Fill in your firm details once and every Skill file you download will be pre-populated with your real information — no manual find-and-replace needed.
Before you import — example using Claude
How to edit and activate a skill file
1
Open the .md file
Open in any text editor — Notepad, TextEdit, VS Code, or even Google Docs. You do not need any special software. The file is plain text.
2
Check for any remaining [bracket]
If you filled in the form above, most placeholders will already be replaced. Open the downloaded file and do a quick scan — anything still in [placeholder] is specific to your firm and needs your input. Use Find & Replace (Ctrl+H / Cmd+H) to catch them all at once.
3
Copy just the skill block
Copy only the text inside the triple backtick block — the part marked "The Skill (Copy This)". Do not copy the headings, tips, or instructions around it.
For always-on skills (Customise)
In Claude go to Settings → Profile → How would you like Claude to respond? Paste your edited skill text here. It will apply to every conversation from this point on.
For project or one-off skills
Open the relevant Claude Project and paste into Project Instructions. Or paste directly at the top of any new conversation for a one-off task — Claude will follow those rules for that chat only.
Keep Customise lean. Only put things in Settings → Customise that are always true about you — your name, firm, role, and 2–3 universal preferences. Anything task-specific belongs in a Project or pasted per-conversation. Overloading Customise clutters every chat, even unrelated ones.
Sensitive Data
Prompt name
This prompt requires uploading potentially sensitive information to an LLM. Please ensure you are following your company's AI usage policy before proceeding, and anonymise any personal or confidential data.
Credia is Re-Leased's AI — it already knows your portfolio data securely.
Co-brand this download
Week Plan
Add your firm's logo to this week plan before downloading, or skip to download with Re-Leased branding only.