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Part 5 of the Claude Code Series

Claude Code Skills: How to Codify Your Agency's Entire Workflow

Learn how Claude Code skills let you package repeatable processes into reusable instructions. Turn brand guidelines, audit frameworks, and deployment checklists into skills any AI agent can execute.

9 February 202612 min read

Every agency has institutional knowledge that lives in people's heads. The way you run an SEO audit. The specific tone a client demands. The deployment checklist that prevents disasters. This knowledge is valuable, but it is fragile -- when a team member leaves or a project changes hands, critical context gets lost.

Claude Code's Skills system solves this problem. Skills let you package instructions, templates, scripts, and reference material into modular units that Claude can load on demand. Think of them as codified expertise: write your process once, and any agent (human or AI) can execute it consistently.

At Jordan James Media, we have been using skills to standardise everything from SEO audit frameworks to content style guides. Here is how the system works and why it matters for agencies and development teams.


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Skills System

Part 5: Codified Knowledge

Turn tribal knowledge into reusable AI instructions

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What Are Claude Code Skills?

A skill is a folder containing a SKILL.md file with instructions that Claude adds to its toolkit. When the skill is relevant to what you are working on, Claude loads it automatically. You can also invoke a skill directly as a slash command -- type /skill-name and Claude executes those instructions.

The beauty of skills is efficiency. Claude only loads the skill's short description into its context window until the skill is actually needed. This means you can have dozens of skills available without bloating your context or slowing things down. The full instructions only load when invoked.

Skills follow the open Agent Skills standard from agentskills.io, which means they work across multiple AI tools -- not just Claude Code.


Progressive Skill Loading

Stage 1: DiscoveryClaude scans skill metadata
blog-publishing.mdtriggers: blog, publish, content
client-onboarding.mdtriggers: onboard, new client
site-launch.mdtriggers: launch, deploy, go live
brand-guidelines.mdtriggers: brand, style, colours
Stage 2: MatchSkill matches current task
→ blog-publishing.mdMATCHED: "publish blog post"
Stage 3: Full LoadComplete instructions loaded
## Brief → Draft → Review → Deploy
1. Generate from brief
2. Apply brand tone
3. Insert visuals
4. Deploy to Netlify

Creating Your First Skill

Every skill starts with a SKILL.md file. The file has two parts: YAML frontmatter that tells Claude when and how to use the skill, and markdown content with the actual instructions.

Here is a simple example -- a skill that enforces your code review standards:

---
name: code-review
description: Review code for quality, security, and style compliance. Use when reviewing pull requests or before committing changes.
---

When reviewing code, check for:

1. **Security**: SQL injection, XSS, command injection, exposed secrets
2. **Performance**: N+1 queries, unnecessary re-renders, missing indexes
3. **Style**: Consistent naming, proper error handling, no magic numbers
4. **Tests**: Coverage for new logic, edge cases, error paths

Format your review as:
- Critical issues (must fix)
- Suggestions (should consider)
- Praise (what was done well)

Save this to .claude/skills/code-review/SKILL.md in your project, and Claude will use these standards whenever you ask it to review code. You can also type /code-review to invoke it explicitly.

Where Skills Live

Where you store a skill determines who can use it:

LocationPathWho Can Use It
Personal~/.claude/skills/<name>/SKILL.mdYou, across all projects
Project.claude/skills/<name>/SKILL.mdAnyone working on this project
EnterpriseManaged settingsEveryone in your organisation
Plugin<plugin>/skills/<name>/SKILL.mdWherever the plugin is enabled

For agencies, project-level skills are powerful because they travel with the repository. Commit your skills to version control and every team member -- human or AI -- has access to the same standardised processes.


Skills = Codified Expertise

Every agency has processes that only certain team members know. Skills turn that tribal knowledge into structured, reusable instructions any AI agent can execute.

Controlling Who Triggers a Skill

Not every skill should fire automatically. Claude Code gives you two frontmatter fields to control invocation:

disable-model-invocation: true

This prevents Claude from loading the skill on its own. Only you can trigger it with /skill-name. Use this for workflows with side effects -- deployments, sending messages, publishing content. You do not want Claude deciding to deploy because your code "looks ready."

---
name: deploy-staging
description: Deploy the application to the staging environment
disable-model-invocation: true
---

Deploy to staging:
1. Run the full test suite
2. Build production assets
3. Push to staging environment
4. Run smoke tests against staging URL
5. Post results to the team Slack channel

user-invocable: false

This hides the skill from the slash command menu entirely. Only Claude can load it, and only when it determines the skill is relevant. Use this for background knowledge that is not an action -- legacy system context, domain-specific terminology, architectural decisions.

