daemora 1.0.3 → 1.0.5

package/skills/invoice-organizer.md

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+---
+name: invoice-organizer
+description: Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
+---
+
+# Invoice Organizer
+
+This skill transforms chaotic folders of invoices, receipts, and financial documents into a clean, tax-ready filing system without manual effort.
+
+## When to Use This Skill
+
+- Preparing for tax season and need organized records
+- Managing business expenses across multiple vendors
+- Organizing receipts from a messy folder or email downloads
+- Setting up automated invoice filing for ongoing bookkeeping
+- Archiving financial records by year or category
+- Reconciling expenses for reimbursement
+- Preparing documentation for accountants
+
+## What This Skill Does
+
+1. **Reads Invoice Content**: Extracts information from PDFs, images, and documents:
+   - Vendor/company name
+   - Invoice number
+   - Date
+   - Amount
+   - Product or service description
+   - Payment method
+
+2. **Renames Files Consistently**: Creates standardized filenames:
+   - Format: `YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf`
+   - Examples: `2024-03-15 Adobe - Invoice - Creative Cloud.pdf`
+
+3. **Organizes by Category**: Sorts into logical folders:
+   - By vendor
+   - By expense category (software, office, travel, etc.)
+   - By time period (year, quarter, month)
+   - By tax category (deductible, personal, etc.)
+
+4. **Handles Multiple Formats**: Works with:
+   - PDF invoices
+   - Scanned receipts (JPG, PNG)
+   - Email attachments
+   - Screenshots
+   - Bank statements
+
+5. **Maintains Originals**: Preserves original files while organizing copies
+
+## How to Use
+
+### Basic Usage
+
+Navigate to your messy invoice folder:
+```
+cd ~/Desktop/receipts-to-sort
+```
+
+Then ask Claude Code:
+```
+Organize these invoices for taxes
+```
+
+Or more specifically:
+```
+Read all invoices in this folder, rename them to 
+"YYYY-MM-DD Vendor - Invoice - Product.pdf" format, 
+and organize them by vendor
+```
+
+### Advanced Organization
+
+```
+Organize these invoices:
+1. Extract date, vendor, and description from each file
+2. Rename to standard format
+3. Sort into folders by expense category (Software, Office, Travel, etc.)
+4. Create a CSV spreadsheet with all invoice details for my accountant
+```
+
+## Instructions
+
+When a user requests invoice organization:
+
+1. **Scan the Folder**
+   
+   Identify all invoice files:
+   ```bash
+   # Find all invoice-related files
+   find . -type f \( -name "*.pdf" -o -name "*.jpg" -o -name "*.png" \) -print
+   ```
+   
+   Report findings:
+   - Total number of files
+   - File types
+   - Date range (if discernible from names)
+   - Current organization (or lack thereof)
+
+2. **Extract Information from Each File**
+   
+   For each invoice, extract:
+   
+   **From PDF invoices**:
+   - Use text extraction to read invoice content
+   - Look for common patterns:
+     - "Invoice Date:", "Date:", "Issued:"
+     - "Invoice #:", "Invoice Number:"
+     - Company name (usually at top)
+     - "Amount Due:", "Total:", "Amount:"
+     - "Description:", "Service:", "Product:"
+   
+   **From image receipts**:
+   - Read visible text from images
+   - Identify vendor name (often at top)
+   - Look for date (common formats)
+   - Find total amount
+   
+   **Fallback for unclear files**:
+   - Use filename clues
+   - Check file creation/modification date
+   - Flag for manual review if critical info missing
+
+3. **Determine Organization Strategy**
+   
+   Ask user preference if not specified:
+   
+   ```markdown
+   I found [X] invoices from [date range].
+   
+   How would you like them organized?
+   
+   1. **By Vendor** (Adobe/, Amazon/, Stripe/, etc.)
+   2. **By Category** (Software/, Office Supplies/, Travel/, etc.)
+   3. **By Date** (2024/Q1/, 2024/Q2/, etc.)
