Use @AI Assistant for faster drafting

The @AI Assistant doesn’t retrieve external data. It generates content purely from the language model and works best for quickly structuring memos, summarizing content, and drafting responses based on the Conversation history.

Best practices

  • Use @AI Assistant for structuring content, not retrieving research.
  • Clearly state formatting expectations (bullet points, memo style, report format).
  • Indicate audience expectations (technical, executive summary, internal use).
Less effective prompt
: "@AI Assistant Draft a memo explaining the company's tax liabilities."
Better prompt
: "@AI Assistant Summarize the above findings in a technical memo format, including sections for federal, state, and deferred tax obligations. Structure it for an audience of tax professionals, ensuring the tone aligns with regulatory reporting best practices."

Why this works

  • The @AI Assistant doesn’t retrieve data, so this keeps the request within the scope of the provided content.
  • Formatting instructions ensure the output aligns with expectations.
  • Technical details specify the intended audience and use case.

Export Conversations

You can export Conversations to PDF or Word. This is helpful when using the AI Assistant to help draft output documents.

error-icon

error-close