Your team has a repeatable way to review a document, prepare a report or draft a response. We package that procedure as a Claude skill, with the instructions and source material needed to perform it consistently. The work starts with your accepted process and examples of a useful result.
Each skill owns one defined job. Its instructions explain when to run, what to read, which steps to follow and when to stop for a person’s decision.
Turn the approved workflow into ordered instructions, required inputs and an output format. Include exceptions such as missing information or conflicting source material so the skill has more than an example of the happy path.
Organize the skill’s instructions, reference material and any necessary scripts. Keep credentials outside the package. Examples demonstrate the expected result without becoming fabricated facts in a future customer document.
Run representative cases in the intended Claude product. Compare outputs against the acceptance checklist, record revisions and provide a maintained version with an owner who can update the underlying procedure.
Provide the procedure, current templates and examples the team considers correct. A skill can encode those decisions; missing policy, prices or approval authority must be resolved by the process owner.
Name Claude Code, claude.ai or an API-based application. Skill availability, installation, sharing and runtime capabilities differ. A package tested in one surface is not assumed to work unchanged in another.
Specify where the draft belongs, who checks it and which actions require confirmation. Connected tools need separate access. Installing instructions does not authorize sending emails or changing business records.
Work through a typical input and expected output. Record the decisions that need human judgment and the information the skill must never invent.
Write the instructions and references, then test complete, incomplete and conflicting inputs. Review any scripts and external dependencies before they become part of the skill.
Verify the skill in the agreed runtime and document how teammates obtain updates. Deliver its source, examples and change process so the procedure remains maintainable.