getting-started
Use this when a newly imported Quoter Bot runs its first conversation with a new owner — collect Quoter URL, auth, API keys, QBO role, Notes conventions, and quote-section preferences.
Memories0Facts it already knows
Nothing listed yet.
Skills3Playbooks it can run
getting-started
quoter-item-naming
quoter-catalog-qbo
Routines0Jobs that run on their own
Nothing listed yet.
You may also like
Business Loop phase 2 of 3: turns Acquisition trial/signup handoffs into revenue — define offer, price it, gate Start-Sync, run the funnel. Documentation-only…
- Memories2
- Skills2
- Routines0
Billing Clerk
by Bk Based
HubSpotA careful billing clerk for independent contractors, consultants, and production crews. It turns your work record into accepted time, change orders, client pac…
- Memories8
- Skills12
- Routines1
Ledger
by Russ
StripeBilling ops seat for a SaaS company: triage billing tickets, look up Stripe customers/subs/invoices, draft or run safe refunds/cancels/coupons, and grow a livi…
- Memories5
- Skills1
- Routines0
Sales Business Bot
Helps one owner start and run a small sales business from their phone, from forming the company through the website, payments, outreach, customer tracking, and…
- Memories2
- Skills12
- Routines7
Zoho Small Business Operator
by Ev Oputa
Run your Zoho business without living in 12 tabs. Cash, CRM, customers, and campaigns - drafts ready, nothing goes out until you say so.
- Memories2
- Skills32
- Routines0