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Bespoke skills. Built around your business.

Your expertise. Built into reusable skills.

BuiltAI builds reusable Claude skills around your information, brand and standards. Your people review every output.

Discuss Your Skills Suite Explore Example Outputs

Your starting point Estimating & Pricing

Your method.A reusable starting point.

Your team supplies the information, checks the draft and decides what is ready.

  1. Capture your expertise
  2. Build it into repeatable skills
  3. Give the team room to grow

Your starting scale

Built for the work now.
Ready for what comes next.

A skill is one repeatable workflow, with agreed inputs and outputs. Choose a starting scale; we agree the actual skills and acceptance criteria together.

A focused start

Starter

Up to 20 skills

Build a focused library around the work your team repeats most.

Discuss Starter
A broader capability

Growth

Up to 35 skills

Connect more of the work across your teams and delivery stages.

Discuss Growth
A connected suite

Enterprise

Up to 50 skills

Develop a broader skills library around your agreed operating priorities.

Discuss Enterprise

Build fees are separate from Claude subscriptions and any agreed ongoing support. Final scope, fees and delivery terms are recorded in the Statement of Work. This page is not an order or a quotation.

Every package includesShared build foundations
  • Skills selected during discovery
  • Built around your information and brand
  • Testing and configuration
  • Setup and initial training
Choose the right routeStandard workflow pack or Built to Order?
Defined workflow pack

When the operating route already fits.

Choose one of BuiltAI's six defined workflow packs when its named route and outputs match the problem. Your team runs it with your information, branding, templates and reviewers.

Explore the six workflow packs
Commissioned skills catalogue

When the catalogue needs to be different or wider.

Choose Built to Order when you need a client-specific catalogue of repeatable skills around the work you select. Your team runs the agreed skills; your Statement of Work sets the catalogue, inputs, outputs and acceptance criteria.

Work worth shaping

Start with the work.
Shape the skill.

A BuiltAI skill is a reusable set of instructions, templates and checks for a defined task. Your team supplies the source material and reviews the result.

Ten business functions. Your starting point.

01 / Estimating & Pricing

Give estimators more time for the judgement.

Turn your scope, rate information and pricing rules into repeatable working documents for commercial review.

Priced bill of quantities sample first page
Example from our workflow packs

Priced bill of quantities

See the document structure, then inspect the full example in its reader.

Fictional project example, not a live customer result or proof of your future skill.

Inspect this example
More Possible Tasks

  1. Small-Works Quotations

    Scope and supplied pricing information, brought into your quotation structure.

  2. Bills of Quantities

    Quantities and agreed rate information, organised for checking.

  3. Supplier Comparison

    Supplier information set alongside your comparison criteria.

Make it your own

Choose one useful task. Define its inputs, output and review.

Build My Starting Brief

Examples show the type of output. Your bespoke brief defines the actual deliverables, source requirements and review responsibilities.

Start with one useful task

A clearer brief.
A better starting point.

The interactive brief builder is not included in this print copy.

Map one recurring task, the information it needs and the people who review it. Leave with an editable brief for a Skills Build conversation.

Starting point: Estimating & Pricing. You can change this in a new brief.

A planning tool for your own words. Describe the task without personal information, credentials or confidential source content.

  1. 01Your task
  2. 02Inputs & output
  3. 03Human review
  4. 04Your brief
Explore the skills catalogueCompare the starting packagesDiscuss a Skills Build

Your work / Your information / Your review

Bring the work into focus.

Four short stages turn your own notes into a starting brief. Nothing is uploaded or sent while you work. Saving a draft is optional and uses this tab only.

A closer look at the work

See the shape.
Explore the detail.

Choose a sample document. Inspect its cover, then open the full reader to explore its structure, information and review points.

Four document examples · fictional projectsCover preview / full reader
See the management picture - first page of a sample document
First-page preview. Full content in the document reader.

Example document / Monthly Report

See the management picture

A consistent structure for the month: the reporting picture, review gates and actions to carry forward.

