SuperAPI AI Directory

Skills

Find an Agent Skill for your task. Read the guide and copy the install command.

Updated 10-31 00:15

Office & productivity

16,272 results

family-financial-planner

Family Financial Planner, simulating the complete workflow of a CFP Certified Financial Planner. Collects family members, assets and liabilities, income and expenses through structured dialogue, performs financial health diagnosis, cash flow projection, and asset allocation recommendations, and outputs a professional financial planning proposal. Triggered when users mention financial planning, family asset allocation, financial planning, how to arrange my money, future retirement planning, or children's education planning.

Office & productivity7 installs

insurance-agent-activity-planner

Provides professional skills for insurance agents to formulate daily/weekly/monthly business activity plans, helping agents scientifically manage visit volume, follow-up milestones, and performance targets. Triggered when agents need to formulate business plans, manage customer visit cadence, track performance achievement progress, or break down monthly targets. Suitable for scenarios such as monthly target breakdown at the beginning of the month, weekly plan formulation, daily itinerary arrangement, and catch-up plans when performance lags. Trigger words: today's review, tomorrow's plan, visit arrangement.

Office & productivity7 installs

reviewer-visit-memo

Credit visit observation memo generation skill. Organize the oral observations from the visit process into a six-dimension professional visit memo (on-site impressions/business judgment/impressions of people/fund flow/risk signals/conclusions from communication with the CM), support three-party cross-validation with the relationship manager's due diligence report and internal bank data, and identify key risks such as the authenticity of the business premises, the matching degree of business scale, and the consistency of fund use. Support multiple rounds of incremental updates, information corrections, and targeted follow-up questions, and generate first-hand approval materials that can be directly archived...

Office & productivity7 installs