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Daily one-page business snapshot v1.0.0

Use this resource to get a one-page snapshot of how your business is doing

New

  • 361 downloads
  • 108 likes
  • 217 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install daily-business-snapshot

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent pulls data from every connected tool in parallel (ledger, payments, CRM, calendar, email or chat) and computes cash, sales trend and watch-list items. You get one scannable page and the single most important action for today; with one connector the picture is partial.

Mostly picked by

Updated November 2, 2026

Card for the “Daily one-page business snapshot” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: collection, metric and composition steps
  • reference/: data sources, risk thresholds and output template

Good fit for

  • You want a daily check without opening five tools
  • You need a weekly recap for your team

Not for

    Tags

    • snapshot
    • cash flow
    • sales
    • management

    About

    You say

    “What's the state of my business today?”

    Card for the “Daily one-page business snapshot” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to get a one-page snapshot of how your business is doing
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.5 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • reference/data_sources.md9.6 KB
    • reference/gotchas.md3.2 KB
    • reference/output_template.md4.1 KB
    • reference/thresholds.md2.2 KB
    • reference/v2_sources.md3.3 KB
    • SKILL.md12 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/small-business/skills/business-pulse
    Licence
    Apache-2.0

    Notice

    « business-pulse » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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