Skills

Skills are pre-built AI workflows that automate complex document analysis tasks. Instead of asking individual questions, Skills execute multi-step processes to extract structured information.

What Are Skills?

Think of Skills as specialized assistants for specific tasks:

Skill Type	Purpose	Example Output
Extraction	Pull structured data from documents	Tables, lists, key-value pairs
Analysis	Evaluate and assess content	Compliance reports, risk assessments
Comparison	Find differences between documents	Change logs, variance reports
Generation	Create new content from sources	Summaries, reports, checklists

Available Skills

Skills are organized by Domain Pack. Your available Skills depend on which Domain Packs your organization has enabled.

Public Finance Domain

• Extract CDU Requirements - Identify continuing disclosure obligations
• Analyze Filing Deadlines - Extract and organize compliance dates
• Review Financial Covenants - Summarize bond covenant terms

General Domain

• Document Summary - Generate executive summaries
• Key Terms Extraction - Identify important terms and definitions
• Q&A Generation - Create FAQ from document content

Running a Skill

1. Open a project with relevant documents
2. Click the Actions panel (or Skills tab)
3. Select the Skill you want to run
4. Configure any required inputs:
   • Select target documents
   • Set parameters (if applicable)
5. Click Run Skill

Skill Execution

Progress Tracking

While a Skill runs, you'll see:

• Current step being executed
• Progress percentage
• Estimated time remaining

Viewing Results

When complete:

1. Results appear in the chat panel
2. Structured data is formatted for readability
3. Citations link to source documents
4. Export options may be available

Skill Output Formats

Tables

Extracted data often appears as tables:

Requirement	Due Date	Status
Annual Report	Dec 31	Pending
Audit	Mar 15	Complete

Structured Lists

Compliance items, action items, or findings:

1. Finding A - Description and recommendation
2. Finding B - Description and recommendation

Narrative Reports

Analysis and summaries in prose format with citations.

Skill History

View past Skill executions:

1. Click History in the Actions panel
2. See all completed runs with timestamps
3. Click any entry to view its results
4. Re-run Skills with same or modified inputs

Approving Skill Actions

Some Skills may request approval before taking certain actions:

1. Review the proposed action
2. Click Approve to proceed or Reject to cancel
3. Provide feedback if rejecting

Tips for Better Results

Select Relevant Documents

Skills work best with focused document sets:

• ✅ Include all related documents for the task
• ❌ Don't include unrelated documents that may confuse results

Review Skill Descriptions

Before running:

• Read what the Skill does
• Understand required inputs
• Know what output to expect

Verify Output

Always review Skill results:

• Check citations for accuracy
• Verify extracted data against sources
• Note any missing or incorrect information

Creating Custom Skills

Custom Skills can be created by administrators. Contact your organization admin if you need:

• A workflow not covered by existing Skills
• Modifications to existing Skill behavior
• Industry-specific analysis capabilities

Troubleshooting

Skill Failed to Complete

• Check if all required documents are processed
• Verify input parameters are correct
• Try running with fewer documents
• Contact support if issues persist

Unexpected Results

• Review the Skill description to ensure it matches your needs
• Check that you selected appropriate documents
• Verify document quality and content

Skill Not Available

• Skills depend on enabled Domain Packs
• Contact your administrator to enable additional domains
• Some Skills may have role-based access restrictions