Skills

A Skill is an isolated folder containing a standardized SKILL.md specification file.

• Templates: Chosen explicitly by users to format a known report or note output;
• Skills: Define trigger descriptions that allow the AI assistant to recognize user intent and dynamically load deep instructions when appropriate.

1. Open the skills directory

In Kapinote, navigate to Settings → Skills and click Open folder. Inside this directory, create one subfolder per skill (naming the folder to match your skill):

skills/
└── customer-follow-up/
    └── SKILL.md

2. Authoring SKILL.md

The file must begin with YAML frontmatter containing a single-line name and description, followed by detailed Markdown instructions:

---
name: customer-follow-up
description: Use when the user asks for a follow-up email after a customer or sales meeting.
---

# Customer Follow-up Playbook

Follow these core instructions:
1. Use the selected meeting transcript as the sole factual source.
2. Outline key decisions, next milestone dates, and assignees.
3. Do not assume or invent missing commitments.
4. Keep the tone concise, executive, and action-oriented.

Design Tip: Use lowercase hyphenated identifiers for name (e.g., sprint-retrospective-analysis). Craft description as an explicit trigger condition explaining when the assistant should load this skill.

3. Reloading skills

After creating or modifying your SKILL.md file, return to Settings → Skills and click Refresh. Valid skills will display their name and description.

If a skill fails to appear:

• Ensure the filename is exactly SKILL.md (uppercase).
• Ensure opening and closing --- fences are valid.
• Ensure both name and description are single-line strings.
• Ensure the file resides in its own subfolder under skills/.

4. Skills vs. Templates

Best Practice: Keep meeting-specific data out of SKILL.md. Factual evidence must always originate from the selected meeting transcript.