Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill quarterly-review
Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document.
Parse arguments:
--quarter (default: previous calendar quarter) — format YYYY-QN (e.g., 2026-Q1)--save-to (default: files) — files (Google Drive / OneDrive), desktop, or bothUsing the business-pulse skill in deep mode:
Identify 3 specific opportunities for next quarter based on the data:
Identify 3 specific risks for next quarter:
Write a 500–800 word narrative in plain business English with this structure:
Generate:
qbr-{YYYY-QN}.pdf — formatted narrative + key charts (as ASCII tables if no chart tool available)--save-to locationIf QuickBooks is unreachable, stop — the QBR requires QB financial data as the foundation. If PayPal is missing, skip cross-validation and note "PayPal not connected — revenue validated from QB only." If HubSpot is missing, skip customer health (Step 2) and note "HubSpot not connected — customer health section skipped."
Present the narrative in-line, then confirm export. End with a one-paragraph "what to focus on next quarter" summary.
Presentation creation, editing, and analysis. When Claude needs to work with presentations (.pptx files) for: (1) Creating new presentations, (2) Modifying or editing content, (3) Working with layouts, (4) Adding comments or speaker notes, or any other presentation tasks
Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.
Create and edit Obsidian Flavored Markdown with wikilinks, embeds, callouts, properties, and other Obsidian-specific syntax. Use when working with .md files in Obsidian, or when the user mentions wikilinks, callouts, frontmatter, tags, embeds, or Obsidian notes.
Create and edit Obsidian Bases (.base files) with views, filters, formulas, and summaries. Use when working with .base files, creating database-like views of notes, or when the user mentions Bases, table views, card views, filters, or formulas in Obsidian.
| Obsidian 智能笔记助手。当用户提到 obsidian、日记、笔记、知识库、capture、review 时激活。 【激活后必须执行】: 1. 先完整阅读本 SKILL.md 文件 2. 理解 AI 写入三条硬规矩(00_Inbox/AI/、追加式、白名单字段) 3. 按 STEP 0 → STEP 1 → ... 顺序执行 4. 不要跳过任何步骤,不要自作主张 【禁止行为】:
| 将代码项目转换为 Obsidian 知识库。当用户提到 obsidian、项目文档、知识库、分析项目、转换项目 时激活。 【激活后必须执行】: 1. 先完整阅读本 SKILL.md 文件 2. 理解 AI 写入规则(默认到 00_Inbox/AI/、追加式、统一 Schema) 4. 用户确认后才开始 STEP 1 项目扫描 5. 严格按 STEP 0 → 1 → 2 → 3 → 4 顺序执行 【禁止行为】:
Publish Markdown articles to X (Twitter) Articles editor with proper formatting. Use when user wants to publish a Markdown file/URL to X Articles, or mentions "publish to X", "post article to Twitter", "X article", or wants help with X Premium article publishing. Handles cover image upload and converts Markdown to rich text automatically.
Use this skill any time a .pptx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx file (even if the extracted content will be used elsewhere, like in an email or summary); editing, modifying, or updating existing presentations; combining or splitting slide files; working with templates, layouts, speaker notes, or comments. Trigger whenever the user mentions \"deck,\" \"slides,\" \"presentation,\" or references a .pptx filename, regardless of what they plan to do with the content afterward. If a .pptx file needs to be opened, created, or touched, use this skill.
Take anthropics/quarterly-review from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
The agent identifies a skill by the name field in its header. Two skills with the
same name cannot sit side by side — one of them will be ignored.