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When creating records using AI prompts, follow these guidelines for best results.

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Best Practices

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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”)

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Use Natural Language

Describe what you want in plain English. The AI understands natural language descriptions.

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Include Context

Mention related information to help the AI understand the full context of the record.

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Specify Dates

Always include dates in your prompts. Use formats like:
  • “dated today”
  • “dated January 15, 2024”
  • “due in 30 days”

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Good Examples

{
  "prompt": "Create an invoice for ABC Company for $1,000 for web development services, dated today, due in 30 days"
}

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Bad Examples

Avoid vague prompts that lack essential information.
{
  "prompt": "Create invoice"
}

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Tips

  • Amounts in prompts: Natural language can include $ or plain numbers; in structured JSON bodies (e.g. payments), send numeric amounts without currency symbols unless an endpoint documents otherwise.
  • Dates: Be explicit in prompts; structured bodies use YYYY-MM-DD where required.
  • Contacts: Include names, emails, or phone numbers when relevant.
  • Bank upload: POST /bank-transactions/upload requires prompt — describe or paste lines clearly. Optional attachments carry statement files.
  • process_type: Use async for background processing (default on most AI creates) or direct when you need the result in the same HTTP response — see Concepts.