# AI SIMPLE — Turn a repeated task into a reusable skill

A skill starts with clear instructions for one job. This is a task-instruction template you can save with a prompt or adapt to your AI tool. It is not an installed software integration.

## Fill this in

- **Task:** One specific job.
- **Use when:** The trigger or situation.
- **Inputs:** The information required before starting.
- **Source of truth:** Where the approved information lives.
- **Steps:** The checklist, in order.
- **Good output:** The exact format plus one good example.
- **Human review:** What a person must check before the output is used.
- **Stop and ask when:** Missing information, conflicting sources, or an exception.
- **Do not:** Actions outside this task, including sending or changing records unless explicitly authorized.

## Example: draft the follow-up after a customer call

- **Task:** Draft a follow-up email from approved meeting notes.
- **Use when:** A customer call has finished and the notes are available.
- **Inputs:** Meeting notes, customer name, agreed next steps, and the owner's name.
- **Source of truth:** The meeting notes and commitments confirmed in the call.
- **Steps:** Identify the goal, summarize decisions, list next steps with owners and dates, and draft a short email.
- **Good output:** Subject line, three-sentence recap, and a short next-step list. Flag any missing owner or deadline.
- **Human review:** A person checks accuracy, tone, recipients, and commitments.
- **Stop and ask when:** The notes disagree, a commitment is unclear, or the recipient is missing.
- **Do not:** Invent a deadline, promise work, send the email, or update the CRM.

## Test it before you depend on it

Run the instructions on one typical example and one awkward example. Compare the result with what a good operator would do. Fix the instructions where they are unclear. Save the improved version beside a good output.

Keep each skill focused. Build the process first; automate an action only after its inputs, boundaries, and review are clear.