Start with a proven way of working
A custom skill helps when a team repeats a procedure and wants to retain its criteria: preparing a quotation, reviewing a document or turning a report into a presentation. Describe inputs, steps, output format and quality checks.
Avoid storing a single customer's details or a one-off task as a permanent procedure. A skill should be reusable with different materials. Facts and preferences belong in context or employee memory.
Prepare the skill
- Open the Skills library and choose Create skill.
- Write a recognisable name, goal and steps for the employee.
- Add reference materials that explain the process. Assistance can prepare or improve the text; a compatible video can be supplied for analysis.
- Choose the scope: company, department or named employees.
- Review the complete content and test the procedure with a known input before accepting it.
Keep human review
Employee-proposed skills and improvements to active procedures need review. The owner can activate a proposal, change its scope or reject it. Versions let you examine how a procedure evolved and compare proposed changes.
A useful acceptance criterion is whether another person can understand when to use the skill, its expected result and how to check it. If an improvement changes tools, costs or external actions, review those requirements too. Activating a procedure preserves normal permission and approval checks.