---
name: legacy-billing-context
description: Context about the legacy billing system's quirks and constraints. Load when working on billing code or payment integrations.
user-invocable: false
---

The legacy billing system has these constraints:
- Invoice numbers must be sequential with no gaps
- Refunds cannot exceed the original transaction amount
- Currency conversion uses rates cached at midnight AEST
- The payment gateway times out after 30 seconds

Here is how the two fields interact:

SettingYou Can InvokeClaude Can InvokeBest For
DefaultYesYesGeneral-purpose skills
disable-model-invocation: trueYesNoDeployments, publishing, messaging
user-invocable: falseNoYesBackground knowledge, domain context

4

Skills Built So Far

Client onboarding, blog publishing, site launch checklist, and brand guidelines — each encapsulating hours of process knowledge.

Adding Supporting Files

Skills are not limited to a single markdown file. A skill directory can contain templates, example outputs, reference documentation, and scripts. Keep SKILL.md focused and under 500 lines, then reference supporting files for the detail.

seo-audit/
  SKILL.md             # Main instructions
  checklist.json       # Audit checklist with scoring criteria
  examples/
    sample-report.md   # Example of a completed audit
  scripts/
    check-meta-tags.js # Script to validate meta tags

Reference these files from your SKILL.md so Claude knows they exist and when to use them:

The Skills Library

BP
Blog Publishing
blog-publishing.md
Brief → Draft → Review → Deploy
CO
Client Onboarding
client-onboarding.md
Folder → Credentials → Audits
SL
Site Launch
site-launch.md
Checklist → DNS → Monitor
BG
Brand Guidelines
brand-guidelines.md
Fonts → Colours → Tone

Resources


Claude will read these files when it needs them, keeping your context lean until the detail is actually required.

---
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Before vs After

Before

Processes live in people's heads

After

Processes codified for any AI agent to run

Brand
JJM

Dynamic Context and Arguments

Skills support two powerful features that make them flexible enough for real work.

Arguments

Pass arguments when invoking a skill using the $ARGUMENTS placeholder:

---
name: fix-issue
description: Fix a GitHub issue by number
disable-model-invocation: true
---

Fix GitHub issue $ARGUMENTS following our coding standards.

1. Read the issue description
2. Understand the requirements
3. Implement the fix
4. Write tests
5. Create a commit

Type /fix-issue 456 and Claude receives "Fix GitHub issue 456 following our coding standards." You can also access individual arguments by position with $0, $1, $2.

Dynamic Context Injection

The !`command` syntax runs shell commands before the skill content reaches Claude. The output replaces the placeholder, so Claude receives real data:

---
name: pr-summary
description: Summarise changes in a pull request
---

Without Skills

  • Senior team members are bottlenecks
  • Processes vary by who does them
  • Onboarding new hires takes weeks
  • AI agents start from scratch each time

With Skills

  • Any AI agent runs the process correctly
  • Consistent output every time
  • Onboarding is instant — just load the skill
  • Accumulated knowledge persists forever

Pull request context

  • PR diff: !gh pr diff
  • Changed files: !gh pr diff --name-only

Summarise this pull request, highlighting breaking changes and areas that need review.


This is preprocessing -- the commands execute first, and Claude only sees the results. It is perfect for skills that need live data.

---

Three Invocation Modes

~Auto-Detected

Claude matches keywords automatically

"publish this blog post" → blog-publishing.md
"onboard new client" → client-onboarding.md
/Slash Command

User explicitly invokes

/publish-blog → blog-publishing.md
/launch-site → site-launch.md
#Subagent Only

Only accessible to subagents

Internal QA checklist
Code review standards

Running Skills in Subagents

Add context: fork to your frontmatter to run a skill in an isolated subagent. The skill content becomes the prompt that drives the subagent, separate from your main conversation. This is ideal for research tasks that might otherwise pollute your context window:

---
name: deep-research
description: Research a topic thoroughly across the codebase
context: fork
agent: Explore
---

Research $ARGUMENTS thoroughly:

1. Find relevant files using Glob and Grep
2. Read and analyse the code
3. Summarise findings with specific file references

The agent field determines the execution environment. Options include built-in agents like Explore (read-only, optimised for searching) and Plan (for planning tasks), or any custom subagent you have defined.


