Operations Workflows¶
Workflow efficiency tools that automate administrative tasks so teams can focus on client work.
/ops-ai-tool-release-pre¶
Releases a newly built Seer AI tool or agent internally: routes it to an Accelerated or Standard release, then produces that route's outputs — Guru card, release notes, training deck — and files its Wrike tracking task. Use when someone has built an AI tool and wants it released or documented, asks which release type theirs needs, or asks for the release outputs by name. Fires even when the word "release" is never said. PREVIEW (-pre): piloting before official ops release.
/ops-client-lookup-pre¶
Query and interpret Seer client profile data from the Wrike DataHub Clients table (operations-div.2_CRM.clients_wrike_datahub) via seersignals_run_query. Use whenever someone asks about a specific client's status, AI opt-in, PSA or non-compete details, Slack channels, project numbering, BD/CE ownership, industry, subcontractor approval, or any other client attribute stored in Wrike. Also use when looking up a client by name, client code, or CRM org ID. PREVIEW (-pre): piloting before official ops release.
/ops-meeting-insights-analyzer¶
Analyzes meeting transcripts for communication patterns and client-ready recap outputs. Use when reviewing meeting recordings, improving presentation skills, creating client-ready meeting recaps, extracting action items for Wrike, generating wins/concerns sections, summarizing client calls, or organizing transcript-based next steps.
/ops-methods¶
Operations methodologies for client health reporting, risk analysis, PM scoping, SEO capacity forecasting, and internal workflows. Use when creating client health reports, assessing project risk, calculating SOWs, forecasting resource capacity, or applying operational best practices.
/ops-project-pacing-pre¶
Reports Wrike project hours/revenue pacing and utilization for Seer projects and PM portfolios, using BigQuery Wrike time-tracking and contract-value data via seersignals_run_query. Use for a one-line project metric question (e.g. "What's the utilization for AUTO0225?", "How's Paid Media doing on AUTO0225?"), a Project Pacing/Burn Report for one project ("pacing report for [PROJECT]", "burn report for [PROJECT]", "generate pacing report for [PROJECT]"), a Portfolio Burn Report for a PM's book of projects ("burn report for [PM]'s portfolio", "burn summary for [PM]", "show me [PM]'s projects"), or any other pacing/utilization/burn analysis against Wrike hours data. PREVIEW (-pre): piloting before official ops release.
/ops-seerversary-card¶
Build a festive, Seer-branded celebration card as a live interactive HTML widget — complete with animated falling confetti and dark hero layout. Use this skill whenever someone asks to celebrate a Seerversary, work anniversary, team milestone, birthday, promotion, or any kind of employee recognition moment. Triggers on phrases like "make a card for", "celebrate [name]", "[name]'s Seerversary", "anniversary card", "recognition card", "team milestone card", or any request to produce a celebratory visual for a Seer team member. Always use this skill for these requests — do not attempt to build the card from scratch without it.
/ops-wrike-time-tracking¶
Automates Wrike time tracking from calendar events using Seer MCP Wrike tools (OAuth). Use for: logging time, discovering tasks, submitting timesheets, Wrike time entry management.
Skills¶
- ops-methods — Operations methodologies for client health reporting, risk analysis, PM scoping, SEO capacity forecasting, and internal workflows. Use when creating client health reports, assessing project risk, calculating SOWs, forecasting resource capacity, or applying operational best practices.
Last generated: 2026-08-27 from 7 skills