Skills
How the assistant does specific work in Kredi's systems — a shared library, referenced by tasks and automations.
How the assistant does specific work for you — a shared library, referenced by tasks and automations.
How the assistant does specific work in this workspace — a shared library, referenced by tasks and automations.
6 skills · 4 verified · 1 stale · 1 candidate
Send a Bancora follow-up email
Gmail
Verified
Drafts and sends a follow-up email to a Bancora contact in Javier's voice, referencing whatever's open — the proposal, the redlines, or a prior thread.
File a signed proposal to the right Drive folder
Drive
Verified
Uploads a finalized proposal or contract into the matching client folder in Drive and links it back to the project.
Post the weekly commitment digest to Slack
Slack
Verified
Formats the week's open commitments and what moved into a short digest and posts it to #general — skips posting when nothing changed.
Send the pre-meeting digest for partner syncs
Calendar
Gmail
Verified
Pulls open items for the upcoming Bancora or Altiva check-in and emails a short prep note ahead of the meeting.
Flag an incomplete loan file in Slack
Slack
Candidate
Notifies the broker and flags the file in Slack the moment a loan file comes in missing a required document — the "expediente incompleto" workaround.
Send the expediente-completo check-in email
Gmail
Stale
Emails underwriting a daily reminder to confirm new loan files meet the completeness checklist before review.
Nothing here yet in this workspace
Skills are filed here automatically as tasks and automations are built.