Skill Claude CodeCodex
Renders a polished, self-contained HTML briefing from any data source — SharePoint lists, uploaded documents, or a verbal description. Use when asked to build a competitor landscape, account brief, candidate summary, site inventory, board bio, speaker profile, partner overview, or any grid of profile cards or…
Skill Claude CodeCodex
Generates a polished, self-contained HTML executive report or dashboard from any data source — SharePoint lists, CSV exports, or a user description. Use when asked to build an exec report, one-pager, summary page, status dashboard, project summary, business review, or any single-page visual summary of data. Interviews…
Skill Claude CodeCodex
Classifies files in a SharePoint document library by reading their content and matching them to known content types (Contracts, Invoices, Purchase Orders). Creates a File classification Choice column plus 5 metadata columns per content type, extracts values from each file, and writes them back automatically. Use when…
Skill Claude CodeCodex
Check this SharePoint site's local skills before handling a request when no obvious local skill exists; ask every time before searching the PnP SharePoint Skills repo, assess risks in found skills, then recommend using, installing, adapting, or proceeding without one. Use when the user says: "Do we have a skill for…
Skill Claude CodeCodex
Creates an interactive HTML learning dashboard from a source file by extracting key concepts into validated flashcards with source links, hover-detail answers, filters, review tracking, shuffle, and progress tracking. Use when the user says: "Create flashcards from this file" "make an HTML learning dashboard" "turn…
Skill Claude CodeCodex
Reconciles one or more user-selected invoice files against matching purchase orders in the Purchase Order library. Compares totals, flags discrepancies, writes reconciliation status back to invoice metadata, and returns a formatted summary table. Trigger phrases: po reconciliation, invoice reconciliation, invoice to…
Skill Claude CodeCodex
Minimal KB quality-check skill for SharePoint libraries. It creates missing review columns, writes short review outputs in Markdown, sets review status, records completion time, and schedules the next review by category.
Skill Claude CodeCodex
Organizes files in a document library so people and AI can find them easily. Scans all files, summarizes issues (duplicates, empty folders, bad names), recommends a clean structure with a visual before/after comparison, reads file content to propose meaningful rename suggestions, then executes with a TODO checklist…
Skill Claude CodeCodex
Apply a visual style theme to any SharePoint list or document library using column formatting, view formatting, row templates, and tile layouts. Use this skill whenever the user asks to style, theme, or visually transform a list or library. The goal is "I can't believe that's SharePoint" impact — not just color swaps…
Skill Claude CodeCodex
Audits the metadata quality of a SharePoint document library or list. Scans every item against its required columns, flags missing, blank, or placeholder values, computes a completeness score per item and per column, and saves a self-contained HTML gap-report dashboard to the site. It is strictly read-only — it never…
Skill Claude CodeCodex
Reviews SharePoint news posts in an intranet site or Site Pages library and flags content that appears obsolete, draft-like, incomplete, poorly targeted, missing ownership, or no longer relevant. It uses only the default Site Pages fields, so it works on any modern SharePoint site. For every post it assigns a review…
Skill Claude CodeCodex
End-to-end orchestrator that fully organizes a SharePoint document library — classifies files by content type (via the file-classifier skill), creates and extracts metadata columns, applies brand-consistent column and view formatting, builds per-content-type views, colors folders, and creates notification rules for…
Skill Claude CodeCodex
Create a read-only permission and sharing access review report as a self-contained HTML file saved to SharePoint. Use when the user says: "who has access" "permission report" "sharing report" "access review" "review permissions" "create a Permission Report".
Skill Claude CodeCodex
Reads every document in a SharePoint project library and compiles a complete, structured record of every change event — scope assumptions, scope changes, technical decisions, client requests, risks, budget and schedule events, governance events, and early-warning signals — writing each to the Change Events SharePoint…
Skill Claude CodeCodex
Reads the Change Events list and produces a full causal analysis of a project failure — a counterfactual root-cause test, the causal chain, intervention windows, and early-warning signal analysis — ending in one actionable recommendation, persisted back to SharePoint. Use when the user asks to "find the root cause"…
Skill Claude CodeCodex
Generates a self-contained, dependency-free HTML timeline dashboard that visualises the Project Intelligence Engine output — KPI bar, planned-vs-actual contrast panel, root cause, causal chain, signal-trail timeline, early-warnings table, governance summary, and recommendation. Use when the user asks to "build the…
Skill Claude CodeCodex
Renames all files in a SharePoint document library (including subfolders) to prefix them with their created date in yyMMdd format (e.g., 251203-Status Report.pdf). Offers a preview before committing changes. Use when the user asks to prefix filenames with dates or add date prefixes to files.
Skill Claude CodeCodex
Convene a council of expert AI personas to review, stress-test, and improve any document, idea, proposal, or plan. Use this skill whenever the user asks to "review," "stress-test," "get feedback on," "critique," "poke holes in," "red team," "evaluate," "council," "panel review," or "get perspectives on" any content …
Skill Claude CodeCodex
Reviews a draft proposal against the firm's configurable compliance rules — prohibited language, required disclosures, role and positioning boundaries, and procurement-submission requirements. Logs all findings to the Review Findings SharePoint list and annotates the draft document for salesperson and reviewer…
Skill Claude CodeCodex
Searches the firm's SharePoint document libraries — Capability Library, Content Asset Library, Past Proposals Library, and Standard Positions — to find existing content that matches each requirement or question in the RFP Tracker list. Classifies each row as administrative or substantive before searching, with smart…
Skill Claude CodeCodex
Section-by-section proposal drafting agent. Takes the approved Strategy Brief (ToC + Content Strategy Brief), the RFP Tracker list, and the firm's source documents, and produces a complete proposal draft Word document. Drafts each section individually using one of three modes — Adapt, Synthesize, or Placeholder …
Skill Claude CodeCodex
Extracts questions, mandatory requirements, submission rules, evaluation criteria, and administrative certifications from a Request for Proposal (RFP) document and populates a SharePoint List with each item categorized, flagged for mandatory status, source-traced, and ready for owner assignment and tracking. Handles…
Skill Claude CodeCodex
Post-generation audit agent for proposal drafts. Runs three structured checks — strategy fidelity, RFP coverage, and content sourcing — against the generated proposal draft, the approved Strategy Brief, and the RFP Tracker list. Produces a Review Report Word document flagging issues before any human reviewer opens the…
Skill Claude CodeCodex
Reviews a draft proposal for voice consistency, narrative coherence, the firm's configurable tone standards, weak or vague language, and structural quality. Runs after compliance review and salesperson corrections. Logs findings to the Review Findings SharePoint list and annotates the draft.