Localized reading guide
business-pulsePurpose, usage and source
Produces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), sales trend (PayPal/Square/Stripe), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail or M365, 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 daily brief, a Friday recap, or says anything like "what am I missing" or "catch me up on the business." A start-of-week briefing routes to /monday-brief, which runs this skill as its first link.
Source retrieved:
- Source repository
- anthropics/knowledge-work-plugins
- SKILL.md
small-business/skills/business-pulse/SKILL.md- Repository stars
- 34,049
- Repository updated
- 2026-10-30
- Categories
- Business
- Last collected
License: Apache-2.0
Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.
The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.
What this Skill does
Produces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), sales trend (PayPal/Square/Stripe), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail or M365, 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 daily brief, a Friday recap, or says anything like "what am I missing" or "catch me up on the business." A start-of-week briefing routes to /monday-brief, which runs this skill as its first link.
How the upstream workflow works
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 Xero — same ledger read for Xero shops: cash position, receivables, P&L trend
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)
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; "USD 3,400 from Acme Corp, 47 days overdue, no response since Mar 12" is actionable. Ledger 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 Mail threads marked urgent or containing "escalation," "complaint," "cancel," "refund"
Upstream passage · L72 ↗Requirements and setup
No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.
Limits and quality checks
No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.
Start with a safe trial
- Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
- Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
- Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
- Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.
Read further in the source
- Business Pulse
- Step 1 — Pull data in parallel
- Step 2 — Compute metrics
- Step 3 — Flag risks proactively
- Step 4 — Compose the output
- Step 5 — Deliver the pulse page
- Step 6 — Export and share (once)
- After the run
- Scope variants
- What not to do
- More sources, and scheduled presets
- Scheduled presets
- Reference files
- Using a tool that isn't listed
Related Skills
Translation and scope
This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.
This introduction refers to the pinned version below; current repository activity and collection time are shown separately.
- Pinned source
- Read the original ↗
- Source retrieved
- Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d- Source SHA-256
289ac6813b4b11211411a6a323a2baf448c24c662c833db545402b79f2dd8a06