← Formatix AICONTENT HISTORY

Update to Formatix AI

Snapshot Oct 31, 2026 · 15:03 UTC · version 1.0.6

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{
  "description": "Get a recruiter or search firm started with Formatix after installing the plugin - check the account, find or build the firm's CV template, check the brand, see any connected ATS or CRM, and format a first CV. Use when the user says \"set up Formatix\", \"get started\" or \"how do I start\", or right after the plugin is installed.",
  "included_files": [],
  "name": "setup",
  "skill_md_contents": "---\nname: setup\ndescription: Get a recruiter or search firm started with Formatix after installing the plugin - check the account, find or build the firm's CV template, check the brand, see any connected ATS or CRM, and format a first CV. Use when the user says \"set up Formatix\", \"get started\" or \"how do I start\", or right after the plugin is installed.\n---\n\n# Set up Formatix\n\nDone when: the user knows which template they will use and what to do next, or knows the\none thing they still need to do. Keep it short: a few questions, no lecture.\n\nExplicit instructions from the user take priority over this skill.\n\n## Ground rules\n\n- Reply in the user's language.\n- Nothing here uses credits, and nothing is created without the user's yes.\n- If a tool says sign-in is needed, ask the user to connect Formatix and stop. If they have\n  no account, point them to https://formatix.ai.\n- Do not discuss prices, plans or trials.\n\n## Steps\n\n1. **Templates:** `list_templates`. Tell the user what they have in one or two lines.\n   - They have one that fits: note it and go on.\n   - They have none: ask for a document they already send clients (Word, PowerPoint or\n     Excel) and follow build-our-template.\n2. **Brand:** `list_brand_kits`. Mention the firm's brand and any client brands. If there are\n   none, say the firm's own templates already carry its design.\n3. **ATS or CRM:** `ats_connections`. If something is connected, name it and say what can be\n   done from the chat (format-cvs lists this). If not, say it can be connected on the\n   Integrations page in Formatix if they use JobAdder, HubSpot, Salesforce or Ezekia.\n4. **Automation, only if they ask for it:** get_activity shows the daily limit, and\n   daily-cv-run sets up a recurring run.\n5. **First document:** offer to format one CV now (format-cvs). Stop here if they say no, and\n   give them two example requests in their own terms.\n"
}

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