Automated Project Creation
Instead of manually typing out event dates, client names, and event types into a new project form, you can feed a client's inquiry directly into AI Assist and let it do the heavy lifting.
Prompting for a New Project: Simply paste the client's email or inquiry text into the AI Assist chat.
Actionable Generation: Ask the AI to "Create a new project from this email." The AI will extract the relevant details (like the event date, client name, and venue) and generate a draft project for you to review.
Review and Confirm: Always double-check the extracted details for accuracy before finalizing the project creation, ensuring everything aligns perfectly with the client's original request.
š” Pro Tip: Pair Project Creation with a Skill! To get the most accurate and consistent results when creating new projects, apply a custom Skill alongside your prompt. This ensures the AI always extracts the exact data points your business requires (like budget, guest count, or venue) and formats the project notes perfectly every time, automatically flagging anything the client forgot to mention.
Example Skill: Inquiry Parsing Standards
If you want to ensure your team captures the same details for every new lead, set up a Skill like this and attach it whenever you ask the AI to create a project from an email:
Name:
Inquiry Parsing StandardsDescription:
Attach this when creating new projects from client emails to ensure consistent data entry.Content:
When I ask you to create a new project or parse a client inquiry, always extract the following information and format it clearly in the project notes:
Event Date:
Venue:
Guest Count:
Estimated Budget:
If the client did not provide one of these specific details in their message, please explicitly state "[Detail] - Not provided" so I know exactly what questions to ask them during our initial consultation.
Contact Search & Creation
Managing your client roster is easier when you can search or create contacts directly through the conversational interface.
Efficient Contact Search: If you need to pull up a client's information quickly, you can ask AI Assist to find them. This built-in search tool is designed to help you locate contacts efficiently, which is specifically optimized to save your AI credits compared to running heavy, open-ended generative tasks.
Adding New Contacts: Similar to project creation, if a new lead comes in, you can instruct the AI to extract their contact information (Name, Email, Phone Number) from your prompt and instantly create a new contact profile in your system.