Company profile | Well skills

Company profile

Whether you are prepping for a customer call or checking a vendor before paying them, the skill pulls together everything Well knows about that company: who they are, how to reach them, and your full invoice history in both directions, into a single answer.

npx skills add wellapp-ai/skills --skill company-profile

WWellapp

Give me a 360 view of this company

Stripe is a customer and a vendor. €412K paid to you across 14 invoices,

Ask anything or use / for commands...

How the skill answers

Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.

  1. You ask

Give me a 360 view of this company

  1. Pin the workspaceSkill used define-workspace

Workspaces

Pick the workspaces to work in.

Your workspaces

Maxime ChampouxMaxime Champoux

Well App Inc.Well App Inc.Default workspace

  1. Confirm the connections this answer needsSkill used connect-tools

Connect a tool

Pick a tool to connect it to Well.

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PennylanePennylane

PitchBook PremiumPitchBook Premium

PlaidPlaid

S&P GlobalS&P Global

WiseWise

  1. Verify the data itself has landed

  2. Resolve which company the user means

  3. Compose the profile

Stripe

Company

ACTIVE

CurrencyEUR

CountryUS

Grand Total412,000.00

Ask about this

  1. Frame the relationshipSkill used confirm-my-company

  2. Normalize currencySkill used normalize-currency

  3. If any required step errors or returns unusable data

  4. You get

Stripe is a customer and a vendor. €412K paid to you across 14 invoices, €84.2K still open. Primary contact is Elena Rossi, Head of Partnerships, last spoken to 12 Jun.

Frequently asked questions

What if a company is both customer and vendor?

The view shows both directions separately, so you can see what they owe you and what you owe them without the two netting into one confusing number.

What if contact details are missing?

The skill says which details are not on file rather than leaving a blank that reads as if there is nothing to find.

Does it need my own company set?

Not strictly. Without it you still get the invoice totals in both directions, it just cannot label the company as customer or vendor for you.

Ask your first question today

Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.