Guide 01 · Repeatable workflows · Claude

Teach Claude your way of working

Turn a task you keep explaining into a reusable skill. Build one, test it, and make it yours.

In this guide
The idea in 20 seconds

A skill is a reusable set of instructions for a specific job. Instead of explaining your preferred workflow each time, give Claude a playbook it can use again.

What a skill actually does

Think of your recurring meeting recap. You always want the decisions first, the action items second, and no invented deadlines. A skill can keep those rules together so you don’t have to repeat them in every chat.

Under the hood, a skill is a folder of instructions and, optionally, reference files or scripts. Claude can load a relevant skill when a task calls for it. You can also ask for a skill by name.

A good first skill has one clear job. Try a meeting recap, a weekly project update, or turning research notes into a brief.

Official reference: What are skills?

A useful distinction

A prompt asks for something now. A skill captures how to do a recurring task. It doesn’t run a task on a schedule, and it doesn’t automatically connect Claude to your email or files.

Before you start

Open Claude on the web ↗. The current documentation lists Skills for Free, Pro, Max, Team, and Enterprise plans.

  • For an individual account, enable Code execution and file creation in Settings → Capabilities.
  • Open Customize → Skills to manage your skills.
  • On a work account, your organization’s settings can affect availability. An owner may need to enable Skills.

Official reference: Enable and use skills in Claude

Build your first skill

Use a task you understand well. You need to be able to tell whether the result is actually good.

  1. Get one useful result first.

    Paste a short set of meeting notes into a normal Claude conversation. Ask for a recap, then make the corrections you would make before sending it.

  2. Make your preferences concrete.

    “Keep it concise” is hard to judge. Try “Use three sections, stay under 200 words, and mark missing owners as ‘Unassigned’.”

  3. Turn the workflow into a skill.

    Once the result is right, use the prompt below in that same conversation. Replace the example workflow if you’re building something else.

Prompt · Create your skill
Turn the meeting-recap workflow we just refined into a reusable Claude skill called meeting-recap.

Capture the corrections I gave you, the final structure, and what a good result looks like. Include:
- When to use the skill and when not to use it.
- The information to ask me for if it is missing.
- The steps to follow and a final quality check.
- A short example input and expected output.

Keep it focused on meeting recaps. Never invent decisions, names, owners, or dates. Mark missing details clearly.

Create a downloadable ZIP containing a meeting-recap folder with a SKILL.md file. Include the required name and description metadata. Show me the instructions so I can review them before I install it.

Read the generated instructions. Remove details that only belonged to that one meeting. Check that the description says when the skill should be used.

In Customize → Skills, use the add button, choose Create skill → Upload a skill, and upload the ZIP. Then enable it. Generating a ZIP in a chat is separate from installing it.

Official reference: Create and package custom skills

Official reference: Upload a skill

Try it on a fresh example

Start a new chat and use different notes. This checks whether the workflow works beyond the conversation you built it in.

Prompt · Test your skill
Use my meeting-recap skill on these notes:

Website launch meeting, 20 September.
We agreed to launch the FAQ page first.
Sam will send the draft on 24 September.
The team wants customer feedback before adding a chatbot.
Someone needs to check the support inbox, but no owner or deadline was agreed.
Next meeting date is undecided.

Keep it under 200 words. Use Decisions, Actions, and Open questions. Do not fill in missing information.
What a good result should include
Decisions
Launch the FAQ first. Gather customer feedback before adding a chatbot.
Actions
Sam: send the draft by 24 September.
Unassigned: check the support inbox. Deadline not set.
Open questions
Who will check the inbox? When is the next meeting?

Check the names, dates, omissions, and format. If something is wrong, change the instruction that caused it, then test again. A skill helps with consistency; you still review the output.

If it doesn’t work

Claude doesn’t seem to use the skill

Check that it is enabled. Ask for it by name and make the description specific to the task. “Meeting recap from rough notes” is more useful than “Help me be productive.”

The format works, but the facts are wrong

Add an explicit rule for unknown information. Test with notes that contain an unassigned action or an undecided date. The result should preserve those gaps.

It only works on the original example

Look for names, dates, or assumptions accidentally copied into its general rules. Replace them with instructions about how to use the input you provide.

It needs information from another app

You still need to supply that information or set up an appropriate connector. See the connector setup guide.

Start with something you can inspect

For your first skill, plain instructions are enough. If you install someone else’s skill, review its files and any scripts before enabling it.

Keep learning, from the source

Use these official pages for the current requirements and exact setup details.

What are skills?Claude Help Center · The concept and supported plans.Use skills in ClaudeClaude Help Center · Enable, upload, and manage skills.Create custom skillsClaude Help Center · File structure, examples, and testing.