Hey there! I’m wondering if I’m missing something basic (as often happens when I post to the Get Help channel!), but I often run into the following challenge and wonder if there’s a good way to solve it.
I oftentimes am browsing an entity, let’s say it’s a company XYZ, and that company has many tasks that they’ve asked me to accomplish. Sometimes these asks are disparate, conflicting, and redundant, so I’d love to ask AI to review open asks and consolidate them to a list, for example.
Or say I’m taking notes in Fibery from a client call, and would like AI to summarize those into a bulleted list.
So I can do this, obviously, using the current AI tools. However, the Fibery AI never has any awareness of the context in which I’m working. I always have to say “Please summarize the Note with the title “Meeting Notes: XYZ Company - Hiring Fair and Website Updates””, or similar.
This feels clunky, and leads me to wonder if I’m missing something simpler.
As a user, it would feel like a super power to be able to click a button within the entity itself and simply type “summarize this”, without having to jump through the "with the title of:… " hoops.
Is such a thing possible? Or do you always have to prep the AI with whatever your target entity is via title / ID search?
If your request is in a specific database and the output is structured, then I’d create an AI action and tell it the fields to use as an input and give it a field to put the output in. This action can be tied to a button or automation
I’d considered a similar solution, and this could work as workaround for now. Sadly you won’t get the use the full AI interface this way, being able to respond and ask follow-ups. I’d love it to be pretty free-form.
Yes, this is the best way to do it. Here is the process
First, you have to decide in what field you want to put the result. For example, you may create Summary rich text field for Meeting or just decide to append it to Description field.
Then you should create a button and experiment with the prompt. It can be quite complex and it can take many iterations. Some important things:
– decide what data you will pass to the prompt. It can be just meeting transcript, or a list of all related tasks with name and status, etc.
– think what you really want to do and guide GPT with some instructions how to handle the data and what output you expect
As an example, I quite often to use a button to generate first feature specification based on all linked highlights. It usually works pretty good and here is the prompt.
Note how I pass a collection of highlights via {- Highlights:Highlight -} syntax. You can pass all tasks related to some Company in a similar way like {- Tasks:Name -}. Check this guide for more details.
[ai model=gpt-4o]
You are a very experienced product manager. You need to write a good specification for a feature "{{Name}}" based on customers requests. Let's work on this step by step.
First, generate a short list of main problems based on customers feedback Make problems unique, do not repeat them. Generate a list of problems via bullet points. Here is the customers feedback below:
"""
{- Highlights:Highlight -}
"""
Next step. Now merge similar problems and return a list of main problems only. No more than 5 problems.
Next step. Now think and invent a feature specification for feature {{Name}} that will solve the problems above.
Return in the following template:
## Problems
[list of main problems above as bullet points]
## Solution
[brief solution overview]
### Key use cases
[enumerate major use cases for this feature as a bullet points list]
### References
[Provide a list of software tools where this problem is solved with links to home page]
[/ai]
Very thorough, thanks for this Michael! You’ve given me something to play around with over the holiday break. Thanks for sharing your prompt as well – that’s a great resource.
I logged back into our old Clickup account (shivers) to grab something out of an old Task, and noticed that they’ve actually taken a similar approach to what I was suggesting… While I won’t say this often (ever?) about Clickup, I like their approach here (although it’s VERY visually intrusive)
While I certainly wouldn’t want this to be the only option for using AI in Fibery, I do appreciate the ability to narrow the AI’s focus to something specific so easily.