+   4. **By Tax Category** (Deductible/, Personal/, etc.)
+   5. **Custom** (describe your structure)
+   
+   Or I can use a default structure: Year/Category/Vendor
+   ```
+
+4. **Create Standardized Filename**
+   
+   For each invoice, create a filename following this pattern:
+   
+   ```
+   YYYY-MM-DD Vendor - Invoice - Description.ext
+   ```
+   
+   Examples:
+   - `2024-03-15 Adobe - Invoice - Creative Cloud.pdf`
+   - `2024-01-10 Amazon - Receipt - Office Supplies.pdf`
+   - `2023-12-01 Stripe - Invoice - Monthly Payment Processing.pdf`
+   
+   **Filename Best Practices**:
+   - Remove special characters except hyphens
+   - Capitalize vendor names properly
+   - Keep descriptions concise but meaningful
+   - Use consistent date format (YYYY-MM-DD) for sorting
+   - Preserve original file extension
+
+5. **Execute Organization**
+   
+   Before moving files, show the plan:
+   
+   ```markdown
+   # Organization Plan
+   
+   ## Proposed Structure
+   ```
+   Invoices/
+   ├── 2023/
+   │   ├── Software/
+   │   │   ├── Adobe/
+   │   │   └── Microsoft/
+   │   ├── Services/
+   │   └── Office/
+   └── 2024/
+       ├── Software/
+       ├── Services/
+       └── Office/
+   ```
+   
+   ## Sample Changes
+   
+   Before: `invoice_adobe_march.pdf`
+   After: `2024-03-15 Adobe - Invoice - Creative Cloud.pdf`
+   Location: `Invoices/2024/Software/Adobe/`
+   
+   Before: `IMG_2847.jpg`
+   After: `2024-02-10 Staples - Receipt - Office Supplies.jpg`
+   Location: `Invoices/2024/Office/Staples/`
+   
+   Process [X] files? (yes/no)
+   ```
+   
+   After approval:
+   ```bash
+   # Create folder structure
+   mkdir -p "Invoices/2024/Software/Adobe"
+   
+   # Copy (don't move) to preserve originals
+   cp "original.pdf" "Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf"
+   
+   # Or move if user prefers
+   mv "original.pdf" "new/path/standardized-name.pdf"
+   ```
+
+6. **Generate Summary Report**
+   
+   Create a CSV file with all invoice details:
+   
+   ```csv
+   Date,Vendor,Invoice Number,Description,Amount,Category,File Path
+   2024-03-15,Adobe,INV-12345,Creative Cloud,52.99,Software,Invoices/2024/Software/Adobe/2024-03-15 Adobe - Invoice - Creative Cloud.pdf
+   2024-03-10,Amazon,123-4567890-1234567,Office Supplies,127.45,Office,Invoices/2024/Office/Amazon/2024-03-10 Amazon - Receipt - Office Supplies.pdf
+   ...
+   ```
+   
+   This CSV is useful for:
+   - Importing into accounting software
+   - Sharing with accountants
+   - Expense tracking and reporting
+   - Tax preparation
+
+7. **Provide Completion Summary**
+   
+   ```markdown
+   # Organization Complete! 📊
+   
+   ## Summary
+   - **Processed**: [X] invoices
+   - **Date range**: [earliest] to [latest]
+   - **Total amount**: $[sum] (if amounts extracted)
+   - **Vendors**: [Y] unique vendors
+   
+   ## New Structure
+   ```
+   Invoices/
+   ├── 2024/ (45 files)
+   │   ├── Software/ (23 files)
+   │   ├── Services/ (12 files)
+   │   └── Office/ (10 files)
+   └── 2023/ (12 files)
+   ```
+   
+   ## Files Created
+   - `/Invoices/` - Organized invoices
+   - `/Invoices/invoice-summary.csv` - Spreadsheet for accounting
+   - `/Invoices/originals/` - Original files (if copied)
+   
+   ## Files Needing Review
+   [List any files where information couldn't be extracted completely]
+   
+   ## Next Steps
+   1. Review the `invoice-summary.csv` file
+   2. Check files in "Needs Review" folder
+   3. Import CSV into your accounting software
+   4. Set up auto-organization for future invoices
+   
+   Ready for tax season! 🎉
+   ```
+
+## Examples
+
+### Example 1: Tax Preparation (From Martin Merschroth)
+
+**User**: "I have a messy folder of invoices for taxes. Sort them and rename properly."
