OpenAI Role Plugins

Analyze fresh signals for a named account, owner portfolio, or watchlist and turn them into evidence-backed account intelligence using active Sales source categories and user-provided context.

Assess whether tables, query results, files, or dataframes are trustworthy enough for analysis, modeling, dashboards, experiments, or pipelines. Use for grain, freshness, nulls, duplicates, schema drift, broken joins, referential integrity, distribution shifts, leakage, backfills, source mismatches, automated quality checks, and data-quality regressions.

Audit or critique a product flow, journey, workflow, funnel, onboarding path, checkout path, settings path, screen, or multi-step product experience by capturing screenshots first, placing them in Figma or a local folder, then reporting UX, design, and accessibility findings from that evidence. Use when the user asks to audit, critique, review, inspect, assess, or evaluate a product experience.

Build customer-led business cases, ROI narratives, value models, executive summaries, and customer-ready value stories from uneven customer context, metrics, transcripts, notes, and public evidence.

Build a multi-competitor build-competitive-brief report, comparison matrix, and battlecard-style objection package using user-provided materials, optional connector-assisted research, and public evidence.

Build source-backed analytical dashboards that help teams monitor performance, explore drivers, and act on product or business metrics. Use when the user needs a dashboard, scorecard, monitoring view, BI dashboard, MCP artifact dashboard, or Streamlit dashboard with clear metrics, filters, validation, and handoff.

Build polished analytical reports for executive, product, business, and technical audiences, and act as the completion contract for Data Analytics report runs. Use when the final artifact needs an answer-first narrative, evidence-backed findings, charts/tables, caveats, source metadata, and either an MCP app report or an HTML report with Seaborn-generated charts.

Use when building public-equity-investing catalyst calendars. Do not use for full event underwriting; use event-driven-analyzer.

Use when creating source-backed public issuer tearsheets. Do not use for private diligence, fund diligence, vendors, or market maps.

Produce Public Equity Investing comparable-company valuation in report or workbook mode. Use for peer selection, multiple analysis, valuation read-throughs, implied prices, comps dashboards, Excel or Sheets comps, refreshable peer tables, model updates, and comps workbook QA. Do not use for DCF-only, credit-security, or generic market commentary requests.

Use when building public-equity DCF valuation workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for standalone workbook audits; use model-audit-tieout.

Use when running first-pass QC on Public Equity Investing decks or reports. Do not use as external-circulation certification.

Design KPI frameworks, set targets, and develop measurement plans that help teams make product or business decisions. Use when success metrics, drivers, guardrails, targets, or measurement approach need to be defined or improved. Use $metric-diagnostics when the task is to explain why an existing metric moved.

Internal prototype QA helper. Use only after a Product Design prototype, URL-to-code build, or image-to-code build has a source visual target and a rendered implementation to compare before handoff. Do not use for broad UX critique, design critique, product audits, or flow reviews; route those user-facing requests to audit.

Use when analyzing public-company earnings after results, guidance, transcript, or call commentary. Do not use for pre-print previews.

Use when preparing full pre-earnings preview reports with executive summary, expectation bar, guidance credibility, KPI dashboard, scenarios, and call questions. Do not use after results or for short summaries unless the user explicitly asks for a summary/short version.

Use when translating a specific event, policy change, macro shock, or industry development into public-equity issuer, sector, earnings, valuation, positioning, and portfolio implications. Do not use for standalone macro strategy, rates, FX, credit, futures, or generic market commentary.

Build portable sales enrich-company-and-contact-data outputs for company and contact discovery, firmographic or technographic completion, ICP list building, segmentation, trigger analysis, market scans, and enrichment-backed comparison work using configured source categories and user-provided inputs.

Safely update public-company Excel model copies from source-to-model maps; emits XLSX as the hero artifact and CSV/log/manifest as support. Do not use for pure earnings notes or broad workbook audits.

Use when analyzing dated public-equity event paths, probabilities, payoffs, and expected returns. Do not use for generic catalyst lists, risk sizing, hedges, capital structure, covenants, or credit recovery.

Use when normalizing public-company financials from source materials. Do not use for private data rooms or non-financial cleanup.

Retrieve theme-specific customer or prospect quotes from transcripts, call notes, or exported recordings using transcript-first evidence and explicit speaker-confidence rules.

Find the best internal experts, documents, and chat channels for a customer question, product topic, objection, implementation issue, account task, or other internal topic using user-provided context, optional connector-assisted search, and evidence-backed ranking.

Turn a recent customer, partner, or important internal call transcript or grounded call notes into a seller-ready follow-up package with a recap, next steps, external comms when applicable, CRM next steps when applicable, and an internal follow-up draft.

