Each prompt names what it needs. A connection your firm has not set up gets an honest “I can’t reach that” rather than a guess, and entries naming a skill depend on one being assigned to your firm. Ask Answers “which skills are available to me?” for your list.
- Your inbox
- Clients
- The firm
- Your time
- The books
What did I promise people?Comes back as a list you can act on, not a search result. Needs Outlook.Triage the pileRanked by what actually matters, with the reason it made the list. Needs Outlook and Teams.Then act on itDrafting keeps you on the last step. Sending needs your approval anyway.
From question to dashboard
With a strong skill behind it, Answers does not just reply. It builds..html file you download and open in a browser, so you can send it to a partner without anyone needing a Denari login.
Keep shaping it in the same conversation rather than starting over:
Also try: a CFO dashboard from practice management data, realization by client family, or a personal dashboard of just your own work. Needs Denari Flows, or a connection to your practice management system (for example Practice CS), plus a skill holding your firm’s definitions.
Write a better prompt
These come from reading the threads that went nowhere. Four habits fix most of them.
The first one matters most. A lot of stalled conversations are just Answers saying it cannot reach something nobody told it to reach.
A day in the life
1
8am, triage
Top 5 emails I need to act on today, and why.2
10am, the notice
What does this notice mean, and draft a calm reply to the client.3
2pm, capacity
Who on the CAS team is over capacity in the next three months?4
5pm, time
Draft my time entries for today from my activity.The four shapes
Try a few and the pattern underneath becomes obvious. Nearly everything is one of these:Ask
A question against data you have. Fast, one-off. Start here.
Analyze
Multi-step work across systems, ending in a table, chart or spreadsheet. Raise Effort.
Act
Draft the email, create the invoice. Pauses for approval on anything leaving the building.
Automate
Any of the above on a schedule. The destination for anything you do more than twice.
The ones nobody expects
People also use it for the parts of the job that are not accounting: “Did You Know” facts for new staff, a mentorship programme outline, core values nominations, a LinkedIn caption from a photo, a slideshow from a rough outline. Worth knowing, because the firms getting the most out of Answers are the ones where people stopped treating it as a reporting tool.Nothing here matches your work?
Expected. These are starting points, and the useful prompts at your firm are shaped like your firm’s process. The method: for one week, every time you think “this part is tedious”, paste the tedious part into Answers. When one works, say “save that as a skill” before you move on.Open Answers
Take any prompt above and try it.