> Seven prompts, one a day, that hand your filing, summarising and comment round-trips to your assistant, each with what you'll have afterwards.

# Your first week with your AI assistant

By the end of a week your assistant should be doing the filing, the summarising and the comment round-trips you used to do by hand. Try one of these prompts a day, swapping in your own collection and memo names. Each one says what you'll have afterwards.

Not connected yet? See [Connect Claude to Fieldwerk](https://help.fieldwerk.ai/pz1hhc2mwy.md), [Connect ChatGPT to Fieldwerk](https://help.fieldwerk.ai/exh83fg13f.md) or [Connect other AI tools to Fieldwerk](https://help.fieldwerk.ai/ncqwmkwsa2.md).

## Day 1: save a conversation as a memo

At the end of a useful chat, keep it:

```prompt
In Fieldwerk, save a summary of this conversation as a memo in my client collection and set its status to Draft.
```

You get a new memo, filed in the collection with its status set, and a link to it. The useful parts of the chat now live where your team can find them.

## Day 2: add to a memo you already have

Add new material without opening the memo:

```prompt
In Fieldwerk, find my kickoff memo for this client and add the decisions we just agreed under a Decisions heading.
```

The assistant searches your memos, then edits only that section. The memo's history shows the change, so you can see what it did and undo it.

## Day 3: make a board

See a collection's memos as cards by status:

```prompt
In Fieldwerk, add a board view to my client collection, grouped by status.
```

You get a new tab on the collection that everyone with access sees. If the collection has no status property yet, ask the assistant to define one first.

## Day 4: write the collection's instructions

Tell every assistant how a collection should be used:

```prompt
In Fieldwerk, write standing instructions for my client collection so every meeting note has the same shape: date and client in the title, then attendees, decisions and action items.
```

From then on any assistant working in that collection reads those instructions before it writes there, so the next note follows the same shape. See [Give a collection standing instructions](https://help.fieldwerk.ai/wn60xwy68v.md).

## Day 5: pull memos together

Turn several memos into one:

```prompt
In Fieldwerk, read this week's meeting notes in my client collection and draft a status update for the client as a new memo.
```

You get one new memo written from everything it read. Edit it yourself, or ask for changes.

## Day 6: work through comments

Act on your reviewers' feedback:

```prompt
In Fieldwerk, read the comments on my proposal memo, make the changes people asked for, and reply in each thread saying what changed.
```

The memo is edited and every thread has a reply, so reviewers can see what happened without a meeting.

## Day 7: build a chart from your data

Chart the data files in a notebook:

```prompt
In Fieldwerk, build a chart in my project notebook that reads hours.csv and budget.csv and shows hours against budget.
```

You get an artifact in a memo: a small HTML page that reads those files. Someone who can edit the notebook allows it to read them once, then the chart updates whenever the files do. See [Build an artifact that shows your data](https://help.fieldwerk.ai/b2us0x6yyp.md).

## When you're not sure what to ask

```prompt
Help me get started with Fieldwerk.
```

The assistant asks Fieldwerk for guidance that fits where you are and suggests a next step.

## Good to know

- It works as you, and reaches only what your account can reach.

- On Free, assistants can make 200 content changes a day per workspace; organising never counts. See [Choose a plan and manage billing](https://help.fieldwerk.ai/h2165qrkw6.md).

- The whole range of what it can do is on [What AI assistants can do in Fieldwerk](https://help.fieldwerk.ai/llsyyuio9f.md).