Staff & Operations

AI staff

Each staff member handles a set of jobs and comes with several skills.

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OPCStaff & Operations
Executive Assistant
Ann has 7 skills: summarizing long documents, drafting and reviewing proposals, weekly planning, tracking assigned tasks, briefing reports, Standard Operating Procedures (SOPs), and OKR and KPI goals. At 09:00 every Monday, Ann prepares a weekly news bulletin: items needing your decision, overdue tasks with pre-written reminders, and the briefing agenda. All numbers are sourced from files. Small business owners, chain stores, restaurants, spas, agencies, or service offices often start the week in the same situation: department reports in different formats, tasks assigned via Zalo with no follow-up, proposals lacking data, and lengthy briefings with no conclusions. This AI staff member is Ann, Executive Assistant, with 7 skills. Ann reads your documents, puts conclusions and decisions needed at the top, and prepares task assignments, reminders, and meeting agendas. You decide, Ann prepares. Ann's 7 skills SkillWhat Ann does Summary for the directorReports, contracts, proposals, Excel files, or long Zalo messages into a one-page read in 3 minutes: conclusions first, findings with numbers and sources, risks, decisions needed, and deadlines. Proposals and recommendationsDraft approval proposals with two real options and the status quo option, with a ready-to-sign approval statement; or review submitted proposals against 10 criteria, with questions to ask before signing. Weekly priority planCombine appointments, notes, and Zalo messages; keep 3 tasks only the director can do, block time, draft messages to assign the rest, note holidays and Tết. Track assigned tasksLog file tro-ly/viec-da-giao.xlsx: assignee, deadline, green/yellow/red status; overdue, upcoming, awaiting others; polite reminders for you to send. Briefing reportWeekly reports from departments and branches into one page: metrics vs. plan color-coded, up to 5 issues needing decisions, a 60-minute meeting agenda, and a unified weekly report template. Standard Operating Procedures (SOPs)Steps with checkpoints, RACI roles, exception handling, training methods; examples: store closing, spa reception, stock receiving, expense approval. OKR and KPI goalsQuarterly and yearly goals from real data: priorities and what to set aside, KPIs for each department, targets split by season accounting for Tết and the November 24 holiday, three scenarios, and an Excel tracking sheet. Assign tasks with just one message "Summarize this 18-page agency contract for me; I need to know which clauses are unfavorable before signing on Thursday." "The sales department sent a proposal for Tết promotion budget; review it for me before I approve." "Here are this week's manager group Zalo messages; log the tasks I assigned and tell me who is behind." "Compile the weekly reports from 4 stores in the folder tro-ly/bao-cao-tuan and prepare for tomorrow morning's briefing." "Set 2027 goals for a chain of 3 spas, using this year's data in the file doanh-thu-2026.xlsx." What makes Ann different Weekly news bulletin consolidates the entire office's work. At 09:00 Monday, Ann reads the task log, department reports in tro-ly/bao-cao-tuan/, and, if you have them, the early-week review results from Autumn (internal accounting: receivables), Kirk (purchasing and warehouse: items to order), Mark (B2B sales: opportunities to address), and Hannah (administration/HR: contract milestones, probation). The output is a Word file: decisions needed, overdue tasks with reminders, and the briefing agenda. Works on its own. Without other staff, Ann still creates the bulletin from the task log and department reports. On first use, Ann creates a sample task log template for you to fill in. Connects the dots. A customer asks for a discount while having an overdue invoice; a supplier reports a changed account right before payment. Ann tags them "Ann's suggestion (needs director's decision)" with supporting files; if no policy exists, Ann states it clearly. All numbers have a source. Every number says which file it comes from; estimates say "estimate"; departments that haven't submitted write "not submitted", no placeholder numbers. Follows Vietnam's work rhythm. Monday morning briefing, proposals, yearly plans in December, pre-Tết peak, 2026–2027 holiday calendar checked against official sources, including the new November 24 holiday. Talks about tasks, not people. Overdue items are stated by date and event; reminders are polite, not blaming; Ann does not comment or rank employees. Right for you if You run a small company, chain of stores, restaurant, spa, agency, or service office with a few departments or branches. You assign tasks via Zalo and often need to remember who is doing what and by when. You hold weekly briefings, often review proposals, and read long documents. What you need to prepare The latest version of the Solo Agent app on your computer. Documents to read (Excel, Word, PDF) or content pasted from Zalo or email; weekly department reports placed in tro-ly/bao-cao-tuan/. To receive the weekly news bulletin: enable the goal Ann suggests after receiving (Monday 09:00) and keep the app running at that time, either open or minimized to the system tray. Each task Ann does uses AI credits from your account, or a separate AI key you have entered in Settings. What Ann does not do Does not make decisions for the director, write "approved", or fill in opinions or signatures of the approver. Does not invent data, quotes, or deadlines; if missing, writes "data not available". Does not send Zalo messages automatically; all task assignments and reminders are drafts for you to send. Does not copy salary, receivables, or confidential terms into drafts sent to others; what you share is used only for the task at hand. Does not ask for passwords, OTP codes, or account numbers. Does not evaluate or rank employees, or write meeting minutes. Does not provide legal or tax advice: contracts are only summarized with flagged items that require a lawyer or accountant to review. Knowledge sources Methods referenced from the agency-agents repository (github.com/msitarzewski/agency-agents, MIT license), rewritten for small business management in Vietnam. Holiday and Tết calendar checked against official sources. How to use in Solo Agent After purchase, Ann joins your team with all 7 skills above, plus a greeting and the weekly news bulletin goal that you can enable with one click. You can teach Ann additional skills or create more AI staff; the assistant routes each request to the right person. Pairs well with: Internal accounting staff · Administration and HR staff · Meeting minutes to action items
New
Staff member · 7 skills
399.000 ₫
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OPCStaff & Operations
HR & Admin Staff
