Tuesdays are 3 AI updates, one hot take, one action. Fridays are 1 practical real estate agent workflow.
On Tuesday I wrote about financial advisors getting their own version of Claude: eleven connectors and eight prebuilt skills, built around the jobs they repeat. Nobody’s made that for agents…yet ;) Today you build the first two pieces of your own, and the useful part of this one happens out loud.
What you need. Claude Pro or Max, where skills live under Settings. You can follow the same steps on ChatGPT Plus or Pro, but skills are Business and Enterprise only there right now, so yours go into a Project's instructions instead and you get most of the same benefit. You'll also want twenty minutes somewhere you can talk out loud without feeling strange about it. The car between appointments works. So does a walk.
1. Pick the two jobs (4 min)
Last Friday you built a skill out of two decks you already had. These two are different, because the jobs worth writing down next are the ones with no document to upload. Use this test: you do it at least weekly, there's no template for it anywhere, and you explain it from scratch every time you ask for help. It could be buyer lead triage, showing feedback recaps, or comparing two offers side by side. Pick the two that cost you the most Sunday nights.
2. Talk it out instead of typing it (8 min)
There's no artifact for how you qualify a lead, which is exactly why it has never been written down. So don't write it. Open Claude on your phone, turn on voice, and let it interview you on the drive to your first appointment. The prompt matters here, because left to itself the model will guess at your process and hand back something generic that sounds about right. Just talk to it for your prompt. If you want a guide here it is…
I want to turn one of my recurring jobs into a reusable skill. The job is [describe it in one sentence]. Don't write anything yet. Interview me about it first, one question at a time, until you understand what I actually do, including the parts I do without thinking. Keep asking until you could do it without me.
Answer it the way you'd answer a new agent riding along with you. Rambling is fine. The half-finished sentences are the whole point.
3. Turn the conversation into a skill (5 min)
When it stops asking you anything useful, close it out:
Now write the skill. Start with a name and one line on when it should be used, then the steps in order, what I look at in each one, and the rules I follow without saying them out loud. Where my answers were vague, say so instead of filling the gap yourself. Write it so another agent on my team could run this job without asking me anything.
When it makes the custom skill it will give you a button to save it and then it loads itself the next time that job comes up. Read it once before you save it.
4. Give it something to work with (5 min)
A skill with no access to your information is a nicely written set of instructions for a stranger. Connect your email or your calendar, whichever of the two your jobs actually touch, then run the skill again and watch it stop asking you for things it can now go look up itself. One warning from Tuesday: no-training-on-your-data is the default only on Team and Enterprise plans, so check your settings before you connect anything holding client information.
5. Test it cold (4 min)
Open a brand new conversation and ask for the job without explaining any of it. If it came back already knowing your process you own something you didn't own this morning. If it came back generic, the skill is too vague, and the fix is two more minutes of the interview rather than a longer document.
Something to remember
A skill is a description of how you work, so it inherits your bad habits alongside the good ones. Read the finished one with that in mind, and fix the process rather than the document. The other thing worth knowing is that all of this is portable. A skill is a text file describing your own judgment, so if you move to something else next year, it moves with you.
DECEMBER COHORT IS OPEN
Confused by any of the above? The December cohort is open and you can enroll now. Take a look here. End the year with a deep dive into the AI skills from 2026 that matter and a 2027 marketing plan built with automations to execute it.
-Matt
