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Sales & Customer Workflows

Skill pack
3 skills0 selected
wellapp-aiSkills in this pack

Produce an accounts-receivable aging report and surface overdue invoices for a Well workspace. Use when the user asks who owes them money, an AR aging report, overdue invoices, days sales outstanding (DSO), or which customers to chase.

English

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data.

English

Produce a VAT / sales-tax summary for a period from a Well workspace's posted ledger. Use when the user asks for a VAT return, VAT summary, sales tax owed, output vs input VAT, or tax declaration figures for a period.

English

Includes Reconciliation, Vat Summary, and other workflows.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Pack stats

Skills3CategorysalesStars0

What’s included

Ar Aging

Produce an accounts-receivable aging report and surface overdue invoices for a Well workspace. Use when the user asks who owes them money, an AR aging report, overdue invoices, days sales outstanding (DSO), or which customers to chase.

Reconciliation

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercomp

Vat Summary

Produce a VAT / sales-tax summary for a period from a Well workspace's posted ledger. Use when the user asks for a VAT return, VAT summary, sales tax owed, output vs input VAT, or tax declaration figures for a period.

Quick start

  1. Choose your skills. Select individual skills above, or choose the entire pack.
  2. Copy the install prompt. Use Copy install prompt above the list.
  3. Send it to your agent. Paste into your coding agent’s chat. Your agent reviews the source and guides the setup.

Try it with your agent

After installation, start with a request like:

Example request
Use the Ar Aging skill to help with my task.
Ask me for the context you need before getting started.

Requirements & license

  • A coding agent that can access your project files and install skills.
  • Your agent checks each skill’s instructions, dependencies, and permissions during setup.
  • Reported license for the skills shown: MIT. The author’s terms apply.
Sales & Customer Workflows | Agent Skills Atlas