Automation

CRM & Client Lifecycle designs CRM systems and client workflow for advisory firms. Use it for client segmentation, household linking, service tiers, review cadence, retention risk, and CRM platform evaluation.

Order Management Advisor covers the advisor trade lifecycle from order entry through settlement, including block trading, allocation, pre-trade compliance, custodian routing, and trade error correction. Use it when designing or evaluating an OMS for RIAs or managing model portfolio rebalances across many accounts.

PDF Processing extracts text from PDFs, creates new PDFs, and merges or splits documents. Use it when you need to read, generate, or reorganize PDF files.

Portfolio Management Systems covers selecting and operating PMS platforms for advisory firms, including model portfolios, UMA sleeves, drift monitoring, rebalancing, reconciliation, and custodian feeds. Use it when configuring a PMS, migrating platforms, or troubleshooting portfolio data and feed issues.

Proposal Generation creates end-to-end investment proposals with risk profiling, model portfolio mapping, fee illustrations, projections, and compliance review. Use it when building or reviewing prospect proposals, transition analyses, or template-based proposal documents.

Stp Automation measures straight-through processing rates and helps replace review-all workflows with exception-based processing. Use it to analyze manual touchpoints, design exception queues, and choose RPA, API, or hybrid automation for legacy systems.

Workflow Automation designs human-in-the-loop orchestration for securities operations, including task routing, approval chains, and SLA monitoring. Use it for maker-checker controls, escalation rules, audit trails, and modeling processes as state machines.

Add Frontmatter scans project Markdown files and inserts or fixes YAML frontmatter with summary and read_when fields. Use it when documents need to be discoverable by context routers like Reflex.

Google Docs Reader downloads publicly shared Google Docs as full text with curl so you can read them locally. Use it when a doc is available by link and you need the complete contents instead of a summary.

Make Playbook guides solo makers through idea, build, launch, growth, monetization, automation, and exit decisions for bootstrapped apps. Use it to choose what to build next, diagnose stalled growth, and maintain a per-app MAKE.md tracker.

Slack Read opens Slack channels, DMs, histories, and search results in read-only mode. Use it when an agent needs to inspect workspace conversations without sending messages.

Yt-Dlp downloads YouTube videos, audio, and subtitles/transcripts from a URL. Use it when you need media files or transcript text for review or reuse.