive director automation for trade associations and nonprofits
- ▌ Project Setup · lobbi-docsInterview-driven project setup that generates complete Claude Code configuration
- ▌