System skills vs. workspace skills
Atmet includes two kinds of skills: System skills are provided and maintained by Atmet. They are available to every workspace out of the box and cover common tasks like summarizing emails, enriching contact data, drafting outreach messages, and generating reports. You can use system skills immediately without any configuration. Workspace skills are custom skills your team creates. They are private to your workspace and can encode processes specific to your business — your tone of voice, your internal escalation rules, your unique data sources. Anyone in the workspace can use a workspace skill once it is saved.System skills are read-only. You can use and reference them, but you cannot edit them. To customize a system skill’s behavior, create a new workspace skill that builds on it.
Browsing and searching skills
To explore available skills, open the Skills section in the sidebar. You will see a catalog of all system and workspace skills, organized by category and filterable by name or keyword. The catalog is organized across these categories:Writing & Communication
Draft emails, summarize threads, write proposals, and generate content. Covers the Writing and Communication categories.
Research & Analysis
Gather competitive intelligence, analyze datasets, and produce structured summaries. Covers the Research and Analysis categories.
Sales & Marketing
Enrich leads, score prospects, build outreach sequences, and track campaign performance. Covers the Sales and Marketing categories.
Data & Automation
Transform records, sync data between apps, run calculations, and trigger automated pipelines. Covers the Data and Automation categories.
Support & Operations
Route tickets, draft responses, escalate issues, and manage SLAs. Covers the Support and Operations categories.
Finance, Legal & HR
Handle invoice follow-ups, review contracts, onboard new hires, and manage approvals. Covers the Finance, Legal, and HR categories.
Engineering
Generate code, review pull requests, triage bugs, and automate deployment notifications. Covers the Engineering category.
Productivity
Summarize meetings, manage tasks across Asana and Jira, schedule follow-ups, and keep your calendar organized. Covers the Productivity category.
Using a skill in chat
To apply a skill, simply mention what you need in your chat message. If the agent recognizes a matching skill, it applies it automatically. You can also name the skill explicitly:- “Use the invoice follow-up skill to draft a message for this overdue payment.”
- “Run the CRM enrichment skill on the contacts I just uploaded.”
- “Apply our weekly reporting skill to last month’s Google Sheets data.”
Creating a custom workspace skill
You can build a new skill directly in chat or through the Skills catalog. The process is the same either way.1
Start the skill builder
In the Skills catalog, click New Skill. This opens a guided chat with the agent dedicated to building your skill. Alternatively, tell the agent in any chat: “Help me create a new skill.”
2
Name and describe the skill
Give the skill a short, memorable name (e.g., “Invoice Follow-Up Agent”) and write a plain-language description of what it does. The description helps both the agent and your teammates understand when to use it.
3
Define the skill's behavior
Explain what the skill should do in natural language. Be specific: describe the input it expects, the steps it takes, and the output it produces. You can also upload a reference document — a template, a playbook, an example output — to ground the skill’s behavior.
4
Set the category
Choose the category that best fits the skill (Writing, Sales, Engineering, HR, etc.). This determines where it appears in the catalog and helps teammates find it.
5
Test the skill
The agent runs a quick test of the skill using sample data. Review the output and refine your description or instructions if the behavior doesn’t match what you intended.
6
Save and share
Click Save Skill. It is immediately available to everyone in your workspace. Teammates can find it in the Skills catalog by filtering to the Workspace scope.
Example workspace skills
Here are three examples of high-value workspace skills teams commonly build:Invoice Follow-Up Agent
Invoice Follow-Up Agent
What it does: Identifies overdue invoices in your accounting system or Google Sheets, drafts a polite follow-up email addressed to the right contact, and queues it for your approval before sending via Gmail.Inputs: Invoice list, due date threshold, sender name and signature.Why build it: Ensures every follow-up is consistently worded and never slips through the cracks, while keeping a human in the loop before money-related emails go out.
CRM Enrichment Workflow
CRM Enrichment Workflow
What it does: Takes a list of new contacts, searches for publicly available information about each person and their company, and populates missing fields in HubSpot or Salesforce — including role, company size, and LinkedIn URL.Inputs: List of contact names or email addresses, target CRM.Why build it: Saves your sales team hours of manual research and keeps CRM data fresh without a dedicated data ops process.
Weekly Reporting Assistant
Weekly Reporting Assistant
What it does: Pulls data from Google Sheets (or another connected source), generates a structured summary with key metrics and week-over-week comparisons, and posts it to a designated Slack channel every Monday morning.Inputs: Data source, metrics to include, Slack channel name, reporting cadence.Why build it: Replaces a recurring manual task with a consistent, automated report your team can rely on without anyone having to remember to run it.