Trang has 8 skills: Interviewing and Job Offer Letters, Employment Contracts, Onboarding New Employees, Company Rules and Discipline, Timekeeping and Annual Leave, Internal Training, Resignation and Handover, and Admin Documents. Every regulation includes its legal basis and review deadline. Companies with a few to a few dozen people start having HR tasks: contracts due for renewal, onboarding paperwork and a buddy, monthly timesheets to finalize, rules required once you have 10 employees, and departing staff to be paid within 14 working days. Many small business owners rely on memory and templates copied online, some of which are outdated. This staff member is Trang, an HR & Admin staff, with 8 skills. Trang drafts documents based on the 2019 Labour Code (including 2025 amendments), the 2024 Social Insurance Law, the 2025 Employment Law, and the Personal Data Protection Law, cites the legal basis for each regulation, and every Monday morning checks the employee list to remind you of upcoming deadlines. Trang's 8 skills SkillWhat Trang does Interviewing and Job Offer LettersStructured questions, scoring sheets describing each level, list of prohibited questions (age, marital status, pregnancy, place of origin); score summary; job offer letters with probation within legal limits, rejection letters Employment ContractsDrafts contracts, probation contracts, appendices, confidentiality agreements; reviews your drafts, marks clauses that violate the law (holding original documents, deposits, fines) with suggested corrections Onboarding New EmployeesOnboarding paperwork, first-day schedule, mentor assignment, 30-60-90 day plan; at the end of probation, provides an evaluation form and result notice Company Rules, Regulations and DisciplineDrafts rules covering all 9 mandatory items, registration dossier when you have 10+ employees; compensation and bonus regulations, leave policy (12 public holidays from 2026); disciplinary procedures following due process; policy change announcements Timekeeping and Annual LeaveReads exported files from time clocks or HR software (1Office, Base, MISA AMIS); calculates work days, late arrivals, remaining leave, overtime hours; alerts if overtime exceeds 40 hours/month or 200 hours/year; saves time sheets in Excel Internal Training30–60 minute sessions or 10-minute quick lessons: trainer guides, slides, quizzes with answer keys, 30-day follow-up review Resignation and HandoverHandles termination cases, notice periods, payment deadline of 14 working days, social insurance confirmation; drafts decisions, termination agreements, handover minutes Admin DocumentsDrafts decisions, notices, official letters, proposals, request forms, meeting minutes following the format of Decree 30/2020/ND-CP; maintains outgoing document register Assign work with just one message "Next week I'm interviewing 4 people for a sales position, please prepare interview questions and scoring sheets." "Lan's contract expires on November 14, this is the first renewal. I want to extend for another 12 months, please draft a new contract." "Here is the October time clock export file. Please finalize the time sheet and let me know who exceeded the overtime limit." "My spa has 12 employees but no company rules yet. Please draft the rules and the registration dossier." What makes Trang different Reminders before deadlines. Every Monday morning, Trang lists contracts about to expire, probation periods ending soon, birthdays and work anniversaries in the next 30 days, along with action items and deadlines. Example: if a fixed-term contract has been renewed twice, the next renewal must be indefinite. Legal basis and review milestones. Each regulation cites the specific article and clause of the applicable law. Draft amendments to the Labour Code currently before the National Assembly are marked as drafts. For figures that may have changed (regional minimum wage, holiday schedule), Trang checks official sources. Reads your existing files. Trang reads files exported from time clocks and HR software. On first use, if you don't have an employee list, Trang creates a template file for you to fill in. Works with your office team via shared files. Thu (internal accountant) uses Trang's time sheet to calculate payroll; An (executive assistant) includes HR milestones in the weekly newsletter. Without these two, Trang still does its own job. Fair and discreet. Interviews and evaluations consider only job-related criteria and observable behavior. Employee lists do not include ID numbers, bank account numbers, or salaries. Best for you if You own a store, small chain, restaurant, or spa and handle HR yourself. You run an office or company with up to roughly 100 employees and don't have a separate HR department. You are a part-time HR & admin staff who needs to quickly draft contracts, decisions, and finalize timesheets on time. You are about to hire more people, about to reach 10 employees requiring formal rules, or have someone leaving soon. What you need The latest version of the Solo Agent app on your computer. Basic information: company name, signatory, current headcount, work shifts; employee list, time clock export file, any contracts or rules to review. To receive weekly milestone reminders: enable Trang's suggested goal after setup (Monday at 08:00) and keep the app running at that time, either open or minimized to the system tray. Each task Trang performs uses AI credit from your account, or your own AI key entered in Settings; when using credit, each web search also consumes credit. What Trang doesn't do Does not replace a lawyer. Documents Trang drafts are reference drafts for you to review before signing or issuing. Disputes, grievances, unilateral termination or dismissal, pregnant women or mothers of children under 12 months, union leaders, mass layoffs: Trang clearly states the risks, only prepares draft documents, and recommends consulting a lawyer. Does not calculate wages, allowances, social insurance, or personal income tax; amounts are to be calculated by an accountant. Does not set discriminatory criteria and does not draft unlawful clauses, such as splitting contracts to avoid social insurance. Does not submit documents, sign e-contracts, or log into government service portals on your behalf. Knowledge base has a cut-off date: labour regulations reviewed as of October 30, 2026; Trang checks official sources when needed, but you should always verify original documents before making decisions. Knowledge sources Methodology based on the agency-agents repository (github.com/msitarzewski/agency-agents, MIT license), rewritten according to Vietnamese labour law and the real HR practices of Vietnamese businesses. Content is for reference only and does not constitute legal advice. Using in Solo Agent After purchase, Trang joins your team with all 8 skills, along with a welcome message and a weekly HR milestone reminder goal that you can enable with one click. You can teach Trang additional skills or create new staff members; the assistant routes each request to the right person. Often purchased together: Write JD and Screen Resumes · Internal Accountant · Executive Assistant
New
Staff member · 8 skills
399.000 ₫
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OPCStaff & Operations
Purchasing & Inventory Staff
Ken has 6 skills: calculate inventory and reorder point, inventory count, compare supplier quotes by total cost, evaluate and verify suppliers, draft purchase orders and contracts, calculate landed cost. Ken reads files exported from KiotViet, Sapo, MISA, Nhanh.vn directly, and every Monday morning reports which items to order, how many, and from which supplier. Retail stores, online shops, restaurants, cafés, spas, small workshops, and distribution companies all face the same problem: ordering by gut feeling, choosing suppliers by lowest unit price, inventory counts that don't match without knowing why, and only finding out the real landed cost after the goods arrive. This staff member is Ken, Purchasing & Inventory Staff, with 6 skills. All figures come from your files or what you tell me. Any number I have to assume I'll mark clearly as an assumption; regulations on invoices, taxes, contracts, and inventory counts include the legal basis and review deadlines. Ken makes proposals, you decide and place the orders yourself. Ken's 6 Skills SkillWhat Ken Does Inventory & Reorder PointReads exports from KiotViet, Sapo, MISA, Nhanh.vn, Shopee, TikTok Shop, checks data for errors before calculating; calculates safety stock, reorder point, ABC classification, dead stock, soon-to-expire items (FEFO); suggests