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CarvalhoJeo
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business-pulse

Synthesize metrics from finance, sales, CRM, calendar, and communications tools into a one-page business snapshot.

Updated May 15, 2026
Search Tags:#cash flow#AR aging#business snapshot#crm pipeline#invoice follow-up#calendar commitments#urgent inbox
One-click install
npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill business-pulse-carvalhojeo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: business-pulse
Source: https://github.com/CarvalhoJeo/claude-small-business-br/tree/main/archive/nonlocalized-skills/business-pulse
Command: npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill business-pulse-carvalhojeo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

business-pulse removes the time-consuming task of checking multiple SMB systems by producing a single one-page operational snapshot that highlights what needs attention today.

Core Features & Use Cases

  • Cross-tool business overview: Pulls metrics across finance, sales, pipeline, calendar commitments, and urgent customer/internal signals.
  • Actionable risk scan: Flags specific overdue receivables, stalled/slipped deals, urgent threads, and large failed/pending payments with next-step intent.
  • Graceful partial delivery: Continues when any connector is missing or errors, marking affected sections as unavailable and listing sources pulled vs. unavailable.

Quick Start

Ask for a catch-up by saying: "Catch me up on the business with a one-page business snapshot."

Frequently Asked Questions about business-pulse

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

FAQPage Schema
How do I get a one-page business snapshot for my SMB?▼

A one-page business snapshot synthesizes metrics across finance, sales, CRM, calendar, and communications tools into a single actionable brief. It highlights overdue receivables, stalled deals, and urgent threads to identify your top priority.

What does a cross-functional business overview include?▼

A cross-functional business overview pulls metrics from finance, sales, pipeline, calendar commitments, and urgent customer signals. It flags specific overdue receivables, slipped deals, urgent inbox threads, and large failed payments with concrete next-step intent.

How do I catch up on what I am missing in my business operations?▼

To catch up on what you are missing, request an urgent cross-functional business snapshot. It scans connected tools to flag stalled deals, urgent communications, and large pending payments, identifying the single most important priority with record-specific details.

Can I generate a weekly business summary if some data sources are missing?▼

You can generate a weekly business summary even if some data sources are missing. The snapshot applies section-level fallback handling, marking unavailable sources while continuing to deliver the brief with the successfully pulled connector data.

Does the business snapshot work with my CRM pipeline and AR aging data?▼

The business snapshot works with your CRM pipeline and AR aging data by dispatching parallel connectors across finance and sales tools. It synthesizes these metrics to flag specific overdue receivables and stalled deals requiring immediate follow-up.

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