
V7 Team
AI Skills in V7 Go turn defined processes into executable systems.
A Skill is a structured definition of how a task should be performed. It captures the steps, decision logic, validation rules, and expected outputs for a unit of work. Once defined, a Skill can be executed by AI agents, reused across teams, and combined with other Skills to power larger, end-to-end workflows.
This allows teams to:
Standardize repeatable work, transforming multi-step tasks into consistent, auditable processes.
Extend agent capabilities, from generating presentations and analyzing complex Excel models to running deep research or reviewing contracts.
Ensure interoperability, reusing the same Skill across agents, teams, and use cases.
V7 Skills include built-in capabilities for reasoning over complex spreadsheets, conducting structured research, reviewing and extracting from documents, generating dashboards, executing secure code, and more.
If a process can be clearly described, it can become a Skill. And once defined, it stops living in someone’s head and starts running reliably across your organization.
AI Skills: From Prompts to Structured Workflows
Most AI systems today rely on one-off prompts. You ask a question or give an instruction, the model responds. If the answer depends on multiple steps, you end up manually stitching those steps together.
Skills solve this by introducing a lightweight, human-readable workflow layer, written in plain language. Just specify the goal, the inputs, the tools to use, the sequence of steps, and the shape of the output. You can also attach reference materials, like an internal rubric or a style guide.
For example: “When a new CIM arrives, extract key financials, flag customer concentration above 25%, compare EBITDA margins to our last five deals, and draft a one-page screening memo.”
V7 Go converts that into a reusable Skill that runs the same way every time ( pulling the data, applying your thresholds, and generating a structured output) without anyone rebuilding the model, re-checking criteria, or stitching documents together manually.
Internally, we already use this approach. Design encodes brand and style rules, Sales defines what “good” follow-up looks like, and leadership standardizes board reporting formats. Because agents are aware of Skills created by colleagues, good workflows spread naturally across our team.
Outputs remain fully transparent and editable. Users can refine sections, request revisions, and iterate freely. Because each step is structured, it’s easier to diagnose gaps, improve logic, and raise quality over time.
Coming next: A Skill that creates Skills. Describe a repeatable process in natural language, and V7 Go will generate a structured Skill file that follows best practices and includes supporting code where needed.
Tool Skills and User Skills
V7 Go organizes Skills into two layers:
Tool Skills
Tool Skills are focused on doing one thing extremely well in a single environment. They’re built-in, require no configuration, and combine LLMs with purpose-built code to increase reliability in places generic AI systems typically struggle.
Examples include:
Understanding complex Excel models
Deep web and SEC research
Generating dashboards
Redlining documents
Creating slideshows
Structured business image generation
User Skills
User Skills sit above Tool Skills and describe the actual work to be done. The agent determines which Skills to use and in what order. Users define the outcome, and the the system orchestrates the execution.
A User Skill often invokes multiple Tool Skills in sequence—for example: Deep Research → SEC Filings Search → Understand Excel → Generate Document.
Prepare an investment memo
Review a CI
Create a board update
Draft a client follow-up
Analyze a target company
Skill Spotlight: Understanding Excel
Excel is one of the hardest environments for AI to reason about properly. Financial models are networks of formulas, cross-sheet references, and layered assumptions. Most LLMs treat them as text, which means they miss the logic underneath.
V7’s Excel Skill pairs an LLM with a custom parsing engine built for spreadsheets. It traces dependencies, follows formula chains, and understands how values are actually calculated.
When you ask a question, it doesn’t guess. It follows the logic and returns answers grounded in the file, with citations you can inspect directly inside V7 Go.
That reliability makes it a strong foundation for due diligence, board prep, and financial analysis.
V7 Go also renders Excel files directly within the platform in high fidelity, allowing users to inspect cited cells without leaving the interface.
Skill Spotlight: Deep Research
Deep research is now common across AI tools. The difference in V7 Go is that research is treated as a structured, multi-step process rather than a single extended prompt.
The Deep Research Skill can run for as long as necessary, adapt its plan as new information emerges, and invoke other Skills dynamically during execution. The agent builds and maintains a structured research plan. Findings are accumulated incrementally, evaluated, and synthesized into a final output such as a memo, report, or briefing document.
For example, a research task might begin with broad web search, then pivot to company and people lookup via EXA, retrieve SEC filings for financial validation, pull scientific papers for technical claims, gather high-resolution product images, and query internal knowledge systems, all within the same workflow.
Rather than producing a single-shot answer, it orchestrates a research process.
Skill Spotlight: Structured Image Generation for Business Contexts
We have also developed a Skill for structured image generation using Nano Banana, optimized for professional use cases.
Generic image prompting often produces inconsistent results in business settings. Slight phrasing changes can lead to distorted diagrams, mislabeled components, or stylistic drift that undermines credibility.
The V7 Image Generation Skill handles this by constructing highly structured JSON prompts automatically, far more detailed than most users would reasonably write themselves. It encodes layout constraints, stylistic boundaries, labeling requirements, and domain-specific context.
This enables consistent outputs for infographics, technical diagrams, floor plans, and process visualizations.
Availability
AI Skills are now available inside V7 Go for selected customers, with broader rollout ongoing.
The system integrates with core business applications and is designed for document-intensive industries such as finance, law, and insurance, where structured workflows and verifiable outputs are essential.
To learn more about how AI Skills can systematize your team’s workflows, book a demo with V7 and explore how composable agents can support your specific use cases.


