Save a way of working as a skill

A skill is a saved way of working, such as your NDA review step by step. You create it in the Dossier chat, and CASUS then applies it when the task fits.

The “Skills” section on the “Templates” page

At a glance

  • Saved skills are under Templates, with the document templates.
  • You can also name a skill so CASUS is sure to use it.
  • Skills are new and not yet switched on in every workspace.

How it works

  1. 1
    Work through a task in the Dossier chat the way you always do it.
  2. 2
    Then say, for example: “Save our NDA review as a skill.”
  3. 3
    Check the suggestion and click Save to team templates.

If it doesn't work

If CASUS offers no skill, the feature isn't on for your workspace yet. Write to us.

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Still have questions?

Email us: contact@getcasus.com

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