operations/skills/runbook/SKILL.md
Create or update an operational runbook for a recurring task or procedure. Use when documenting a task that on-call or ops needs to run repeatably, turning tribal knowledge into exact step-by-step commands, adding troubleshooting and rollback steps to an existing procedure, or writing escalation paths for when things go wrong.
npx skillsauth add anthropics/knowledge-work-plugins runbookInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Create a step-by-step operational runbook for a recurring task or procedure.
/runbook $ARGUMENTS
## Runbook: [Task Name]
**Owner:** [Team/Person] | **Frequency:** [Daily/Weekly/Monthly/As Needed]
**Last Updated:** [Date] | **Last Run:** [Date]
### Purpose
[What this runbook accomplishes and when to use it]
### Prerequisites
- [ ] [Access or permission needed]
- [ ] [Tool or system required]
- [ ] [Data or input needed]
### Procedure
#### Step 1: [Name]
[Exact command, action, or instruction]
**Expected result:** [What should happen]
**If it fails:** [What to do]
#### Step 2: [Name]
[Exact command, action, or instruction]
**Expected result:** [What should happen]
**If it fails:** [What to do]
### Verification
- [ ] [How to confirm the task completed successfully]
- [ ] [What to check]
### Troubleshooting
| Symptom | Likely Cause | Fix |
|---------|-------------|-----|
| [What you see] | [Why] | [What to do] |
### Rollback
[How to undo this if something goes wrong]
### Escalation
| Situation | Contact | Method |
|-----------|---------|--------|
| [When to escalate] | [Who] | [How to reach them] |
### History
| Date | Run By | Notes |
|------|--------|-------|
| [Date] | [Person] | [Any issues or observations] |
If ~~knowledge base is connected:
If ~~ITSM is connected:
python sync.py --prod --dry-run from the ops server" is.testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.