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Proactive next-best-action recommendations v1.0.0

Use this resource to design a next-best-action engine for advisors

New

  • 550 downloads
  • 237 likes
  • 132 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install next-best-action-engine

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 designs event logic, prioritisation rules, action assignment and measurement. It draws on detailed examples in references/examples.md. You get a specification for alerting your advisors at the right moment.

Mostly picked by

Updated November 2, 2026

Card for the “Proactive next-best-action recommendations” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: framework, trigger types, scoring and action routing
  • references/examples.md: detailed examples of triggers and rules

Good fit for

  • You want to alert advisors to portfolio drift
  • Your client reviews happen too late after life events

Not for

    Tags

    • recommendations
    • advisors
    • triggers
    • CRM
    • wealth management

    About

    You say

    “Design alert triggers for portfolio drift and for a large cash deposit into an account.”

    Card for the “Proactive next-best-action recommendations” skill

    Skill published by joellewis under the MIT 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 design a next-best-action engine for advisors
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md15.6 KB
    • SKILL.md36.3 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/next-best-action
    Licence
    MIT

    Notice

    « next-best-action » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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