Build the IO AI Usage Analytics workflow end-to-end: process raw CSV exports from AI platforms (Enterprise ChatGPT, Claude), calculate user engagement categories, export a styled Excel summary, and generate an interactive HTML dashboard with drill-down panels. Use this skill whenever the user mentions AI usage data, ChatGPT usage analytics, Claude usage reporting, IO usage dashboard, usage summary Excel, user category calculations, or wants to update, rebuild, or replicate the usage analytics workflow for a new period. Also trigger when the user asks about working day calculations, seniority grids, or user engagement tiers.
Parse user-provided local files with `awb.ai.chat.parse_files(...)` in AWB SDK environments and return extracted content for downstream summarization or reasoning. Use when a user gives file paths in natural language (Codex, Claude Code, or similar) and asks to parse PDFs/documents/images; default to `VISION` parsing mode unless the user explicitly requests `AUTO`, `FAST`, or `OCR`.
Read, search, and manage Microsoft Outlook Calendar events and calendars through the AWB SDK. Use when a user asks to view their schedule, find upcoming meetings, check availability in a date range, create a new calendar event or meeting invite, update an existing event's time or attendees, cancel or delete an event, or list available calendars from an AWB notebook or AWB SDK session.
Use when you need to retrieve AWB knowledge-base context via CLI for agent workflows. This skill standardizes `awb ai knowledge-bases search` usage, including secure API-key setup, default agent-mode TOON output, prompt construction, and when to pass `--knowledge-base` versus relying on automatic scope discovery.
Read and search Microsoft Outlook email through the AWB SDK, returning normalized sender, subject, timestamp, and plain-text body content for reasoning in natural language. Use when a user asks to find emails, identify who sent a message, summarize mailbox content, inspect recent Outlook messages, search mail folders, or answer mailbox questions from an AWB notebook or AWB SDK session.
Send email from the user's personal Outlook mailbox using awb.microsoft.outlook.send_message via Microsoft Graph and Azure AD. Use when the email should appear to come from the user's own address, needs to be saved to Sent Items, or recipients are outside CPPIB-managed domains. Do NOT use for service account email — use awb-send-email for that. If the user has not specified which mailbox to send from, ask before proceeding.
Write or explain pure-Python AWB SDK Vault secret access that imports `AWB` with `from awb import AWB`, instantiates `AWB(show_banner=False)`, and calls `awb.platform.secrets.vault.read(...)` or `awb.platform.secrets.vault.list(...)`. Use when Codex needs to fetch Vault secrets through AWB, list Vault folders, choose between `parent_folder` and full Vault paths, or troubleshoot Vault auth, path validation, and permission errors in this repo.
Send email from the shared AWB service account mailbox via awb.platform.send_email() (SMTP, Vault credentials). Use when mail should come from the service account. For personal Outlook mail, use awb-outlook-send-mail instead. Ask which mailbox to use if unspecified.
Bootstrap a brand-new AWB Streamlit repository from the awb-streamlit-sample template, including asking for the project name when missing, normalizing it to a lowercase hyphen-separated GitHub repository name, cloning the template repository with GitHub CLI when no local template path is provided, renaming template identifiers, creating the matching repository in the cppib-all GitHub organization, making the initial commit, pushing to GitHub, and giving the final hosting handoff instructions. Use when a user wants a net-new Streamlit repo from this template rather than a migration of an existing repo.
Migrate existing Streamlit repositories into the AWB streamlit-sample project layout, including app package structure, auth module wiring, local make and uv workflows, Docker runtime, and GitHub deployment workflow scaffolding. Use when a user asks to onboard, normalize, or auto-migrate a Streamlit repo to AWB infrastructure conventions, especially when the target repo lives outside this template repository and needs the AWB template fetched automatically plus project-slug-specific file rewrites.
Read and search Microsoft Teams chats through the AWB SDK, returning normalized chat and message records for reasoning in natural language. Use when a user asks to find Teams messages, identify which chat contains a topic, summarize chat history, inspect recent Teams conversations, answer questions about chat content, or work from an AWB notebook or AWB SDK session that already uses `awb.microsoft.teams.list_chats()` and `list_messages()`.
Find the correct Microsoft Teams chat and send a message through the AWB SDK with guidance for chat discovery, context inspection, HTML bodies, and @mentions. Use when Codex needs to send a Teams chat message, identify the right chat before sending, inspect recent Teams chat context, or work with Teams chat ids, HTML content, or mention payloads in an AWB environment.
Read, search, and manage Microsoft To Do task lists and tasks through the AWB SDK. Use when a user asks to view their tasks, find to-do items, create a new task or task list, update a task's title, due date, or status, mark a task complete, delete a task or list, or answer task questions from an AWB notebook or AWB SDK session.
Generate monthly ChatGPT total-user and active-user report data for CPPIB enterprise and T&D using approved audience-specific SQL and return the result as a markdown table.
Inspect current git changes, stage the correct files, and create a single new git commit that matches the repository's existing commit style. Use when the user wants Codex to commit current work, draft a commit message from staged or unstaged changes, or safely stage and commit a focused set of files without amending history.
Inspect the current git changes against the repository default branch, create a single new commit, push the branch, and create or update a pull request that matches the current diff. Use when the user wants one workflow to commit local work, push it, and open or refresh a PR from the current repository state.
