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Five-part request

From official docsAuthor: @JeffShanCha

The structure of a strong request from the official Get started guide. Replace the parts in angle brackets.

[Outcome] When done: <e.g. a list of every unanswered customer email this week>
[Sources] Use: <apps / sites / files / conversations>
[Constraints] Do not: <e.g. reply to anyone, edit the CRM>; ask me first if <situation>
[Deliverable] Return: <format, e.g. a table with customer / subject / due date / suggested reply>
[Review point] Stop and wait for me at: <step>
  • Use it the first time you run a task; once it works, ask the Bot to save it as a skill.
  • Constraints and the review point are the two parts people forget most, and the two that prevent the most mistakes.

Sources