- Earnings PreviewUse when preparing full pre-earnings preview reports with executive summary, expectation bar, guidance credibility, KPI dashboard, scenarios, and call questions. Do not use after results or for short summaries unless the user explicitly asks for a summary/short version.openai/role-specific-plugins385
- Economic Impact ReportUse when translating a specific event, policy change, macro shock, or industry development into public-equity issuer, sector, earnings, valuation, positioning, and portfolio implications. Do not use for standalone macro strategy, rates, FX, credit, futures, or generic market commentary.openai/role-specific-plugins385
- Enrich Company And Contact DataBuild portable sales enrich-company-and-contact-data outputs for company and contact discovery, firmographic or technographic completion, ICP list building, segmentation, trigger analysis, market scans, and enrichment-backed comparison work using configured source categories and user-provided inputs.openai/role-specific-plugins385
- Equity Model UpdateSafely update public-company Excel model copies from source-to-model maps; emits XLSX as the hero artifact and CSV/log/manifest as support. Do not use for pure earnings notes or broad workbook audits.openai/role-specific-plugins385
- Event Driven AnalyzerUse when analyzing dated public-equity event paths, probabilities, payoffs, and expected returns. Do not use for generic catalyst lists, risk sizing, hedges, capital structure, covenants, or credit recovery.openai/role-specific-plugins385
- Financials NormalizerUse when normalizing public-company financials from source materials. Do not use for private data rooms or non-financial cleanup.openai/role-specific-plugins385
- Find Customer QuotesRetrieve theme-specific customer or prospect quotes from transcripts, call notes, or exported recordings using transcript-first evidence and explicit speaker-confidence rules.openai/role-specific-plugins385
- Find Key Internal SourcesFind the best internal experts, documents, and chat channels for a customer question, product topic, objection, implementation issue, account task, or other internal topic using user-provided context, optional connector-assisted search, and evidence-backed ranking.openai/role-specific-plugins385
- Follow Up After CallTurn a recent customer, partner, or important internal call transcript or grounded call notes into a seller-ready follow-up package with a recap, next steps, external comms when applicable, CRM next steps when applicable, and an internal follow-up draft.openai/role-specific-plugins385
- Gather Business ContextGather business context from connected or provided sources so downstream analysis starts with the right framing. Use before deeper analysis when an analytical question depends on context the prompt does not provide, for example to understand what a metric means, how the work is defined, what changed recently, or which sources should be checked.openai/role-specific-plugins385
- Get ContextMandatory design-brief gate for Product Design build and design workflows. Use before ideation, prototyping, image-to-code builds, redesigns, or product UI work to clarify missing product, visual, and interactivity context or play back the supplied brief before proceeding.openai/role-specific-plugins385
- Get Rep Call FeedbackCompare one rep’s call history against peer examples to extract repeatable best practices and produce evidence-backed coaching feedback.openai/role-specific-plugins385
- HubspotHubSpot CRM connector guide for Sales workflows that use HubSpot for CRM reads, drafts, notes, or proposed record changes.openai/role-specific-plugins385
- Idea GenerationUse when triaging public-equity idea candidates. Do not use for final trade recommendations, pitches, memos, or models.openai/role-specific-plugins385
- IdeateGenerate image-based visual alternatives, remixes, or concept directions after Product Design get-context has confirmed the design brief. Use when the user asks for design variants, visual exploration, remixes, or image-generated approaches from provided context.openai/role-specific-plugins385
- Image To CodeImplement a selected image, screenshot, mockup, or Image Gen reference as a faithful responsive frontend after Product Design get-context has confirmed the design brief.openai/role-specific-plugins385
- IndexPrimary router for Data Analytics. Use when the plugin is at-mentioned or for data work where source-backed analysis, quantitative reasoning, analytical delivery, or reusable data context may be useful; examples include analyzing data, explaining or diagnosing metrics, validating data or results, creating data visualizations, building analytics reports or dashboards, working with notebooks or spreadsheets, designing KPIs, sizing opportunities, and saving reusable data context for future analysisopenai/role-specific-plugins385
- IndexUse to discover specific skills for the Product Design plugin, when it is at-mentioned directly, or for any mentions of potentially relevant work, including: UX research; product, screen, or flow audits; visual ideation; app or interface design, redesign, cloning, prototyping, or implementation from ideas, URLs, images, Figma, or code; design QA; and prototype sharing or deployment.openai/role-specific-plugins385
- IndexUse to discover specific skills for the Sales plugin, when it is at-mentioned directly, or for any mentions of potentially relevant work, including: meeting prep or call follow-up; account research, monitoring, or prioritization; internal source finding; competitive briefs; deal strategy; pipeline or forecast review; company or contact enrichment; customer quote retrieval; rep coaching; business cases; sales company research; and CRM or data enrichment workflows.openai/role-specific-plugins385
- Initiating CoverageUse when building public-equity-investing initiating coverage reports. Do not use for trade pitches, memos, earnings notes, models, or tearsheets.openai/role-specific-plugins385
