MannyRodriguez-wk

@mannyrodriguez-wk source repo

17 skills
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5 hours ago last updated

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Tufte Charts · mannyrodriguez-wk bundle
Design charts and tables using Edward Tufte's data-visualization methodology from The Visual Display of Quantitative Information. Use when the user asks for Tufte-style charts, high data-ink visuals, small multiples, minimal/clean charts, executive-grade graphics, or says to apply Tufte principles, maximize data-ink, remove chartjunk, or design for comparison and analytical clarity. Tool-agnostic — applies to matplotlib, plotly, D3, ggplot, Excel, or any rendering tool.

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Presales Handoff · mannyrodriguez-wk
Consolidates outputs from the other Workiva presales skills (account-opportunity-brief, gong-discovery-analysis, technical-discovery-planner, evaluation-validation-planner, rfp-security-analysis) into a single clean Presales-to-Post-Sales Handoff Packet at deal-stage transition — closed-won or eval-to-implementation. Captures what was promised, what was validated, open commitments, known risks, and key stakeholder contacts for the Implementation/Customer Success team taking over the account. Use when a Solution/Value Consultant asks things like 'build the handoff packet for Acme Corp', 'prep this deal for implementation handoff', 'summarize everything for CS on this opportunity', 'what did we promise this customer during the sales cycle', or 'consolidate our presales work before CS takes over'. Read-only — never writes back to Salesforce or any other system; only optionally confirms deal stage/close date via Salesforce read tools.

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Rfp Security Analysis · mannyrodriguez-wk
Analyzes each security/compliance question in a customer or prospect RFP or security questionnaire against Workiva's documented internal security posture (via the internal Workiva GRC/Documents MCP, read-only), drafts a proposed answer for each question, and explicitly flags any question where Workiva's documented posture doesn't clearly cover the ask. Use when the user says: 'analyze this RFP's security section', 'answer these security questionnaire items', 'check our posture against [question]', 'draft responses to this security questionnaire', or 'does Workiva's documented posture cover this RFP question'.

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Demo Framework Adapter · mannyrodriguez-wk
Adapter skill that translates the standard presales handoff JSON payload (per ../shared/evidence-schema.md), produced by upstream skills like account-opportunity-brief, gong-discovery-analysis, technical-discovery-planner, and evaluation-validation-planner, into a fully populated Workiva 'SC Demo Planning Document' — the internal CoM-Mantra-structured template Solution Consultants fill out to plan a live product demo narrative (Limbic Opening, Solution Demo Flow/tell-show-tell topics, Trap-Setting, Value Close, Customer Proof Points). This produces the demo NARRATIVE/SCRIPT plan, not a live MCP/connector execution — for that, see the /demo section of this repository. Primarily invoked automatically by other presales skills passing it a handoff payload, but can also be triggered directly by a user, e.g. 'build a demo planning doc from this discovery output', 'fill out the SC demo plan for [account]', 'turn this eval plan into a demo script', or 'draft the CoM mantra plan for [opportunity]'.

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Gong Discovery Analysis · mannyrodriguez-wk
Analyzes Gong call recordings and transcripts tied to a Salesforce account or opportunity to produce a structured discovery-call intelligence report — key themes, stated pain points, competitive mentions, buying-committee signals, objections raised, and open questions still needing validation. Use when a Solution/Value Consultant asks things like 'analyze Gong calls for Acme Corp', 'what pain points came up on the discovery call', 'summarize Gong for this deal', 'what objections has the prospect raised', 'who's involved in the buying committee based on our calls', or 'pull discovery intel before I build the demo/value case'. Read-only — never writes back to Gong, Salesforce, or any other system.

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Salesforce Draft Updates · mannyrodriguez-wk
Reads current Salesforce opportunity/account state via read-only Salesforce MCP tools and drafts proposed field updates (stage, next steps, close-date rationale, opportunity description) as a markdown table for a human rep to review and manually paste into Salesforce — this skill never calls a write, update, or delete tool. Use when the user says 'draft an SFDC update for [opportunity]', 'what should I update in Salesforce after this call', 'prep opp notes for [account]', 'summarize this demo for the CRM', 'help me log this discovery call in Salesforce', or after any discovery call, technical evaluation, or demo when Salesforce fields need to reflect what happened.

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Account Opportunity Brief · mannyrodriguez-wk
Produces a one-page Account & Opportunity Brief for Workiva Solution/Value Consultants prepping for a presales engagement — pulls Salesforce account, opportunity, contact, and reporting context into a single read-before-your-call document covering account overview, opportunity stage/size/timeline, buying committee, product fit, and known risks. Use when the user says things like 'brief me on [account]', 'give me the account/opp overview before my call', 'prep me for [opportunity]', 'what do I need to know about [account] before I talk to them', or 'kick off presales on [opportunity]'. This is the entry-point skill for a presales engagement; other presales skills (gong-discovery-analysis, technical-discovery-planner, etc.) assume this brief has already been produced.

