AI Skills

Skills require a Pro (€79/mo), Business (€199/mo), or Enterprise plan.

Skills are AI-powered automations built on Claude (Anthropic). Each skill runs an agent that can use your connected tools — reading spreadsheets, sending Slack messages, querying CRMs — and saves the results to your Knowledge Base.

Creating a Skill

1. Go to Skills in the sidebar → click New Skill
2. Give the skill a name and describe what you want automated in plain language
3. Select which tools the skill may use (pulls from your company's tool list)
4. Optionally set a schedule for recurring execution
5. Click Run to execute immediately

Skill Execution

When a skill runs, an AI agent receives your prompt plus the OAuth tokens for any connected tools. The agent may make multiple tool calls (e.g. fetch data from Google Sheets, then post a summary to Slack) and returns a final response.

Each execution is logged with:

• Input tokens and output tokens consumed
• Tool calls made during execution
• The final output text
• A Knowledge Base entry created from the result (if enabled)

Token Usage

Token usage resets at the start of each billing month. The Token Usage card on the dashboard shows current consumption and remaining budget.

Skill Versions

Every save of a skill prompt creates a new version. The version history lets you compare prompts and roll back to earlier configurations. The active version is the one used for execution.

Knowledge Base Integration

After a skill run, results are automatically saved as a Knowledge Item in your Knowledge Base (source: skill_execution). These items are searchable and can be linked to tasks or other entities.

Connections (OAuth)

Skills that interact with external tools need an active OAuth connection. Go to your user menu → Connections to authorize tools. Each connection uses a secure OAuth flow — access tokens are stored AES-256-GCM encrypted.

Connection Scopes

Connections can be scoped at two levels:

• Company-level — shared connection used by all skills in the company (set by admins)
• User-level — personal connection that overrides the company connection for your runs

See the Integrations page for the full list of supported tools.

AI Assistant

The Assistant (Pro+) is a chat interface that has context about your tasks, skills, and knowledge items. Use it to brainstorm automations, debug skill prompts, or get a summary of your team's progress.