Inside the Full Document
  • The month at a glance
  • Review gates and open actions
  • Recommendations for the next period

Source reference BTO-GFM-GOV-003

Inspect this document

Fictional project information, not a live customer result. Your brief defines the outputs and checks in your bespoke suite.

How one agreed skill can be reused

Explore the workflow / keep your people in control

Explore the route.
Keep the decisions.

Choose a sample task and inspect the workflow, output types and human checks. Move through it at your own pace.

Scripted walkthrough · separate fictional sample briefs. No AI service is called, no document is generated and no approval is recorded here.

Read the complete recorded examples below. Interactive chapters become available when JavaScript loads.

Read all five recorded examples

Small-works quote

01 / Brief

Quote to replace a basin tap at Example House, about £1,000.

02 / Recorded workflow suggestion

Small-works quotation

The recorded example concerns a defined replacement task and a stated approximate job value. The team still confirms the scope, pricing basis and suitable workflow.

03 / Illustrated output types

Illustrated output types from the recorded example, not documents generated by this page. Your agreed skill brief defines the actual deliverables.

  • Quotation proposalWord
  • PDF copyPDF
  • Covering emailEmail draft

04 / Human review

Review responsibilities, not completed checks or approvals.

  1. Check the supplied rate card and the pricing basis.
  2. Confirm missing job information and stated assumptions.
  3. Review the proposal and email draft before any issue or send.
Related document examplePriced bill of quantities

This document belongs to a separate job and is not an output of the selected brief.

Works proposal

01 / Brief

Price a washroom refurbishment at Example House, about £10,000: twelve taps, isolation valves and copper pipework.

02 / Recorded workflow suggestion

Mid-tier works proposal

This recorded brief describes a wider scope with several items. The illustrated route brings the proposal, quantities, pricing and covering documents together for review.

03 / Illustrated output types

Illustrated output types from the recorded example, not documents generated by this page. Your agreed skill brief defines the actual deliverables.

  • Works proposalWord
  • Unpriced and priced bills of quantitiesExcel
  • Covering letterWord
  • Proposal and clarifications emailsEmail drafts

04 / Human review

Review responsibilities, not completed checks or approvals.

  1. Check quantities, rates and each line calculation.
  2. Compare the totals across the proposal, bill of quantities and letter.
  3. Resolve open information and review the drafts before issue.
Related document examplePriced bill of quantities

This document belongs to a separate job and is not an output of the selected brief.

Gated tender

01 / Brief

Tender to renew four fan coil units in an occupied building. Client-supplied design, about £56,000. Gated, so I approve each stage.

02 / Recorded workflow suggestion

Tender, client's design, approve each stage

The sample states the tender task, client-supplied design and a preference for review between stages. This is a recorded route to discuss, not an approval or an automatic value-band rule.

03 / Illustrated output types

Illustrated output types from the recorded example, not documents generated by this page. Your agreed skill brief defines the actual deliverables.

  • RFI scheduleExcel
  • Unpriced bill of quantitiesExcel
  • Priced bill of quantities, client viewExcel
  • Tender letter proposalWord
  • Client summaryWord
  • Covering letterWord
  • Interactive tender showcaseHTML / PDF

04 / Human review

Review responsibilities, not completed checks or approvals.

  1. Agree the people and checks required between stages.
  2. Compare the figures across the tender letter, bill of quantities and showcase.
  3. Check unanswered questions and assumptions before deciding what can be issued.
Related document exampleTender letter proposal

This document belongs to a separate job and is not an output of the selected brief.

Compensation event

01 / Brief

Compensation event for the PM's instruction to change three tap assemblies under NEC4.

02 / Recorded workflow suggestion

NEC compensation event pack

The recorded task is a live-project commercial change rather than a new quotation. The contract, instruction and supporting records need the responsible commercial team's review.

