ReddRadar
Agent skill
finta-common-errors
Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta".
Install this agent skill to your Project
npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/finta-pack/skills/finta-common-errors
SKILL.md
Finta Common Errors
1. Email Sync Stopped Working
Fix: Go to Settings > Integrations, disconnect and reconnect Gmail/Outlook OAuth.
2. Calendar Events Not Logging
Fix: Verify correct calendar is selected. Finta only syncs the primary calendar by default.
3. Deal Room Link Not Working
Fix: Check if the link expired or access was revoked. Generate a new shareable link.
4. CSV Import Fails
Fix: Download the Finta CSV template and match column headers exactly. Ensure dates use YYYY-MM-DD format.
5. Aurora AI Not Providing Suggestions
Fix: Complete all company profile fields (sector, stage, location, raise amount). Aurora needs sufficient context.
6. Investor Stage Not Auto-Advancing
Fix: Check Settings > Automation rules. Verify email sync is active and tracking the correct inbox.
7. Payment Collection Failed
Fix: Verify Stripe integration is connected. Check that the payment link amount matches the commitment.
Resources
Next Steps
For diagnostics, see finta-debug-bundle.
Recommended Agent Skills
Expand your agent's capabilities with these related and highly-rated skills.
jeremylongshore/claude-code-plugins-plus-skills
dockerfile-generator
Dockerfile Generator - Auto-activating skill for DevOps Basics. Triggers on: dockerfile generator, dockerfile generator Part of the DevOps Basics skill category.
jeremylongshore/claude-code-plugins-plus-skills
branch-naming-helper
Branch Naming Helper - Auto-activating skill for DevOps Basics. Triggers on: branch naming helper, branch naming helper Part of the DevOps Basics skill category.
jeremylongshore/claude-code-plugins-plus-skills
readme-generator
Readme Generator - Auto-activating skill for DevOps Basics. Triggers on: readme generator, readme generator Part of the DevOps Basics skill category.
jeremylongshore/claude-code-plugins-plus-skills
makefile-generator
Makefile Generator - Auto-activating skill for DevOps Basics. Triggers on: makefile generator, makefile generator Part of the DevOps Basics skill category.
jeremylongshore/claude-code-plugins-plus-skills
gitignore-generator
Gitignore Generator - Auto-activating skill for DevOps Basics. Triggers on: gitignore generator, gitignore generator Part of the DevOps Basics skill category.
jeremylongshore/claude-code-plugins-plus-skills
pre-commit-hook-setup
Pre Commit Hook Setup - Auto-activating skill for DevOps Basics. Triggers on: pre commit hook setup, pre commit hook setup Part of the DevOps Basics skill category.
Didn't find tool you were looking for?