Company profile
Whether you are prepping for a customer call or checking a vendor before paying them, the skill pulls together everything Well knows about that company: who they are, how to reach them, and your full invoice history in both directions, into a single answer.
npx skills add wellapp-ai/skills --skill company-profileAsk anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Give me a 360 view of this company
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the connections this answer needsSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Category
- Accounting
- Data
- Accounting
- Direction
- Input
- Status
- —
- Last sync
- —
1 selected - Verify the data itself has landed
- Resolve which company the user means
- Compose the profile
Stripe
Company
ACTIVECurrencyEURCountryUSGrand Total412,000.00 - Frame the relationshipSkill usedconfirm-my-company
- Normalize currencySkill usednormalize-currency
- If any required step errors or returns unusable data
- You get
Stripe is a customer and a vendor. €412K paid to you across 14 invoices, €84.2K still open. Primary contact is Elena Rossi, Head of Partnerships, last spoken to 12 Jun.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know exactly how many months and days of cash you have left.
Cash position
Know exactly how much cash you have, and which accounts it came from.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they've been sitting on it.
Bills due
See exactly what's coming due, in what order, and how much cash it adds up to.
Rank clients by LTV
Find out who your best customers really are, ranked by what they've actually paid.
Frequently asked questions
What if a company is both customer and vendor?
The view shows both directions separately, so you can see what they owe you and what you owe them without the two netting into one confusing number.
What if contact details are missing?
The skill says which details are not on file rather than leaving a blank that reads as if there is nothing to find.
Does it need my own company set?
Not strictly. Without it you still get the invoice totals in both directions, it just cannot label the company as customer or vendor for you.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.