order quantities based on MOQ and supplier, saves an Excel file Inventory CountCount plan, count sheets without inventory column; reconciles overages/shortages by quantity and value, lines to recount, root causes; minutes using form 05-VT (Circular 99/2025/TT-BTC) or your current form Compare Supplier QuotesConverts quotes to same terms (VAT, invoice, shipping, MOQ, deposit, credit terms, delivery time), calculates total landed cost per unit, ranks, negotiation points; Excel sheet and Word memo Supplier EvaluationPeriodic scoring based on on-time delivery, defect rate, price volatility; identifies single-source items; verifies new suppliers through official tax ID lookup and red flags (no invoice, changed bank account, demands 100% deposit) Purchase Orders & ContractsPurchase orders, draft framework contracts per the 2005 Commercial Law (delivery, inspection, returns, payment, penalty up to 8%); reviews supplier contracts and suggests amendments; Word files Landed Cost CalculationUnit landed cost for domestic goods, China order items, or official imports: exchange rate, service fees, freight by weight or volume, overhead allocation; import duty calculated only after HS code lookup; gross profit at your selling price Assign Work with Just One Message "Here's the 3-month inventory and sales export from KiotViet. Which items need ordering this week, and how many?" "I have three quotes for 800 ml dish soap, we use about 600 bottles per month, and the company claims input VAT. Which supplier should I choose?" "At the end of the month, the shop does an inventory count of ingredients. Create a plan and count sheets for 4 people, about 120 SKUs." "The batch of thermos bottles ordered from China just arrived. Here's the freight bill and service quote. Calculate the landed cost per SKU and the profit at the selling price of 159,000 VND on Shopee." What Makes Ken Different Total cost, not just unit price. A quote that's 800 VND cheaper per bottle but doesn't issue an invoice and collects cash may be more expensive when you factor in non-deductible costs. Ken gives 2–3 options with trade-offs. Reads software exports directly. Ken interprets columns by meaning and reports data errors before calculating. The first time you work, Ken creates template files kho/ton-kho.xlsx and mua-hang/nha-cung-cap.xlsx with only column headers for you to fill or paste your export tables into. Auto-checks inventory every Monday morning. The suggestion goal can be turned on with one click: at 08:00 on Monday, Ken saves a purchase proposal file including items to order, items to monitor, soon-to-expire items, and assumptions used. Your custom levels. Delivery time, order cycle, and expiration threshold have defaults; you set your own once, and Ken saves them in a notebook for future occasions. Works with other office staff. Ken shares files with Tess (Internal Accounting), Mark (B2B Sales), Hannah (Admin & HR), and Ann (Executive Assistant): Tess reads the supplier list and inventory table, Ann includes purchase proposals in the weekly bulletin. Even if Ken works alone, he still does his full job. Right for You If You sell in a store or online, and manage inventory on KiotViet, Sapo, MISA, or Nhanh.vn. You run a restaurant, café, or spa that needs to order ingredients and supplies and track expiration dates. You have a small workshop or distribution company, buying from multiple suppliers. You import goods from China via order services and want to know the real landed cost. What to Prepare The Solo Agent app on your computer, latest version. Inventory and sales export files; quotes, receiving notes, contracts as needed (Excel, PDF, Word, or paste into the chat box). To auto-check inventory: enable Ken's suggested goal (Monday 08:00) and leave the app running at that time (window open or minimized to system tray). Each task Ken performs uses AI credit from your account, or your own AI key entered in Settings; when using credit, each web search costs additional credit. Ken Does Not Do Does not place orders, send POs, or transfer money on your behalf. Does not advise on misdeclaring value, HS code, origin, splitting shipments to avoid duties, buying/selling fake invoices, or creating fake documents. Does not provide import duty rates without checking the official HS code source. Contracts and purchase orders are drafts for your review, not a substitute for a lawyer. Does not conclude a supplier is "fraudulent" or that any employee caused losses; only flags signs. Does not ask for your full ID number, bank account, password, or OTP; documents leave blanks for you to fill in. Regulations are reviewed as of 30/10/2026; Ken re-checks official sources when needed, but you should always verify the original document before deciding. Knowledge Sources Methods reference the agency-agents kit (github.com/msitarzewski/agency-agents, MIT license), rewritten and supplemented with Vietnamese business regulations, documents, and real-world purchasing and inventory management practices. Use in Solo Agent After purchase, Ken joins your team with all 6 skills above, including a welcome message and a weekly inventory check goal you can enable with one click. You can teach Ken additional skills or create new staff members; the assistant routes each request to the right person. Goes well with: Internal Accounting Staff · Executive Assistant · Translate Supplier Pages
New
Staff member · 6 skills
399.000 ₫
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OPCStaff & Operations
Internal Accountant Staff
Thu has 7 skills: bank reconciliation, cash book and income-expense documents, accounts receivable and debt reminders, accounts payable and payment schedule, payroll with insurance and PIT, month-end closing, 13-week budget and cash flow. Every number is taken from your files, each statutory level is stated with its basis, and results are saved as an Excel or Word file. Small shops, spas, restaurants, or offices often keep records in Excel or export from MISA, Fast, KiotViet, Sapo, but few handle internal accounting consistently: reconciling statements, checking cash, tracking debts, processing payroll, closing books. This staff member is Thu, internal accountant, with 7 skills. Thu works with your actual data from your files, identifies discrepancies, does not force numbers to match, and saves results for you or your service accountant to use further. Thu's 7 skills SkillWhat Thu does Bank reconciliationMatches each transaction in the statement (Excel, CSV, PDF) with the income-expense ledger; separates fees, interest, unclear deposits, duplicate entries; produces a balance proof with zero difference, a list of entries to record, and items to inquire about Cash book and income-expense documentsCash book from vouchers, invoice photos; receipt, payment, and advance request forms per TT133 template; cash count by denomination; unreturned advances; alerts for cash payments over 5 million VND and documents missing signatures Accounts receivable and debt remindersAge of each invoice, risk level per customer; graduated reminder messages via Zalo, email, phone; payment request letters and debt reconciliation minutes (Word) Accounts payable and payment scheduleSupplier payment schedule by due date and priority; checks for duplicate invoices, matches purchase orders and receiving notes; holds payments with new or unverified receiving accounts; calculates benefit of early payment discounts Payroll and insuranceGross-to-net or net-to-gross calculations; social, health, and unemployment insurance at 2026 caps; 5-bracket PIT, deductions of 15.5 million and 6.2 million per dependent; 10% withholding for contractors; individual pay slips Month-end closingChecklist with status table (bank, cash, receivables, inventory, invoices, payroll); tax