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Hands Free / Voice Activated Interface

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benjamininin
5 - Automation Enthusiast
5 - Automation Enthusiast
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 ?"

 

1 Comment
Joel742Bushong
4 - Data Explorer
4 - Data Explorer

Hello!

Thanks for the info I will try to figure it out for more. 

Best Regards,

Joel

Oneonta