Extend Built-in Skills

Many teams follow this approach:

Use a built-in Skill for a while

For example, try the official Daily Report Generation Skill to see whether it fits the team's needs and habits.

Identify customization needs

You may want a fixed Top Three Customer Visits This Week section that the built-in Skill does not provide.

Create a custom Skill

Create a custom Skill through Chat and configure its inputs, workflow, and Output requirements.

Publish your changes

Add the Top Three Customer Visits section to the workflow, disable Global Availability, associate the relevant positions, and publish.

This lets teams start with a usable Skill and refine it gradually, avoiding weeks spent building something they do not need.