email-to-estimate-invoice

Analyze QuickBooks Payroll cost, payroll spend changes, top-paid employees, pay item drivers, and practical payroll cost-control ideas using connected payroll run, employee, payslip, paycheck, and company context data. Use when the user asks why payroll expense increased or decreased, who was paid the most, what drove payroll spend, how to reduce payroll spend, how current payroll compares with a prior period, or whether overtime, headcount, pay rates, employer taxes such as SUI, benefits, employer contributions, reimbursements, bonuses, commissions, allowances, or pay-item mix affected payroll cost. Read only; use available payroll tools and do not invent payroll facts.

synthesize a QuickBooks business health briefing from multiple Intuit QuickBooks app reports. Use when the user asks broad questions such as "how's my business doing?", "give me the big picture", "what should I be worried about?", "summarize my financials", "anything unusual this month?", or wants one conversational view of profit and loss, cash flow, balance sheet, receivables aging, and sales performance without opening separate reports.

Send payment reminders for invoices with tone matched to aging. ALWAYS use this skill when the user asks to "send a reminder", "send reminder to invoice", "remind about invoice", "send a reminder to invoice 1234", "remind them about 4574", "send a firmer reminder for invoice 1042", "who owes me money", "show me overdue invoices", "chase down overdue invoices", "follow up on unpaid invoices", or "nudge customers who haven't paid". This skill MUST be loaded before calling qbo_sales_send_invoice_reminder to ensure confirmation and tone-matching.

benchmark the user's CONNECTED QuickBooks company against industry peers using their QuickBooks financial data. Use only when the numbers come from the user's connected QuickBooks account — "how does my business compare to similar businesses", "are my margins healthy", "am I spending too much", "benchmark my QuickBooks company". Do NOT use for industry research, for questions about which industries are most profitable in a location, for expected profit for a business type, or when the user supplies their own figures — those are answered by the Intuit QuickBooks benchmarking tools directly.

QuickBooks Capital small-business financing: QuickBooks Term Loan, Line of Credit, Intuit Business Credit Card (issued by WebBank), and the QuickBooks Business Loan Marketplace. Use to explain how these products work (eligibility, rates, fees, terms), compare or choose between them, estimate loan payments (weekly/monthly payment, total interest, total repayment), and answer questions about the signed-in user's own QuickBooks Capital loans and lines of credit (balance, APR, repayment schedule, payoff, available credit), plus what similar businesses have borrowed. Use proactively when a funding need surfaces from payroll, cash-flow, or invoicing work to check for a drawable line of credit and, with consent, peer offers. Read-only guidance only: never makes payments, draws, or loan changes, and never gives a loan offer, rate, credit limit, or approval decision. Not for loan application status or non-QuickBooks-Capital products (SBA, invoice factoring, merchant cash advances, consumer loans).

Onboard a new hire into QuickBooks Payroll from user-provided details or onboarding source files such as offer letters and employee rosters. Use when the user wants to add a new payroll employee, onboard a new employee so they can be paid, deduplicate a new hire before creation, assign an existing payroll work location, set initial contract/base pay during onboarding, or review payroll-readiness gaps. Requires confirmation before write actions and reports remaining setup to finish in QuickBooks Payroll. Do not use for existing-employee pay changes outside onboarding, payroll runs, taxes, direct deposit, benefits, deductions, time off, or compliance advice.

Answer read-only QuickBooks Payroll lookup and setup questions using connected company payroll data. Use for employee roster or lookup, company payroll setup, last payroll run, payslips or paycheck details, pay types, deductions/contributions, and time-off policies. Do not use for payroll cost-driver, spend-reduction, or cost-change analysis; use analyze-payroll-cost when the question asks why payroll cost changed or how to reduce it, including questions involving benefits, employer taxes/SUI, overtime, headcount, pay rates, or pay items. Use only available payroll tools; do not provide unsupported procedural, tax, filing, payment, legal, or compliance guidance.

