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cogni-work
cogni-workOFFICIAL
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portfolio-export

Generate proposals, marketing briefs, and analytical workbooks in XLSX format.

12|2|Updated Mar 4, 2026
Search Tags:#portfolio#proposal#deliverable#export#workbook#marketing brief
One-click install
npx skills add https://github.com/cogni-work/cogni-works --skill portfolio-export
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-export
Source: https://github.com/cogni-work/cogni-works/tree/main/cogni-portfolio/skills/portfolio-export
Command: npx skills add https://github.com/cogni-work/cogni-works --skill portfolio-export

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill transforms raw portfolio data into polished, actionable deliverables like proposals, marketing briefs, and comprehensive workbooks, making your portfolio's value tangible and shareable.

Core Features & Use Cases

  • Generate Proposals: Create tailored sales proposals for specific propositions, markets, and customers.
  • Create Market Briefs: Develop marketing content packages for target markets.
  • Produce Portfolio Workbooks: Generate structured XLSX files with all portfolio data for analysis.
  • Full Export: Bundle all deliverables for a complete portfolio package.
  • Use Case: When a sales team needs to send a proposal for a new product feature to a key client, this Skill can generate a professional, data-backed proposal document in minutes.

Quick Start

Generate a proposal for the 'cloud-monitoring' proposition in the 'mid-market-saas' market.

Frequently Asked Questions about portfolio-export

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

FAQPage Schema
How do I generate sales proposals from structured portfolio data?▼

You can generate sales proposals by transforming structured portfolio data into tailored deliverables for specific propositions, markets, and customers. This process creates professional, data-backed proposal documents designed to support B2B sales workflows.

Can I export portfolio data into an XLSX workbook for analysis?▼

Yes, you can export portfolio data into XLSX format. The Skill produces structured workbooks containing all portfolio data, providing an internal analysis tool for evaluating proposition-market fit and competitive analysis.

What is the best way to create marketing briefs for target markets?▼

The best way to create marketing briefs is to transform raw portfolio data into actionable marketing content packages. This approach develops targeted deliverables for specific markets, making your portfolio's value tangible and shareable.

Does this portfolio export tool work for B2B sales workflows?▼

Yes, this portfolio export tool is built for B2B sales workflows. It leverages entity data for proposition-market fit and solution packaging to transform structured portfolio information into client-facing documents.

Can I bundle all portfolio deliverables into a single complete package?▼

Yes, you can perform a full export to bundle all generated deliverables together. This creates a complete portfolio package containing proposals, marketing briefs, and comprehensive workbooks in one shareable format.

What do I need to generate a proposal for a specific proposition and market?▼

To generate a proposal, you need to provide the specific proposition and target market identifiers. The Skill then uses your structured portfolio entity data to package the solution and output a client-facing document.

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