+
+**Process**:
+1. Scans folder: finds 147 PDFs and images
+2. Reads each invoice to extract:
+   - Date
+   - Vendor name
+   - Invoice number
+   - Product/service description
+3. Renames all files: `YYYY-MM-DD Vendor - Invoice - Product.pdf`
+4. Organizes into: `2024/Software/`, `2024/Travel/`, etc.
+5. Creates `invoice-summary.csv` for accountant
+6. Result: Tax-ready organized invoices in minutes
+
+### Example 2: Monthly Expense Reconciliation
+
+**User**: "Organize my business receipts from last month by category."
+
+**Output**:
+```markdown
+# March 2024 Receipts Organized
+
+## By Category
+- Software & Tools: $847.32 (12 invoices)
+- Office Supplies: $234.18 (8 receipts)
+- Travel & Meals: $1,456.90 (15 receipts)
+- Professional Services: $2,500.00 (3 invoices)
+
+Total: $5,038.40
+
+All receipts renamed and filed in:
+`Business-Receipts/2024/03-March/[Category]/`
+
+CSV export: `march-2024-expenses.csv`
+```
+
+### Example 3: Multi-Year Archive
+
+**User**: "I have 3 years of random invoices. Organize them by year, then by vendor."
+
+**Output**: Creates structure:
+```
+Invoices/
+├── 2022/
+│   ├── Adobe/
+│   ├── Amazon/
+│   └── ...
+├── 2023/
+│   ├── Adobe/
+│   ├── Amazon/
+│   └── ...
+└── 2024/
+    ├── Adobe/
+    ├── Amazon/
+    └── ...
+```
+
+Each file properly renamed with date and description.
+
+### Example 4: Email Downloads Cleanup
+
+**User**: "I download invoices from Gmail. They're all named 'invoice.pdf', 'invoice(1).pdf', etc. Fix this mess."
+
+**Output**:
+```markdown
+Found 89 files all named "invoice*.pdf"
+
+Reading each file to extract real information...
+
+Renamed examples:
+- invoice.pdf → 2024-03-15 Shopify - Invoice - Monthly Subscription.pdf
+- invoice(1).pdf → 2024-03-14 Google - Invoice - Workspace.pdf
+- invoice(2).pdf → 2024-03-10 Netlify - Invoice - Pro Plan.pdf
+
+All files renamed and organized by vendor.
+```
+
+## Common Organization Patterns
+
+### By Vendor (Simple)
+```
+Invoices/
+├── Adobe/
+├── Amazon/
+├── Google/
+└── Microsoft/
+```
+
+### By Year and Category (Tax-Friendly)
+```
+Invoices/
+├── 2023/
+│   ├── Software/
+│   ├── Hardware/
+│   ├── Services/
+│   └── Travel/
+└── 2024/
+    └── ...
+```
+
+### By Quarter (Detailed Tracking)
+```
+Invoices/
+├── 2024/
+│   ├── Q1/
+│   │   ├── Software/
+│   │   ├── Office/
+│   │   └── Travel/
+│   └── Q2/
+│       └── ...
+```
+
+### By Tax Category (Accountant-Ready)
+```
+Invoices/
+├── Deductible/
+│   ├── Software/
+│   ├── Office/
+│   └── Professional-Services/
+├── Partially-Deductible/
+│   └── Meals-Travel/
+└── Personal/
+```
+
+## Automation Setup
+
+For ongoing organization:
+
+```
+Create a script that watches my ~/Downloads/invoices folder 
+and auto-organizes any new invoice files using our standard 
+naming and folder structure.
