Skills

Document Automation

Automates document generation using templates and data sources. Creates proposals, contracts, reports, and SOPs by merging data from Notion, Google Docs, or databases. Supports approval workflows, version control, and automated distribution to stakeholders.

Email Sequences

Builds multi-step email sequences for sales outreach using Gmail and CRM integrations. Generates personalized email templates, schedules follow-ups, tracks open and reply rates, and adjusts cadence based on engagement signals. Helps sales teams scale outreach while maintaining personalization.

Employee Onboarding

Streamlines new employee onboarding by automating account creation, checklist management, and welcome workflows. Creates personalized onboarding plans with role-specific tasks, sends welcome messages, provisions tool access, and tracks completion across HR systems.

Event Tracking

Designs and implements product analytics event tracking plans. Defines event naming conventions, required properties, and validation rules. Creates tracking documentation, generates implementation code, and validates event data quality across platforms.

Expense Management

Manages business expenses from receipt capture to reimbursement. Categorizes expenses by department, project, and GL code. Enforces spending policies, routes approvals, and generates expense reports for accounting reconciliation.

Financial Reporting

Generates financial reports including profit and loss statements, balance sheets, cash flow reports, and budget variance analysis. Pulls data from accounting systems and payment processors to create executive-ready financial summaries with trend analysis.

Funnel Analysis

Analyzes user conversion funnels to identify where users drop off and why. Calculates conversion rates between steps, compares funnels across segments, and recommends optimizations. Supports funnels for onboarding, checkout, feature adoption, and custom user journeys.

IAM Policy Analyzer

Reviews IAM policies across cloud providers to identify over-permissive access, unused roles, cross-account trust issues, and privilege escalation paths. Generates a risk-scored findings report with specific remediation recommendations for each policy violation.

Incident Alerting

Sets up incident alerting workflows with smart routing, escalation policies, and noise reduction. Configures alert grouping to prevent alert fatigue, routes incidents to the right on-call engineer, and provides runbooks for common scenarios. Integrates with monitoring and communication tools.

Incident Response Playbook Generator

Creates detailed incident response playbooks tailored to your cloud environment and team structure. Covers detection, containment, eradication, recovery, and post-incident review phases for common cloud security incidents including compromised credentials, data exposure, cryptomining, and unauthorized access.

Invoice Automation

Automates the invoice lifecycle from creation to payment collection. Generates invoices from contract data or time entries, sends them via email, tracks payment status, and follows up on overdue invoices. Integrates with accounting software and payment processors.

Issue Sync

Keeps issues synchronized across multiple project management tools. Maps statuses, priorities, and assignees between GitHub Issues, Jira tickets, and Linear issues. Prevents duplicate work, ensures consistent tracking, and provides a unified view of all work items.