--- name: business-pulse description: > Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business." --- # Business Pulse One prompt, one page. Pull live data from every connected tool, synthesize it into a single scannable brief, and surface the single most important thing to act on today. Do the work — don't ask the user to help find the data. ## Step 1 — Pull data in parallel **Dispatch all connector calls in a single parallel batch** — see `reference/data_sources.md` for the exact tool-to-metric mapping. Do not pull serially; latency turns a 30-second skill into a painful wait. Connectors to attempt simultaneously: - **QuickBooks** — cash balance, MTD revenue, outstanding receivables, overdue invoices - **PayPal / Square** — 7-day settlements, sales trend, failed/pending transactions - **HubSpot** — pipeline by stage, deals moved/closed, deals gone cold, new leads - **Google Calendar** — key meetings, deadlines, events this week and next 7 days - **Gmail** — threads flagged urgent, customer complaints, time-sensitive requests - **Slack / Teams** — urgent internal signals, threads needing owner attention - **Intercom / Zendesk** — open tickets, escalations (if connected) - **Shopify / Square** — fulfillment issues (if connected) If a connector errors or returns no data, record it internally and move on. Never block the pulse on a single bad integration. **QuickBooks fallback**: if QBO returns an unexpected state (account not connected, sync pending, empty response), mark the Cash section "n/a — QuickBooks unavailable" and proceed. Do not retry or ask the user to reconnect. **Gmail fallback**: Gmail auth is intermittently flaky. If the call errors, skip the Watch List section silently and note "Gmail unavailable" in the appendix — do not surface an error mid-pulse. ## Step 2 — Compute metrics Read `reference/thresholds.md` for red/yellow/green cutoffs. Compute: - **AR aging** — open QuickBooks invoices grouped by days since due date (0–30, 31–60, 61+) - **Pipeline coverage** — HubSpot weighted pipeline ÷ monthly revenue target - **Revenue trend** — this month's QBO revenue vs. prior month (or 7-day PayPal/Square vs. prior 7 days) Assign a 🟢/🟡/🔴 status to each section. If a source returned nothing, mark the metric "n/a" and note it in the appendix. ## Step 3 — Flag risks proactively Scan for actionable items. Every risk entry must name a specific record and a next step — "some overdue invoices" is useless; "$3,400 from Acme Corp, 47 days overdue, no response since Mar 12" is actionable. - QuickBooks invoices past due > 30 days — name customer, amount, days overdue - HubSpot deals with no activity in 7+ days, or close date in past but still open - Gmail threads marked urgent or containing "escalation," "complaint," "cancel," "refund" - Failed or pending PayPal/Square transactions > $500 ## Step 4 — Compose the output Use the exact template in `reference/output_template.md`. Include only sections where real data exists — omit headers for connectors that weren't available. Adapt depth to context: a casual "how are we doing" gets a fuller report; "quick snapshot before a call" gets a tighter one. Cross-connector synthesis is where this skill earns its keep. If a Slack message connects to a stalled HubSpot deal, surface that link in the #1 Priority section. Synthesis is what makes the pulse more useful than checking each tool separately. Writing rules: - Numbers lead, words follow. Never write "revenue is healthy" — write "$43k this month, ▲ 8% MoM" and let the owner judge. - Every number carries a delta vs. the prior period where available. Absolute snapshots (cash balance) still show WoW delta. - Names and dollars, not adjectives. "$4,200 from Acme, 23 days overdue" beats "some concerning receivables." - No filler. If a section has nothing worth reporting, write "No material changes" and move on. ## Step 5 — Export and share (once) After presenting the pulse, offer once: - "Want me to save this as a file?" (use Files connector if available) - "Should I post this to your Slack?" (only if Slack is connected and the user confirms — Slack write requires explicit approval) If they say yes, do it. If they say no or don't respond, move on — don't ask again. ## Scope variants The owner may ask for a narrower cut: - **"Just cash" / "financial check"** → only Cash & Finance + AR-related risks - **"Pipeline only" / "deals check"** → only Pipeline section + stalled-deal risks - **"Watch list" / "anything urgent"** → only Watch List + all risks, no metric sections - **"Quick snapshot before a call"** → TL;DR + #1 Priority only, no full sections ## What not to do - **Do not ask permission before pulling data.** If the skill was invoked, run it. Asking "should I check QuickBooks?" defeats the whole point. - **Do not invent or estimate numbers.** If a source returned nothing, say "n/a" explicitly. Never fill a gap with guesswork. - **Do not skip the delta.** A number without a comparison is a missed insight. If there's no prior-period baseline, say "(no prior baseline)" rather than omitting the field. - **Do not surface connector errors mid-pulse.** Log them to the appendix. The pulse leads with what was delivered. ## Reference files - `reference/data_sources.md` — exact connector tool → metric mapping with fallbacks - `reference/thresholds.md` — 🟢/🟡/🔴 cutoffs, tunable per owner - `reference/output_template.md` — exact markdown structure; do not deviate - `reference/gotchas.md` — known failure modes (QB states, Gmail auth, Slack write)