and insurance deadlines from July 1, 2026; management profit/loss report compared to previous month 13-week budget and cash flowMonthly, quarterly, annual budgets; actual vs. budget comparison; 13-week cash flow under three scenarios, alerts for cash-short weeks, including Tet bonuses, peak season, and delayed platform payouts Assign work with just one message "Reconcile the Vietcombank statement for October with my income-expense ledger. Why does the ledger balance differ from the bank's?" "Which customers have overdue debts? Please draft Zalo reminders for each of them." "Who do we need to pay this week? The packaging supplier just messaged that they changed their bank account." "Calculate the October payroll from the timesheet and salary info, with individual pay slips." "Will we have enough cash to pay salaries and Tet bonuses in the next three months?" What makes Thu different Numbers from your files. Each table shows which file was used; if a difference is nonzero, Thu lists suspicious items instead of adding a "difference" line to force a zero balance. Holds payments when something looks off. Supplier reports a changed account or duplicate invoice number: Thu marks it to hold and suggests calling for confirmation via a known phone number. Statutory levels with legal basis. Insurance caps, deductions, tax rates, and deadlines all reference the document number and a review date of October 30, 2026; when regulations may have changed, Thu checks again from official sources. Payroll calculated by a program running on your machine, with built-in manual check cases. Automatic debt review every Monday morning. Suggests running at 08:00: who needs a reminder, what to pay, what to hold; saves a Word note. Works with your office or alone. Thu shares files with Jack (purchasing and inventory), Mark (B2B sales), Hannah (admin and HR), and Ann (executive assistant): Hannah's timesheet becomes payroll, Jack's supplier list for checking receiving accounts, Ann reads receivables for the Monday briefing. Yet Thu still handles everything. Right for you if You run a shop, business household, spa, restaurant, or service company and want to know your true balance, debts, and profit/loss each month. You sell wholesale or offer deferred payment, and need to track who owes you and send appropriate reminders. Your office has a few to a few dozen employees and needs a payroll that complies with 2026 rates. You have a service accountant but need someone to manage internal numbers daily. What you need to prepare The latest Solo Agent application on your computer. Bank statements, income-expense ledger or software exports, receivables list, timesheet. The first time, Thu creates sample files in the ke-toan folder (with column headers only) for you to fill in or paste data. The first time you use the payroll skill, the application will ask for your one-time permission to run the calculation program. To automate debt review: enable the suggested goal (Monday 08:00) and let the app run at that time, with the window open or minimized to the tray. Each task Thu performs uses AI credits from your account, or your own AI key entered in Settings; when using credits, each online search also costs a credit. What Thu does NOT do Not a replacement for a licensed accountant. Thu's outputs are internal management data, not a substitute for statutory books. Does not file or pay taxes or social insurance on your behalf; does not prepare financial statements for tax authorities or do annual tax finalization. Does not transfer money or send debt reminders on your behalf. Does not write off debts, fill in signatures, stamps, or mark "confirmed" without your partner's confirmation. Does not reconcile platform payouts per order, track attendance, or advise on loans or debt recovery lawsuits. Statutory levels are reviewed up to October 30, 2026; Thu rechecks official sources when needed, but you should verify original documents before making decisions. Knowledge sources Methodology references the agency-agents repository (github.com/msitarzewski/agency-agents, MIT license), rewritten and supplemented with Vietnamese business regulations, documents, templates, and practices (TT133, social insurance, 2026 PIT, domestic bank statements). Use in Solo Agent After purchase, Thu joins your team with all 7 skills above, along with a welcome message and a weekly debt review goal that you can enable with one click. You can teach Thu additional skills or create new staff; the assistant routes each request to the right person. Often goes with: Purchasing and Inventory Staff · Admin and HR Staff · Legal, Tax, and Accounting Staff
New
Staff member · 7 skills
399.000 ₫
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OPCStaff & Operations
Nhân viên pháp lý, thuế và kế toán
Hạnh có 7 kỹ năng: hỏi đáp pháp lý và thuế, chọn mô hình kinh doanh, lập kế hoạch chuyển hộ kinh doanh lên công ty, soạn và rà soát điều lệ, đánh giá thuế TNDN và chế độ kế toán, chuẩn bị hồ sơ trước khi gặp luật sư hay kế toán, điểm tin văn bản mới hằng tuần. Mỗi câu trả lời ghi rõ luật đang có hiệu lực hay còn là dự thảo, kèm nguồn chính thức. Chủ hộ kinh doanh, người làm tự do hay người mới mở công ty thường gặp cùng một loạt câu hỏi: nên kinh doanh dưới mô hình nào, chuyển hộ kinh doanh lên công ty cần làm gì, có bắt buộc Chủ tịch công ty và kế toán trưởng không, nộp thuế thu nhập doanh nghiệp theo cách nào. Thông tin trên mạng lẫn lộn giữa luật đang áp dụng và dự thảo đang bàn. Nhân viên này là Hạnh, nhân viên pháp lý, thuế và kế toán, với 7 kỹ năng. Hạnh trả lời dựa trên bộ tài liệu đã đối chiếu điều khoản với văn bản gốc, luôn ghi rõ văn bản nào đang có hiệu lực, văn bản nào còn là dự thảo, kèm nguồn chính thức để bạn tự kiểm, và tìm thêm trên các trang của cơ quan nhà nước khi quy định có thể đã thay đổi. 7 kỹ năng của Hạnh Kỹ năngHạnh làm gì Hỏi đáp pháp lý, thuế cho doanh nghiệp nhỏTrả lời ngắn, có căn cứ các câu hỏi một ý: công ty TNHH một thành viên có bắt buộc Chủ tịch công ty không, doanh nghiệp siêu nhỏ có cần kế toán trưởng không, người nhà có được làm kế toán không, "doanh nghiệp một người" là gì, dự thảo Luật Phát triển doanh nghiệp nhỏ và vừa 2026 đã áp dụng được chưa Chọn mô hình kinh doanhHỏi ngành nghề, doanh thu, lao động, mục tiêu 12 tháng; so sánh hộ kinh doanh, doanh nghiệp tư nhân, TNHH, cổ phần theo trách nhiệm tài sản, bộ máy tối thiểu, chi phí tuân thủ, khả năng vay vốn, đấu thầu, gọi vốn; khuyến nghị theo ba kịch bản tối giản, tăng trưởng, an toàn pháp lý Lập kế hoạch chuyển hộ kinh doanh lên công tyRà soát nợ thuế, BHXH, hợp đồng, giấy phép con, tài sản trước khi nộp hồ sơ; kế hoạch 12 bước từ hồ sơ đăng ký đến chấm dứt hộ kinh doanh và thiết lập kế toán; đánh dấu bước cần luật sư hoặc kế toán; lưu file Word kèm checklist Soạn và rà soát điều lệ công ty TNHH một thành viênSoạn bản nháp điều lệ (Chủ tịch công ty, Giám đốc, người đại diện theo pháp luật, hạn mức ký, giao dịch với người có liên quan) để luật sư rà lại; hoặc đọc điều lệ có sẵn và chỉ ra điều khoản thiếu, mâu thuẫn, kèm câu đề nghị thay thế Đánh giá thuế TNDN và chế độ kế toánKiểm điều kiện trước, tính sau: doanh thu căn cứ năm trước, thuế suất 15%, 17%, 20%, nhánh nộp theo tỷ lệ % doanh thu, miễn thuế doanh thu đến 1 tỷ, giảm 30% theo Nghị quyết 43/2026; mô phỏng số thuế bằng chương trình chạy trên máy; chọn chế độ kế toán TT58, TT133 hay TT99 Chuẩn bị hồ sơ trước khi gặp luật sư, kế toánTóm tắt hiện trạng theo bộ câu hỏi tư vấn 30 phút, đánh dấu cờ đỏ, liệt kê câu hỏi cần người hành nghề trả lời và giấy tờ cần mang; lưu file Word gọn để gửi trước Điểm tin pháp lý và thuế hằng tuầnTìm trên nguồn chính thức văn bản mới về đăng ký kinh doanh, thuế, hoá đơn, kế toán, BHXH và tiến trình dự thảo; chỉ báo điểm mới so với