Conrad skills

Before you start

• Permissions: any Conrad user can create a skill. Only its owner can edit it.
• Time required: 5 minutes for your first skill.
• What to prepare: a prompt that already worked well for you.

The Conrad skills page

Open it with the Skills button in the Conrad header.

1. Create skill opens the form below the table. Refresh reloads the list.
2. Visibility: Private, Organization or Selected users.
3. Actions: Edit for your own skills, View for others; Delete.

Creating a skill

1. Click Create skill.
2. Fill in the Name (short, no spaces, e.g. monthly-pl-commentary) and the Description (one sentence on when to use it).
3. Choose the Visibility: Private (only you), Organization (all Symfio users in your organization) or Selected users.
4. Write the procedure into Instructions in Markdown. Check formatting with Preview.
5. Click Save skill.

1. Visibility of the skill.
2. Instructions in Markdown: Conrad follows headings, bullets and tables.
3. Preview of the formatted instructions.

Using a skill in chat

1. In a conversation click Skills next to the input field and pick a skill.
2. Write the specific task: company and period.
3. Send. Conrad follows the skill’s instructions.

How to write a good skill

• Role and goal: “You are the group controller. Prepare a monthly income statement commentary for management.”
• Format: “1) summary in 3 sentences, 2) table actual / plan / variance, 3) three largest variances with explanation.”
• Rules: “Amounts in CZK thousands, variances against the Main scenario, answer in English.”
• Exceptions: “Exclude intragroup transactions, summarise items under CZK 50k as Other.”
• Traceability: “For each variance state the account and document.”

Ready-made ideas for skills are in Conrad – use cases.

FAQ

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