03 / Illustrated output types

Illustrated output types from the recorded example, not documents generated by this page. Your agreed skill brief defines the actual deliverables.

  • Compensation event submission packWord
  • Covering emailEmail draft

04 / Human review

Review responsibilities, not completed checks or approvals.

  1. Check the instruction and relevant contract records.
  2. Reconcile the proposed costs with their supporting evidence.
  3. Have the responsible commercial reviewer check the draft before any submission.
Related document exampleVariation narrative

This document belongs to a separate job and is not an output of the selected brief.

Monthly SLA report

01 / Brief

Monthly SLA report for the September FM contract.

02 / Recorded workflow suggestion

Monthly FM SLA report

This recorded brief concerns a reporting period and service measures. The illustrated route brings the supplied performance records into a consistent report for checking against agreed targets.

03 / Illustrated output types

Illustrated output types from the recorded example, not documents generated by this page. Your agreed skill brief defines the actual deliverables.

  • SLA dashboardHTML
  • SLA workbookExcel
  • Executive summaryPDF
  • Covering emailEmail draft

04 / Human review

Review responsibilities, not completed checks or approvals.

  1. Check the reporting period, records and agreed SLA targets.
  2. Inspect the status and commentary for each measure.
  3. Review the dashboard, workbook and summary before issue.
Related document exampleContract-period SLA report

This document belongs to a separate job and is not an output of the selected brief.

These examples do not fill or change your own editable skill brief. Your Statement of Work defines the actual workflow, source information, deliverables and review requirements.

Task catalogue

Specialist skills.
A starting point for your suite.

These task ideas are examples, not a live demonstration, verified customer result or list of included skills. Your Statement of Work defines the actual catalogue, inputs, outputs and review responsibilities.

Browse task families

Open a family to inspect its task ideas. This seven-family catalogue is separate from the ten business functions above and the number of skills in each package.

QuotationsMake the pricing basis visible.

Input basis Enquiry, quantities, rates and pricing rules.

Review focus Check quantities, rate basis, exclusions and the response route.

  • Small-works quotation

    A quotation draft for small works, using a supplied rate card and accompanied by a covering email draft.

    Possible outputs
    Quotation proposal draft (Word); PDF copy (PDF); Covering email draft (Text)
    Review
    Check quantities, rate basis, exclusions and the response route.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Any email output is a draft for review, not a sending action.

  • Mid-tier works proposal

    A works proposal with its pricing and supporting documents for review.

    Possible outputs
    Works proposal draft (Word); Unpriced bill of quantities (Excel); Priced bill of quantities (Excel); Covering letter draft (Word); Proposal and clarifications email drafts (Text)
    Review
    Check quantities, rate basis, exclusions and the response route.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Any email output is a draft for review, not a sending action.

  • Supplier quote comparison

    Compare supplied supplier quotations and record points that need clarification.

    Possible outputs
    Supplier quote comparison (Word)
    Review
    Check quantities, rate basis, exclusions and the response route.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Internal cost views are not shown in this catalogue.

  • Takeoff assist

    Support quantity takeoff from supplied information, with quantities and source coverage left for review.

    Possible outputs
    Bill of quantities skeleton (Structured data)
    Review
    Check measured quantities, source coverage, assumptions and the pricing basis.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Structured data is sample content; no live connection, import or stored record is demonstrated.

  • BoQ pricing workbench

    Work with supplied quantities, rates and pricing options in a bill of quantities.

    Possible outputs
    Pricing workbench illustration (HTML)
    Review
    Check quantities, rate basis, exclusions and the response route.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Internal cost views are not shown; this listed workbench is not a live pricing tool.

  • Interactive client proposal

    A client proposal to explore and review, with a clear next step for a response.

    Possible outputs
    Proposal page illustration (HTML)
    Review
    Check quantities, rate basis, exclusions and the response route.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. The listed proposal is not a live submission, acceptance or signature service.

  • Bid history

    A record of supplied past bids and their outcomes to support later review.

