Your agency's own checklist saved, so every AI app follows it
Turn your agency's house checklist into a saved skill in a client's organization, so ChatGPT or Claude follow the same steps every time.
- Difficulty
- Beginner
- Time
- about 10 min
List the skills in this organization and show me the built-in [Site check-up] one. Save a new skill called [Handover check] for when we hand a site over to the client, with these steps: [your checklist]. Keep it in plain words. Then show me the saved version.
Already connected?
If SAR is already in your AI app, this is enough:
Save my [checklist] as a skill called [name] in this organization.
What happens
- The AI app lists the organization's skills: its own saved instructions and SAR's built-in ones.
- It reads the built-in skill you named, as a model for yours.
- It saves your checklist under the name you gave, or replaces the one already saved under that name. Only owners and admins can save, and the skill can be deleted later.
- From then on, every AI app connected to this organization follows it for that task.
Approvals involved
Nothing here changes your site: no approval needed.
sar_list_skillsList skillsNonesar_get_skillGet a skillNonesar_save_skillSave a skillNone
What you get
Your agency's way of working, applied the same way by whichever AI app your team uses. Skills belong to one organization, so save it in each client's.
Related recipes
- Agencies · about 20 minA monthly client report from Google Analytics, Search Console, the shop and the work you didBuild a client's monthly report from their own sources, with the changes made on their site that month, ready for you to check and send.
- Agencies · about 20 minUpdate plugins on every connected site with one approvalSee the updates waiting on every WordPress site in an organization, approve one plan, and let SAR update the sites one at a time.
- Agencies · about 15 minA new client onboarded: sources, permissions and a first health checkSwitch to a new client's organization, see which sources are connected and what SAR may do on their site, and get a first list of what needs attention.
Try it on your own site
Install the plugin, add SAR to your AI app and paste the prompt. Free to start.