From file to useful result
How to ask with this skill installed
Installing the skill gives your AI a method. Your request still has to provide the case-specific facts, constraints and expected output.
1Name the real task
Describe the decision or deliverable, not just the topic.
2Provide the evidence
Add source material, audience, limits and known facts.
3Define done
Set format, quality criteria and checks.
Source example
Replace the brackets with your case
When to use it
- Building your first CRM report library for a new deployment
- Your existing reports don't match how the team actually sells
- You need a weekly sales report that goes to Slack or email automatically
- Preparing for a board meeting and need pipeline and revenue reporting
- You suspect your reporting data is wrong because reps aren't logging consistently
- A manager keeps asking for data that doesn't exist in the CRM — you need to build it
- Auditing which reports are actually being used vs. which were built and forgotten
Mistakes to avoid
- Building reports that are too complex — if it takes more than 2 minutes to read the report, it's too complex; simplify and split into multiple reports
- Using "Last Modified Date" without understanding what updates it — in most CRMs, a system update (like a workflow running) counts as a "last modified," so a deal that hasn't been touched by a human in 30 days can still show "updated yesterday"; use a specific "Last Activity" field instead
- Forgetting that historical data is frozen in time — if you run a "deals by close date" report today, it shows the current state of those deals, not the state when they were actually closed; for historical accuracy, pull reports from the date the deal was closed
- Not saving reports as templates — if you build a great report and then accidentally delete it, you have to rebuild from scratch; always save as a template with a version number
- Sending reports to people who don't have the CRM access to investigate further — a report that shows "Deals at Risk" is useless if the manager receiving it can't drill into the individual deals without CRM access; either include the deal list in the report or send it only to people who can investigate