New
August 22, 2023
Our first AI feature! (plus default due dates)
Content Snare's first AI feature is ready, and it's awesome.
More on that in a second. Here's what we just released:
- Smart Request (AI) - Paste a list of questions or a prompt to create a request
- Quick Request - Send a templated request in seconds
- Request defaults - Default settings for requests, including one for **how many days in the future that due dates should default.
You'll find Smart & Quick Request under the "Add New" button in the top right corner. Request defaults are in your Company settings.
Now let's talk about Smart Requests.
There are 2 options.
- Paste a list of questions to create a request
- Describe the form you want to create
1. Paste Question List
It's almost as fast to send a request as it is to send an email. Just paste in your list of questions and Snare AI will create the entire request, ready to send.
This opens up entirely new use-cases. It used to be tedious to send a short request, as you had to create questions one-by-one. Now you just paste in the same list that would would have sent in an email.
Under the hood, it automatically determines what kind of data each question should be e.g. text, file, multiple files, multiple choice etc. For multiple choice questions, it even creates the choices.
Given that it is a predictive model, you should always check over the results to make sure they are correct for your use case.
2. Describe your form
This one can give you ideas for questions to include in your requests. Simply type in what you want the request to do.
e.g. I'm an accountant in Australia, specializing in tax. I'm onboarding new company clients and need to gather information about the person, their business, other entities and their previous accountant.
The entire request is created automatically.
You can have fun with this too. We tested with all kinds of silly prompts. Here's one of our favourites:
"I need you to determine if someone is human or a racoon by asking them at least 10 questions. Be creative as a racoon can be very cunning. A racoon is not great at selecting multiple choice, so ensure there are some multiple choice questions."
Play around with it and let us know what you think.
Thanks for your feedback