+```
+
+This creates a persistent solution that organizes invoices as they arrive.
+
+## Pro Tips
+
+1. **Scan emails to PDF**: Use Preview or similar to save email invoices as PDFs first
+2. **Consistent downloads**: Save all invoices to one folder for batch processing
+3. **Monthly routine**: Organize invoices monthly, not annually
+4. **Backup originals**: Keep original files before reorganizing
+5. **Include amounts in CSV**: Useful for budget tracking
+6. **Tag by deductibility**: Note which expenses are tax-deductible
+7. **Keep receipts 7 years**: Standard audit period
+
+## Handling Special Cases
+
+### Missing Information
+If date/vendor can't be extracted:
+- Flag file for manual review
+- Use file modification date as fallback
+- Create "Needs-Review/" folder
+
+### Duplicate Invoices
+If same invoice appears multiple times:
+- Compare file hashes
+- Keep highest quality version
+- Note duplicates in summary
+
+### Multi-Page Invoices
+For invoices split across files:
+- Merge PDFs if needed
+- Use consistent naming for parts
+- Note in CSV if invoice is split
+
+### Non-Standard Formats
+For unusual receipt formats:
+- Extract what's possible
+- Standardize what you can
+- Flag for review if critical info missing
+
+## Related Use Cases
+
+- Creating expense reports for reimbursement
+- Organizing bank statements
+- Managing vendor contracts
+- Archiving old financial records
+- Preparing for audits
+- Tracking subscription costs over time
+

package/skills/lead-research-assistant.md

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+---
+name: lead-research-assistant
+description: Identifies high-quality leads for your product or service by analyzing your business, searching for target companies, and providing actionable contact strategies. Perfect for sales, business development, and marketing professionals.
+---
+
+# Lead Research Assistant
+
+This skill helps you identify and qualify potential leads for your business by analyzing your product/service, understanding your ideal customer profile, and providing actionable outreach strategies.
+
+## When to Use This Skill
+
+- Finding potential customers or clients for your product/service
+- Building a list of companies to reach out to for partnerships
+- Identifying target accounts for sales outreach
+- Researching companies that match your ideal customer profile
+- Preparing for business development activities
+
+## What This Skill Does
+
+1. **Understands Your Business**: Analyzes your product/service, value proposition, and target market
+2. **Identifies Target Companies**: Finds companies that match your ideal customer profile based on:
+   - Industry and sector
+   - Company size and location
+   - Technology stack and tools they use
+   - Growth stage and funding
+   - Pain points your product solves
+3. **Prioritizes Leads**: Ranks companies based on fit score and relevance
+4. **Provides Contact Strategies**: Suggests how to approach each lead with personalized messaging
+5. **Enriches Data**: Gathers relevant information about decision-makers and company context
+
+## How to Use
+
+### Basic Usage
+
+Simply describe your product/service and what you're looking for:
+
+```
+I'm building [product description]. Find me 10 companies in [location/industry] 
+that would be good leads for this.
+```
+
+### With Your Codebase
+
+For even better results, run this from your product's source code directory:
+
+```
+Look at what I'm building in this repository and identify the top 10 companies 
+in [location/industry] that would benefit from this product.
+```
+
+### Advanced Usage
+
+For more targeted research:
+
+```
+My product: [description]
+Ideal customer profile:
+- Industry: [industry]
+- Company size: [size range]
+- Location: [location]
+- Current pain points: [pain points]
+- Technologies they use: [tech stack]
+
+Find me 20 qualified leads with contact strategies for each.
