Build a skill

A skill bundles a goal, the connectors it needs and guardrails into a reusable play. Describe what you want Nico to do, pick its tools, and it shows up in the command palette and home screen.

1Define

2Connect

3Create

Basics

Name it and pick an icon — this is how the skill shows up across your workspace.

Skill name

Icon

Category

What should it do?

Describe the goal in plain language, then give Nico the step-by-step instructions to follow each run.

One-line summary

Instructions for Nico

Write it like you'd brief a teammate. Nico turns this into a repeatable run.

Trigger

On demand

You run it from ⌘K or home.

Scheduled

Runs on a recurring schedule.

On event

Fires on a CRM or inbox event.

Connectors it needs

Pick the tools Nico may call. Only connectors you've installed are shown.

Salesforce

Clay

Slack

saleshub.ai

HubSpot

Gmail / Outlook

salestools.io

Guardrails

Keep the skill safe by default — you can loosen these later.

Hold writes & sends for review

Stage every CRM write, draft and message until you approve it.

De-dupe against recent runs

Skip records this skill already touched in the last 24 hours.

Let teammates run it

Operators and analysts can trigger this skill once enabled.

Cancel