Academy

Get more out of Sofos.

Short guides for working with your agentic workspace, and ready-made skills you can drop straight into it.

Guides

Skills library

A skill is a small folder that teaches Sofos a repeatable job. Installing one takes two clicks: download it here, then in Sofos click the upload icon next to Claude setup in the sidebar and pick the download — done, it shows up in the chat. Each skill also includes a how-to-setup.md with the full walkthrough. Some skills use your connected apps (Jira, Notion, Slack…) — each card says what it needs.

Product Management

PRD to Jira epics

Reads a product brief and turns it into structured Jira epics and tickets — scoped, titled consistently, with acceptance criteria — after you approve the plan.

Uses Jira (Atlassian)
"Plan this PRD into Jira"Download
User interview synthesis

Goes through a folder of interview notes and produces a findings doc: recurring themes with counts, supporting quotes, and contradictions worth a second look.

"Synthesize the interviews in research/"Download

Productivity

Meeting notes cleanup

Turns raw meeting notes into a clean recap: a short summary, the decisions made, and an action-item table with owners and dates.

"Clean up these meeting notes"Download
Weekly status update

Drafts your weekly update from what actually happened in the workspace this week — progress, blockers, and next steps in a format stakeholders can skim.

"Write my weekly update"Download

Founders

Investor update draft

Builds a monthly investor update from your numbers and notes: metrics with honest deltas, highlights, lowlights, and specific asks.

"Draft this month's investor update"Download

Marketing

Launch announcement kit

From one feature brief, produces the full launch set: changelog entry, customer email, social posts, and an internal enablement note — consistent with each other.

"Build the launch kit for this feature"Download

Customer Success

QBR deck outline

Turns account notes and usage data into a quarterly business review outline: wins tied to the customer's goals, risks named plainly, and a renewal narrative.

"Prep the QBR for [account]"Download

Sales

Sales call follow-up

Right after a call, turns your notes into the follow-up email, an updated deal summary, and a next-steps list — before the details go cold.

"Follow up on this call"Download

Operations

Process doc writer

Interviews you about how a recurring process actually works, then writes the step-by-step doc a new teammate could follow without asking questions.

"Document our [process] process"Download

Agents

Where a skill teaches Claude a procedure, an agent gives it a specialist teammate — a researcher, an editor, an analyst — with its own briefing and its own boundaries. Each one is a single markdown file. To install, download it and tell Claude in Sofos: “install the agent file in my Downloads” — or drop it into your workspace's .claude/agents folder yourself. The agents guide has the full story.

Research analyst

Digs into a question across the web and your workspace files, then reports back with sourced findings — and says so when the evidence is thin.

"Research how competitors price this"Download
Doc editor

A sharp-eyed reviewer for anything you've written. Critiques structure, clarity, and unsupported claims — it can read everything but is not allowed to rewrite a word.

"Have the doc editor review this"Download
Data analyst

Works through CSVs and exports in your workspace: real calculations, trends, and outliers, reported with the caveats a good analyst would flag.

"Analyze the numbers in metrics.csv"Download
Customer voice

Reads your plans the way your customers would. Grounds its pushback in the actual feedback and interview notes in your workspace, not in generic empathy.

"How would customers react to this plan?"Download