The library

meeting-prep · When preparing for high-stakes meetings with key stakeholders and you need structured context on who, what, and how to position.

meeting-prep · Sales reps and founders who have back-to-back meetings and need to compress 30-minute research into 2 minutes while walking to the meeting, with a follow-up email sent before they close their laptop.

churn-prevention · SaaS products where involuntary churn exceeds 20% or voluntary churn lacks targeting.

sop-builder · Critical repeatable processes (deployments, migrations, incident response) where precise step order and verification prevent outages and tribal knowledge loss.

daily-standup · Team standup where you need to map Claude Code activities to business outcomes without manual log review.

client-onboarding · New service engagements where alignment and clear expectations prevent early-stage friction and rework—eliminates the typical 2-week ramping chaos.

sprint-summary · Engineering/product leads presenting sprint progress to stakeholders with data-driven efficiency and cost trends.

hiring · Solo founders deciding whether to invest in hiring before scaling to a team, when the line between AI-capable and human-necessary work is blurry.

discovery-interview-prep · Product managers validating new markets or churn problems who need to avoid wasting customer time and research budget on misaligned interview design.

weekly-report · Individual contributor or team lead reviewing personal/team productivity—weekly check-in on what worked and what to optimize.

weekly-review · Founder-CEOs who feel unmoored without a dashboard, or whose weeks blur together, and need ONE repeatable habit that compounds toward clarity and course-correction discipline.

productivity · Breaking work into shippable vertical slices with time estimates and energy-aware scheduling.

chief-of-staff · Early-stage startups or scale-ups with busy executives who need someone to enforce decision discipline and meeting structure.

quick-stats · Quick status check in a terminal prompt without leaving your REPL—scan cost/token/session health in 5 seconds.

wiki-dashboard · Custom Obsidian vault dashboards when native Bases (no plugin) is available and views should filter/group by folder, tag, or property.

geo-update · Keeping GEO-SEO toolkit in sync with upstream without manual file management.

money-retro · Founders and business owners doing regular business retros grounded in actual disk state (snapshots, learnings, skill usage) rather than memory.

delegation · Founders stuck between Level 1–2 (Doer/Delegator transition, $0-$1.5M revenue) who feel bottlenecked but haven't systematized delegation, and need permission to stop doing everything personally.

sprint-brief · Mixed teams (eng, design, PM) needing a single source of truth that every role can scan before standup.

agency-phase-0-discovery · De-risking product ideas before engineering effort by validating market, users, regulations, and competitive space.

company-research · Automate company research reviews with structured output and validation.

broken-link-checker · Site owners auditing technical health before major migrations or teams enforcing link quality in CI/CD.

setup-cms · Teams automating content gap detection and SEO field validation in their publishing workflow.

dashboard · Fast, design-system-compliant admin dashboards when the design tokens and layout requirements are pre-specified in DESIGN.md.

retro · Structured retrospectives when teams need to convert raw feedback into specific, executable improvements while maintaining psychological safety.

dashboard-brief · Spec'd dashboards reduce back-and-forth with BI team and prevent dashboards that answer nobody's question; one document replaces three meetings.

build-dashboard · Creating executive dashboards that work completely offline with embedded data and no server dependencies.

one-on-ones · Founder-managers (especially first-time) who want to stop feeling reactive to team issues and build the one habit that scales: consistent 1:1s that surface problems before they're crises.

cost-breakdown · Weekly or monthly cost review when you want to understand spending by model and identify high-cost sessions for optimization.

productivity-score · Monthly review of system health and team performance when you want a single 0-100 number with component breakdown and trend comparison.

sprint-plan · Realistic sprint planning when capacity constraints are tight and dependency clarity matters to avoid mid-sprint surprises.

sop-helper · Repeatable processes Shaw executes regularly—when you extract the core procedure (not transcribe conversation) and save it as a tight reference checklist.

dashboard-builder · Founders who have data but no visibility into it, and need a single-file dashboard they can open in a browser and immediately see the state of their business without loading Mixpanel/Tableau/BI tool.

agentcash-onboarding · Onboarding payment partners at scale with automated verification and API key issuance.

design-sprint · When you have one critical business question, a committed team, and 5 uninterrupted days — not for iterative continuous product development or remote teams without synchronous time.

retro-analysis · Teams that need to stop debating what happened in retros and focus on solutions grounded in sprint data.

decision-log · Creating durable accountability artifacts that explain 'why did we decide this?' months after the meeting ends.

customer-success-manager · Quarterly business reviews and account planning by scoring customer health across usage, engagement, support, and relationship dimensions.

keep-churn · CS and Account teams managing a cohort of accounts where some are showing clear risk signals and you need systematic interventions, not panic.

sales-weekly · Sales teams that need automated weekly account reviews and Salesforce sync.

create-dashboard · Assembling a quick real-time monitoring dashboard that reads from an agent's database when one exists — not for complex multi-database UX or heavy interactivity.

flowai-live-dashboard-template · Team dashboards requiring real-time interactivity (tab switching, zoom, dark mode, export) while maintaining design consistency via CSS variables.

sprint-planning · PMs and team leads planning sprints that don't overcommit and have clear, measurable success criteria.

design-handoff · Eliminating back-and-forth design questions by specifying every interaction, state, and edge case upfront in one doc.

sales-attio · Small-to-mid-market (1-50 seat) teams exiting HubSpot/Salesforce who value flexible data modeling and API-first integration over enterprise compliance (SOC 2) requirements

standup · Engineers and PMs who need to keep leadership informed without writing essays, and want their updates actually read instead of skimmed (because every sentence moves someone toward a decision or clarity).

meeting-notes · Distributed teams with recurring 1:1s and staff meetings who need consistent follow-through tracking across hundreds of calls

strategic-sparring · Founder-CEOs facing reversible strategic calls (hire/restructure/pivot/exit) who want to think sharper before committing, and benefit from someone asking hard questions instead of affirming their gut.

compliance-lookup · Best for compliance-lookup tasks requiring domain expertise.

annual-budget-engine · Best for annual-budget-engine tasks requiring domain expertise.