Review changed code for reuse, quality, and efficiency, then fix any issues found. Use when a user asks to simplify a patch, clean up recent edits, review a diff for duplication or hacky patterns, reduce complexity after implementation, or run a final cleanup pass before commit.
Capture a just-completed workflow or conversation as a reusable skill by analyzing the session, interviewing the user about the repeatable process, drafting the resulting SKILL.md for review, and then saving it. Use when the user wants to "skillify" a workflow, turn the current session into a skill, capture a repeatable process as a reusable skill, or create a skill from work that was just completed.
Create or reformat PowerPoint decks in CPP Investments house style. Trigger whenever the user asks for a CPP Investments / CPPIB / CPP-branded deck, or asks to convert, reformat, rebrand, or restyle an existing deck to CPP standards. Also trigger — even without "CPP" or "CPPIB" in the request — when a CPP Investments employee asks to build a portfolio review, IC memo, investment committee deck, board report, quarterly update, strategy deck, pension-plan presentation, or any analytical presentation about investments, private equity, infrastructure, asset allocation, or portfolio performance. The CPP template is the default output format for all CPP-context work.
Workspace operating contract for catalog discovery and reasoning. Handles catalog questions about data sources, datasets, metadata, schema, grain, field meaning, relationships, lineage, governance, operational health, trust, analytical suitability, and exploratory discovery. Trigger for any question about what data exists, how to find it, or how to use it — including queries like "what datasets do we have for X?", "show certified pricing assets", "which datasets contain end-of-day prices?", "what are the best candidates for company fundamentals?".
Discover enterprise equity and macro assets and use runtime catalog evidence first for catalog-groundable questions; route security, company, and general catalog questions through resolve_question, route macro indicator questions through resolve_macro, and use bounded follow-ups only when grounded evidence justifies them.
Apply the user's personal writing standards to any output. Use this skill whenever another skill or task needs to produce written content in the user's voice — including Word documents, chat summaries, briefs, memos, or any prose. Reference this skill from other skills by importing its rules. Triggers include: "write in my style", "apply my writing style", "humanize this", "my voice", or any cross-skill reference to humanize.
Manage Jira tickets end-to-end with jira CLI and enrich ticket descriptions with technical code context from GitHub repositories using gh CLI. Use when you need to create/update/delete/assign/sprint-place Jira issues, bulk-manage issue metadata, or add repo-grounded impact analysis (files/functions/tests) from cppib-all repositories such as cppib-all/awb-sdk.
Build macroeconomic and rates monitors combining macro indicators, yield curves, inflation breakevens, real yields, and swap rates. Use when monitoring macro conditions, running a balanced-core watchlist, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.
Use when the user wants to brainstorm a presentation, refine a deck idea, plan a talk or pitch, or turn a vague topic into a clear presentation brief before building slides. Also trigger when the user says things like "help me think through a deck," "I need to present on X," "plan my talk," "what should my slides say," or asks for help structuring a pitch, keynote, board deck, or any presentation. Use this skill even if the user hasn't mentioned slides yet but is clearly preparing to present something to an audience.
Create institutional-quality presentations following CPP Investments brand and style guidelines. Use this skill whenever the user asks for a CPP Investments deck, presentation, or slides — including quarterly reviews, board materials, investment committee papers, deal memos, portfolio updates, or any PPTX output that should conform to CPP Investments visual identity and writing standards. Also trigger when the user mentions 'CPPI deck', 'CPP Investments presentation', 'institutional deck', 'IC deck', or references the CPP Investments brand guide, style guide, or presentation framework. If a presentation needs CPP Investments branding, colors, tone, or formatting conventions, use this skill. It should be the default for any presentation-related request that references CPP Investments or its brand, even if the user doesn't explicitly say 'use CPP Investments style'.
Use when the user wants critique, feedback, or a quality check on an existing presentation, slide deck, pitch deck, or presentation brief. Trigger whenever the user says things like "review my deck," "give me feedback on these slides," "is this presentation ready," "critique my pitch," "what's wrong with this deck," or uploads a .pptx, .md deck, or pasted slide content and asks for improvement suggestions. Also trigger when the user asks to "polish," "tighten," or "strengthen" an existing deck, or wants to know if a presentation is executive-ready. This skill reviews first — it does not silently rewrite. If the user wants to brainstorm a new presentation from scratch, use presentation-brainstorm instead.
Reviews Agent Skills in the skills/ directory for quality, structure, and security, then produces a prioritized improvement report with specific, actionable suggestions. Use when the user wants to audit a skill, review a SKILL.md before deploying it, check a skill against best practices, identify security risks in a skill, improve triggering accuracy, or get a health-check on any skill in the repo.
Write a CPP Investments-formatted Ways of Working memo for any problem, initiative, or proposal. Use this skill whenever the user wants to draft, structure, or refine a CPP Investments memo. Triggers include: "write a memo", "draft a CPP memo", "memo writer", "ways of working memo", "help me write this up as a memo", "turn this into a memo", "I need to document this initiative", "CPP memo format", or any request to produce a structured business document in CPP Investments style. Always produce a downloadable Word doc as the primary output. Even if the request is rough or incomplete, use this skill and ask prompting questions before writing.