[Docs index](/docs.md) / [Agent Skills](/docs/agent-skills/overview.md) / Creating a Managed AI Workflow Skill

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# Creating a Managed AI Workflow Skill

This guide walks through creating a blank Agent Skill for a reusable AI workflow your team wants to manage in Assist.

Use this when a useful prompt or workflow already exists informally and you want to turn it into a reviewed instruction set. For example, a support team might have a good escalation summary prompt, or a sales team might have a useful account-research checklist. Agent Skills give that work a durable name, version history, approval path, and agent attachment.

## Before you begin

- You need access to the workspace where the workflow should live.
- Decide whether the workflow should be shared across the workspace or drafted personally first.
- Prepare a business-readable name, such as "Team AI Usage Cleanup" or "Support Escalation Summary".
- Decide who should review the first approved version before it is attached to an agent.

## Steps

### 1. Open Skills

Open **Skills** from the main navigation. The page lists existing Agent Skills with status, scope, file count, mount count, and last update time.

### 2. Start a new Agent Skill

Click **Create Skill**. The dialog opens on the **Blank** tab.

![Create Agent Skill dialog](screenshots/agent-skills-create-dialog.png)

### 3. Enter a business-readable name

Type a clear name in **Name**. Use the workflow name your team already uses, not an internal implementation label.

Good examples:

- Team AI Usage Cleanup
- Support Escalation Summary
- Sales Call Follow-Up Draft
- Monthly Metrics Commentary
- Customer Onboarding Checklist

Avoid names like `Prompt v2`, `Ops AI`, or `Helper Skill`. Those names become hard to govern once several departments start moving workflows into Assist.

### 4. Confirm the slug

Assist generates a **Slug** from the name. Keep it short and recognizable because the default attachment path is based on it.

For example, `team-ai-usage-cleanup` becomes `/skills/team-ai-usage-cleanup`.

### 5. Add a description

Use **Description** to explain the business situation where the workflow applies. Write this for an operations lead, department manager, or admin who is scanning the skill list.

Example:

`Turns ad hoc prompts, shared docs, and disconnected AI workflows into reviewed Assist instructions for support, sales, and operations.`

### 6. Choose the scope

Select **Workspace** for a shared workflow that multiple people or agents should use. Select **Personal** when you are drafting privately before review.

For AI cleanup work, workspace scope is usually the target state. Personal scope is useful while a department lead is still testing the instructions, collecting examples, or removing sensitive content from an imported prompt.

### 7. Create the skill

Click **Create**. Assist creates a draft version and opens the detail page.

### 8. Replace the starter manifest

Open **Overview** or **Files** and review `/SKILL.md`. Replace the starter content with the actual workflow: when to use it, which inputs are required, what the agent should produce, what the agent should avoid, and when a human should review the result.

## Next steps

- [Authoring and Approving Agent Skills](authoring-and-approving-agent-skills.md)
- [Attaching Skills to Operational Agents](attaching-skills-to-operational-agents.md)
- [Use cases and playbooks](use-cases.md)

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## Navigation

### In this section: Agent Skills

- [Agent Skills](/docs/agent-skills/overview.md)
- [Use Cases and Playbooks](/docs/agent-skills/use-cases.md)
- [Troubleshooting Agent Skills](/docs/agent-skills/troubleshooting.md)
- [Attaching Agent Skills to Operational Agents](/docs/agent-skills/attaching-skills-to-operational-agents.md)
- [Authoring and Approving Agent Skills](/docs/agent-skills/authoring-and-approving-agent-skills.md)
- **Creating a Managed AI Workflow Skill** (current)
- [Governing Agent Skill Versions](/docs/agent-skills/governing-agent-skill-versions.md)
- [Importing a Team AI Workflow Skill](/docs/agent-skills/importing-a-team-ai-workflow-skill.md)

#### Playbooks

- [Playbook: Build a Department AI Rollout Skill](/docs/agent-skills/playbook-department-ai-rollout.md)
- [Playbook: Build a Team AI Usage Cleanup Skill](/docs/agent-skills/playbook-ai-usage-inventory.md)
- [Playbook: Build a Team Prompt Standardization Skill](/docs/agent-skills/playbook-prompt-standardization.md)

### Other sections

- [MCP Servers](/docs/mcp-servers/overview.md)
- [Tool Creation](/docs/tool-creation/overview.md)
- [Agent Filesystem](/docs/agent-filesystem/overview.md)
- [Chat Sharing](/docs/chat-sharing/overview.md)
- [Scheduled Triggers](/docs/scheduled-triggers/overview.md)
- [Sandcastles](/docs/sandcastles/overview.md)
- [Subagents](/docs/subagents/overview.md)
- [Workspace Permissions](/docs/workspace-permissions/overview.md)

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