Pro Tip

Progressive Disclosure

Claude scans skill metadata first — only if a skill matches the current task does it load the full instructions. This means 20 skills don't bloat your context; only the relevant one loads.

The Agency Angle: Why Skills Change Everything

This is where skills become transformative for agencies. Every repeatable process your agency runs can become a skill.

Brand Guidelines as a Skill

Package a client's brand voice, terminology preferences, and content rules into a skill. Every piece of content Claude produces for that client follows the same standards -- without anyone having to remember or re-explain them.

SEO Audit Framework as a Skill

At our agency, we run standardised SEO audits using a checklist-driven framework. The checklist, scoring criteria, and reporting template all live in a skill directory. Any agent can pick up an audit task and execute it to the same standard. The process is documented, repeatable, and improvable.

Deployment Checklists as a Skill

Pre-launch checks, staging verification, DNS configuration, SSL validation -- package the entire deployment process as a skill with disable-model-invocation: true so it only runs when explicitly triggered.

Content Style Guides as a Skill

Australian English spelling (optimise, analyse, colour). First person plural. Expert but approachable tone. Technical accuracy without jargon. These rules become a skill that Claude loads whenever it is writing content for that client.

The Compound Effect

Skills compose together. An agent working on a client project might load the brand guidelines skill for tone, the SEO audit skill for technical checks, and the deployment skill when it is time to go live. Each skill is focused and modular, but together they encode your agency's entire operational playbook.

This is what separates agencies that scale from those that do not. When your processes live in people's heads, quality depends on who is working that day. When your processes live in skills, quality is consistent regardless of whether a human or AI agent picks up the task.


Anatomy of a SKILL.md File

## Header
name, version, triggers
## When to Use
Matching criteria and conditions
## Steps
Numbered instructions with checkpoints
## Resources
File paths, API endpoints, templates
## Output
Expected deliverable format

Best Practices

Based on our experience building and deploying skills across client projects:

  1. Keep skills focused. One skill, one job. A "do everything" skill is just a long prompt. Break complex workflows into composable skills.

  2. Write specific descriptions. The description field is how Claude decides when to load your skill. Vague descriptions lead to skills triggering at the wrong time -- or not at all.

  3. Use disable-model-invocation for anything with side effects. Deployments, publishing, API calls that cost money. If the action cannot be undone, make it manual-only.

  4. Commit project skills to version control. This makes them available to every team member and every agent session. Skills that live only on one machine are skills waiting to be lost.

  5. Start small, iterate. Your first skill does not need to be perfect. Write the instructions, test them, refine based on the output. Skills improve with use.


Skills solve the bus factor problem. If your best process person left tomorrow, their knowledge wouldn't go with them — it's codified and executable.

Jordan James Media

Key Takeaways

  1. Skills are modular instruction sets that Claude loads on demand, keeping your context lean
  2. SKILL.md is the entry point -- YAML frontmatter for configuration, markdown for instructions
  3. Invocation control lets you decide whether skills trigger automatically or only on command
  4. Supporting files keep complex skills organised without bloating the main instructions
  5. Dynamic context and arguments make skills flexible enough for real-world workflows
  6. Agency processes become skills -- brand guidelines, audit frameworks, deployment checklists
  7. Skills compose together, encoding your entire operational playbook
  8. Skills follow an open standard, working across multiple AI tools

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Jordan James Media helps Australian businesses build AI-powered workflows that scale. From skills architecture to full agent deployment, we turn institutional knowledge into repeatable, automated processes.

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Key Takeaway

  1. 1

    Skills turn tribal knowledge into reusable, AI-executable instructions

  2. 2

    Progressive disclosure keeps context efficient — metadata first, full load only when relevant

  3. 3

    Support arguments and dynamic context for flexible execution

  4. 4

    Can be scoped to personal, project, or organisation level

  5. 5

    Best starting point: codify your most repeated process as a skill

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Skills System

Part 5: Codified Knowledge

Turn tribal knowledge into reusable AI instructions

JJM
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Skills Built

Client onboarding, blog publishing, site launch, brand guidelines

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What Skills Capture

1
Step-by-step processes
2
Brand guidelines per client
3
Deployment checklists
4
Quality standards
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Before vs After

Before

Processes live in people's heads

After

Processes codified for any AI agent to run

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Progressive Loading

Claude reads skill metadata first, only loading full instructions when relevant. Efficient context usage.

JJM
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Key Takeaway

Systematise Everything

Skills turn your best team member's knowledge into something every AI agent can execute consistently.

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Systematise Your Workflows

AI-powered process automation

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