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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.

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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

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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

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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