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5 - Automation Enthusiast
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Jan 28, 2025
10:14 PM
Status:
New Ideas
I want an AI Agent that does the clicking and typing for me.
"Filter on Product Names containing "widget" "
"Show me all records for Customer XYZ"
"Sort this view by Date"
"Check the box - Create Sales Order"
"Set Follow-up Date to 2 weeks from today"
Nitty gritties:
1. Navigating
- "Go to the Customers table"
- "Switch to the [Sales Orders] view"
- "Show me the records from the past month"
2. Searching & Filtering Data
- "Filter by [Product Name] containing 'widget'"
- "Show me all records for [Customer XYZ]"
- "Find all tasks due tomorrow"
- "Show me all records where 'Status' is 'Pending'"
3. Data Manipulation
- "Sort this view by [Date] in descending order"
- "Sort the records by [Amount] from highest to lowest"
- "Show only records where 'Stock Level' is less than 10"
- "Set [Shipping Date] to next Monday"
- "Delete all records older than 6 months"
4. Data Entry & Updates
- "Create a new record with [Customer Name], [Product], [Quantity], and [Price]"
- "Add a note to record [ID] with 'Shipment delayed until Friday'"
- "Update 'Follow-up Date' to 2 weeks from today for all records in 'Pending' status"
5. Task Automation
- "Set a reminder to follow up on [Customer XYZ] next Monday"
- "Mark all tasks in this view as 'Completed' "
- "Create a new 'Reminder' task for [Customer XYZ] to call next week"
6. Interacting with Linked Records
- "Show all records related to [Customer XYZ] in the [Invoices] table"
- "Link these records to [Sales Order #123]"
7. Integrations & Workflows
- "Send a reminder email to [Customer XYZ] about their order status"
- "Sync this table with Google Sheets"
- "Run the [Monthly Sales Report] automation"
8. Collaboration & Notifications
- "Notify [Team Member] about a delay in the order for [Customer XYZ]"
- "Share this view with [Email Address]"
9. AI Assistant
- "How can I..."
- "Are there any integrations that can help with XYZ ?"
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