Agent skill

finta-deploy-integration

Deploy Finta integrations and reporting dashboards. Trigger with phrases like "deploy finta", "finta dashboard".

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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-deploy-integration

SKILL.md

Finta Deploy Integration

Google Sheets Dashboard

Sync Finta data to Google Sheets for live dashboards:

  1. Export CSV from Finta weekly
  2. Upload to Google Sheets (or use Zapier auto-sync)
  3. Build charts: pipeline funnel, stage distribution, timeline

Slack Notifications

Use Zapier to post pipeline updates to Slack:

  • New investor added -> #fundraising channel
  • Stage change -> thread update
  • Deal closed -> celebration notification

Resources

Next Steps

For event automation, see finta-webhooks-events.

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