    Possible outputs
    Win/loss summary (Text); Bid ledger illustration (Structured data)
    Review
    Check outcome evidence, completeness and the interpretation of the bid history.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Structured data is sample content; no live connection, import or stored record is demonstrated.

TendersGive the bid team a structured starting point.

Input basis Enquiry, design basis, scope and commercial inputs.

Review focus Check missing documents, assumptions, technical review and issue authority.

  • Tender, client's design, one run

    Prepare a tender workflow from client-supplied design information. Review and issue remain separate decisions.

    Possible outputs
    RFI schedule (Excel); Unpriced bill of quantities (Excel); Client-priced bill of quantities (Excel); Tender letter proposal draft (Word); Client summary draft (Word); Covering letter draft (Word); Tender showcase illustration (HTML, PDF)
    Review
    Check missing documents, assumptions, technical review and issue authority.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. One run describes preparation, not automatic approval or issue. The relevant competent specialist must check suitability and completeness before use or issue.

  • Tender, client's design, review each stage

    Prepare a tender with a review step between stages, using client-supplied design information.

    Possible outputs
    RFI schedule (Excel); Unpriced bill of quantities (Excel); Client-priced bill of quantities (Excel); Tender letter proposal draft (Word); Client summary draft (Word); Covering letter draft (Word); Tender showcase illustration (HTML, PDF)
    Review
    Check missing documents, assumptions, technical review and issue authority.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Stage review is an agreed responsibility, not a simulated button granting actual approval. The relevant competent specialist must check suitability and completeness before use or issue.

  • Design-and-build tender, one run

    Prepare a design-and-build tender workflow where your business carries the design role. Review and issue remain separate.

    Possible outputs
    RFI schedule (Excel); Unpriced and priced bills of quantities (Excel); Tender letter proposal draft (Word); Client summary draft (Word); Covering letter draft (Word); Tender showcase illustration (HTML, PDF); Designer's risk assessment draft (Word)
    Review
    The appointed designer checks the design basis and risk assessment; technical, commercial and issue responsibilities remain separate.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. One run is not automatic approval or issue. Tool support is not a design appointment. The relevant competent specialist must check suitability and completeness before use or issue.

  • Design-and-build tender, review each stage

    Prepare a design-and-build workflow with stage reviews, including technical then commercial review.

    Possible outputs
    RFI schedule (Excel); Unpriced and priced bills of quantities (Excel); Tender letter proposal draft (Word); Client summary draft (Word); Covering letter draft (Word); Tender showcase illustration (HTML, PDF); Designer's risk assessment draft (Word)
    Review
    The appointed designer and relevant technical and commercial reviewers check their parts before the authorised issuer decides what may be issued.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Stage review does not grant actual approval. Tool support is not a design appointment. The relevant competent specialist must check suitability and completeness before use or issue.

  • Standalone scope of works

    A scope-of-works draft setting out the proposed work for review.

    Possible outputs
    Scope of works draft (Word); Covering email draft (Text)
    Review
    Check missing documents, assumptions, technical review and issue authority.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Any email output is a draft for review, not a sending action.

  • Technical specification

    A technical specification draft for review by the relevant competent specialist.

    Possible outputs
    Technical specification draft (Word); Covering email draft (Text)
    Review
    Check missing documents, assumptions, technical review and issue authority.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. The relevant competent specialist must check suitability and completeness before use or issue. Any email output is a draft for review, not a sending action.

  • Interactive tender showcase

    A tender presentation bringing together supplied scope, price, programme and risks for client review.

    Possible outputs
    Tender showcase illustration (HTML); Showcase handout (PDF); Covering email draft (Text)
    Review
    Check missing documents, assumptions, technical review and issue authority.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. A presentation is not acceptance of the tender or authority to issue. Any email output is a draft for review, not a sending action.

  • Designer's risk assessment

    A design-risk assessment draft for the appointed designer to review.

