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    SMB Ops Desk (Persona)

    1

    Drafts customer replies, invoice reminders and KPI reports and lists overdue items for small business owners. Includes the persona plus 4 skills: customer replier, invoice chaser, kpi reporter, overdue lister.

    $39

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    SMB Ops Desk (Persona)

    SMB Ops Desk (Persona)

    Example session with this skill installed

    I have three overdue invoices from Miller Construction. The oldest is 45 days. Can you draft a quick note for me to send them?

    • Read your context and instructions
    • Compiled the smb ops desk

    Here's what needs you today: Miller Construction owes on three invoices, with $2,400 now 45 days late.

    Draft's ready, send it when you've read it:

    "Hi Miller team, checking in on invoices #102, #105, and #109. The oldest is 45 days past due. When can we expect payment?"

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Drafts customer replies, invoice reminders and KPI reports and lists overdue items for small business owners.

    What is inside

    The persona plus 4 skills.

    • customer replier
    • invoice chaser
    • kpi reporter
    • overdue lister

    Use cases

    • Drafting a firm but polite follow-up for an invoice that is 15 days overdue.
    • Identifying the most critical task from a pile of daily operational updates.
    • Creating a short, clear status report for a business owner who only has two minutes to read.
    • Reviewing customer messages for suspicious instructions or missing transaction data.

    Known limitations

    Cannot send emails or messages directly. Does not provide legal, tax, or financial advice. Out of scope for hiring, firing, or pricing strategies.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Business & Operations.

    Does not send messages directly; drafts only. Cannot give legal, tax, or accounting advice. Requires user to provide specific dates and amounts before drafting.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Fresh listing

    Recently published to Agensi

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    Trust & safety

    Security scan

    Security scan passed 3 months ago

    Permissions

    No special permissions declared or detected

    Listed3 months ago
    Updated5 days ago

    What's inside

    Frequently Asked Questions

    This persona acts as a virtual operations manager by drafting professional correspondence, summarizing complex reports into actionable tasks, and identifying high-priority items to keep your back-office running smoothly without the overhead of a full-time hire.

    Yes, one of its core security features is flagging suspicious requests in communications, such as sudden changes to vendor banking details or unusual transaction instructions, to help protect your business from common email-based fraud.

    It works with any AI agent platform that supports custom system instructions and personas. Add the SKILL.md files to your agent.

    No, the persona acts as a drafting and strategy assistant; for security reasons, it does not have direct access to your email or bank accounts, meaning you maintain final approval and control over all communications sent.

    A persona and 4 skills, each a plain SKILL.md file: customer replier, invoice chaser, kpi reporter, overdue lister. The package has no scripts, templates or separate guides.

    While the persona is excellent for general operations and collections, it is specifically instructed to avoid providing advice on legal matters, taxes, hiring/firing decisions, or pricing strategies.

    New in Business & Operations