AI Workbook

From Using AI to Building With It

Most people use AI for one-off help. The real gains start when you save the way you work as something AI can reuse. This workbook walks you through building your first one. Your answers save in this browser as you type.

15 min workbookNovember 2026Wubbleyou

Where are you on the ladder?

Pick the statement that sounds most like you today.

I haven’t really used AI yetI use AI for one-off tasks like drafting an emailI give AI context and work back and forth with itI’ve saved instructions that AI reuses for a regular taskAI reads from and works inside my tools, like email, Teams or our CRM

The asset ladderWhat you buildWhat you get

AI manager of teams AI running several AI teams togetherThe output of dozens of people

AI team Workflows that chain skills and connectionsA team member’s worth of work

Integrate Connections to 365, Teams, your CRMAI that acts in your real systems

Systematise Skills: reusable processes AI followsA task done to your standard, every time

The asset wall: no assets, no further

Collaborate Better habits and questionsA thinking partner

Assist Nothing: just accessHelp with single tasks

Learn Nothing yetAwareness

Pick a statement above to see where you are.

Pick your first skill

A skill is a set of instructions your AI saves and reuses, so you explain a task once instead of every time. Rather than trying lots of AI tools at once, pick one task your team does again and again. That task becomes your first skill.

Which task will you turn into a skill?

Is it a good first skill?

The best one ticks all three: it happens often, it follows steps you could write down, and it currently takes up senior leadership time.

Happens every weekFollows steps you could write downTakes up senior leadership time

Build it now

Fill in the five boxes. As you type, the page turns your answers into a message you can copy straight into Claude (or any other AI product).

1. What is the task called?A short name you’d recognise.2. When would you ask for it?Write the words you’d actually type.3. What are the steps?Write them as you’d explain them to a new starter.4. What does a good result look like?Length, tone, and what must be included.5. What should it never do?The lines it mustn’t cross.

Your message for your AI0 of 5 boxes filled

Help me build a reusable skill for [task name]. If you have a skill-creator skill, use it.

I’d use it when I say things like: [when].

Here’s how I do the task:
[steps]

A good result looks like this: [good result]

It should never: [never]

Ask me any questions you need, then build the skill and show me how to start using it.

I want this skill to be invoked whenever I ask for it.

Open Claude (or any other AI product) and start a new chat.
Paste the message and answer its questions.
It builds the skill. Save it when it asks.

How to use your skill in a new chat

Just ask for it. Ask to run the process and it’ll find the skill.

Check it works

Ask for the task the way you normally would. Did your AI use your skill?Is the result up to your standard?If not, give it feedback, ask it to resave the skill, then try again. Repeat until you’re happy.Run it again. Do you get a similar result?

Tip

If your AI doesn’t pick up your skill, ask it “When would you use my [task name] skill?” and add the words you naturally use to the skill’s description.

Connecting your tools

The next rung on the ladder.

Connectors are the ingredients. Skills are the recipes.

Connectors give your AI access to your tools, like email, Teams or your task manager. Skills are how the work should be done. Together, by combining connectors and skills, you can automate amazing things.

Example: after a sales call.

A sales call happens. (Trigger)
The skill compares the conversation with your meeting notes. (Skill + connectors)
It works out the follow-up actions. (Skill)
It adds the follow-ups to your task manager. (Connector)

The skill does the thinking and the connectors move the information. The skill also needs to know which connectors it can use.

Now go back to your AI and tell it you want to improve the skill to use these connectors. Copy this message to get started.

Your connector message

I want to improve my [task name] skill so it can use connectors for: [tools].

Find the connectors available for these tools and walk me through connecting each one, step by step.

Then recommend how the skill should use them so this process can run end to end, and update the skill.

Be careful with connectors

Connectors can read data, and sometimes modify and delete data, in external systems. Only connect things you are comfortable with AI interacting with.

Your week on one page

Where I am: Not picked yet.
My first skill: Not picked yet.
Tools to connect next: Not picked yet.

Three actions this week Focus. Choose your task and tell your team it’s your first skill.Build. Build your first skill with your AI.Check. Run your skill three times and improve it after each run.

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Built your first skill? Tell your network.

Share the skill on LinkedIn