    Possible outputs
    Designer's risk assessment draft (Word)
    Review
    The appointed designer checks the design risks, assumptions, evidence and completeness within their actual remit.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Tool support is not a design appointment. The relevant competent specialist must check suitability and completeness before use or issue.

  • Pack review microsite

    A place to review a document pack and its recorded status.

    Possible outputs
    Pack review page illustration (HTML)
    Review
    Check missing documents, assumptions, technical review and issue authority.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Any illustrated approvals are simulations, not signatures, live approval or authority to issue.

CommercialKeep the commercial position inspectable.

Input basis Contract, events, records and valuation information.

Review focus Check contract wording, notices, entitlement, calculations and authorisation.

  • Variation order

    Set out a proposed variation with supplied findings, photos and price for review.

    Possible outputs
    Variation order draft (Word); Covering email draft (Text)
    Review
    Check contract wording, notices, entitlement, calculations and authorisation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. A sign-off area is not a completed approval or signature. Working documents are not legal advice; contract conclusions and issue require appropriate review. Any email output is a draft for review, not a sending action.

  • Variation narrative

    An eight-section narrative draft explaining a variation or compensation event.

    Possible outputs
    Eight-section narrative draft (Text); Variation narrative draft (Word)
    Review
    Check contract wording, notices, entitlement, calculations and authorisation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Working documents are not legal advice; contract conclusions and issue require appropriate review.

  • NEC compensation event pack

    A compensation-event submission draft with supporting documents and cost reconciliation for review.

    Possible outputs
    Compensation-event submission draft (Word); Covering email draft (Text)
    Review
    Check contract wording, notices, entitlement, calculations and authorisation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Working documents are not legal advice; contract conclusions and issue require appropriate review. Any email output is a draft for review, not a sending action.

  • Commercial defence pack

    A structured restatement of disputed items and the recorded position for commercial review.

    Possible outputs
    Commercial defence pack draft (Word); Issue email draft (Text); Optional supporting drafts (Word)
    Review
    Check contract wording, notices, entitlement, calculations and authorisation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Optional supporting documents require agreed scope; they are not standard inclusions. Working documents are not legal advice; contract conclusions and issue require appropriate review. Any email output is a draft for review, not a sending action.

  • NEC4 application for payment

    An application draft and build-up workbook for checking the payment position and reconciliation.

    Possible outputs
    Application for payment draft (Word); Build-up workbook (Excel); PDF copy (PDF)
    Review
    Check contract wording, notices, entitlement, calculations and authorisation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Working documents are not legal advice; contract conclusions and issue require appropriate review.

  • Final account

    Review movement from the original sum to the proposed final account, including retention and outstanding items.

    Possible outputs
    Final account illustration (HTML); Portfolio data illustration (Structured data)
    Review
    Check contract wording, notices, entitlement, calculations and authorisation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. The illustration is not an agreed settlement. Working documents are not legal advice; contract conclusions and issue require appropriate review. Structured data is sample content; no live connection, import or stored record is demonstrated.

  • Contract obligations register

    Capture supplied key dates, clauses and notices in a register for checking against the contract.

    Possible outputs
    Obligations register illustration (HTML)
    Review
    Check contract wording, notices, entitlement, calculations and authorisation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Check the register against the full contract; it does not replace interpretation or professional advice. Working documents are not legal advice; contract conclusions and issue require appropriate review.

Delivery and siteKeep the next action and open item in view.

Input basis Task, programme, site conditions and project records.

Review focus Check site suitability, dates and outstanding information with the competent reviewer.

  • Project delivery method statement

    A project method-statement draft covering mobilisation through to demobilisation.

    Possible outputs
    Method statement draft (Word)
    Review
    Check site suitability, dates and outstanding information with the competent reviewer.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. The relevant competent specialist must check suitability and completeness before use or issue. A working draft does not authorise site work.

  • Small-works RAMS

    Task-specific risk assessment and method statement drafts for competent-person review.

