SKILLS

`Your Way of Working,` Saved and Reusable

The way you write prompts took time to figure out. Skills turn that knowledge into reusableinstructions your entire business can rely on.

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1,800+ teams already on the list

WHY SKILLS

Bring Your `Best Prompt` to Any Workflow

Instead of writing the same set of instructions every time, package your expertise once, and apply it consistently across workflows.

Standardize Al Workflows

Ensure that Al produces consistent work that applies your knowledge and logic, instead of generic output.

Capture Team Knowledge

Skills are a repository of business processes, procedures, and individual knowledge, so nothing gets lost.

Share Across Your Whole Team

Use Skills individually, or share them across teams to give everyone access to expert-level prompts.

Build Once, Use Everywhere

Skills can be used across the platform. Assign them to your agents, or get things done fast in the AI Assistant.

How it works

Two Ways to Create a Skill

Write it yourself, or let the Al Assistant do the heavy lifting. Either way, you're done in minutes.

Put Your Expertise Into Words

Just write out your instructions like you would any prompt: what AI should do, how it responds, and what to avoid. That's your Skill.

Tell AI What You Need

No time for detailed instructions? Tell the AI Assistant what you want to accomplish and it'll write the whole Skill for you, ready to save and use.

Skills Make Every Interaction `Smarter`

Build Into Agents

Equip Agents with one or multiple Skills and let them handle the busywork for you.

Prompt the AI Assistant

Need something done quickly? Call up any Skill directly in the Assistant.

Run Skills Automatically

Choose which Skills should be considered for every task, without applying them manually.

PRODUCTIVE AGENTS

Skills Are How Agents Learn

Agents don't operate on magic. Combine the Skills your team builds into specialized Agents that run entire workflows automatically, without lifting a finger.

USE CASE LIBRARY

Agents Your Team Can Build Today

Here are examples of Agents you can build, and the Skills that power them.

Personal Assistant Agent

Every week, this agent reviews what got done and surfaces what needs to be done next—so you start each day knowing exactly where to focus.

Activity Summary: Create a summary of tasks I completed in the past week

Task Prioritization: Triage tasks assigned to me based on priority

Email Digest: Write an actionable summary of unread emails

Task Planning & Monitoring Agent

Keep every project moving the way it should. This agent makes sure tasks are structured, assigned to the right people, and never left in the backlog once they’re started.

Task Creation: Break down project brief into structured tasks

Stall Detection: Watch for tasks with no activity and nudge the right people

Monitor Workload: Check workload across team members by task assignees

Project Status Reporting Agent

Never scramble for a status update again. This agent reads your project data, makes sense of the numbers, and turns everything into a clear, client-ready report.

Translate Metrics: Interpret Budget KPIs in plain language

Project Snapshot: Summarize overall project status

Client Update: Write a client-friendly update and save it as a Doc

Resourcing Assistant Agent

Resourcing can be simpler, and here’s how. This agent figures out what your project needs, finds the best match, and even puts the booking in place.

Resourcing Needs: Interpret resourcing needs based on project data

Resource Match: Suggest the best resource based on skills and availability

Booking Creation: Create and assign Booking in the Resource Planner

Time Off Coordinator Agent

From helping staff plan time off to handling the manual work that comes with it, this agent makes sure none of it lands on your plate.

Conflict Check: Check requested time off against scheduled work and tasks

Bulk Approval: Approve time off bookings for collective holidays in bulk

Slack Connector (Coming Soon): Send out reminders for time off that will expire

Meeting-to-Tasks Agent

The little things that keep the system running are now automatically up to date. Salaries, time off adjustments, promotions and career switches—it’s all handled.

Cost Rate Management: Adjust salaries annually for all employees

Time Off Balance: Update time off allowances in bulk

Title Tracking: Update job titles based on internal documentation

Financial Performance Analyst

You can't have eyes on every project budget at once—but this agent can. It keeps watch across the entire portfolio and gets the right KPIs to the right people, at the right time.

Risk Monitor: Flag budgets at risk (e.g. low margin, budget overrun, etc.)

Performance Summary: Summarize financial performance across all projects

Slack Connector (Coming Soon): Send status report and tag the right people

Invoicing Assistant Agent

Chasing invoices is nobody's favorite job. So, delegate it to your agent. Set it to scan what's ready to bill, check all invoice drafts, and even draft reminders on your behalf.

Ready to Bill: Scan active budgets that need to be invoiced

Completeness Check: Review created invoices for missing information

Tone of Voice: Draft friendly reminders for overdue invoices

Time Tracking Helper Agent

Managing time entries is tedious for everyone involved. This agent supports logging and tracks what’s missing, so timesheets are clean without anyone having to ask twice.

Auto Time Log: Create time entries based on calendar events

Entry Audit: Check timesheets for missing or vague details

Slack Connector (Coming Soon): Nudge staff to finalize time entries

Email-to-Proposal Agent

Every new opportunity comes with a pile of admin. This agent reads your emails and handles the entire setup, so you can focus on closing.

Contact Sync: Fill company and contact details in the CRM

Manage Deal: Create new Deal and attach all relevant materials

Proposal Creation: Turn services and estimates into a Proposal doc

Deal Health Monitor Agent

Don’t let Deals go cold quietly. This agent keeps a constant eye on Deals and gives you a clear picture of where to focus before opportunities slip away.

Completeness Check: Check if all key information is filled for new deals

Stale Deal Detection: Monitors Deal Age fields and flags staleness markers

Health Ranking: Create a report that ranks Deals according to health

Pipeline Performance Analyst

The difference between a good month and a great one is in your pipeline data. This agent makes sense of it and keeps the right people up to date.

Win/Loss Breakdown: Analyze open vs lost deals for the past month

Performance Summary: Summarize pipeline performance in plain language

Slack Connector (Coming Soon): Send status report and tag the right people

Your Organization’s Knowledge,`Finally Working for You`