Who this is for. Anyone with SmartResearch access: analysts, managers and finance leads. Access. Included for everyone at an organization whose subscription covers SmartResearch, whatever their role. No permission needs to be assigned. See the Roles and Access Reference.
A skill is a reusable workflow. The product defines it as an analysis you teach SmartResearch once: its steps, defaults, and output, so you get the same result every time, just by asking. The catalog describes them as reusable workflows you teach SmartResearch once, then run again and again, consistently, every time.
Open the Skills catalog
In the sidebar, select Skills.
The catalog opens. To return to the workspace, select ← Back to chat.
Figure 1. The Skills catalog with no personal skills yet.
How the catalog is organized
The tabs split skills by where they came from, and each tab label carries a count.
Table 1. Skills tabs
Tab |
Holds |
Count shown |
|---|---|---|
Personal |
Skills you authored. |
Personal 0 until you create one. |
Default templates |
Ready-made skills shipped with the product. |
Default templates 3 in a typical tenant. |
With no personal skills, the page opens on an onboarding state headed Create your first skill rather than an empty list.
Ways to create a skill
The page presents them in order of speed. Reuse a recent prompt appears only once you have asked something in this tenant. In a workspace with no conversations yet, the page offers the other two routes.
Table 2. Creation routes
Route |
On-screen guidance |
Use when |
|---|---|---|
Reuse a recent prompt |
“Turn a question you recently asked into a repeatable skill. Pick one and SmartResearch drafts the steps, defaults, and output for you.” |
You have just asked something worth repeating. Recent questions are listed for selection, for example Current DPO. |
Start from a template |
“Begin with a ready-made skill and tailor it.” |
A shipped template is close enough to adapt. Templates include 13-week-cash-forecast, budget-variance-breakdown and vendor-concentration. Select All templates for the full set. |
Describe a new skill |
“Tell SmartResearch what you want, the way you’d ask in chat. It drafts the steps, defaults, and output for you.” |
You can describe the workflow in a sentence. Select + Create skill to submit it; SmartResearch drafts the steps for you. The box shows the level of detail that works: Every Monday, summarize overdue invoices by customer and flag anything past 60 days… |
Every route ends in the same builder, and in all four SmartResearch drafts the steps, defaults and output for you to accept or change. None requires you to write a skill from a blank form.
Shipped templates
The Default templates tab is introduced with: Ready-made workflows to start from — pick one, tailor it in a quick conversation, and save it as your own. Each template names what it is for and, deliberately, what it is not for.
Figure 2. The three shipped templates, each with its domain tag and scope note.
Table 3. Templates supplied with the product
Template |
Domain |
What it does |
|---|---|---|
13-week-cash-forecast |
cash |
Refreshes the cash outlook against last week’s actuals and flags the variances that need attention. Not for P&L work. |
budget-variance-breakdown |
fp-and-a |
Breaks down spend variances by department and account, and explains the drivers behind material movements. Not for cash or AR work. |
vendor-concentration |
payables |
Measures how concentrated spend is across vendors and flags dependency risk. Not for invoice-level troubleshooting. |
The “not for” sentence in each description is a scope exclusion. It stops the skill firing on questions it was not built for, which is why it is worth writing one into your own skills
Every supplied template has the same shape: four steps, two triggers and three defaults.
.
Use a template
Select the Default templates tab, or select All templates.
On the template you want, select Use template.
Tailor it in the conversation that opens, then save it as your own.
Related information
For more information, see Build a Skill.
For more information, see Ask a Question.