# AI skills and automations for associations | ReadyIntelligence > Teach your AI assistant how your association works with reusable skills and saved prompts, then let agents do the work on a schedule or across spreadsheets. Source: https://readyintelligence.com/platform/skills-automation.html 1. [Home](https://readyintelligence.com/) 2. [Platform](https://readyintelligence.com/platform.html) 3. Skills & automation # AI skills and automation for your team Teach the assistant how your organisation works once, then let agents put it to work. Skills and saved prompts mean every task is done the same way, and automations run that work on a schedule, when your other systems call, or across a whole spreadsheet, while your team gets on with something else. SkillsPromptsScheduleBulk Skill**Monthly board pack***Approved* Offer it whenSomeone asks for the board pack or a monthly report Instructions Board pack template.docxKPI definitionsUsed by 2 agents Saved prompts **Summarise this week's member queries**Shared · used 38 times*Shared* **Draft a renewal reminder**Shared · used 21 times*Shared* **Top 5 at-risk members**Just for you Improve promptRun Schedule an agent Every Monday at 9am **At-risk renewals · Mon 3 Nov**142 members flagged, list emailed*Done* **At-risk renewals · Mon 27 Oct**138 members flagged*Done* **Next run** · Monday 10 Nov, 9:00 Background job **Event delegate import**delegates.csv · 412 rows*Running* **280**created**12**updated**3**skipped Dry run passedPreview checked At a glance ## Teach it once, then let the work run itself 1. [**01Your processes, written once**Skills every assistant follows the same way](#skills-1) 2. [**02Saved prompts for everyone**Good practice shared across your team](#skills-2) 3. [**03On a schedule**"Every Monday at 9am" is all it takes](#skills-3) 4. [**04Bulk work, done for you**Whole spreadsheets, row by row](#skills-5) 01 ## Your processes, written once Describe how a task is done, attach what it needs and say when it applies. Every assistant you give it to does the job the same way. - A shared library your agents draw on, loaded on demand - Attach the resources a skill needs: links, files or documents - Set conditions for when each skill should be offered 02 ## Saved prompts for everyone A library of ready-to-run prompts, the questions that get the best results, so good practice spreads instead of living in one person's head. - Save prompts just for yourself, or share them with everyone - Improve any prompt with one click before you run it - Perfect for the tasks your team repeats every week 03 ## On a schedule Describe when it should run in plain English and the agent gets on with it in the background. No one waiting, nothing to remember. - “Every Monday at 9am” is all it takes - Pause, resume, or run it now whenever you like - A full run history, so you can see what happened and when 04 ## Triggered by your other systems Give an agent a secure webhook and any external system can start a background run, joining up your tools without custom integration work. - A secret URL that kicks off a background run - Runs as a chosen user, with its own standing instructions - Ideal for connecting the tools your team already uses 05 ## Bulk work, done for you Hand it a spreadsheet and it works through it row by row as a background job: imports, updates, clean-ups and more. - Upload a CSV or spreadsheet and describe what to do with it - Preview and dry-run first, then let it run at scale - Live progress, with a log of what was created, updated or skipped Keep exploring ## Explore more of the platform - [Data & insights Ask your membership data questions in plain English and get charts, trends and next steps back. Learn more](https://readyintelligence.com/platform/data-insights.html) - [Workflow & approvals Keep people in the loop: review, approve and audit what agents do before it reaches members. Learn more](https://readyintelligence.com/platform/workflow.html) - [Integrations Use your assistant from Claude and other AI apps, with a REST API and single sign-on. Learn more](https://readyintelligence.com/platform/integrations.html) [See pricing](https://readyintelligence.com/pricing.html) ## Related reading [Browse all resources](https://readyintelligence.com/resources/news.html) - [BlogAI recipes: two ingredients every association already hasTry the recipes →](https://readyintelligence.com/resource/ai-recipes-two-ingredients-every-association-already-has.html) - [BlogHow to set AI working on your membership dataPut your data to work →](https://readyintelligence.com/resource/how-to-set-ai-working-on-your-membership-data-over-the-summer.html) - [BlogAI recipes that actually work for non-profitsSee what works →](https://readyintelligence.com/resource/ai-recipes-that-actually-work-for-non-profits.html) ## Common questions What can start an automation? A schedule, such as every Monday morning or the first of the month; a webhook from another system, such as your CRM or a website form; or a person running it when they need it. Large one-off jobs can also be run from an uploaded spreadsheet. Every run is logged, so you can see what started it and what it did. Who can create and share skills? Skills are built centrally and kept in a shared library, with a request-and-approve step so it stays curated. You choose which assistants can use each skill, and usage logging shows how often each one is used and where. Can we check what an automation did? Yes. Every scheduled and triggered run is kept in a full run history, and bulk jobs show live progress with a log of what was created, updated or skipped. You can pause, resume or run an automation whenever you like. Can we test a bulk job before it runs? Yes. Upload your spreadsheet, describe what to do with it, then preview and dry-run the job first. Once you're happy with the results, let it run at scale. Do I need a technical team to set it up? No. ReadyIntelligence is configured rather than coded: connecting content, tuning an assistant's tone and setting permissions are all done through the platform. Our team supports you through onboarding, and web components can be embedded with a single snippet when you're ready to extend the assistant across your site. [See all FAQs](https://readyintelligence.com/resources/faqs.html)