+```
+
+## Instructions
+
+When a user requests lead research:
+
+1. **Understand the Product/Service**
+   - If in a code directory, analyze the codebase to understand the product
+   - Ask clarifying questions about the value proposition
+   - Identify key features and benefits
+   - Understand what problems it solves
+
+2. **Define Ideal Customer Profile**
+   - Determine target industries and sectors
+   - Identify company size ranges
+   - Consider geographic preferences
+   - Understand relevant pain points
+   - Note any technology requirements
+
+3. **Research and Identify Leads**
+   - Search for companies matching the criteria
+   - Look for signals of need (job postings, tech stack, recent news)
+   - Consider growth indicators (funding, expansion, hiring)
+   - Identify companies with complementary products/services
+   - Check for budget indicators
+
+4. **Prioritize and Score**
+   - Create a fit score (1-10) for each lead
+   - Consider factors like:
+     - Alignment with ICP
+     - Signals of immediate need
+     - Budget availability
+     - Competitive landscape
+     - Timing indicators
+
+5. **Provide Actionable Output**
+   
+   For each lead, provide:
+   - **Company Name** and website
+   - **Why They're a Good Fit**: Specific reasons based on their business
+   - **Priority Score**: 1-10 with explanation
+   - **Decision Maker**: Role/title to target (e.g., "VP of Engineering")
+   - **Contact Strategy**: Personalized approach suggestions
+   - **Value Proposition**: How your product solves their specific problem
+   - **Conversation Starters**: Specific points to mention in outreach
+   - **LinkedIn URL**: If available, for easy connection
+
+6. **Format the Output**
+
+   Present results in a clear, scannable format:
+
+   ```markdown
+   # Lead Research Results
+   
+   ## Summary
+   - Total leads found: [X]
+   - High priority (8-10): [X]
+   - Medium priority (5-7): [X]
+   - Average fit score: [X]
+   
+   ---
+   
+   ## Lead 1: [Company Name]
+   
+   **Website**: [URL]
+   **Priority Score**: [X/10]
+   **Industry**: [Industry]
+   **Size**: [Employee count/revenue range]
+   
+   **Why They're a Good Fit**:
+   [2-3 specific reasons based on their business]
+   
+   **Target Decision Maker**: [Role/Title]
+   **LinkedIn**: [URL if available]
+   
+   **Value Proposition for Them**:
+   [Specific benefit for this company]
+   
+   **Outreach Strategy**:
+   [Personalized approach - mention specific pain points, recent company news, or relevant context]
+   
+   **Conversation Starters**:
+   - [Specific point 1]
+   - [Specific point 2]
+   
+   ---
+   
+   [Repeat for each lead]
+   ```
+
+7. **Offer Next Steps**
+   - Suggest saving results to a CSV for CRM import
+   - Offer to draft personalized outreach messages
+   - Recommend prioritization based on timing
+   - Suggest follow-up research for top leads
+
+## Examples
+
+### Example 1: From Lenny's Newsletter
+
+**User**: "I'm building a tool that masks sensitive data in AI coding assistant queries. Find potential leads."
+
+**Output**: Creates a prioritized list of companies that:
+- Use AI coding assistants (Copilot, Cursor, etc.)
+- Handle sensitive data (fintech, healthcare, legal)
+- Have evidence in their GitHub repos of using coding agents
+- May have accidentally exposed sensitive data in code
+- Includes LinkedIn URLs of relevant decision-makers
+
+### Example 2: Local Business
+
+**User**: "I run a consulting practice for remote team productivity. Find me 10 companies in the Bay Area that recently went remote."
+
+**Output**: Identifies companies that:
+- Recently posted remote job listings
+- Announced remote-first policies
+- Are hiring distributed teams
+- Show signs of remote work challenges
+- Provides personalized outreach strategies for each
+
+## Tips for Best Results
+
+- **Be specific** about your product and its unique value
+- **Run from your codebase** if applicable for automatic context
+- **Provide context** about your ideal customer profile
+- **Specify constraints** like industry, location, or company size
+- **Request follow-up** research on promising leads for deeper insights
+
+## Related Use Cases
+
+- Drafting personalized outreach emails after identifying leads
+- Building a CRM-ready CSV of qualified prospects
+- Researching specific companies in detail
+- Analyzing competitor customer bases
+- Identifying partnership opportunities