Creating Skills

Skills are saved instructions that you can reuse across multiple tasks. Instead of repeating the same directions every time, create a skill once and attach it wherever needed.

What Are Skills?

Think of skills as teaching your AI assistant how to work the way you want. A skill might define:

• How to write: Tone, style, formatting preferences
• What to include: Standard sections, required information
• What to avoid: Things you don’t want in outputs
• Domain knowledge: Industry terms, company context

Why Use Skills?

Consistency

Every task with the same skill produces similar-quality output.

Efficiency

Write instructions once, use them everywhere.

Quality

Refined skills lead to better results over time.

Team Alignment

Share skills so everyone’s tasks follow the same standards.

Creating Your First Skill

Step by Step

1. Click Skills in the sidebar
2. Click + New Skill
3. Choose how to create it:
   • Manual: Write the skill yourself
   • Chat Builder: Let AI help you create it
4. Give it a name and write the instructions
5. Click Save

Manual Creation

Best when you know exactly what you want:

# Professional Writing Style

## Tone
- Be professional but approachable
- Use "we" and "you" language
- Avoid jargon unless necessary

## Format
- Start with a brief summary
- Use bullet points for lists
- Keep paragraphs short (2-3 sentences)

## Requirements
- Always include next steps at the end
- Proofread for grammar and clarity

Chat Builder

Not sure what to write? The Chat Builder helps:

1. Select Chat Builder when creating
2. Describe what you want in plain language
3. AI suggests skill content
4. Refine through conversation
5. Save when satisfied

Example conversation:

You: I want reports that sound professional but not stuffy. They should be easy to skim.

AI: I’ll create a skill for clear, professional reports. Here’s a draft…

Skill Examples

Executive Summary Style

# Executive Summary Format

Always structure outputs as executive summaries:

1. **Bottom Line Up Front**: Start with the key takeaway
2. **Supporting Points**: 3-5 bullet points with evidence
3. **Implications**: What this means for the business
4. **Recommendations**: Suggested next actions

Keep total length under 300 words. Use simple language
that non-experts can understand.

Technical Documentation

# Technical Writing Standards

When writing technical content:

## Structure
- Begin with a one-sentence overview
- Use headers to organize sections
- Include code examples where relevant
- End with a "Next Steps" section

## Style
- Use present tense
- Write in second person ("you")
- Define acronyms on first use
- Prefer active voice

## Formatting
- Use backticks for code references
- Bold key terms on first mention
- Number sequential steps

Customer Communication

# Customer Response Guidelines

When writing to customers:

## Tone
- Warm and helpful
- Apologetic when appropriate, but not excessive
- Solution-focused

## Structure
1. Acknowledge their concern
2. Explain the situation clearly
3. Provide the solution or next steps
4. Offer additional help

## Language
- Avoid technical jargon
- Use contractions (we're, you'll)
- Keep sentences short
- End with an invitation to follow up

Weekly Report Template

# Weekly Report Format

Generate reports with these sections:

## 📊 Key Metrics
- 3-5 most important numbers
- Compare to last week (% change)

## ✅ Accomplishments
- Bullet list of completed items
- Brief context on why each matters

## 🚧 In Progress
- Active work and expected completion
- Any blockers or risks

## 📋 Next Week
- Planned priorities
- Any dependencies on others

Use emojis as section markers for easy scanning.

Attaching Skills to Tasks

Adding a Skill

1. Open or create a task
2. Scroll to the Skills section
3. Click Add Skill
4. Select one or more skills
5. Save the task

Skill Order Matters

When you attach multiple skills, they’re applied in order. Put foundational skills first:

1. Brand Voice (general tone)
2. Report Format (structure)
3. Industry Terms (domain knowledge)

The task’s own prompt comes last, building on the skill context.

Example: Combining Skills

Task with two skills attached:

Skill 1 - Brand Voice:

Write in a confident, friendly tone…

Skill 2 - Report Format:

Structure outputs with summary, details, and next steps…

Task Prompt:

Analyze this week’s sales data and identify trends.

The AI receives all three, producing a sales analysis in your brand voice using your report format.

Managing Skills

Editing a Skill

1. Click Skills in the sidebar
2. Click on the skill to edit
3. Make changes
4. Click Save

Changes apply to all future task runs using this skill.

Organizing with Categories

Use categories to keep skills organized:

• Writing - Tone and style
• Analysis - How to analyze data
• Domain - Industry-specific knowledge
• Templates - Output formats

Deleting a Skill

1. Open the skill
2. Click Delete
3. Confirm deletion

Tasks that used this skill will still run, just without that skill’s instructions.

Tips for Effective Skills

Be Specific but Not Restrictive

Good:

“Use bullet points for lists of 3+ items”

Too vague:

“Format nicely”

Too restrictive:

“Every output must have exactly 5 bullet points”

Include Examples

Skills work better with examples:

## Good Example
"We're excited to share that the new feature is live!
Here's what you need to know..."

## Avoid This
"Dear Valued Customer, It has come to our attention
that a new feature has been deployed..."

Test and Refine

1. Create a skill
2. Attach it to a test task
3. Run the task
4. Review the output
5. Adjust the skill based on results
6. Repeat until satisfied

Keep Skills Focused

One skill, one purpose:

• ✅ “Email Writing Style”
• ❌ “Email Writing, Report Formatting, and Data Analysis”

Focused skills are easier to maintain and combine.

Advanced: Skill Libraries

As you build more skills, organize them into a library:

Personal Skills

Instructions tailored to your preferences.

Team Skills

Shared standards for consistent team output.

Project Skills

Context for specific initiatives or clients.

Template Skills

Reusable formats for common deliverables.

Next Steps

• Create Tasks that use your skills
• Connect Sources to add real data
• Set Up Delivery to receive results