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Documentation Index

Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt

Use this file to discover all available pages before exploring further.

Skills are reusable prompt workflows that you invoke in Lab with a single slash command. Save the instructions once, call it with /skill-name whenever you need it. cf0 ships with a catalogue of named system workflows covering the institutional research stack — DCF, LBO, comps, IC memos, earnings recaps, debt covenant reviews, monte carlo, sector scans — and you can encode any process your firm runs as a personal or org-wide Skill.
cf0 Skills slash-command palette in Lab, grouped by category

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System Skills vs custom Skills

System Skills

A growing library of pre-built workflows covering the standard institutional research stack — DCF, LBO, comps tables, earnings recaps, debt covenant review, IC memos, sector scans, monte carlo. Available to every user immediately, no setup required.

Custom Skills

Skills you create yourself, tailored to your firm’s exact processes. Personal Skills are private to you; org-wide Skills (created by org admins) are shared with every team member.

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Invoke a Skill in Lab

Type / followed by the Skill name in the Lab chat input and press Enter. 
/earnings-summary
Lab loads the Skill’s prompt template, applies any variable substitutions, and starts the workflow. You can add context after the slash command to fill in template variables — for example, /earnings-summary AAPL Q3 2024.
Type / in Lab to see a list of all available Skills filtered as you type. Scroll through system Skills and your custom Skills in one place.

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Create a custom Skill

1

Open Skills

Click Skills in the left sidebar to open the Skills library.
2

Click New skill

Click the + New skill button in the top-right corner of the Skills panel.
3

Name your Skill

Enter a display name and an optional description. The Skill’s slug (used for the /skill-name invocation) is generated automatically from the display name.
4

Write the prompt template

Write the prompt that Lab will run when this Skill is invoked. You can include plain instructions, structured output requests, or variable placeholders.If you are not sure how to write the prompt, describe what the Skill should do and click Generate with AI — cf0 will draft the prompt template from your description.
5

Save

Click Save. Your Skill appears in the Skills list under Mine and is immediately available in Lab.
Use the Generate with AI button to let cf0 write the prompt from a plain-English description of the workflow. You can then edit the generated prompt before saving.

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Edit or delete a Skill

Select any custom Skill from the Skills list to open it in the detail panel. Click Edit to modify the name, description, or prompt content. Click Delete to remove it permanently.
You can only edit or delete Skills you own. System Skills and org Skills (if you are not an org admin) are read-only.

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Org-wide Skills (org admins)

Org admins can create Skills that are shared automatically with every member of the organisation.
1

Create the Skill

Follow the same steps as creating a personal Skill, but toggle Share with org before saving.
2

Confirm org scope

The Skill is saved under Org scope and appears in the Skills list for all team members immediately.
Org Skills appear under the Org filter in the Skills library. Team members can invoke them with /skill-name in Lab but cannot edit or delete them.

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Find Skills

Use the search bar and filter tabs at the top of the Skills library to find what you need:
FilterShows
AllEvery Skill available to you
Systemcf0’s pre-built workflow catalogue
OrgSkills created by your org admin
MineSkills you have created