Skill library · governed capabilities

The skill library.

A public catalog of the governed skills our systems ship with — organized by vertical, each one a plugin that connects to the tools you already run. Pick a skill, connect the plugins, and it runs governed: PII stripped, actions parked for approval, every step on the audit trail.

Don’t see your tool? Plugins are custom and always expanding — if it has an API, we can connect it. New to the terms? See the glossary →

Associations

Board-packet engine

Synthesizes a reconciled board packet from your financials, CRM, and events — drafted for review.

Plugins
Salesforce NPSPSage IntacctCvent
Associations

Grant reporting

Interim and final funder reports, with program metrics and financials pulled into each funder format.

Plugins
Salesforce NPSPSage Intacct
Associations

Member renewals

Finds lapsing members, segments by engagement, and runs tailored outreach — logged back to the CRM.

Plugins
Salesforce NPSPCvent
Associations

Form 990 prep

Drafts the IRS Form 990 from your accounting and donor data, ready for your accountant.

Plugins
Sage IntacctSalesforce NPSP
Associations

Member trends

Period-over-period insight across member, event, and finance systems.

Plugins
Salesforce NPSPCventSage Intacct
Finance

Journal entries

Drafts entries with debits, credits, and supporting detail — held for approval, never auto-posted.

Plugins
Sage IntacctSnowflake
Finance

Reconciliation

Matches GL to subledger, bank, and intercompany; isolates and explains the exceptions.

Plugins
Sage IntacctBank feeds
Finance

Financial statements

P&L, balance sheet, and cash flow with plain-English variance commentary.

Plugins
Sage IntacctSnowflake
Finance

Variance analysis

Budget vs. actual decomposed into drivers — the why, not just the what.

Plugins
Sage IntacctBigQuery
Finance

Month-end close

Sequences tasks, dependencies, and status to drive the close to the deadline.

Plugins
Sage Intacct
Finance

Audit support

SOX sampling, workpapers, and control testing, with the trail built as work happens.

Plugins
Sage IntacctBox
Legal

Contract review

Clause-by-clause against your playbook, with redlines, fallbacks, and deviations flagged.

Plugins
BoxEgnyteMicrosoft 365
Legal

NDA triage

Classifies and routes in minutes — routine cleared, unusual terms escalated to counsel.

Plugins
BoxMicrosoft 365
Legal

Compliance checks

Surfaces applicable regulations and the approvals a launch or change needs.

Plugins
Microsoft 365
Legal

Risk assessment

Severity-by-likelihood scoring with clear, consistent escalation thresholds.

Plugins
Microsoft 365
Legal

Obligation tracking

Extracts and tracks key dates, renewals, and obligations from signed contracts.

Plugins
BoxSalesforce
Civil & geospatial

Fleet operations map

Combines vehicle telematics with the road network for a live operations map — routes, geofences, utilization.

Plugins
GeotabOpenStreetMapKepler.gl
Civil & geospatial

Network data

Pulls road, rail, and transit networks from OpenStreetMap on demand, by area.

Plugins
OpenStreetMapOverpass
Civil & geospatial

Transport-access analysis

Assesses a site’s connectivity — roads, transit, and amenities within reach — in plain language.

Plugins
OpenStreetMapPostGIS
Civil & geospatial

Spatial queries

Overpass QL for “everything within X of a corridor” — proximity and relationships, no hand-coding.

Plugins
OverpassPostGIS
Civil & geospatial

Flow & demand maps

Kepler.gl heatmaps and 3D layers from your movement and sensor data.

Plugins
Kepler.glGeotab
Civil & geospatial

Site assessment

Defines the area, collects data layers, analyzes metrics — report and map, out.

Plugins
OpenStreetMapESRI ArcGIS
Buildings & IoT

Connected building desk

Unifies access, cameras, and sensors into one live security and operations view.

Plugins
AWS IoTAccess systemsMQTT / edge
Buildings & IoT

Digital twin

A live virtual model of your building — sensors, access, and systems mirrored to monitor, query, and simulate.

Plugins
AWS IoTAzure IoTKepler.gl
Buildings & IoT

Access tied to HR

Provisions and revokes physical access automatically from onboarding and offboarding.

Plugins
WorkdayCloudGateAccess control
Buildings & IoT

Anomaly & alerting

Surfaces the events that matter — including access that doesn’t match HR — and suppresses noise.

Plugins
AWS IoTAzure IoT
Buildings & IoT

Sensor data at scale

Ingests and makes sense of thousands of device streams across sites.

Plugins
MQTT / edgeSnowflake
Buildings & IoT

Energy & utilization

Turns building and occupancy telemetry into efficiency insight.

Plugins
Building telemetrySnowflake
HR & operations

Onboarding & offboarding

Generates the new-hire checklist and provisions or revokes accounts, equipment, and access.

Plugins
WorkdayGustoCloudGate
HR & operations

Recruiting pipeline

Tracks candidates through stages and drafts the next-step communications.

Plugins
WorkdayGreenhouse
HR & operations

Performance & reviews

Structures self-assessments, manager templates, and calibration prep.

Plugins
WorkdayBambooHR
HR & operations

People reports

Headcount, attrition, and org-health snapshots for leadership.

Plugins
WorkdayADP
HR & operations

Policy answers

Plain-language answers to PTO, travel, and benefits questions from your handbook.

Plugins
Microsoft 365BambooHR
HR & operations

Identity & access (SSO)

Single sign-on, MFA, and access provisioning tied to your directory and HR.

Plugins
CloudGateWorkday
HR & operations

IT service tickets

Triages and routes ITSM requests, drafts resolutions, and tracks change.

Plugins
ServiceNow
HR & operations

Status reports

Leadership-ready KPIs, risks, and action items, assembled from your trackers.

Plugins
ServiceNowSlackJira
HR & operations

Process docs

Flowcharts, RACI, and SOPs from how the work actually happens.

Plugins
ConfluenceMicrosoft 365
HR & operations

Runbooks

Repeatable, step-by-step procedures with rollback.

Plugins
Confluence
HR & operations

Change management

Impact analysis and rollback plans, ready for review.

Plugins
Jira
HR & operations

Capacity planning

Workload analysis and utilization forecasting.

Plugins
Snowflake
Combined into solutions

Skills combine into whole solutions.

Each skill is a building block. We compose them with your systems into end-to-end solutions — see the solution playbooks on each vertical page.