Set, view, or change employee base pay (salary or hourly rate) in QuickBooks Payroll. Use when the user asks to see current pay, give a raise (absolute, increment, or percentage), reduce or adjust pay, switch between salary and hourly, change pay frequency, or update weekly contracted time for one or more named employees. Reads the current contract first, requires explicit confirmation before writing, then verifies the change using qbo_payroll_search_employee, qbo_payroll_get_employee_contract_details, and qbo_payroll_save_employee_contract_details.

Compact the current conversation into a handoff document for another agent to pick up.

No description in the SKILL.md.

Build a HyperFrames slideshow to present live - slides, fragment reveals, branching hotspots and presenter mode with speaker notes, served by `hyperframes present` - or turn an existing page into one. Use when the person wants a deck or presentation rather than a rendered video.

飞书云文档（Docx / Wiki）内容操作：读取、创建、编辑文档，插入或下载图片附件，以及操作思维笔记。用户提供文档 URL/token（包括 doubao.com 的 /docx/、/wiki/）时使用；按 URL 路径/token 而非域名路由；`/page/<token>` 是妙搭应用，非飞书云文档。文档内嵌资源按读取参考中的统一规则分流。独立评论操作走 lark-drive；随正文读取评论使用 docs +fetch。表格或 Base 内部数据操作不在本 skill。

飞书云空间（云盘/云存储）：管理 Drive 文件和文件夹，包含上传/下载、创建文件夹、复制/移动/删除、查看元数据、查询权限设置、评论/权限/订阅、标题、版本、飞书文档密级标签（secure labels）和本地文件导入。用户需要整理云盘目录、处理云空间资源 URL/token、判断链接类型/真实 token/标题，或导入 Word/Markdown/Excel/CSV/PPTX/.base 为 docx/sheet/bitable/slides 时使用；doubao.com 云空间 URL/token 也按资源路径和 token 路由，不回退 WebFetch。不负责：文档内容编辑（走 lark-doc）、表格/Base 表内数据操作（走 lark-sheets/lark-base）、知识空间节点/成员管理（走 lark-wiki）、原生 Markdown 文件读写/patch/diff（走 lark-markdown）。

飞书电子表格：创建和操作电子表格。支持工作表与行列结构（增删/合并/尺寸/隐藏/冻结/分组）、单元格读写（值/公式/样式/批注/单元格图片）、区域复制移动排序填充、查找替换、批量更新，图表、透视表、条件格式、筛选器与筛选视图、下拉列表、迷你图、浮动图片等对象的创建与维护，以及公式校验、历史版本回滚、本地 Excel/CSV 与飞书表格的导入导出。当用户需要创建或编辑表格、统计汇总与可视化、表格美化、公式计算（含 Excel 公式迁移）、金融/财务建模（DCF、三张表、预算、Sensitivity 等）时使用。多维表格（Base/bitable）请改用 lark-base；若用户是想按名称或关键词搜索云空间（云盘/云存储）里的表格文件，请改用 lark-drive 的 drive +search 先定位资源。当用户给出 doubao.com 的 /sheets/ URL/token 时，也应直接使用本 skill，不要因为域名不是飞书而回退到 WebFetch；路由依据是 URL 路径模式和 token，而不是域名。

飞书幻灯片：创建和编辑幻灯片。创建演示文稿、读取幻灯片内容、管理幻灯片页面（创建、删除、读取、局部替换）。当用户需要创建或编辑幻灯片、读取或修改单个页面时使用。当用户给出 doubao.com 的 /slides/ URL/token 时，也应直接使用本 skill，不要因为域名不是飞书而回退到 WebFetch；路由依据是 URL 路径模式和 token，而不是域名。不负责：云文档内容编辑（走 lark-doc）、云文档里的独立画板对象（走 lark-whiteboard）、上传或下载普通文件（走 lark-drive）。

Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx or .potx file (even if the extracted content will be used elsewhere, like in an email or summary); editing, modifying, or updating existing presentations; combining or splitting slide files; working with templates (.potx), layouts, speaker notes, or comments. Trigger whenever the user mentions "deck," "slides," "presentation," or references a .pptx or .potx filename, regardless of what they plan to do with the content afterward. If a .pptx or .potx file needs to be opened, created, or touched, use this skill.