How to Get Monthly Reports From AI

What it is

Tanka’s Quick Prompts are designed to eliminate this monthly stress. The team lead can now create a detailed prompt, such as “Review all documents in the ‘Q3 Projects’ folder for compliance with our internal data security policies and generate a summary of any flagged issues.” They then schedule this prompt to run automatically on the 1st of every month at 9:00 AM. Now, the compliance report is generated and waiting in their chat when they start their day, allowing them to simply review the findings and take action.

How to Use

  1. Go to the “Chat” Tab

  2. Click on your AI Assistant

  3. Click on the magic stick button “:magic_wand:” on the bottom of the input box

  4. Click on “+ New Prompt” to enter your quick prompt

  5. You can also set a timer for how often you want it to run (e.g., “The 1st day of every month”).

  6. If you don’t want to set a timer, you can just save the prompt and click on the magic stick to reuse it every time.

More Info

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