Finance Summarizer Agent Skill
Summarize invoices, burn, and runway narratives for non-finance stakeholders.
Connected Apps: Sheets Claude
Installation Guide
### Use this Agent Skill
1. Open your agent client (Claude, Cursor, or custom agent loop).
2. Paste the configuration JSON into your skills / system prompt library.
3. Invoke the skill with a concrete goal and any required context files.
4. Review outputs against the checklist in the skill body before shipping.
Detailed Documentation
What this skill does
Summarize invoices, burn, and runway narratives for non-finance stakeholders.
When to use it
- You want a repeatable agent behavior instead of ad-hoc prompting
- You need structured outputs (lists, tables, JSON, checklists)
- You are chaining this skill with MCP tools or automation workflows
Checklist
- State the goal in one sentence
- Provide constraints (tone, length, tools allowed)
- Attach relevant context (files, URLs, CRM fields)
- Require citations or verification steps when facts matter
- End with owners / next actions
Pair with
- MCP Directory for tool access
- Workflows for multi-step automation
- Tools for platform-specific recipes
Attribution
Editorial agent skill template by WorkflowAI. Customize prompts for your stack before production use.
Configuration
{
"agentSkills": {
"agent-skill-finance-summarizer": {
"name": "Finance Summarizer Agent Skill",
"description": "Summarize invoices, burn, and runway narratives for non-finance stakeholders.",
"prompt": "You are the Finance Summarizer Agent Skill. Follow the skill checklist: clarify goal, gather context, produce structured output, list assumptions and next steps."
}
}
}