onboarding
Generate an onboarding checklist and first-week plan for a new hire. Use when someone has a start date coming up, building the pre-start task list (accounts, equipment, buddy), scheduling Day 1 and Week 1, or setting 30/60/90-day goals for a new team member.
plan-zoom-integration
Turn a Zoom integration idea into an implementation plan with architecture, auth, and delivery milestones. Use when you need a practical build plan, phased delivery sequence, risk list, and next-step recommendation.
interview-prep
Create structured interview plans with competency-based questions and scorecards. Trigger with "interview plan for", "interview questions for", "how should we interview", "scorecard for", or when the user is preparing to interview candidates.
draft-offer
Draft an offer letter with comp details and terms. Use when a candidate is ready for an offer, assembling a total comp package (base, equity, signing bonus), writing the offer letter text itself, or prepping negotiation guidance for the hiring manager.
comp-analysis
Analyze compensation — benchmarking, band placement, and equity modeling. Trigger with "what should we pay a [role]", "is this offer competitive", "model this equity grant", or when uploading comp data to find outliers and retention risks.
sox-testing
Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.
journal-entry
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 documenting an entry for audit review.
zoom-meeting-sdk-web-component-view
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zoom-meeting-sdk-web-client-view
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zoom-meeting-sdk-web
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zoom-meeting-sdk-unreal
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zoom-meeting-sdk-react-native
Zoom Meeting SDK for React Native. Use when embedding Zoom meetings in React Native iOS/Android apps with @zoom/meetingsdk-react-native, JWT auth, join/start flows, platform setup, and native bridge troubleshooting.
zoom-meeting-sdk-macos
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brand-review
Review content against your brand voice, style guide, and messaging pillars, flagging deviations by severity with specific before/after fixes. Use when checking a draft before it ships, when auditing copy for voice consistency and terminology, or when screening for unsubstantiated claims, missing disclaimers, and other legal flags.
cash-flow-snapshot
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campaign-plan
Generate a full campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics. Use when planning a product launch, lead-gen push, or awareness campaign, when you need a week-by-week content calendar with dependencies, or when translating a marketing goal into a structured, executable plan.
close-month
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
ticket-deflector
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tax-season-organizer
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tax-prep
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
smb-router
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content-strategy
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smb-onboard
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sales-brief
Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days.
run-campaign
Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.
quarterly-review
Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.
price-check
Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.
plan-payroll
Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments.
month-heads-up
Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.
vendor-check
Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.
zoom-meeting-sdk-windows
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triage-nda
Rapidly triage an incoming NDA and classify it as GREEN (standard approval), YELLOW (counsel review), or RED (full legal review). Use when a new NDA arrives from sales or business development, when screening for embedded non-solicits, non-competes, or missing carveouts, or when deciding whether an NDA can be signed under standard delegation.
signature-request
Prepare and route a document for e-signature — run a pre-signature checklist, configure signing order, and send for execution. Use when a contract is finalized and ready to sign, when verifying entity names, exhibits, and signature blocks before sending, or when setting up an envelope with sequential or parallel signers.
review-contract
Review a contract against your organization's negotiation playbook — flag deviations, generate redlines, provide business impact analysis. Use when reviewing vendor or customer agreements, when you need clause-by-clause analysis against standard positions, or when preparing a negotiation strategy with prioritized redlines and fallback positions.
zoom-oauth
Reference skill for Zoom authentication. Use after routing to an auth workflow when choosing app credentials, grant types, scopes, token refresh behavior, or debugging Zoom OAuth failures.
legal-response
Generate a response to a common legal inquiry using configured templates, with built-in escalation checks for situations that shouldn't use a templated reply. Use when responding to data subject requests, litigation hold notices, vendor legal questions, NDA requests from business teams, or subpoenas.
compliance-check
Run a compliance check on a proposed action, product feature, or business initiative, surfacing applicable regulations, required approvals, and risk areas. Use when launching a feature that touches personal data, when marketing or product proposes something with regulatory implications, or when you need to know which approvals and jurisdictional requirements apply before proceeding.
brief
Generate contextual briefings for legal work — daily summary, topic research, or incident response. Use when starting your day and need a scan of legal-relevant items across email, calendar, and contracts, when researching a specific legal question across internal sources, or when a developing situation (data breach, litigation threat, regulatory inquiry) needs rapid context.
recruiting-pipeline
Track and manage recruiting pipeline stages. Trigger with "recruiting update", "candidate pipeline", "how many candidates", "hiring status", or when the user discusses sourcing, screening, interviewing, or extending offers.
canva-creator
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policy-lookup
Find and explain company policies in plain language. Trigger with "what's our PTO policy", "can I work remotely from another country", "how do expenses work", or any plain-language question about benefits, travel, leave, or handbook rules.
performance-review
Structure a performance review with self-assessment, manager template, and calibration prep. Use when review season kicks off and you need a self-assessment template, writing a manager review for a direct report, prepping rating distributions and promotion cases for calibration, or turning vague feedback into specific behavioral examples.
people-report
Generate headcount, attrition, diversity, or org health reports. Use when pulling a headcount snapshot for leadership, analyzing turnover trends by team, preparing diversity representation metrics, or assessing span of control and flight risk across the org.
org-planning
Headcount planning, org design, and team structure optimization. Trigger with "org planning", "headcount plan", "team structure", "reorg", "who should we hire next", or when the user is thinking about team size, reporting structure, or organizational design.
build-zoom-phone-integration
Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.
zoom-general
Cross-product Zoom reference skill. Use after the workflow is clear when you need shared platform guidance, app-model comparisons, authentication context, scopes, marketplace considerations, or API-vs-MCP routing.
design-mcp-workflow
Design a Zoom MCP workflow for Claude. Use when deciding whether Zoom MCP fits a task, when planning tool-based AI workflows, or when separating MCP responsibilities from REST API responsibilities.
debug-zoom
Debug a broken Zoom integration by isolating the failure point and routing into the right Zoom references. Use when auth, API, webhook, SDK, or MCP behavior is failing and you need a ranked hypothesis list plus verification steps.
debug-zoom-integration
Debug broken Zoom implementations quickly. Use when auth, webhooks, SDK joins, MCP transport, or real-time media workflows are failing and you need to isolate the layer before proposing a fix.
contact-center/web
Zoom Contact Center SDK for Web. Use for web chat/video/campaign embeds, engagement event handling, app-context integrations, and Smart Embed postMessage workflows.
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