Monthly financial close
Reconciles GL across QuickBooks & Stripe, ties out bank statements, drafts a board-ready close memo with variance commentary. Two human approval gates: GL adjustments and the final memo.
Every skill is reviewed for outcome quality and security posture before it lands in the library. Not prompts — full playbooks. Steps, checks, escalations, deliverables. Install one into your Sauro workspace and watch the queue drain.
Reconciles GL across QuickBooks & Stripe, ties out bank statements, drafts a board-ready close memo with variance commentary. Two human approval gates: GL adjustments and the final memo.
Watches usage and engagement signals 90 days out, drafts personalized renewal packets per account, escalates at-risk logos to the CSM with talking points. Cannot send anything without human approval.
Receives a DSR, locates every system holding the subject's data, generates the response packet, and routes for legal review. Audit-logged at every step. Lawyer-review gate before delivery.
Scores every inbound lead against your ICP, enriches from public sources, drafts a tailored first-touch reply, routes to the right rep. Auto-replies only inside policy; everything else queued.
Compiles receipts, categorizes expenses, prepares the brief for your accountant.
Collects W-9, NDA, COI, sets up the vendor in QuickBooks, routes for sign-off.
Screens inbound applicants against your role spec, drafts first replies, schedules calls.
Categorizes refund requests, applies policy, escalates over-threshold cases for approval.
Pulls KPIs from your stack, drafts the narrative, ships once you approve.
Scans contracts for known risk clauses, summarizes findings, surfaces what needs counsel.
Compiles account briefs from public sources before every prospect call.
Categorizes incoming email, answers the easy ones, routes the rest to the right person.
Tracks unpaid invoices, sends sequenced reminders, hands off disputes.
Synthesizes customer feedback into a weekly digest with themes & quotes.
Drafts a tailored ramp plan from your role spec and team context.
Pulls evidence packets across systems for each control, ready for your auditor.
A skill is code that runs against your business. We treat it that way. Every skill in the marketplace is reviewed for credential authenticity, scope minimization, and approval-gate placement before it ships.
Browse the library. Pick a playbook that matches a workflow you keep slipping. One click installs it into your Sauro workspace, scoped to the tools you've connected.
We're starting with a small, deliberate library — not a flood of templates. Every playbook is researched against how the work is actually done, scoped for security, and reviewed end-to-end before it ships.
Pick one playbook from the marketplace, install it into Sauro, and watch the work clear itself. No prompt engineering. No managing the AI. Just outcomes the way a professional would deliver them.
Try it in Sauro → ← Back to Home