Skills & Automations
Teaching It New Tricks.
A one-off ask is useful. A saved skill is leverage. A scheduled skill is work that happens without you. This page is how you move from the first to the third. And why the compound gets brutal after month two.
Skills
A skill is a recipe. A set of instructions that teaches your agent how to handle a specific task the same way every time. Without skills it's a capable conversationalist. With skills it's a specialist who produces structured reports, runs multi-step workflows, and interacts with external services on your behalf.
Auto-activated
No menu. No slash command. You describe what you need in plain English and your agent selects the right skill on its own. Often chaining two or three in a single turn.
Role-tuned
Your agent ships with skills pre-seeded for your profession. A mortgage broker's skill library looks nothing like a conveyancer's, and neither looks like an FX compliance officer's.
Permanent
Once a skill exists it stays. It survives context resets, restarts, and Monday mornings. Teach your agent once and it has the skill for every client afterwards.
Compounding
Every skill you save raises its baseline. What started as a twenty-minute walkthrough becomes a three-second automatic behaviour. And the next workflow builds on top of that floor.
How a Skill Fires
You don't invoke skills by name. You describe the outcome you want and your agent picks the tool. One message can trigger two or three skills in sequence. It plans the chain and reports back what it did.
One sentence, two skills, one confirmation gate. The chain is visible before it moves.
Save a Workflow as a Permanent Skill
The highest-leverage move you can make with your agent: when you figure out a workflow together. A way of formatting a report, a sequence for onboarding a client, the three checks you always run before a listing goes live. Tell it to save the workflow. Next time, it fires automatically.
Saved skills are the compound. Every one you save turns a twenty-minute walkthrough into a three-second automatic behaviour. By month three your agent has a skill library you did not build top-down. It grew from the work you actually do.
Your Skill Library
Every workspace ships with a role-tuned starter library and grows from there. Click the Skills icon in the room header to see everything your agent has. You don't activate skills from this panel. It's a reference view. Your agent uses skills automatically when the message calls for them.
Email summarisation
Triaged by sender, contract-urgency, and deadline pressure. Not chronological. The one that actually matters goes first.
Report generation
Structured output in the format your clients expect. Citations, timestamps, source documents. Nothing hand-waved, nothing uncited.
Compliance check
Runs a file against your regulatory checklist. Section 32, AUSTRAC, Tranche 2, whatever your profession demands. And returns a pass/fail per line with evidence attached.
Cron Jobs
A cron job is a skill on a timer. Set it once; your agent runs it forever on the schedule you named. The output posts to your room when the job fires. A morning briefing waiting for you at 8am, a weekly recap every Friday at 5pm, a compliance scan at 6am the day before settlement.
Runs while you sleep
Cron jobs fire whether you're at your desk or not. The 6am briefing is ready before your first coffee. The Friday recap lands before you close the laptop.
Plain-English schedule
Tell it "every weekday at 8am" or "the first Monday of each month": it parses the cadence, confirms it back to you, and sets it up. No crontab syntax, no timezone maths.
Full capability at runtime
When a cron fires your agent has every skill, every integration, and its full memory available. A scheduled compliance scan can read your inbox, check your CRM, and post a flagged list back to the room.
Outputs land in your room
Cron results post to your chat like any other message from your agent. Nothing to check, no inbox to babysit. You review it when you arrive.
Scheduling a Job
Describe what you want done and when. Your agent parses the cadence, confirms the schedule, and sets it up. No crontab syntax required.
Managing What's Running
Click the Cron Jobs icon in the room header to see every scheduled task with its next-run time. Or ask your agent in chat. List, modify, pause, remove, or fire-now, all in plain English.
List jobs
"What cron jobs are running?": it returns the active list with next-run times.
Modify a job
"Push the morning briefing to 9am.": it edits in place and confirms the new schedule.
Pause or remove
"Pause the weekly recap." / "Remove the compliance scan.": it acts and logs the change.
Run now
"Run the morning briefing now.": triggers once immediately, schedule untouched.
Pre-Seeded for Your Profession
Day-one skill libraries aren't generic. Your agent ships knowing the regulations your profession actually lives under. Not a scraped summary, but a working checklist it runs against real files.
Real Estate
Section 32 check
Feed it a vendor statement and it cross-checks every disclosure against the VIC Sale of Land Act. Missing title, unregistered easement, absent planning certificate. Flagged, cited, timestamped.
AUSTRAC TTR flagging
Your agent watches incoming deposits and earnest money against the $10k threshold. Anything that crosses. Or any structuring pattern that smells like avoiding it. Surfaces with the transaction trail attached.
FX & Remittance
s.26K filing
Your agent assembles the s.26K suspicious matter report from the customer file, transaction history, and your own notes. Ready for your review before submission to AUSTRAC.
Tranche 2 readiness
Your agent walks your client onboarding against Tranche 2 requirements as they mature. Beneficial ownership, enhanced due diligence, PEP screening. And tells you exactly what's missing before the regulator does.
Legal & Advisory
Contract review & clause extraction
Reads contracts, flags non-standard terms, extracts key dates and obligations into structured summaries.
Regulatory deadline tracking
Maintains a live calendar of filing deadlines, compliance windows, and renewal dates. Alerts before they arrive, not after.
Client communication drafting
Drafts advice letters, disclosure notices, and follow-up correspondence in your firm's voice. Always requires your approval before sending.
Medical & Allied Health
Patient correspondence
Drafts referral letters, follow-up summaries, and appointment confirmations. Privacy-gated per practice policy.
Clinical document processing
Reads lab reports, discharge summaries, and specialist letters. Extracts key findings into structured notes.
Medicare & billing compliance
Flags billing anomalies, tracks item numbers against service records, maintains audit-ready documentation.
Where the Value Compounds
The arc is three stages, and each one multiplies the last.
Stage One
One-off action.
You ask, it does it, you review. Useful. Twenty minutes saved. A transaction.
Stage Two
Saved skill.
The same ask takes three seconds from then on. It runs the same steps every time, citing the same sources. A floor.
Stage Three
Scheduled cron.
The skill runs on a timer whether you're at the desk or not. Work happens without you. This is where the compound starts to hurt. In the good way.
One-off action → saved skill → scheduled cron. By month six your agent is doing things you don't remember asking for. Because you only asked once, and the asking became the saving, and the saving became the schedule. Nothing is re-explained. Nothing is re-triggered. The floor keeps rising.