Your own context database for AI

Done for: In-house, on our own work
Goal: Save time
Area: Management and executives
Result: ~4,000

/* The problem */

Every new AI chat starts from zero, so you explain your clients and your projects all over again.

/* How we fixed it */

You keep everything in one notes database: clients, projects, resources and what you learned from performance reviews and feedback. The AI reads a one-page index first and only opens the notes it needs.

/* What it changed */

~4,000notes it can draw on

Every session starts with the AI already knowing your clients and where each project stands.

Free · Claude skill

Missing-invoice finder

Give it your bank export. It lists every expense that still has no invoice, grouped by supplier, with where to look.

missing-invoice-finder/SKILL.mdClaude skill

# Missing-invoice finder
The bank statement is the checklist. Every money-out line needs a document (an invoice or a receipt) or a reason (a transfer between own accounts, a salary, a tax payment). This skill finds the lines that have neither, and tells the person where each missing invoice most likely is.
It does not book anything and it never changes a file. It reads, matches and reports.
## 1. Get the inputs
Ask for what is missing, in one message:
- **The bank export** for the period: CSV, XLSX or PDF. Several accounts or cards are fine; treat each as its own source.
- **The invoices already collected**: a folder (read the file names and, for PDFs, the text), a spreadsheet, or a list pasted in chat. If there are none yet, say so and skip to step 4: the whole list is then "to find".

All cases Want this in your team? WhatsApp Jotte or mail jotte@male-b.com