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business-pulse

Generate a one-page SMB business snapshot from connected financial, CRM, calendar, and messaging sources.

Updated May 20, 2026
Search Tags:#pipeline monitoring#risk detection#weekly briefing#business snapshot#cash position#revenue trend#connector synthesis
One-click install
npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill business-pulse
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: business-pulse
Source: https://github.com/paywhereb/paywhere-claude-plugins/tree/main/paywhere-smb/skills/business-pulse
Command: npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill business-pulse

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Business owners need a fast, trustworthy view of how the business is doing across cash, sales, pipeline, and urgent commitments without manually checking every connected tool.

Core Features & Use Cases

  • One-page business snapshot: Produces a single scannable pulse covering cash position and pending money movement (Paywhere + QuickBooks), sales trend and AR aging (QuickBooks), pipeline movement and deal risk (HubSpot), and time-sensitive commitments (Google Calendar).
  • Proactive risk spotting: Flags actionable issues with named records, amounts, and next steps rather than generic advice (overdue invoices, stalled/slipped deals, urgent Gmail/Slack signals, and pending wires/ACH).
  • Graceful partial delivery: Tries every available connector in parallel and scopes output to what is connected, marking unavailable sections as n/a with reasons.

Quick Start

Invoke business-pulse when you want a weekly summary or a “how are we doing / what am I missing” snapshot, and it will pull live data from your connected tools and return a complete one-page brief with the #1 priority to act on today.

Frequently Asked Questions about business-pulse

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a weekly business snapshot from QuickBooks and HubSpot?▼

To generate a weekly business snapshot, it synthesizes live metrics from connected QuickBooks and HubSpot sources in a single parallel batch, computing cash position, sales trends, and pipeline movement into a one-page markdown brief.

What is a cross-functional SMB status update and how does it work?▼

A cross-functional SMB status update combines cash, sales, pipeline, and time-sensitive commitment data. It dispatches parallel connector calls to your linked tools, applies red/yellow/green thresholds, and flags actionable issues like overdue invoices or stalled deals.

Can I get a cash-only or watch-list-only business pulse if some connectors are missing?▼

Yes, you can request scoped variants like cash-only or watch-list-only outputs. It gracefully scopes delivery to connected sources, dispatching all available connectors in parallel and marking unavailable sections as n/a with explicit reasons.

How are deal risks and overdue invoices flagged in a pipeline monitoring brief?▼

Pipeline monitoring flags actionable issues by checking predefined thresholds to compute red/yellow/green statuses. It identifies named records, amounts, and next steps for overdue invoices, slipped deals, and urgent messaging signals without inventing numbers.

Does the business snapshot support posting to Slack or saving as a file?▼

Yes, the business snapshot supports optional file saves and confirmed Slack posting. After composing the one-page brief using its markdown template, it can dispatch the final report directly to your configured Slack channels.

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