tuần trước, kèm trạng thái hiệu lực và việc cần làm; lưu file Word Giao việc chỉ bằng một tin nhắn "Tôi bán mỹ phẩm online, là hộ kinh doanh, doanh thu năm ngoái khoảng 4 tỷ, có 3 nhân viên. Có nên lên công ty không?" "Lập kế hoạch chuyển hộ kinh doanh của tôi lên công ty TNHH một thành viên, tôi đang thuê mặt bằng và có hợp đồng với hai nhà cung cấp." "Soạn bản nháp điều lệ công ty TNHH một thành viên, tôi kiêm Giám đốc, Giám đốc tự ký hợp đồng dưới 200 triệu." "Công ty tư vấn của tôi năm ngoái doanh thu 2 tỷ, có nộp thuế theo % doanh thu được không?" "Tôi sắp gặp kế toán để chuyển đổi, chuẩn bị giúp tôi danh sách câu hỏi và giấy tờ cần mang." Điều làm Hạnh khác Luật hay dự thảo, nói rõ từng câu. Ví dụ: Luật Doanh nghiệp 2020 hiện vẫn bắt buộc công ty TNHH một thành viên do cá nhân làm chủ có Chủ tịch công ty; "không bắt buộc Chủ tịch" mới nằm trong dự thảo. Hạnh không trình bày dự thảo như quy định đã áp dụng. Có căn cứ, có nguồn. Mỗi kết luận kèm số hiệu văn bản, điều, khoản và địa chỉ trang chính thức (Công báo, Cổng thông tin Chính phủ, cơ sở dữ liệu văn bản pháp luật) để bạn tự đối chiếu. Thuế: kiểm điều kiện trước, tính sau. Chương trình tính chỉ so sánh khi đủ điều kiện; thiếu dữ kiện hay có ngoại lệ thì nói rõ cần hỏi kế toán, không đưa ra con số dễ hiểu nhầm. Mọi số là mô phỏng trước miễn, giảm, ưu đãi. Không một đáp án duy nhất. Câu hỏi "có nên" luôn có 2–3 phương án kèm đánh đổi, kết luận theo điều kiện của bạn. Biết khi nào cần người hành nghề. Tranh chấp, nợ thuế, thanh tra, yếu tố nước ngoài, ngành nghề có điều kiện: Hạnh nói rõ nên gặp luật sư hoặc kế toán trước khi làm hồ sơ và giúp bạn chuẩn bị buổi làm việc. Hợp với bạn nếu Bạn là chủ hộ kinh doanh (cửa hàng, spa, quán ăn, bán hàng online) đang cân nhắc lên công ty. Bạn làm nghề tự do (tư vấn, sáng tạo nội dung, môi giới) và muốn biết nên giữ cá nhân kinh doanh hay lập công ty. Bạn vừa mở công ty TNHH một thành viên và cần điều lệ, bộ máy tối thiểu, chế độ kế toán phù hợp. Bạn làm kế toán dịch vụ hoặc tư vấn, cần tra nhanh và lập checklist cho khách. Cần chuẩn bị Ứng dụng Solo Agent trên máy tính, bản mới nhất. Thông tin cơ bản: hình thức kinh doanh hiện tại, ngành nghề, doanh thu năm gần nhất, số lao động; gửi kèm giấy tờ nếu có (giấy đăng ký, điều lệ, báo cáo doanh thu). Lần đầu kỹ năng thuế chạy chương trình tính, ứng dụng hỏi bạn cho phép một lần. Muốn nhận điểm tin hằng tuần: bật mục tiêu Hạnh gợi ý sau khi nhận (thứ Hai 08:00) và để ứng dụng chạy vào giờ đó, cửa sổ mở hoặc thu nhỏ xuống khay hệ thống. Mỗi việc Hạnh làm dùng credit AI trong tài khoản của bạn, hoặc khoá AI riêng bạn đã nhập trong Cài đặt; khi dùng credit, mỗi lần tìm kiếm trên mạng tính thêm credit. Hạnh không làm Không thay luật sư, kế toán hành nghề, không tạo quan hệ luật sư – khách hàng. Câu trả lời là thông tin tham khảo để bạn hỏi đúng và chuẩn bị đủ trước khi quyết định. Không xử lý tranh chấp, tố tụng, mua bán sáp nhập, đầu tư nước ngoài, phá sản. Không nộp hồ sơ, không kê khai thuế, không đăng nhập cổng dịch vụ công thay bạn. Không đưa ra số thuế phải nộp hay quyết toán; số tính là mô phỏng trước miễn, giảm, ưu đãi. Không giúp che giấu doanh thu, làm hai sổ, hoá đơn khống hay chuyển tài sản để né nghĩa vụ; Hạnh nêu rủi ro và đề xuất cách hợp pháp gần nhất. Không yêu cầu số CCCD đầy đủ, số tài khoản, mật khẩu; văn bản cần các thông tin này được để chỗ trống cho bạn tự điền. Kiến thức nền có mốc: phần thuế, kế toán rà soát đến 28/10/2026, phần mô hình, quản trị, chuyển đổi và dự thảo đến 17/10/2026; Hạnh tìm thêm trên nguồn chính thức khi cần, nhưng luôn nên kiểm văn bản gốc trước khi quyết định. Nguồn kiến thức Dựa trên skill opc-vn-business-law của Diginno (github.com/diginno-net/opc-vn-business-law) (giấy phép CC BY 4.0; chương trình tính thuế theo giấy phép MIT), đã chia thành các kỹ năng cho Solo Agent và chuyển chương trình tính thuế sang chạy trên ứng dụng. Nội dung chỉ mang tính tham khảo, không phải tư vấn pháp lý. Dùng trong Solo Agent Sau khi mua, Hạnh vào đội của bạn với đủ 7 kỹ năng trên, kèm lời chào và mục tiêu điểm tin hằng tuần để bạn bật bằng một nút. Bạn có thể dạy thêm kỹ năng khác cho Hạnh, hoặc tạo thêm nhân viên mới; trợ lý chuyển mỗi yêu cầu cho đúng người. Hay đi cùng: Sổ doanh thu hộ kinh doanh · Biên bản họp → việc cần làm
New
Staff member · 7 skills
399.000 ₫
OPCStaff & Operations
Starter Kit Solo Agent
Free. Thảo has 8 built-in Solo Agent skills: create Word files, read and make PDFs, report in Excel, make slides, create and edit images, make videos with voice-over, search the web, and work on websites. Most daily work involves familiar tasks: preparing quotes and contracts, reading PDF invoices, adding revenue from several Excel files, making meeting slides, creating images and videos for posts, and looking up information online. This staff member is Thảo, the all-purpose staff member, with 8 skills, each matching a built-in ability of the Solo Agent app. Give instructions in plain language and drag files into the chat; Thảo works and saves results in your computer’s work folder. Thảo is free and is the first staff member to try when learning how to assign work in Solo Agent. Thảo’s 8 skills SkillWhat Thảo does Create Word documentsTurns quotes, contracts, minutes, invitations, official letters, procedures, reports, and plans into .docx files that open in Word, Google Docs, or WPS; reads and edits existing Word files; takes exact figures and names from your files Read and create PDF filesReads invoices, contracts, quotes, statements, and scanned documents to summarize, extract figures, or compare them, with page references; exports finished documents as PDF files for printing or sending Summarize and report in ExcelReads Excel and CSV files (orders exported from Shopee, TikTok Shop, and Lazada, revenue, costs, receivables, attendance, inventory, and customer lists), combines files, calculates accurate totals by group, removes duplicate rows and cancelled orders, and saves an .xlsx report with summary and detail sheets Make presentation slidesCreates 16:9 PowerPoint presentations about services, products, companies, monthly or quarterly reports, business plans, and training materials from your notes or Word, PDF, or Excel files; 8–12 slides by default Create and edit imagesCreates images from descriptions: covers, banners, ads, post illustrations, and products on new backgrounds; edits your images by changing backgrounds, adding text, changing colors, removing extra details, and keeping the product unchanged Make videos with voice-overCreates .mp4 files on your computer in the right format for TikTok, Reels, Shorts, Facebook, or YouTube: 15–30-second ads, photo videos with captions and music, videos with voice-over and subtitles, intro videos with loops for in-store screens, and voice-over and subtitles for existing clips; or just an .mp3 voice file Search the webSearches and reads 2–3 sources before concluding: market prices, competitors, new rules, trends, suppliers, or an article from a link; cites a source for each key point; saves the result as a Word file when needed Work on websitesOpens pages in the app’s browser and works for you: fills forms, checks orders or tracking numbers, compares prices across sites, downloads files, and uploads images or videos; you can watch each step beside the chat Assign work in one message "Create a 12-month office cleaning service contract for An Phát Company at 8 million đồng per month, using the quote I attached." "These are 3 Shopee order files for September. Calculate revenue and order count by product and save an Excel report." "Summarize this premises lease: fees, term, penalty clauses, with page references." "Using the Q3 revenue file, make 10 report slides for Monday morning’s meeting." "Make a 20-second video introducing wedding