- Jupyter NotebooksCreate, scaffold, edit, refactor, and validate Jupyter notebooks (`.ipynb`) for reproducible SQL/Python analysis, experiments, modeling, tutorials, diagnostics, data-quality checks, market-sizing calculations, and report support. Use when the notebook itself is a deliverable, review artifact, runnable analysis companion, or handoff artifact that other people should be able to skim, rerun, or extend.openai/role-specific-plugins385
- Kpi ReportingProduce leadership-ready KPI updates, scorecards, WBR/MBR/QBR summaries, target and pacing readouts, operating status narratives, and performance updates for known KPIs. Use when the work is to define KPI reporting context, validate metric definitions, present actuals versus comparison or plan, summarize validated drivers, and state implications or next actions.openai/role-specific-plugins385
- Long Short PitchUse when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Do not use for formal memos; use memo-builder.openai/role-specific-plugins385
- Market SizingEstimate a market or opportunity size, such as TAM/SAM/SOM, by defining scope, choosing a sizing model, checking connected context and public sources, and presenting transparent assumptions, sensitivity, uncertainty, and validation priorities. Use for market or opportunity sizing; not for KPI reporting or metric diagnostics.openai/role-specific-plugins385
- Meeting PrepUse when creating Public Equity Investing meeting prep briefs. Do not use for private diligence, IB, FP&A, legal, or scheduling-only tasks.openai/role-specific-plugins385
- Memo BuilderUse when drafting or reviewing formal public-equity investment memos. Do not use for live trade construction or credit-first memos; use long-short-pitch or Credit Markets as appropriate.openai/role-specific-plugins385
- Metric DiagnosticsDiagnose why a metric changed or differs from expectation by reproducing the metric, choosing the right comparison, validating likely drivers, and producing a calibrated explanation. Use when the user needs to understand what drove a metric movement, anomaly, gap, or discrepancy.openai/role-specific-plugins385
- Model Audit TieoutUse when auditing existing Public Equity Investing models or spreadsheets. Do not use to build a new model from scratch.openai/role-specific-plugins385
- Plan Deal StrategyBuild a post-discovery deal strategy pack with a deal map, buying committee map, procurement risk register, and prioritized next actions from grounded deal evidence.openai/role-specific-plugins385
- Portfolio Risk ManagementUse when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Do not use for thesis construction, standalone event underwriting, trade execution, personal investment advice, or credit-instrument risk.openai/role-specific-plugins385
- Prepare For MeetingCreate concise pre-meeting briefs and daily prep for customer meetings or the user's most important meeting of the day, using authoritative internal context plus supplementary public web enrichment.openai/role-specific-plugins385
- Prioritize AccountsPrioritize rep-ready pipeline by ranking accounts, suppressing in-flight motion, selecting the best reachable contact, and producing a connector-grounded account action view plus a concise planning-only action package from CRM, user-provided lists, saved context, and optional enrichment evidence.openai/role-specific-plugins385
- Product Business AnalysisAnalyze product or business data to inform decisions with focused quantitative work, decision-relevant context, measurable opportunities, and a clear recommendation. Use when the user needs data-backed evidence to choose a direction, prioritize an opportunity, evaluate a change, understand implications, or decide what to do next; not for routine KPI reporting, metric diagnostics, or dashboard building.openai/role-specific-plugins385
- PrototypeRoute coded prototype requests after Product Design get-context has confirmed the design brief. Use for building prototypes from URLs, images, mockups, Figma, existing code, or ideas that need visual exploration before build.openai/role-specific-plugins385
- Public Equity InvestingRoute Public Equity Investing only when explicitly named or tagged, or for an unmistakable listed-equity investor workflow tied to a public security, such as earnings investment work, a long/short thesis, public-equity valuation or model update, catalysts, or position sizing. Do not use for generic company research, reports, documents, models, valuation, or share-price questions.openai/role-specific-plugins385
- Report To Google DocNarrow conversion skill. Invoke only when the user explicitly asks to convert an existing local or blob-hosted HTML analytics report into a Google Doc, DOCX, or shareable document.openai/role-specific-plugins385
- Report To Google SlidesNarrow conversion skill. Invoke only when the user explicitly asks to convert an existing HTML analytics report into a native Google Slides deck.openai/role-specific-plugins385
- Report To PdfNarrow conversion skill. Invoke only when the user explicitly asks to convert an existing Data Analytics report, dashboard, or inline chart export into a PDF artifact.openai/role-specific-plugins385
- ResearchRun fast, source-grounded UX research on the highest-signal problems users are experiencing with a user-specified digital product. Use when the user asks to research user pain, UX friction, onboarding issues, docs/help problems, developer experience friction, support pain, product workflow issues, or current user complaints for a named product.openai/role-specific-plugins385
- Review ForecastGenerate a forecast review with risk analysis, recommendation posture, and change detection using CRM truth, pasted or exported pipeline context, account notes, and optional meeting, email, document, or internal-message evidence.openai/role-specific-plugins385