    Possible outputs
    Small-works RAMS draft (Word)
    Review
    The competent person checks task risks, site conditions, controls, evidence and suitability before any use or issue.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. The relevant competent specialist must check suitability and completeness before use or issue. The draft is not safety certification or permission to start work.

  • Project RFI register

    A project register for reviewing supplied questions, responses and recorded status.

    Possible outputs
    RFI register (Excel); PDF copy (PDF); Covering email draft (Text)
    Review
    Check site suitability, dates and outstanding information with the competent reviewer.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Recorded status does not demonstrate a live response or resolve an unanswered question. Any email output is a draft for review, not a sending action.

  • Weekly progress report

    A client-facing weekly report draft with supplied technical detail and a look-ahead.

    Possible outputs
    Weekly progress report draft (Word)
    Review
    Check site suitability, dates and outstanding information with the competent reviewer.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow.

  • Project programme workbook

    A programme workbook with a Gantt view, key dates and an MS Project import sheet.

    Possible outputs
    Programme workbook (Excel); Issue email draft (Text)
    Review
    Check site suitability, dates and outstanding information with the competent reviewer.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. An import sheet is an output format, not a verified software connection or executed import. Any email output is a draft for review, not a sending action.

  • Handover pack

    An indexed handover binder and a checklist for outstanding certificates and documents.

    Possible outputs
    Handover binder structure (Word); Required documents checklist (Excel); PDF copy (PDF)
    Review
    Check completeness, certificate validity, outstanding evidence and the agreed handover responsibilities.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. An assembled pack does not certify the work or supply missing certificates.

  • Project completion report

    A close-out report bringing together recorded quality, safety and commercial information for review.

    Possible outputs
    Project completion report draft (Word)
    Review
    Check site suitability, dates and outstanding information with the competent reviewer.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. A report is not a completion certificate or evidence that all outstanding work is resolved.

  • Interactive programme Gantt

    Review a supplied programme and explore a slip scenario on screen.

    Possible outputs
    Gantt illustration (HTML); Portfolio data illustration (Structured data)
    Review
    Check site suitability, dates and outstanding information with the competent reviewer.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. A scenario is not a committed delivery date or a live programme update. Structured data is sample content; no live connection, import or stored record is demonstrated.

  • Defects and snagging register

    Record defects, close-out status and overdue items in a register for review.

    Possible outputs
    Defects register illustration (HTML)
    Review
    Check site suitability, dates and outstanding information with the competent reviewer.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Recorded close-out status requires supporting evidence and responsible review.

  • Asset and plant register

    A register for reviewing supplied service, PAT and LOLER certification dates.

    Possible outputs
    Asset register illustration (HTML)
    Review
    Check source certificates, dates, asset identity, missing evidence and the responsible competent review.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Listing dates does not perform an examination, validate a certificate or certify an asset.

  • H&S incident and near-miss log

    Record supplied incidents, near misses and corrective actions for review by the responsible team.

    Possible outputs
    Incident log illustration (HTML)
    Review
    Check site suitability, dates and outstanding information with the competent reviewer.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. The log does not investigate an incident, satisfy reporting duties or confirm that actions are complete.

FinanceReview the numbers with their assumptions.

Input basis Period data, project records and forecasting assumptions.

Review focus Check reconciliation, period coverage, forecasts and management interpretation.

  • Project P&L and contract review

    Review supplied project margin, cost against value and scenarios.

    Possible outputs
    Contract review illustration (HTML); Companion workbook (Excel)
    Review
    Check reconciliation, period coverage, forecasts and management interpretation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Internal pricing extracts are excluded. Scenarios depend on supplied assumptions and are not guaranteed results.

  • Business P&L pack

    Monthly business P&L views with a supporting workbook and a board handout for review.

    Possible outputs
    P&L dashboard illustration (HTML); Companion workbook (Excel); Board handout (PDF)
    Review
    Check reconciliation, period coverage, forecasts and management interpretation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. The pack reflects supplied records, not audited accounts or a verified live accounting connection.

