1.2 Create your skill by talking

Info
⏱ Duration: ~35 min · 🎯 Goal: create an “Elektra QBR” skill by talking to Claude, using the templates from the zip, and confirm it invokes on its own.
Note
30-second pre-flight: go to Settings > Capabilities and confirm “Code execution and file creation” is on —without it, Claude can’t create or package your skill. On Enterprise the Owner must enable it org-wide; if it shows off in your account and you can’t change it, follow this block as a 🎥 instructor demo.

You don’t need to write YAML by hand. The recommended path for executive profiles is to create the skill conversationally: you explain your process to Claude, upload your templates, and it builds the SKILL.md, organizes the materials, and packages everything for you.

Step 1 — Open a chat and describe the need

Start with a direct sentence, for example:

I want to create a skill for quarterly business reviews (QBR).
It should produce a document with: executive summary, KPIs vs target,
risks, and decisions. I'll upload a template and a good example.

Step 2 — Upload the materials from the zip

Attach from cowork-materiales-avanzado.zip:

  • qbr/qbr-plantilla.docx — the template with the sections (summary, KPIs vs target, risks, decisions).
  • qbr/ejemplo-qbr-q1.docx — a “good” QBR that serves as a quality reference.

Also mention any connector Claude should use (e.g. your Drive where the real data lives… but today we use only the fictional materials).

Step 3 — Let Claude interview you

Claude will ask about your process: “When would you use this skill?”, “What makes a QBR good?”. In its thinking you’ll see it read a skill called skill-creator to follow best practices. With that it generates the SKILL.md, organizes the materials, writes scripts if needed, and packages everything into a skill file.

Step 4 — Save and test

Save the file; you’ll see and toggle it on/off in Customize > Skills (Settings > Capabilities > Skills). Now test it: describe a task that should trigger it, for example:

Build the Q2 QBR for Elektra Rewards with this data: [paste fictional figures].
Tip
If the skill invokes correctly, you’ll see “Using [skill name]” in Claude’s thinking. If it doesn’t appear, tweak the description so it states when to use it better.

Step 5 — Iterate and edit

To improve the skill, ask Claude for changes in natural language (“add a next-steps section”). When the skill file opens beside the conversation, you can highlight text → “Edit with Claude” and type your request. If the skill has multiple files, leave your edit requests in each and send them together: Claude applies them in one pass.

✅ Checkpoint

You have an “Elektra QBR” skill saved in your Skills library that, when you ask for a QBR, invokes itself (you see “Using [skill]”) and produces a document with the template’s sections.

Got it? — 2 questions

1. Which skill does Claude read to help you create yours, and how do you confirm your skill was invoked? Claude reads the skill-creator skill. You confirm invocation by seeing “Using [skill name]” in its thinking.

2. How do you efficiently edit a multi-file skill? Leave the edit requests in each file and send them together; Claude applies them in one pass. You can also highlight text and use “Edit with Claude”.

Workshop Claude Avanzado · Grupo Salinas · v1.0 · 2026