skills.rest
dimagi-internal
dimagi-internalOFFICIAL
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opp-closeout

Pull verified invoices from completed Connect opportunities and generate LLO payment Jira tickets.

1|2|Updated Apr 1, 2026
Search Tags:#financial automation#jira tickets#opportunity closeout#invoice retrieval#llo payment#connect integration
One-click install
npx skills add https://github.com/dimagi-internal/ace --skill opp-closeout-dimagi-internal
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: opp-closeout
Source: https://github.com/dimagi-internal/ace/tree/main/skills/opp-closeout
Command: npx skills add https://github.com/dimagi-internal/ace --skill opp-closeout-dimagi-internal

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill eliminates the manual, time-consuming work of retrieving invoices from completed Connect opportunities and creating standardized payment tickets for Local Lead Organizations (LLOs), reducing errors and speeding up financial closeout workflows.

Core Features & Use Cases

  • Automated Invoice Retrieval: Pulls verified delivery invoices directly from Connect for completed opportunities, automatically calculating total payment amounts.
  • Jira Ticket Generation: Creates fully formatted payment processing tickets with all required invoice details, LLO banking references, and attached invoice documents.
  • Use Case: When a Connect opportunity finishes all scheduled deliveries, use this Skill to instantly pull all associated invoices, generate the payment ticket for the LLO, and save the closeout record to the run folder with no manual data entry.

Quick Start

Use the opp-closeout skill to process the financial closeout for the completed [opp-name] opportunity and create the corresponding LLO payment Jira ticket.

Frequently Asked Questions about opp-closeout

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

FAQPage Schema
How do I automate invoice retrieval and payment ticket creation for completed Connect opportunities?▼

Automated invoice retrieval and payment ticket creation is handled by pulling verified delivery invoices from Connect, generating formatted Jira payment tickets, and saving closeout records automatically. This eliminates manual data entry for completed opportunity processing.

How does opportunity closeout integrate with Jira, Google Drive, and Connect?▼

Opportunity closeout integrates by connecting to Connect to retrieve invoice data, creating formatted Jira tickets with LLO banking references and attached invoices, then saving the final closeout records to a Google Drive run folder.

What is the process for generating LLO payment tickets after opportunity delivery finishes?▼

Generating LLO payment tickets involves pulling all associated verified invoices from a completed Connect opportunity, calculating the total payment amount, and creating a formatted Jira ticket with the required invoice details and banking references.

Can I use this financial closeout automation for Local Lead Organizations without manual data entry?▼

Financial closeout automation for Local Lead Organizations can be executed without manual data entry by automatically pulling verified invoices from Connect and generating fully formatted payment processing Jira tickets with attached documents.

What are the limitations of automating financial closeout workflows for LLO payments?▼

Limitations of automating financial closeout workflows include relying on completed Connect opportunities with verified delivery invoices and requiring configured integrations with Jira and Google Drive to properly save records and generate payment tickets.

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