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Proshort platform help — enablement-first conversation intelligence with contextual AI coaching, AI Roleplay, CRM auto-sync, deal risk alerts. Use when setting up Proshort call recording on Zoom/Meet/Teams, configuring AI Roleplay for rep onboarding, Proshort deal risk alerts not appearing in Sla...
People.ai (now Backstory) platform help — automatic activity capture, deal intelligence, pipeline health, revenue forecasting, MCP integration, Salesforce/Dynamics/Oracle CRM sync. Use when reps aren't logging activities and CRM data is stale, deals are slipping without warning and you need early...
ReferralHero platform help — full-stack referral, affiliate, waitlist, contest, and NPS platform with REST API, webhooks, Zapier, native ESP connectors, multi-level referral tracking (Level 1/2/3), coupon groups, anti-fraud, and a 5,000 calls/hour limit. Use when referrals aren't tracking, decidi...
Prospeo platform help — person enrichment, company enrichment, person search, company search, bulk enrichment, Chrome extension, LinkedIn Sales Navigator extraction, 5-step email verification, intent signals, API. Use when Prospeo enrichment isn't returning emails, LinkedIn extraction is failing,...
Plaid financial data API: bank accounts, transactions, balances, income, assets, identity verification, and ACH payments. Connect to 12,000+ financial institutions for personal finance and lending apps.
Drafts USMCA/NAFTA Certificates of Origin for preferential tariff treatment on US-Mexico-Canada goods. Verifies origin criteria, HS classifications, and regional value content. Use when preparing trade certificates, customs origin documentation, duty preference claims, or cross-border shipment ce...
Maps likely objections before delivering a proposal — objections that are anticipated feel addressed; objections that land as surprises derail. Triggers: 'anticipate objections', 'what will they push back on', 'steelman the opposition', 'prepare for resistance', 'objection mapping'.
Base/variable split recommendations, accelerators, decelerators, quota retirement methods, SPIFs, cost of sales tracking.
Drafts U.S. regulatory client advisory summaries translating legal developments into actionable risk and compliance guidance. Use when a client needs a proactive memo, client alert, or legal-update brief for a new law, case, rulemaking, agency guidance, or pending reform. Trigger on requests for ...
Drafts a formal Bylaw Amendment Resolution for U.S. corporations, LLCs, or non-profits. Invoke when a board, shareholders, or members approve bylaw changes and need an auditable WHEREAS/RESOLVED record with amendment text, vote tallies, effective date, and secretary certification for minute books...
Prepares jurisdiction-specific charitable solicitation registration packages for U.S. nonprofits. Covers multi-state nexus analysis, exemption eligibility, URS filing strategy, financial disclosures, and professional fundraiser documentation. Use when a nonprofit plans fundraising campaigns, onli...
Drafts and reviews TRID-compliant U.S. residential Closing Disclosures, assembling all five pages of CFPB Form H-25, comparing to Loan Estimates, classifying tolerance buckets, flagging re-disclosure triggers, and producing a compliance review memo. Use when working with closing disclosures, CDs,...
Drafts U.S. commission plan agreements establishing compensation terms for agents, salespeople, or affiliates. Covers flat/tiered/hybrid structures, payment mechanics, clawbacks, territory definitions, termination effects, independent contractor classification, and restrictive covenants. Use when...
Drafts a categorized schedule of excluded assets and liabilities as an exhibit to an asset purchase agreement. Delineates retained assets and unassumed liabilities by class. Use when drafting APA schedules, negotiating asset carve-outs, preparing closing exhibits, or defining exclusion scope in M...
Produces structured U.S. transactional due diligence summaries with risk ratings, document citations, and follow-up actions. Triggers when the user requests a due diligence summary, diligence report, red-flag memo, or data room analysis for M&A, investment, or partnership transactions.
Drafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or preparing for regulatory examinations. Triggers on requests involving customer account documentation, CIP/AML obligations, trusted contact designations, su...
Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant awa...
Mine lost deal notes to identify recurring objection patterns. Create objection response playbooks from won deals.
Structures management presentation materials for buyer meetings with business overview, strategy, and financial deep-dives. Use when preparing management presentations, coaching management teams, or organizing buyer meetings.
Structures international DD with multi-jurisdictional legal review, regulatory assessment, and cultural integration analysis. Use when conducting international DD, managing multi-country processes, or evaluating cross-border operational risk.
Structures LPA terms with investment period, harvesting period, key person provisions, and investor governance rights. Use when preparing LPA terms, negotiating fund documents, or summarizing partnership provisions.
Structures comprehensive buy-side diligence across financial, legal, commercial, and operational workstreams. Use when coordinating DD processes, building diligence checklists, or synthesizing DD findings.
Deconstructs VC term sheets with liquidation preference waterfalls, anti-dilution mechanics, and option pool impact analysis. Use when analyzing term sheets, comparing investor terms, or modeling founder dilution.
Creates sell-side CIMs with business description, financial overview, growth drivers, and investment highlights. Use when preparing sell-side marketing materials, writing CIMs, or positioning companies for sale.
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