Begin with the data structure rather than just asking to “analyze Excel.” Provide column names, meanings, date formats, units and the desired outcome. A resource may support web uploads or require a client or developer environment. Check that you can run it, retain an original copy and require reviewable formulas and transformation rules.
Clean the attached sales workbook using the field definitions. Preserve the original sheet and add cleaned data, an exception list and monthly summaries. Explain duplicate rules without deleting ambiguous records. Show formulas, currency and periods, and describe how to verify row counts and totals.
Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or exte
Imported source metadata; verify setup at the official source.
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
Imported source metadata; verify setup at the official source.
Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, compa
Imported source metadata; verify setup at the official source.
Prepare 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 en
Imported source metadata; verify setup at the official source.
Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or
Imported source metadata; verify setup at the official source.
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items
Imported source metadata; verify setup at the official source.
Lists bases, reads and writes records, manages tables and fields, filters and searches data in Airtable via the `airtable-mcp` CLI. Use when the task involves Airtable data or the user mentions airtable-mcp, bases, tables, records, or field
Imported source metadata; verify setup at the official source.
Prompt- and template-complete Google Docs creation and editing with explicit-instruction-authoritative structural preservation, including semantic roles, relationships, comparison dimensions, and instructed extensions; full-topology native-
Imported source metadata; verify setup at the official source.
Use this skill when the user wants to find, filter, or narrow down Airtable records by field values, even when they don't explicitly say "filter."
Imported source metadata; verify setup at the official source.
Write, reply to, and resolve Google Drive comments on Docs, Sheets, Slides, and Drive files with evidence-backed location context. Use when the user asks to leave comments, review a file with comments, respond to comment threads, or resolve
Imported source metadata; verify setup at the official source.
Explains what Airtable is and how data is structured — bases, tables, fields, records, views, automations, and interfaces. Use when you need context about the Airtable data model.
Imported source metadata; verify setup at the official source.
Use connected Google Drive as the single entrypoint for Drive, Docs, Sheets, and Slides work. Use when the user wants to find, fetch, organize, share, export, copy, or delete Drive files, or summarize and edit Google Docs, Google Sheets, an
Imported source metadata; verify setup at the official source.