> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Save a workflow as a Skill

> Teach Ari a repeatable process once, as a Skill, so it activates automatically the next time the situation comes up.

A **Skill** is a saved process that tells Ari how to handle a recurring situation: what steps to take, what conventions to follow, and when to activate at all. Once saved, Ari activates a Skill on its own when a request matches its trigger condition — you don't need to reference it by name.

## Built-in and saved Skills

cfo.ai ships with built-in Skills covering common workflows. Your workspace can also hold its own saved Skills, written for how your team specifically works. Ask Ari to list what's available, including a search by name, to see both together.

## Create a Skill

Ask Ari to save a new Skill and give it:

* **A name** — lowercase letters, digits, and hyphens, like `board-report`.
* **A trigger condition** — phrased as when it should activate, for example "Use when the user asks for a board or investor report."
* **Instructions** — the full workflow: the steps, structure, and conventions Ari should follow once the Skill activates.

A good trigger condition is specific enough that Ari doesn't activate the Skill for unrelated requests, but general enough to catch the different ways someone might phrase the same ask.

## Update or remove a Skill

Ask Ari to update a saved Skill's description or instructions, or to delete one you no longer need. Built-in Skills can't be edited or deleted — if a built-in Skill needs to work differently for your workspace, ask Ari to save a new one with a different name instead.

## Related

* [Schedule recurring work with Triggers](/automation/triggers)
* [Ask Ari to create or update formulas](/formulas/work-with-ari/ask-ari-to-create-or-update-formulas)