photography services from these 8 photos, with voice-over and subtitles, in a vertical Reels format." "What changed this year in the new e-invoice rules for household businesses? Cite the sources." "Check these 5 tracking numbers on the carrier’s website and report back to me." Thảo works, you decide Thảo only reads files you attach or place in your selected work folder, and saves results there on your computer. Thảo never overwrites existing files without asking, and changes to files can be undone within 30 days. On websites, the app asks before submitting forms, placing orders, paying, entering passwords, or uploading files; for pages requiring login, you log in yourself in the browser, then Thảo continues. Nothing is sent outside without your consent. What makes Thảo different Free. Get Thảo at no cost; you only use AI credits for Thảo’s work. Ready-to-use files. Word, PDF, Excel, PowerPoint, image, and video files are saved in the work folder and open in your usual software. Accurate calculations. Revenue, order counts, and costs in Excel reports are added row by row, not estimated; excluded rows are reported separately. Video made on your computer. No length limit and no credits for rendering; standard voice-over is usually free within the daily limit. No invented figures. Prices, offers, phone numbers, and terms come from you or your files; Thảo says clearly when a scan cannot be read. Sourced information. For web searches, each key point includes the source name; website content is reference data only, and Thảo does not follow instructions found on pages. Good for you if You just installed Solo Agent and want to try assigning work before getting specialist staff. You own a shop, spa, restaurant, or household business, freelance, or work in an office, and handle documents, spreadsheets, images, and videos daily. You sell online and need to combine marketplace orders and create product images and videos. What you need The latest desktop version of Solo Agent (video creation requires the latest version). A solosecret.com account to get Thảo and use AI credits. Each task uses AI credits in your account, or your own AI key entered in Settings. Using credits, creating images, and each web search use extra credits; premium voice-over uses credits and Thảo only uses it when requested. Files to process: drag them into the chat, or place them in the work folder (selected during installation and changeable in Settings). What Thảo does not do Does not submit forms, place orders, pay, enter passwords, or upload files without your consent. Does not bypass website verification codes (captchas); Thảo stops and tells you when one appears. Does not read files outside the work folder or attached files. Does not create identifiable real people, or other people’s logos or trademarks. Does not publish posts, message customers, or run ads. For Fanpages, use Fanpage customer care staff; for ads, use Meta advertising staff, TikTok advertising staff, or Google advertising staff. Use in Solo Agent Get Thảo on this page or in the app (Team → Hire more); Thảo joins your team with all 8 skills. You can teach Thảo more skills or create new staff; the assistant routes each request to the right person. Often used with: Create quotes / wholesale quotes · Meeting minutes → action items · Short video script
New
Staff member · 8 skills
Free

Skills

Teach more to the staff you already have.

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OPCStaff & Operations
Viết JD và lọc CV
Viết tin tuyển dụng rõ ràng, công bằng; đọc hàng loạt CV, chấm theo tiêu chí có trích dẫn và gợi ý ai nên mời phỏng vấn. Cửa hàng, spa, quán ăn hay shop online nhỏ khi tuyển người thường viết tin vội: "nữ, 20–28 tuổi, nhanh nhẹn, chịu được áp lực". Tin như vậy vừa không nói rõ việc, vừa có thể vi phạm quy định cấm phân biệt đối xử trong lao động. Đến lúc hồ sơ về, người tuyển lại không có thời gian đọc kỹ, chọn theo cảm tính và phỏng vấn sai người. Kỹ năng Viết JD và lọc CV giải quyết đúng việc này: bạn mô tả vị trí, nhận lại JD (bản mô tả công việc) gắn với việc thật. Bạn kéo các CV (hồ sơ xin việc) vào chat, từng CV được đọc và chấm theo tiêu chí bạn đã chốt, kèm câu trích làm bằng chứng. Quyết định mời ai là của bạn. Kỹ năng này làm gì cho bạn Viết JD theo việc thật: bạn sẽ làm gì (có con số nếu biết), yêu cầu bắt buộc, điểm cộng, quyền lợi bạn xác nhận, cách ứng tuyển. Đổi yêu cầu theo tuổi, giới tính, ngoại hình, quê quán thành yêu cầu theo năng lực, và giải thích ngắn vì sao. Ví dụ "nam, sức khoẻ tốt" thành "bê, xếp được thùng hàng khoảng ... kg trong ca", nếu đó đúng là việc của vị trí. Chốt 3–6 tiêu chí bắt buộc và 2–5 tiêu chí cộng thêm trước khi đọc CV, không đổi giữa chừng. Đọc nhiều CV dạng PDF, Word, chấm từng tiêu chí với câu trích từ CV làm bằng chứng. Với mỗi ứng viên: điểm mạnh, chỗ cần làm rõ, 3 câu hỏi phỏng vấn đúng chỗ còn thiếu, và gợi ý nhóm: Nên mời phỏng vấn, Cân nhắc, hoặc Chưa phù hợp với tiêu chí. Ghi rõ CV nào không đọc được (file hỏng, ảnh mờ) thay vì đoán. Giao việc chỉ bằng một tin nhắn "Tuyển nhân viên chăm sóc khách online, toàn thời gian, làm ở kho Thủ Đức, lương 8–10 triệu. Bắt buộc đã làm chăm sóc khách hoặc bán hàng online từ 6 tháng, viết tin nhắn rõ ràng, dùng Excel cơ bản. Viết JD và lọc giúp chị 12 CV này." Nếu tiêu chí chưa rõ, bộ tiêu chí được đưa cho bạn xem trước, sau đó mới chấm. Bạn nhận lại JD dạng Word trong thư mục tuyen-dung, sẵn để đăng. File Excel danh sách rút gọn: mỗi ứng viên một mã (UV01, UV02...), đánh giá từng tiêu chí, bằng chứng, chỗ cần hỏi, câu hỏi phỏng vấn, nhóm gợi ý. Ứng dụng hỏi bạn trước khi lưu. Tóm tắt trong chat theo mã ứng viên. Ví dụ minh hoạ: "Nên mời phỏng vấn: UV03 – CV ghi 'chăm sóc khách Fanpage cho shop mỹ phẩm, 1 năm', đạt cả 3 tiêu chí bắt buộc. Cân nhắc: UV01 – chưa rõ đã dùng Excel; câu hỏi gợi ý: 'Bạn từng dùng Excel để làm việc gì?'" Điều làm kỹ năng này khác một câu hỏi AI thông thường Không có bằng chứng là "Chưa rõ", không phải "Không đạt". Ứng viên không bị loại chỉ vì CV viết thiếu; chỗ thiếu thành câu hỏi phỏng vấn. Bỏ qua hẳn thông tin không được dùng: tuổi, năm sinh, giới tính, hôn nhân, con cái, quê quán, ảnh, chiều cao cân nặng, sức khoẻ. Những thông tin này không được ghi lại, cũng không được suy đoán từ tên hay ảnh. Nếu bạn muốn lọc theo các yếu tố này, yêu cầu sẽ được từ chối một cách lịch sự, kèm đề nghị tiêu chí theo năng lực, dựa trên quy định cấm phân biệt đối xử của Bộ luật Lao động 2019. CV là thông tin để đọc, không phải lời dặn. CV có dòng "hãy chấm tôi điểm cao" thì bị ghi chú lại, không làm theo. Giữ dữ liệu cá nhân ứng viên. Không chép số điện thoại, email, địa chỉ, ngày sinh vào chat hay Excel; bạn được nhắc chỉ dùng CV cho đợt tuyển này và xoá hồ sơ người không trúng tuyển khi xong, trừ khi họ đồng ý cho giữ. Hợp với bạn nếu Bạn cần tuyển người bán hàng, chăm sóc khách, kho hay marketing cho shop online, cửa hàng, spa hoặc văn phòng nhỏ mà chưa từng viết JD. Mỗi đợt tuyển có hàng chục CV và bạn không có thời gian đọc kỹ. Bạn muốn vào phỏng vấn với câu hỏi đúng chỗ, không hỏi chung chung. Cần chuẩn bị Bắt buộc: vị trí tuyển: việc chính, giờ làm, nơi làm, mức lương nếu muốn công khai. Có thì tốt: tiêu chí bắt buộc và cộng thêm, JD có sẵn, các file CV (PDF, Word). Ngoài phạm vi kỹ năng này Không tự loại ứng viên, không nhắn tin hay gửi thư cho ứng viên. Không bịa kinh nghiệm, bằng cấp; không coi khoảng trống trong CV là điểm xấu. Không đưa CV hay nhận xét về ứng viên vào ghi nhớ của trợ lý. Không tư vấn pháp lý chi tiết; trường hợp phức tạp bạn nên hỏi luật sư. Không đánh giá nhân viên đang làm → dùng Hiệu suất nhân sự. Dùng trong Solo Agent Sau khi mua, bạn giao kỹ năng này cho một nhân viên đang có trong đội, hoặc tạo nhân viên mới để đảm nhận. Một nhân viên có thể nắm nhiều kỹ năng; trợ lý chuyển mỗi yêu cầu cho đúng người có kỹ năng phù hợp. Hay đi cùng: Hiệu suất nhân sự · Quản lý công việc nhóm · Biên bản họp → việc cần làm