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Internal Apps Template Beta · mannyrodriguez-wk
Step-by-step guide for deploying Workiva internal web apps using Google Apps Script, clasp, and AI-assisted development (Cursor). Use this skill whenever someone wants to build, deploy, or customize a small internal tool, dashboard, form, or automation that runs on Apps Script and embeds in Confluence — especially non-developers using Cursor to vibe-code their way through it. Trigger on: "deploy an internal app", "build a dashboard on Confluence", "host my HTML prototype", "set up clasp", "push my Apps Script project", "how do I deploy a Google Apps Script", "internal apps template", "workiva-apps-template", "clasp push", "embed app in Confluence", "set up SPREADSHEET_ID", "Apps Script web app", "I built a tool with Claude/ChatGPT and need to host it", or any request to take an AI-generated HTML prototype and turn it into a secure internal tool. Proactively invoke this skill before writing any code or giving deployment steps.

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Core Presales Intelligence · mannyrodriguez-wk
Shared foundation and conventions for the Workiva presales skill family (Gong/Salesforce/RFP-analysis skills used by Solution and Value Consultants). This skill is not invoked directly by users — it documents the evidence classification taxonomy, fallback strings, read-only constraint, connector tool list, handoff payload format, and synthetic-data rule that every sibling presales skill must follow. Sibling skills reference this document and ../shared/evidence-schema.md rather than restating the rules in full.

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Technical Discovery Planner · mannyrodriguez-wk
Generates a tailored technical-discovery call agenda and question set for a Workiva Solution/Value Consultant, organized by Current State, Requirements, Technical Fit, and Risks/Blockers. Consumes existing account-opportunity-brief and/or gong-discovery-analysis outputs (or raw pasted context) to produce qualification questions on current tooling/process, integration/security requirements, stakeholder technical concerns, and success-criteria signals, each tagged with an evidence classification and citation. Use when the user says: 'build a technical discovery agenda for [account]', 'what should I ask on the technical call', 'prep discovery questions for [opportunity]', 'help me plan the tech deep-dive with [account]', or 'what are the open technical questions for [opportunity]'.

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Evaluation Validation Planner · mannyrodriguez-wk
Builds a structured evaluation / proof-of-concept (POC) validation plan for an opportunity moving into a technical evaluation stage — success criteria the prospect and Workiva agree define a 'pass,' a validation timeline with steps and owners, the stakeholders who must sign off, and risk factors that could derail the eval. Pulls Salesforce opportunity context (search_opportunities, retrieve_semantic_model) and can incorporate prior technical-discovery-planner or gong-discovery-analysis output when pasted in. Use when asked to 'build an eval plan for [opportunity]', 'what are the success criteria for this POC', 'plan the validation phase for [account]', 'draft a POC exit plan', or 'help me scope this technical evaluation'.

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Demo · mannyrodriguez-wk bundle
Anchor/router skill for live-demoing the Workiva internal MCP (Model Context Protocol) connector to a prospect on a real call. Enforces a hard pre-flight safety gate (memory state, tenant/workspace confirmation, GRC entitlement probing, live wrong-data correction protocol) before any MCP tool touches live data, then routes the SC to the correct domain sub-skill (/grc, /reporting, /analytics, /sustainability) based on what the prospect wants to see. Trigger phrases: '/demo', 'let's demo the MCP', 'I have a live Workiva MCP demo', 'demo the connector for [prospect]', 'walk the prospect through GRC/reporting/analytics/sustainability live', 'start the live MCP session'. Distinct from presales/demo-framework-adapter, which plans the demo narrative/script offline before the call — this skill is about safely executing a live, MCP-powered demo during the call itself.

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Demo Grc · mannyrodriguez-wk
Live-demos Workiva's GRC (governance/risk/compliance) MCP surface to a prospect: control environment overview, risk-and-control-matrix (RCM) review, risk-based audit planning, remediation/issue aging, and policy search. Use when the user says: '/grc', 'show me the GRC demo', 'show me the audit/compliance demo', 'demo controls and risk to this prospect', 'demo the RCM', 'demo risk-based audit planning', or 'show me the compliance heatmap'.

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Demo Analytics · mannyrodriguez-wk
Live-demos Workiva's Wdata (data/analytics) MCP surface to a prospect: dimensional/OLAP analysis, actual-vs-budget variance, revenue forecasting, and data-quality/rollup detection, run directly against platform data with no export to an external BI tool. Use when the user says: '/analytics', 'show me the Wdata demo', 'show me the OLAP demo', 'demo forecasting to this prospect', 'demo variance analysis', or 'run the analytics demo on platform data'.

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Demo Reporting · mannyrodriguez-wk
Live-demos Workiva's Documents/Spreadsheets MCP surface for Financial Reporting scenarios: filing review, accounting-standard (ASC) checks, period-over-period filing comparison, feature/link audits at scale, data-lineage tracing, and the 'Auto-SOI' style raw-dataset-to-styled-document workflow. Use when the user says: '/reporting', 'show me the financial reporting demo', 'demo document review to this prospect', 'demo Auto-SOI', 'review this filing for accounting changes', or 'compare these two filing periods'.

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Stop Slop · mannyrodriguez-wk bundle
Remove AI writing patterns from prose. Use when drafting, editing, or reviewing text to eliminate predictable AI tells.

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Demo Sustainability · mannyrodriguez-wk
Live-demo Workiva's MCP surface for sustainability/ESG reporting scenarios — cross-workspace CSRD/ISSB regulatory scoping, joining ESG program data with financial/subsidiary data, and producing a scoping matrix plus executive summary. Trigger phrases: '/sustainability', 'show me the ESG demo', 'show me the ESG/CSRD demo', 'demo sustainability reporting', 'demo CSRD/ISSB scoping', 'scope this prospect for CSRD/ISSB'.

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17 published skills