- Review Rep Call TrendsAnalyze a sales or customer-facing rep’s recent calls to detect improvement, regression, and stable patterns with objective evidence and practical coaching actions.openai/role-specific-plugins385
- Sales Company ResearchExplicit-only Sales workflow for scheduled or index-routed company research that finds durable internal resources, saves high-confidence Sales plugin memory, and asks focused follow-up questions.openai/role-specific-plugins385
- SalesforceAgentforce Sales connector guide for Sales workflows that use Salesforce for CRM reads, drafts, notes, account plans, Agentforce assignments, or proposed record changes.openai/role-specific-plugins385
- Scenario Sensitivity GeneratorUse when turning a public-equity base case, model, thesis, event, or catalyst into scenario skew, sensitivity, breakpoint, and PM action-threshold analysis. Do not use for first-pass model builds, credit-security valuation, or generic planning.openai/role-specific-plugins385
- ShareShare a runnable prototype using the user's preferred deployment tool.openai/role-specific-plugins385
- SpreadsheetsUse this skill when a user requests to create, modify, analyze, visualize, or work with spreadsheet files (`.xlsx`, `.xls`, `.csv`, `.tsv`) or Google Sheets-targeted spreadsheet artifacts with formulas, formatting, charts, tables, and recalculation.openai/role-specific-plugins385
- Suggest Sales Next StepRun scheduled or manual Sales check-ins that summarize recent Sales work and recommend one next Sales workflow to try.openai/role-specific-plugins385
- Thesis TrackerUse when building or updating Public Equity Investing thesis trackers. Do not use for generic news summaries, trade pitches, or first-pass memos.openai/role-specific-plugins385
- Three Statement Model BuilderUse when building public-equity three-statement operating model workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for standalone workbook audits.openai/role-specific-plugins385
- Url To CodeClone a live URL as a runnable frontend-only local app using Browser/Chrome source evidence after Product Design get-context has confirmed the design brief.openai/role-specific-plugins385
- User ContextLoad or manage the Data Analytics plugin's durable source-routing preferences, onboarding logic, setup progress, and semantic-layer registry.openai/role-specific-plugins385
- User ContextStart onboarding, initialize, inspect, save, update, forget, export, or explicitly reset the Public Equity Investing plugin's local user context, source setup, or optional automation setup. Use when the user explicitly asks to get started, orient, or manage Public Equity Investing saved preferences, source pointers, context storage, or recurring automation.openai/role-specific-plugins385
- User ContextLoad or manage Product Design's saved user context. Use when the user asks to set up Product Design, get started, onboard, save product or design sources, see what Product Design remembers, update saved context, or remember Product Design preferences. Examples include product URLs, Figma files, screenshots, reference images, codebase paths, Storybook, tokens, design systems, brand assets, and general product/design notes.openai/role-specific-plugins385
- User ContextLoad or manage the Sales plugin's durable user context, onboarding logic, setup progress, automation metadata, saved preferences, non-obvious CRM conventions, source-of-truth pointers, book-of-business sources, internal team resources, account channels, approval trackers, trusted examples, approved Sales Company Research saves, "please remember" requests, and broad future-facing instructions such as always/never/prefer/next-time feedback after a Sales draft.openai/role-specific-plugins385
- Validate DataQA an analysis before sharing: review methodology, metric definitions, SQL/query logic, calculation checks, chart integrity, bias risks, caveats, reproducibility, and whether conclusions are supported by evidence. Use when reviewing a report, notebook, spreadsheet, SQL query/results, dashboard, chart, recommendation, or stakeholder-ready analysis before presentation or publication.openai/role-specific-plugins385
- Visualize DataDesign, specify, implement, revise, and QA quantitative visuals and chart choices. Use when an analytical answer needs visual judgment; for example comparing values, showing how a total breaks apart, reading concentration in a ranking, or understanding movement over time. This may mean rendering a chart for a report or dashboard, or simply choosing, rendering and QAing the right chart form for an inline answer.openai/role-specific-plugins385
- ZoominfoZoomInfo connector guide for Sales workflows or explicit ZoomInfo requests involving company search, contact search, enrichment, intent signals, similar-account discovery, contact recommendations, and company or contact research.openai/role-specific-plugins385
- Agents SdkUse when the user wants to build, adapt, run, or evaluate an OpenAI Agents SDK app from Cursor. Prefer a docs-first workflow and route API credential decisions through openai-platform-api-key before API-backed work.openai/openai-developers-for-cursor
- Build Chatgpt AppUse when the user explicitly wants a ChatGPT App, Apps SDK project, MCP server plus widget UI, ChatGPT-compatible tool UI, or submission/deployment work for that surface. Build, scaffold, refactor, or troubleshoot those projects from Cursor, consult openai-docs before generating code, and use openai-platform-api-key before any app path that requires live OpenAI API credentials.openai/openai-developers-for-cursor
- Chatgpt App SubmissionUse when a developer needs a ChatGPT Apps submission import file from an MCP server. Inspect the implementation, generate chatgpt-app-submission.json with app info, tool-hint justifications, positive and negative test cases, then report review findings and outputSchema warnings.openai/openai-developers-for-cursor