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Use skills for recurring tasks

  1. Connect AI and open the sample meeting notes.
  2. Check that the built-in meeting-minutes skill appears in the AI panel’s skill picker.
  3. Select it and ask for a draft with decisions, owners, and due dates. Tell the AI to leave missing information blank.
  4. Review the draft against the source before applying it to a document. Verify the saved copy.

Open the skills settings and use the import action. Review the instructions and any referenced files or tools before enabling the skill. A skill may influence what data gets shared or what actions are requested.

The editor panel works with the open document. Agent mode can work with files in its selected folder and may ask to write files or run commands. Check that the skill is available in the panel you are using.

If a skill is missing or the result differs

Section titled “If a skill is missing or the result differs”

Check the active panel, installation status, and model. Try a small request with clear requirements. For external tool permissions, see MCP connections.