Start with the job, not the whole library
Write one sentence: “I need to produce [deliverable] for [audience], using [inputs], by [date].”
Then choose the narrowest skill that fits. Start with one or two skills you can evaluate, rather than installing everything and hoping the agent chooses correctly.
Match the task to a skill
These starting points link to the relevant skill descriptions and instructions.
| The job in front of you | Start here |
|---|---|
| Find and assess potential funders | Grant research |
| Draft a letter of inquiry or proposal | Grant writing |
| Prepare a major-gift ask | Major gifts |
| Plan a gala or auction | Fundraising events |
| Plan a supporter-led walk, run, or team campaign | Peer-to-peer fundraising |
| Build an annual operating budget | Budgeting |
| Work through indirect costs or program cost allocation | Cost allocation |
| Draft a program logic model | Program design |
| Build an evaluation plan | Outcomes measurement |
| Develop a dignity-centered participant story | Storytelling |
| Prepare the CEO's board report or chair check-in | CEO-board partnership |
| Plan an incoming executive's first 90 days | Executive transitions |
| Build an executive scorecard | Executive dashboard |
| Recruit and onboard volunteers | Volunteer management |
| Plan a legislative meeting or lobby day | Legislative advocacy |
| Choose or clean up a donor database | Donor CRM |
| Organize donated-goods intake and sorting | Donation intake and grading |
For work outside this shortlist, browse all skills.
Build a small toolkit for your role
Use these as starting combinations, not mandatory bundles.
- Executive directors and COOs: Strategic planning, CEO-board partnership, and Executive dashboard.
- Development staff: Donor pipeline, Grant writing, and Donor retention.
- Program teams: Needs assessment, Program design, and Outcomes measurement.
- Finance and operations: Budgeting, Reserves and cash flow, and Financial controls.
- Communications teams: Brand messaging, Storytelling, and Email newsletter.
- Advisors and consultants: Strategic planning, Board governance, and Change management, plus the skill that matches the client's immediate deliverable.
- Retail and resale teams: Donation intake and grading, Retail store operations, and Online resale.
When two skills seem to overlap
Read both descriptions and identify who owns the next deliverable. For example:
- Finding a funder versus writing the application: use Grant research to assess opportunities, then Grant writing for a specific application.
- Board systems versus the executive's relationship with the board: use Board governance for governance structures and CEO-board partnership for the executive's reports, chair meetings, and preparation.
- Planning an event versus mobilizing participant fundraisers: use Fundraising events for event operations and Peer-to-peer fundraising for supporter-led campaigns.
Name the intended skill and the handoff in your request. Do not rely on automatic routing to resolve a blurry assignment.
Supervision levels
The library's supervision and supervision_note fields explain how much human review the work needs. Library supervision guidance
unsupervised: ordinary editing and fact-checking.review: review by a knowledgeable staff member before use or circulation.expert-required: review by an appropriately credentialed professional before filing, adoption, or reliance.
Those are the library's intended levels, not a guarantee of correctness or an approval gate enforced by the agent. Library supervision guidance
Assign a reviewer early. Do not choose a lower-risk label simply to avoid the expertise the task actually requires.
Give the skill enough context
Include the organization's mission, scale, audience, relevant facts, required format, and constraints. Use only information you are authorized to share.
For example:
Use nonprofit-email-newsletter to outline a monthly update for supporters of a small food bank. The goal is volunteer sign-ups. Use placeholders for participant stories and results until we provide approved material. Give me an outline and two subject-line options.
Ready to test your choice? Follow Install and use per agent.