Skills
Skills are saved instructions that tell Agent how to handle repeated tasks, team conventions, or specialized workflows. Use Skills when you want Agent to apply the same guidance consistently across conversations.
A Skill can be as simple as a model review checklist or as specific as a monthly reporting process. The goal is to save instructions you would otherwise type again and again.
When to use Skills
Create a Skill when you often give Agent the same instructions. Skills work well for:
Team formatting standards.
Model review checklists.
Naming conventions for sheets, ranges, or tables.
Repeated workflows, such as monthly reporting or workbook cleanup.
Company-specific guidance that Agent should follow.
Preferred response formats, such as finding tables or executive summaries.
If the instruction is only useful once, keep it in the chat. If it becomes a pattern, turn it into a Skill.
Built-in and custom Skills
Agent can show built-in Skills and user-created Skills. Built-in Skills are provided by Coherent Assistant. Custom Skills can be created, edited, or deleted from the Skills page.
Custom Skills are useful for team-specific guidance. For example, a finance team might create a Skill that tells Agent how to review model assumptions, classify issue severity, and format findings.
What to include in a Skill
A useful Skill should include:
A clear name.
A short description.
Tags that make it easy to find.
Specific instructions Agent can follow.
Examples when the workflow has important details.
Any limits Agent should respect, such as "do not edit formulas unless asked."
Write Skills as instructions, not as background essays. Agent should be able to read the Skill and know what to do.
Example Skill outline
A workbook review Skill might include:
Review formulas for inconsistencies, hardcoded values, external links, and errors.
Group findings by severity: High, Medium, or Low.
Include sheet names and cell references.
Suggest fixes, but do not change the workbook unless the user asks.
Return a short executive summary before the detailed findings.
Using a Skill
Use a Skill when you want Agent to apply the same guidance consistently. For example:
Use our model review Skill and review this workbook.
If Agent applies the Skill too broadly, narrow the request with a sheet, range, or output format.
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