Reusable, finance-specific capabilities that an agent uses to handle recurring dealmaking workflows. A Skill tells an agent how a firm wants that work done.
What a Skill is
A Skill tells an agent how your firm wants a task done. It can specify the sources to use, the steps to follow, the format of the result, and any required checks or reviews. The agent carries out the task using those instructions. The sources available to it still depend on the user’s permissions and connections.
Which tool to use
If you need to… | Use… |
Start a prepared deal workflow | Agent Task |
Apply your firm’s method or standards to a Task | Skill |
Run a saved sequence of prompts | Blueprint |
Repeat work on a schedule | Scheduled Task |
Explore a one-time question | Chat |
A Skill can guide work in an Agent Task, chat, or another workflow. It tells an agent how to approach the work; the workflow starts the task.
How Skills work with Agent Tasks and Chat
An Agent Task gives an agent a prepared workflow for common deal work. A Skill adds instructions for how your firm wants that work done. For example, an Agent Task could review a CIM, while a Skill supplies your firm’s screening criteria and memo format.
In Chat, you can describe the work in your own words. You or and agent can apply a Skill that matches your request. You can also start a Skill from the chat bar using /. Then you can ask follow-up questions or refine the result in the same conversation.
Create a Skill
In Agents > Skill Library select New Skill and choose how you want to start:
Chat-based: Describe the task and using natural language build a Skill.
Manual: Start with an empty Skill and add the instructions and files yourself.
Upload: Import an existing
.md,.markdown,.zip, or.skillfile.
Review the draft before you test it. Give the Skill a clear name and describe when am agent should use it. Add your required sources, steps, output format, checks and click Create to save it.
Test your Skill
Run a real request that should use the Skill. Check that the skill is applied and follows your instructions.
Run a similar request that should not use the Skill. Check that it is left out.
If an agent selects a Skill for the wrong requests, revise its description. If it selects the right requests but misses a required step or format, revise its instructions.
Run the first request again with the Skill disabled. Compare the results to see whether the Skill improves the work.
When the Skill passes these checks, use Run in the Skill Library or Try in chat from a Skill's option menu.
Review important findings and decisions before you use or share the result.
Tips for writing a useful Skill
Keep each Skill focused on one type of work. State the firm’s criteria and required output clearly. Test it with several real requests, including requests that look similar but should not use it.
Examples
Screen a CIM against the firm’s investment criteria.
Draft an IC memo in the firm’s approved format.
Rate diligence issues using the firm’s method.
Build a target list with the firm’s required exclusions.