What Are Organization Skills?

Organization Skills are reusable instructions created for use across an organization. They help teams apply consistent processes, standards, and output formats.

Examples include:

• A company-standard project-status report
• An approved contract-review process
• A proposal or RFQ response format
• A quality-review checklist
• A standard client-communication process
• An internal procedure for using tools or MCP servers

Organization Skills are managed by authorized Skills Administrators and can be assigned to specific roles.

Open Organization Skills

To manage Organization Skills:

1. Open HallianAI.
2. Open Settings.
3. Under the Automation heading, select Organization Skills.

Only authorized users, such as Skills Administrators, can create or manage Organization Skills.

Create an Organization Skill

1. Open Settings.