---
title: What Are Skills and Routines in Analytics?
description: Learn about Skills and Routines, two ways to save an Analytics AI prompt and run it again.
---

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# What Are Skills and Routines in Analytics?

## Learn about Skills and Routines, two ways to save an Analytics AI prompt and run it again.

#### **On This Page**

- [Skills](https://docs.google.com/document/d/1yVPLemVVZz2uiPL62ttbJabqzlCTtPnjEzymcA9ucYs/edit#bookmark=id.xaaixj6gncn5)
- [Routines](https://docs.google.com/document/d/1yVPLemVVZz2uiPL62ttbJabqzlCTtPnjEzymcA9ucYs/edit#bookmark=id.tvlxmpjy82dm)
- [Choosing the Right Option](https://docs.google.com/document/d/1yVPLemVVZz2uiPL62ttbJabqzlCTtPnjEzymcA9ucYs/edit#bookmark=id.7vp0zbbeibu)

---

Skills and Routines are available on Analytics AI and Analytics Enterprise.

**Skills** and **Routines** are in the **AI** section of the Analytics sidebar, next to the **AI Agent**. Each one saves a request you'd otherwise type into the AI Agent chat, so you don't have to write it again. The difference is what starts it: you run a Skill yourself, and a Routine runs on its own.

![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-10-14%20at%202-10-42%E2%80%AFPM-png.png?width=232&height=554&name=Screenshot%202026-10-14%20at%202-10-42%E2%80%AFPM-png.png)

### **Skills**

A Skill is a set of instructions you save once and run whenever you need it. Each Skill has an identifier that starts with a slash, such as **/sales-by-rep-qtd**, and you use it to run the Skill. Only you can see the Skills you create.

Skills work well for the reports you pull again and again:

- Sales performance by sales rep, such as revenue this quarter, average deal size, or Estimates written
- Pipeline conversion, such as how many leads became sold Jobs
- The same report limited to one sales manager's team or a set of key reps

### **Routines**

A Routine runs a request on its own and emails what it finds to you or your team. It can run on a schedule (daily, weekly, monthly, or a custom schedule) or when something happens in your data. A Routine runs with your permissions, so it only reads data you have access to.

Routines work well for checks that need someone to act:

- A daily list of leads with no activity in a set number of days
- A weekly summary of commissions paid versus due
- A mid-week check of each sales rep's progress against their target

Start the instructions with the data you want provided, then specify when the report should be delivered.

### **Choosing the Right Option**

- **Skill**: You ask the same question often and want to run it yourself.
- **Routine**: You want an AI-written answer sent on a schedule, or only when a condition is met.
- **Scheduled delivery or alert**: You want a dashboard or chart itself sent as a file. Check out [How Do I Schedule Email Delivery or Set Up an Alert for an Analytics Report?](https://support.jobnimbus.com/how-do-i-schedule-email-delivery-or-set-up-an-alert-for-an-analytics-report?hsLang=en) to set one up.

Check out [How Do I Create a Skill or Routine in Analytics?](https://support.jobnimbus.com/how-do-i-create-a-skill-or-routine-in-analytics?hsLang=en) to set one up, or [What are Some Prompts I Can Use in the Analytics AI?](https://support.jobnimbus.com/what-are-some-prompts-i-can-use-in-the-analytics-ai?hsLang=en) for requests that make good Skills.

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