  • Monthly FM SLA report

    A contract performance report against supplied SLA targets, with recorded status and commentary.

    Possible outputs
    SLA dashboard illustration (HTML); SLA workbook (Excel); Executive summary (PDF); Covering email draft (Text)
    Review
    Check reconciliation, period coverage, forecasts and management interpretation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Reported status is not a new support SLA or a guaranteed service outcome. Any email output is a draft for review, not a sending action.

  • One-page monthly board pack

    A monthly summary of supplied KPIs, risks, wins and commitments for management review.

    Possible outputs
    Monthly board pack draft (Word); PDF copy (PDF)
    Review
    Check reconciliation, period coverage, forecasts and management interpretation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow.

  • Project cashflow forecast

    Review projected cash movement and funding requirements using supplied assumptions.

    Possible outputs
    Cashflow forecast illustration (HTML); Portfolio data illustration (Structured data)
    Review
    Check reconciliation, period coverage, forecasts and management interpretation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. A forecast is an assumption-based estimate, not a guaranteed outcome or funding advice. Structured data is sample content; no live connection, import or stored record is demonstrated.

  • Retention tracker

    Review supplied retention held, released and outstanding, contract by contract.

    Possible outputs
    Retention schedule illustration (HTML); Portfolio data illustration (Structured data)
    Review
    Check reconciliation, period coverage, forecasts and management interpretation.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Recorded figures and release conditions require reconciliation against the contract. Structured data is sample content; no live connection, import or stored record is demonstrated.

PortfolioSee the whole book without hiding the detail.

Input basis Project records and status updates.

Review focus Check freshness, ownership, completeness and follow-up actions.

  • Portfolio cockpit

    A cross-project view of recorded margin, cash, risk, milestones and resources.

    Possible outputs
    Portfolio cockpit illustration (HTML)
    Review
    Check freshness, ownership, completeness and follow-up actions.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. This listed illustration is not a live portfolio application or connected data feed.

  • Document lifecycle dashboard

    A view of recorded document status, including draft, approved and issued states.

    Possible outputs
    Lifecycle dashboard illustration (HTML)
    Review
    Check freshness, ownership, completeness and follow-up actions.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Depicted status and approvals are examples, not a signature, executed approval or authority to issue.

  • Business board pack

    A financial-year-to-date view of supplied business information for board review.

    Possible outputs
    Business board pack illustration (HTML)
    Review
    Check freshness, ownership, completeness and follow-up actions.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. Check reporting coverage and source records; the view is not audited financial evidence.

Getting startedBegin with the task, not the catalogue.

Input basis A description of the work and intended output.

Review focus Confirm the suggested route, required inputs and review responsibilities.

  • Skill router

    Suggest a suitable workflow for a brief and show the reasoning, with fit confirmed before use.

    Possible outputs
    Recommendation illustration (Text, Structured data)
    Review
    Confirm the suggested route, required inputs and review responsibilities.

    Catalogue illustration only; confirm scope and delivery for the chosen workflow. This listed example does not run a live model or demonstrate measured routing accuracy. Structured data is sample content; no live connection, import or stored record is demonstrated.

Formats describe possible outputs. Confirm the formats and delivery for your chosen workflow; a listed output is not a download or a live tool.

The package behind the skills

More than a prompt.
A working capability.

The value is in the way the pieces fit: your brand, source material, document standards, quality checks and the team using them.

Explore the Four Parts of a Skill

Inside a reusable skill

Four parts. Your standards.
Explore the four parts of a skill

01 / The task

Start with one useful task.

Choose work your team repeats. Define what they supply, what they need back and the checks that matter.

Information
The records your team can supply
Outcome
The working output they need
Responsibility
The person who checks the work

02 / The method

Give your expertise a reusable shape.

Bring your working instructions, terminology, templates and required checks into a defined skill.

