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How to Use Skills with Claude
Learn how to effectively use installed skills with Claude.
Once you've installed skills, Claude automatically uses them when relevant. Here's how to get the most out of skills in both Claude.ai and Claude Code.
Automatic Skill Activation
Skills work automatically — Claude identifies when a skill is relevant to your task and activates it without you needing to do anything special. You'll see the skill referenced in Claude's chain of thought as it works.
For example, if you have document skills installed and ask:
Create a PDF report summarizing our Q4 sales data
Claude will automatically use the PDF skill to create a properly formatted document.
Explicit Skill Invocation
You can also reference skills directly in your requests:
In Claude.ai
Using the Excel skill, create a spreadsheet with monthly budget categories
In Claude Code
Use the PDF skill to extract form fields from path/to/document.pdf
Best Practices
1. Be Specific About Your Goal
Help Claude understand what you need. Instead of vague requests, be clear about the output format and requirements.
- Vague: "Make a document"
- Better: "Create a Word document with our company letterhead containing a project proposal"
2. Provide Context
Give Claude the information it needs to use skills effectively:
- Reference files or data you want to work with
- Describe the desired output format
- Mention any specific requirements or constraints
3. Let Skills Work Together
Skills are composable — you can use multiple skills in one workflow. Claude will coordinate between them automatically.
Extract the data from this PDF, analyze it, and create an Excel summary with charts
Common Use Cases
Document Creation
- Generate Word documents, PDFs, PowerPoints, or Excel files
- Convert between formats
- Extract content from existing documents
Development (Claude Code)
- Generate code following specific patterns
- Create tests for existing code
- Automate repetitive development tasks
Custom Workflows
- Follow your organization's specific procedures
- Apply brand guidelines consistently
- Automate domain-specific tasks
Security Notes
Important things to keep in mind:
- Skills execute code in a sandboxed environment
- Data doesn't persist between sessions
- Only install skills from trusted sources
- Custom skills are private to your account
Troubleshooting
If a skill isn't working as expected:
- Verify the skill is installed (Settings → Capabilities in Claude.ai)
- Check that code execution is enabled
- Try being more explicit about which skill to use
- See our Troubleshooting guide for more help
Learn More
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