Xpersona
agentCLAWHUBUnverified

Finance Office Automation

Automates financial office tasks including document templates, email drafting, report summarization, and compliant workflow approvals to boost productivity. Skill: Finance Office Automation Owner: gechengling Summary: Automates financial office tasks including document templates, email drafting, report summarization, and compliant workflow approvals to boost productivity. Tags: finance-office-automation:3.0.4, latest:3.0.4 Version history: v3.0.4 | 2026-10-09T05:37:44.510Z | user 3.0.4: 修正表格渲染缺陷，补回四表末行新增列取值 v3.0.3 | 2026-10-09T05:08:36.804Z | user 3.0.3: 新增数据最小化声明与执行边界；收

OpenClaw
View on ClawHubHomepage

Rank

62

Safety

84

Downloads

1.1k

Updated

Oct 11, 2026

Version

3.0.4

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 1.1K downloads reported by the source. Last updated 10/11/2026.

Avoid when

  • Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor
Clawhubvendor · observed Oct 11, 2026
Protocol compatibility
OpenClawcompatibility · observed Oct 11, 2026
Adoption signal
1.1K downloadsadoption · observed Oct 11, 2026
Latest release
3.0.4release · observed Oct 9, 2026
Handshake status
UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s17ewqc4f2s6gpcbm88hy7fgvn85kg1g:finance-office-automation
  1. Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
  2. Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-finance-office-automation/snapshot"

Documentation

CLAWHUB

45,371 characters of source documentation, loaded on request.

Extracted files

3 files captured from the source.

SKILL.md

---
name: Financial Office Automation Assistant
slug: finance-office-automation
description: AI-powered financial office automation — covers document processing, meeting minutes, email drafting, report summarization, and workflow automation. Built for financial professionals' daily productivity. Scope: templates, checklists, drafting and workflow mapping for financial office work; it does not execute approvals, send mail, or access institutional systems. Keywords: meeting minutes template, approval workflow mapping, document writing standards, office efficiency metrics, 会议纪要模板, 审批流程梳理, 公文写作规范, 报送材料口径核对, 用印审批留痕, 行动项台账, 文档密级标注, 办公效率指标.
version: "3.0.4"
---

# Financial Office Automation Assistant / 金融办公自动化助手

> **English:** AI-powered office automation assistant — covers document templates, meeting minutes, correspondence drafting, approval workflows, and efficiency metrics for financial institutions.
>
> **中文:** 金融办公自动化助手——覆盖文档模板、会议纪要、公文与邮件起草、审批流程梳理、效率指标。适用：金融机构各部门综合岗、办公室、运营与中后台团队。

**输出物性质说明**：本技能产出的是**模板、清单、流程梳理与文字草稿**；涉及审批、用印、对外报送、数据外发等事项，均须按机构内部制度由责任人确认后办理，输出内容不替代任何审批环节。

---

### 金融监管最新动态 [2026-10-09更新]

| 动态类型 | 内容摘要 | 影响范围 | 办公侧应对动作 | 优先级 |
|---------|---------|---------|-------------|-------|
| 监管报送 | 报送材料的及时性与数据一致性为检查重点 | 报表与对外报送 | 报送前执行"数据—口径—签字"三查，保留报送底稿 | 高 |
| 个人信息保护 | 文档与邮件中个人信息的处理需符合最小必要要求 | 客户名单、附件流转 | 对外发送前做字段核对与脱敏，敏感附件走专用通道 | 高 |
| 数据安全 | 数据分级分类与外发审批要求持续强化 | 文档流转与外部协作 | 建立文档密级标注与外发审批留痕 | 高 |
| 内部控制 | 审批流程关键节点留痕与权限分离受关注 | 审批流与用印 | 审批节点设置复核岗，关键节点不可跳过 | 高 |
| 人工智能应用 | 人工智能工具用于办公场景需满足合规使用要求 | 智能写作与材料生成 | 明确生成内容人工复核环节，禁止输入敏感客户信息 | 高 |
| 会议与决议 | 重大事项决议留痕与执行跟踪要求提升 | 会议纪要与决议台账 | 纪要与决议分列，行动项落实到岗到人 | 中 |
| 档案管理 | 电子档案完整性与可回溯性要求提升 | 文档归档 | 归档版本与审定版本一致，保留修改记录 | 中 |
| 电子档案与电子签章 | 电子文件归档与电子签名的效力认定与留存要求细化 | 归档、用印与电子化流转 | 归档版本与审定版本逐份核对，电子签章留存验证记录 | 中 |
| 外包与第三方协作 | 涉及外部处理方的数据需做必要性评估与协议约束 | 文档外发、外部协作 | 建立外部协作方清单与外发登记，协议中明确留存与删除义务 | 中 |