Method
Your repeatable working instructions
Structure
Your terminology, brand and templates
Checks
Required information and acceptance criteria

03 / The output

Agree what good looks like.

Representative outputs help prove the design and test the agreed work before the wider catalogue is built.

Format
The agreed editable or printable output
Evidence
The supplied records and visible assumptions
Standard
The design and review criteria you agree

04 / The review

Keep the decision with your people.

Your team runs the skill. The responsible reviewer checks the draft and decides what can be approved or issued.

Your team
Supplies information and runs the skill
Your reviewer
Checks the draft and unresolved points
Your decision
Approves and issues when ready

An explanation of the build, not a running skill. Your Statement of Work defines the actual inputs, outputs and acceptance criteria.

Your document design

Your brand, language and document structure, proved through representative examples before the wider build.

Inspect an example output
Prove the standard before the suite
Brand
Your approved visual identity
Structure
Your document format and terminology
Review
Your required evidence and checks

Your agreed skills catalogue

A defined list of the workflows, required inputs and outputs the package will cover, shaped around your priorities.

Reusable skills and supporting materials

Workflow instructions, relevant templates and references, plus the agreed output builders and packaged skills.

Testing against the agreed work

Representative cases, required-input checks and output review before the agreed skills are handed over.

Setup and initial training

Configuration in the agreed Claude environment and an introduction to running the skills, checking the draft and managing the review.

A clear handover

An agreed operating guide and review responsibilities, with any continuing support defined in your proposal.

See how the build works

From your expertise to your team

See the standard.
Then build the suite.

A clear brief, a visible design and a defined route to review. The work becomes concrete before it scales.

Explore the Four Build StagesBrief · Design · Pilot · Rollout

  1. Choose the work worth changing

    Start with your documents, repeated tasks and the decisions that take the most time. Agree the useful starting scope.

  2. Define the skills and prove the design

    Set the catalogue, inputs and review criteria. Inspect sample outputs in your brand before the design is agreed.

  3. Build and test a pilot

    Use representative cases to test the working method, output formats and checks. Resolve the important gaps before extending the library.

  4. Roll out and put the team in control

    Build the agreed skills in stages, configure the working environment and train the team. Agree the handover and any further support.

Before you start

Clear answers.
A confident next step.

What is a skill?

A skill is a defined, repeatable workflow with required inputs, a working method and agreed outputs. Your team runs it with the relevant information when the task comes around again.

Are we buying finished documents?

The package builds reusable skills for your team. Sample documents help prove the design and test the work. The final catalogue defines what your skills will produce.

What formats can the skills produce?

Outputs can include editable Word, Excel and HTML, with PDF where appropriate. The format and level of interaction are agreed for each skill.

Where will our team use them?

The adoption plan identifies the agreed Claude environment, account owners and access arrangements. Your subscription and any third-party licences are separate from the skills build.

Who checks and issues the outputs?

Your named people review, approve and issue the work. Safety, legal and technical outputs need the appropriate competent reviewer. A completed skills build does not approve a live project document.

Can we use our own rates, templates and brand?

Yes. The build starts from the approved information you provide and the standards you agree. Missing information and unresolved decisions are identified during discovery and testing.

What if we need more skills?

A larger or changing catalogue can be scoped in your proposal. The standard Enterprise package covers up to 50 skills; additional skills and any extra requirements are priced explicitly.

Is ongoing support included?

Setup and initial training are included in the standard build package. Ongoing support, subscription costs, integrations and any continuing service are agreed separately.

How long does a build take?

The programme depends on the catalogue, available source information, output complexity and your review availability. The proposal sets the pilot, rollout stages and acceptance points.

What do we need to provide?

Representative documents, approved brand assets, the relevant source information and the people who can confirm the working method and review the outputs. Discovery turns that into a clear information request.

Built to Order · Built around you

What would you build
with more capacity?

Bring one document, one recurring task or one bottleneck. We will help you map the right skills package for the business you want to grow.

Plan Your Skills Suite Inspect an Example Document