small-business-business-pulselisted

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."
simongonzalezdc/codex-small-business-skills · ★ 1 · AI & Automation · score 67

Install: claude install-skill simongonzalezdc/codex-small-business-skills

# 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 reconn