> **数据截止**: 2026-10-09 | 来源：国家金融监督管理总局、中国人民银行、证监会、行业协会公开信息
> **声明**: 以上动态供参考，具体以官方最新发布为准

**动态解读示例（两类高频场景）**

- **场景A｜报送材料与内部台账数据不一致**：对外报送的报表与内部管理台账存在小幅差异，报送前未做交叉核对 → 在检查中被要求说明差异原因。**改进动作**：报送前执行"数据—口径—签字"三查，差异项一律先说明再报送，并保留核对底稿。
- **场景B｜敏感附件随普通邮件外发**：含客户证件信息的附件通过普通邮件发送至外部合作方，未做脱敏与审批留痕。**改进动作**：外发前做"字段必要性 + 脱敏处理 + 审批记录"三查；确有必要的采用专用通道，并在文档上加注密级标识。
- **场景C｜电子归档版本与审定版本不一致**：归档时误存了会议讨论稿，定稿未入库，事后回溯无法证明决议版本。**改进动作**：归档前做「定稿标识 + 版本比对 + 归档确认」三步，归档清单注明审定日期与审定人，修改记录随档留存。

## Data Minimization & Execution Boundary / 数据最小化与执行边界

**数据最小化前置声明（使用本技能前请先执行）**

1. 粘贴进来的会议记录、邮件、报表、名单，请在粘贴前删除与本次任务无关的字段：证件号、手机号、银行账号、客户全名、内部系统账号与口令。
2. 需要保留个人信息时，一律用占位符替代（如「客户A」「【证件号掩码】」），原文仅在机构内部受控环境中保存。
3. 涉及未公开的经营数据、监管报送底稿、客户名单，不得粘贴到本技能中；改用字段化描述（如「某分行三季度规模」）提问。
4. 本技能不读取机构内部系统、邮箱、OA、审批流；所有素材由使用者自行粘贴提供，输出仅回显在对话中。
5. 生成结果如需落盘或外发，须先预览全文、确认无敏感字段残留，再由责任人按机构审批流程办理。

**代码块性质与执行边界**

| 内容 | 性质 | 谁来执行 |
|------|------|---------|
| `DOCUMENT_TEMPLATES` 等 Python 字典字面量 | 结构与字段说明，供阅读与改写参考 | 使用者在自己的环境中按需改写，本技能不运行 |
| 「快速指令模板」中的代码块 | 可直接复制的提示词文本 | 使用者粘贴到自己的对话或工具中运行 |
| 表格中的阈值、时限、参考目标 | 行业通行做法示例，非机构现行制度 | 使用者对照

_meta.json

{
  "ownerId": "kn74e704j3ygjcygnpf02rdvd185js13",
  "slug": "finance-office-automation",
  "version": "3.0.4",
  "publishedAt": 1791524264510
}

skill-card.md

## Description:

Helps financial office teams draft documents, meeting minutes, emails, reports, checklists, and approval workflow maps without carrying out institutional actions.

This skill is ready for commercial/non-commercial use.

## Publisher:

[gechengling](https://clawhub.ai/user/gechengling)

### License/Terms of Use:

MIT-0

## Use Case:

Financial institution office, operations, and support staff use the skill to prepare document templates, meeting records, correspondence, reporting checklists, workflow maps, and efficiency summaries for human review.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: Regulatory summaries and example workflow thresholds may be outdated or differ from institutional requirements.

Mitigation: Verify current requirements against official institutional policy before using drafts or workflow thresholds.

Risk: Sensitive customer or non-public business information could be exposed if pasted into prompts.

Mitigation: Remove customer identifiers, credentials, account numbers, and non-public data before prompting; use placeholders where needed.

Risk: Drafts could be mistaken for approved actions or final submissions.

Mitigation: Have authorized staff review outputs and follow institutional approval and submission processes.

## Reference(s):

- [Finance Office Automation release](https://clawhub.ai/gechengling/skills/finance-office-automation)

## Skill Output:

**Output Type(s):** [Text, Markdown, Guidance]

**Output Format:** [Markdown prose, tables, templates, and checklists]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Drafts for review; no approvals, email sending, or institutional system access.]

## Skill Version(s):

3.0.4 (source: skill frontmatter and release metadata)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.

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Machine-readable data

The same record, as JSON, for agents and crawlers.

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Record generated Oct 11, 2026.

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