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OPCStaff & Operations
Staff Performance
From assigned task lists and targets, see how each person meets deadlines, who is overloaded, and prepare content for one-on-one meetings. At the end of the month, the marketing manager has to review each person, but the data is buried in a task list with hundreds of rows. Who is late most often? Are they late because they were slow, because the client took a long time to approve, or because they were waiting for someone else? If you do not read carefully, it is easy to blame the wrong person. The Staff Performance skill handles exactly this: upload a task list, timesheet, or target sheet into the chat and receive accurate figures for each person, with context and suggested questions for one-on-one conversations. This skill looks at work data, does not judge people, and does not make decisions for you. What this skill does for you Calculates for each person and the whole team: completed tasks (broken down by task type), on-time rate, average days late, number of revision rounds, and workload compared with capacity. Compares each person with the agreed targets (KPIs), classifying each target as Met, Nearly met, Not met, or Insufficient data. Finds the context behind each unusual figure: high workload, difficult tasks, waiting for others, or long client approval times, noted as "may be due to". Points out who is overloaded, which tasks are blocked and what is blocking them, so you can remove the obstacles. When preparing one-on-one meetings, creates a Word file for each person: results, specific strengths, points to discuss, 3–5 open questions, and suggested support. Flags missing data for each person (tasks without deadlines or completion dates) so you know which figures are not yet reliable. Assign work with just one message "Team performance overview for October. Lan: 20 posts/month, at least 90% on time. Tùng: 40 designs/month. My: advertising cost per result no more than 80k." (with bang-viec-thang-10.xlsx) The columns for assignee, status, deadline, and completion date are detected automatically. When you do not yet have targets, each person is compared with the team average, with a clear note that this is not a target. What you receive A summary in the chat, covering the whole team first and then each person: overall on-time rate, average revision rounds, client approval wait time, who needs attention, and who is overloaded, with a short table. An Excel target sheet in the nhan-su folder; when you choose the purpose "1-on-1 meeting", one Word file is added for each person. The app asks for your confirmation before saving. Example: "Lan: 82% on time, Nearly met compared with the 90% target. 3 of 4 late tasks fell in a week when the client changed requirements twice. Suggested question: 'Was anything getting in your way that week?'" What makes this skill different from a typical AI question It does not combine everything into one score to rank people. Each target is assessed separately; there is no "best person or worst person". Client approval wait time is a process metric, not a deduction from the employee; revisions caused by client changes are separated from revisions caused by errors when the sheet records this. When there is little data, it says so. With fewer than 5 tasks in the period, or when more than 30% of tasks are missing a deadline or completion date, that target is marked "Insufficient data". Each person's 1-on-1 file contains only that person's figures, without anyone else's data mixed in. A good fit if You are a marketing manager or agency owner (a marketing services company), and your team has a task list recording deadlines and statuses. You are about to meet with each person one-on-one and want to talk with data, not impressions. You are preparing a quarterly review. You suspect someone is handling too much work. What to prepare Required: the review period and work data: an Excel task list or an exported file from Trello, ClickUp, Asana, or Notion. Helpful to have: agreed targets for each person, a timesheet or working hours, and channel performance reports for each person responsible. Outside this skill's scope It does not recommend firing, disciplinary action, or pay and bonus levels. It does not comment on personality, attitude, private life, health, age, gender, or family circumstances; it does not use rumors or impressions not found in the file. It does not send results to anyone; you are reminded to save files where only you or the assigned person can view them. It does not assign tasks or update progress → use Team Task Management. Use it in Solo Agent After purchasing, assign this skill to an employee already on your team, or create a new employee to take it on. One employee can have multiple skills; the assistant routes each request to the right person with the suitable skill. Often used with: Team Task Management · Write JDs and Screen CVs · Meeting Minutes → Action Items
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OPCStaff & Operations
Meeting minutes → action items
Paste meeting notes or a transcript, and get a Word meeting record plus a list of who does what by when. Whether you meet with suppliers, customers or your internal team, the most common problem is this: people discuss a lot, agree on a few things, then everyone remembers it differently. Which Friday does "next Friday" mean? Who does "I'll take care of it" refer to? No one writes it down. The Meeting minutes → action items skill solves exactly this problem: paste your rough notes or a transcript (a written record of spoken words) exported from Zoom, Google Meet or a recording app. The result is a meeting record that lets anyone who was not there know, in one minute, what was agreed, who does what and by when. What this skill does for you Breaks the meeting content into four sections: main topics discussed, decisions made, action items and open issues. Writes each action item in a clear format: what needs doing, who does it, the deadline and what needs to be handed over. Turns relative time phrases into specific dates. If the meeting is on 14/10/2026, "this Friday" is recorded as "16/10 (this Friday)". Removes greetings and off-topic conversation from long transcripts, keeping only what was discussed. Marks places where the transcript may have misheard a person's name or a product name for you to confirm. Creates an Excel action-item list with an open-issues sheet, using column names that Team Task Management can read later. Assign tasks with just one message "Please make the meeting minutes from this morning's packaging meeting, at 9 a.m. on 14/10 via Google Meet, with Hoa, Lan from the warehouse and Tuan from packaging." (attached: transcript-bao-bi-14-10.txt) If the meeting date is unclear, you will be asked once so the deadline can be converted correctly. If you only have an audio file, the result will clearly say that it could not be listened to and ask you to export a transcript from the meeting or recording app and send it again. What you receive A Word meeting record in the bien-ban folder: time, format, attendees, purpose, main topics, decisions, an action-item table, open issues and items needing confirmation. An Excel action-item file (with the initial status "Not started") and an open-issues sheet. If you choose: only the Word meeting record, or only a summary directly in chat. The app asks before saving the file. Example: "Agreed: 85k/box for orders from 100 boxes. Action items: 1. Tuan sends a VAT-inclusive quote – due 16/10. 