Gather business context from connected or provided sources so downstream analysis starts with the right framing. Use before deeper analysis when an analytical question depends on context the prompt does not provide, for example to understand what a metric means, how the work is defined, what changed recently, or which sources should be checked.

Mandatory design-brief gate for Product Design build and design workflows. Use before ideation, prototyping, image-to-code builds, redesigns, or product UI work to clarify missing product, visual, and interactivity context or play back the supplied brief before proceeding.

Compare one rep’s call history against peer examples to extract repeatable best practices and produce evidence-backed coaching feedback.

HubSpot CRM connector guide for Sales workflows that use HubSpot for CRM reads, drafts, notes, or proposed record changes.

Use when triaging public-equity idea candidates. Do not use for final trade recommendations, pitches, memos, or models.

Generate image-based visual alternatives, remixes, or concept directions after Product Design get-context has confirmed the design brief. Use when the user asks for design variants, visual exploration, remixes, or image-generated approaches from provided context.

Implement a selected image, screenshot, mockup, or Image Gen reference as a faithful responsive frontend after Product Design get-context has confirmed the design brief.

Primary router for Data Analytics. Use when the plugin is at-mentioned or for data work where source-backed analysis, quantitative reasoning, analytical delivery, or reusable data context may be useful; examples include analyzing data, explaining or diagnosing metrics, validating data or results, creating data visualizations, building analytics reports or dashboards, working with notebooks or spreadsheets, designing KPIs, sizing opportunities, and saving reusable data context for future analysis.

Use when building public-equity-investing initiating coverage reports. Do not use for trade pitches, memos, earnings notes, models, or tearsheets.

Create, scaffold, edit, refactor, and validate Jupyter notebooks (`.ipynb`) for reproducible SQL/Python analysis, experiments, modeling, tutorials, diagnostics, data-quality checks, market-sizing calculations, and report support. Use when the notebook itself is a deliverable, review artifact, runnable analysis companion, or handoff artifact that other people should be able to skim, rerun, or extend.

Produce leadership-ready KPI updates, scorecards, WBR/MBR/QBR summaries, target and pacing readouts, operating status narratives, and performance updates for known KPIs. Use when the work is to define KPI reporting context, validate metric definitions, present actuals versus comparison or plan, summarize validated drivers, and state implications or next actions.

Use when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Do not use for formal memos; use memo-builder.

Estimate a market or opportunity size, such as TAM/SAM/SOM, by defining scope, choosing a sizing model, checking connected context and public sources, and presenting transparent assumptions, sensitivity, uncertainty, and validation priorities. Use for market or opportunity sizing; not for KPI reporting or metric diagnostics.

Use when creating Public Equity Investing meeting prep briefs. Do not use for private diligence, IB, FP&A, legal, or scheduling-only tasks.

Use when drafting or reviewing formal public-equity investment memos. Do not use for live trade construction or credit-first memos; use long-short-pitch or Credit Markets as appropriate.

Diagnose why a metric changed or differs from expectation by reproducing the metric, choosing the right comparison, validating likely drivers, and producing a calibrated explanation. Use when the user needs to understand what drove a metric movement, anomaly, gap, or discrepancy.

Use when auditing existing Public Equity Investing models or spreadsheets. Do not use to build a new model from scratch.

Build a post-discovery deal strategy pack with a deal map, buying committee map, procurement risk register, and prioritized next actions from grounded deal evidence.

Use when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Do not use for thesis construction, standalone event underwriting, trade execution, personal investment advice, or credit-instrument risk.

Create concise pre-meeting briefs and daily prep for customer meetings or the user's most important meeting of the day, using authoritative internal context plus supplementary public web enrichment.

Prioritize rep-ready pipeline by ranking accounts, suppressing in-flight motion, selecting the best reachable contact, and producing a connector-grounded account action view plus a concise planning-only action package from CRM, user-provided lists, saved context, and optional enrichment evidence.

Analyze product or business data to inform decisions with focused quantitative work, decision-relevant context, measurable opportunities, and a clear recommendation. Use when the user needs data-backed evidence to choose a direction, prioritize an opportunity, evaluate a change, understand implications, or decide what to do next; not for routine KPI reporting, metric diagnostics, or dashboard building.

Route coded prototype requests after Product Design get-context has confirmed the design brief. Use for building prototypes from URLs, images, mockups, Figma, existing code, or ideas that need visual exploration before build.

Route Public Equity Investing only when explicitly named or tagged, or for an unmistakable listed-equity investor workflow tied to a public security, such as earnings investment work, a long/short thesis, public-equity valuation or model update, catalysts, or position sizing. Do not use for generic company research, reports, documents, models, valuation, or share-price questions.