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  4. Writing effective requests

Writing effective requests

Describe the outcome you want in plain language. Proto chooses the tools, skills and steps for you.

Proto guide 1 min read Article 1 of 10 in Working with Proto

On this page

  1. Ask for the result, not the method
  2. Include what matters
  3. Useful phrases

Working with Proto

  1. Writing effective requests
  2. Work modes overview
  3. Using plan mode
  4. Using uninterrupted mode
  5. Goals and todos
  6. Structured questions and follow-up buttons
  7. Managing threads and sessions
  8. Attaching files
  9. Stopping a running task
  10. Background tasks

Ask for the result, not the method

You never need to name a tool, skill or command. Tell Proto what “done” looks like.

Instead of…Try…
“Add some columns to Products.”“Add a Margin % formula column to Products, calculated from price and cost.”
“Make a dashboard.”“Build an operations dashboard showing open work orders, overdue orders and utilization by work center.”
“Help with this file.”“Clean this customer export: fix duplicates and standardize addresses.”
“Set up approvals.”“Trigger an approval whenever a requisition is over $10,000.”

Include what matters

  • Where: the app, table or page the change belongs to.
  • What: the fields, rules, numbers or thresholds involved.
  • Output: the file type, page or format you want back.
  • Checks: anything Proto should test, for example “test it with a sample trigger.”

Useful phrases

Say thisProto does
“Plan this before you touch anything.”Enters plan mode and waits for your approval.
“Finish it end to end, don’t check in.”Runs without interruptions and tracks todos until done.
“Do this for all 400 rows, one file each.”Starts a bulk job with one report per row and a final check.
“Test that workflow before activating it.”Runs the workflow with sample triggers and checks the results.
“Why is this dashboard broken at zero rows?”Fixes empty-state handling and re-checks the page.
“Tell me when this page changes.”Creates a watch routine that reports back in this thread.

Tip: If the result is close but not right, say what is wrong instead of starting over, for example “The chart overlaps on mobile.”

PreviousProto glossary Next Work modes overview

Related articles

Your first conversation with Proto Type what you want in the composer and press Enter. Proto plans the work, carries it out, and reports back in the same thread.Work modes overview Proto has five ways of working. Pick the one that matches how much you want to be involved.When a build is partial or wrong Tell Proto what’s wrong and let it fix the same thing, rather than starting over.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI
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