When creating records using AI prompts, follow these guidelines for best results.
Best Practices
Be Specific
Include all relevant details in your prompts:
- Dates (e.g., “dated January 15, 2024” or “dated today”)
- Amounts (e.g., “$1,000” or “500.00”)
- Contacts (e.g., “for customer ABC Company”)
- Descriptions (e.g., “for web development services”)
Use Natural Language
Describe what you want in plain English. The AI understands natural language descriptions.
Include Context
Mention related information to help the AI understand the full context of the record.
Specify Dates
Always include dates in your prompts. Use formats like:
- “dated today”
- “dated January 15, 2024”
- “due in 30 days”
Good Examples
{
"prompt": "Create an invoice for ABC Company for $1,000 for web development services, dated today, due in 30 days"
}
Bad Examples
Avoid vague prompts that lack essential information.
{
"prompt": "Create invoice"
}
Tips
- Amounts: Use numeric values or include currency symbols
- Dates: Be explicit about dates to avoid confusion
- Contacts: Include contact names, emails, or phone numbers when relevant
- Descriptions: Provide clear descriptions of what the record represents