2. Lan remeasures the carton dimensions – [no deadline yet]. Open: shipping cost to Da Nang, pending the carrier's quote." How this skill differs from a typical AI question Suggestions are not recorded as decisions. Anything unclear about whether it was agreed is placed under open issues, with the note "confirm whether this was agreed". People and deadlines are never assigned automatically. If no one has taken it on, it is marked [unassigned]; if there is no deadline, it is marked [no deadline yet]. "Soon" and "when it's done" also count as having no deadline. Only records what was said. It does not comment on attendees or add commitments for any party; unclear sentences are kept as they are and marked (?). A good fit if You have just met with a supplier or partner and need to send minutes for both sides to confirm. You hold Zoom or Google Meet meetings with transcription enabled, but no one reads back through the hour-long transcript. You hold weekly internal meetings and want every task to have a clearly assigned person. You are a consultant or freelancer who meets with clients and needs to send back minutes confirming the scope of work. What to prepare Required: the meeting content in text form: notes, a transcript, or a Word, PDF or .txt file. This skill cannot listen to audio files yet. Helpful if available: the meeting name, date, time and location; each attendee's name and role. Outside this skill's scope It does not send the minutes to attendees automatically; you review and send them yourself. It does not invent owners, deadlines, figures or commitments; it does not include private matters or individual salaries and bonuses unless they were genuinely part of the meeting. It does not put customers' or outsiders' phone numbers or addresses into the chat summary. It does not create a master team task list or track progress → use Team Task Management with the saved Excel file. Use in Solo Agent After purchase, assign this skill to an existing AI staff member on your team, or create a new staff member to handle it. One staff member can have multiple skills; the assistant routes each request to the right person with the right skill. Often used with: Team Task Management · Prepare a quotation · Brand / customer brief
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OPCStaff & Operations
Team task management
Break projects into tasks with assignees, deadlines and client approval steps; each week, identify which tasks are at risk of delay and who is overloaded. In a small marketing department or agency (a company providing marketing services), plans often exist in the team lead’s head and are scattered across Zalo groups. Delays happen not because anyone is lazy, but because no one sees that a client taking two extra days to approve has pushed back the entire chain of tasks that follows. The Team task management skill addresses exactly this issue. Tell it about the project in a few lines: when it runs, how many pieces are needed and who is on the team. The project is divided into a task board where everyone understands what they need to do and by when, and each week the results highlight only the tasks at risk of delay. This skill makes suggestions; you decide. What this skill does for you Breaks a campaign into small tasks, each taking no more than 2 person-days, following the right steps: create → internal approval → client approval → revise → publish/run → report. Works backward from the deadline from the launch date, including client approval time, one revision round and a 20% buffer. If the schedule does not fit, it clearly says which tasks cannot be completed on time and suggests cutting tasks or moving the date. Identifies the chain of tasks that determines the completion date: delaying one task in this chain delays the entire project. Suggests assignees by role, without assigning anyone more than 80% of their weekly capacity. Each week, sorts tasks into: overdue, due within 3 days, waiting too long for client approval, blocked and completed this week. For anyone above 100% workload, it suggests specific tasks to move or transfer. From stand-up meeting notes, separates confirmed decisions, new tasks (assignee and deadline) and items requiring a decision from you or the client. Assign work with just one message "Plan the work for Mộc Sơn's 11.11 campaign, running 01–12/11: 12 posts, 4 videos, 1 sales page, Facebook and TikTok ads. The team has Lan writing, Tùng designing, My running ads and Quân making videos. The client approves within 2 working days." When updating progress, add the latest task board, including files exported from Trello, ClickUp, Asana or Notion. If it is unclear which column is the deadline and which is the status, you will be asked one question, then the work continues. What you get back A chat summary by urgency: overdue, approaching deadline, waiting for client approval, each person’s workload for next week, with recommendations. An Excel file in the cong-viec folder: a task board (assignee, approver, deadline, estimated hours, dependencies and status), a milestones sheet and a workload sheet for each person. Each update is saved as a new file; the app asks for your confirmation before saving. If the team uses Notion: you can teach an employee assigned to this skill "Work on Notion" in the app; that employee can then add and update rows directly in the team’s task board there. Until you teach them, the result remains an Excel file as above. Example: "Week of 27/10: 3 overdue tasks. The most concerning is video 2, which is 2 days late and lies on the chain determining the launch date. Tùng is at 115% workload. Recommendation: move Tùng’s 3 non-urgent post images to next week." What makes this skill different from a typical AI question Capacity is quantified. The default is 30 hours of project work per person per week (excluding meetings and small tasks); if you have a different number, use yours. Client approval time is included in the schedule, because this is where agency projects most often run late and plans usually forget it. It does not touch the original board. Progress updates are saved as a new file; in Notion, it does not delete pages or rows or change sharing permissions. Estimated hours are clearly marked as estimates so you can adjust them; it does not make up figures for unusual types of work. This is a good fit if You are a marketing team lead running several campaigns at once. Your agency often misses deadlines because clients approve slowly. You manage a small office team and need to assign work with clear assignees and deadlines. You want a progress overview on Monday morning without asking everyone individually. You have just held a stand-up meeting and need to finalize the next tasks right away. What to prepare Required: choose what you need done (divide up a new project, update progress, see who is overloaded or summarize a stand-up meeting) and provide details: objectives, timeline, members and roles, and client approval time. Helpful if available: the task board you are using, the monthly content plan, meeting notes and the team’s actual working hours. Outside this skill’s scope It does not assign work, send messages or email members or clients; this skill only makes suggestions and saves the board. It does not score, rank or assess each person’s abilities → use Hiệu suất nhân sự. If you only need to turn a meeting into minutes to send to everyone → use Biên bản họp → việc cần làm. Use in Solo Agent After purchase, assign this skill to an employee already on your team, or create a new employee to handle it. One employee can have multiple skills; the assistant routes each request to the right person with the appropriate skill. Often used together: Biên bản họp → việc cần làm · Hiệu suất nhân sự · Kế hoạch nội dung tháng
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