Every week Operations runs the same handful of audits — pull an export, eyeball the rules, build a findings file. We've started encoding those audits as Claude Skills, so the work runs in one prompt. The rules live in plain English. The output is the same workbook Ops was building by hand.
A Claude Skill is a small folder with a description of when to use it and the exact procedure to follow. For an audit, the procedure is the thing Operations would tell a new hire: where the export lives, which columns matter, what counts as a finding, what the deliverable looks like. Once it's written down once, it can run every week.
Every week HawkSoft exports thousands of activity items. Most are fine; a small handful break the ARO/RFR agent-assignment conventions. The skill pulls just the flagged rows into a findings workbook, with the reason written in plain English in the Remarks column.
Every new policy entered into HawkSoft should have a matching closed-won opportunity in Salesforce. The skill checks every row against Salesforce, flags policies with no closed-won, and adds advisory notes when the sold policy number is pending or doesn't quite match.
Audit Skills are an internal pattern at YourPolicy — codifying the recurring work so the team can spend the hour somewhere else. More audits, more skills, every month.