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Skills

Skills are specialized procedures your delegate knows how to perform. They’re like recipes - step-by-step instructions for handling specific types of work.

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What Skills Are

A skill is a documented procedure that tells your delegate exactly how to handle a specific situation. Skills include:
  • When to use it - What triggers this skill
  • Steps to follow - The procedure to execute
  • Best practices - Tips for doing it well
  • Edge cases - How to handle unusual situations

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Why Skills Matter

Without skills, your delegate figures things out from scratch each time. With skills, it follows proven procedures consistently.
Without SkillsWith Skills
Reinvents the wheelFollows best practices
Inconsistent resultsReliable outcomes
More back-and-forthGets it right faster

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Creating Skills

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Through Conversation

Teach your delegate by walking through a procedure:
“When you draft meeting recaps, here’s how I want you to do it:
  1. Start with a one-sentence summary
  2. List key decisions made
  3. List action items with owners
  4. Note any open questions”
Your delegate will save this as a skill.

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Direct Editing

Create skills directly in the brain:
  1. Open the Delegate Brain
  2. Click on the Skills section
  3. Add a new skill with clear steps

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Example Skill

## Meeting Recap Skill

**When to use:** After any meeting that has action items or decisions.

**Steps:**
1. Write a one-sentence summary of what the meeting was about
2. List all decisions that were made (use bullet points)
3. Create an action items table with: Task, Owner, Due Date
4. Note any open questions that need follow-up
5. Tag relevant attendees for visibility

**Format:**
- Keep total length under 300 words
- Use headers to organize sections
- Bold the action items

**Edge cases:**
- If no decisions were made, note "No formal decisions" and summarize discussion points
- If action items are unclear, list as "TBD" and flag for clarification

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Good Skills to Create

Consider creating skills for:
  • Recurring documents - Weekly reports, meeting notes, status updates
  • Communication templates - How to draft certain types of emails
  • Research procedures - How to gather and present information
  • Review processes - How to evaluate proposals or requests

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Skills vs. Other Brain Sections

Use Skills ForUse Something Else
How to do somethingWhat to do (Tasks)
Reusable proceduresOne-time work (Tasks)
Step-by-step instructionsGeneral preferences (Identity)
Specific workflowsBackground context (Memory)

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Updating Skills

Skills should evolve as you learn what works. Update them when:
  • You find a better way to do something
  • Edge cases come up that aren’t covered
  • Your process changes
You can update through conversation:
“For meeting recaps, also include the date and attendee list at the top.”
Or edit directly in the brain.

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Next Steps

Schedules

Set up recurring automations

Tasks

Assign specific work items