Welcome to your quick-reference guide for getting the most out of FlowPath's AI Assistant. Whether you're managing work orders, tracking equipment, or planning projects, this guide breaks down prompt types by feature category.
🔧 Work Orders
Ask the AI Assistant to:
Filter: "Filter work orders assigned to me"
Create: "Create a work order with description 'HVAC down at xyz'"
Update: "Update work order 1017 and assign Bill Smith"
Export: "Export all pending work orders older than 30 days to Excel"
Ask for help: "How do I export FlowPath work orders to Excel?"
Ask equipment-specific questions: "What refrigerant does Trane HVAC model 4TTV7X24A1000AA use?"
Use voice: "Move all work orders assigned to Tom Smith to 'Scheduled'"
Upload files: "This image is of work order 1017, please fill in the fields"
🛠️ Equipment & Sub-Equipment
Prompt Examples:
"Create equipment with HVAC category in room 12"
"Update the HVAC equipment with category HVAC"
"Filter equipment with category HVAC"
"Export all HVAC equipment to Excel"
"How many HVAC units need replacing in 2 years?"
"Suggest a PM schedule for this equipment"
"Upload an image to populate fields"
📅 PM Schedules
"Create a new PM schedule for a Trane HVAC system"
"Assign Bill Williams and add HVAC category"
"How many PM schedules are set for next month?"
Voice and text supported for updates and task list enhancements
🔍 Inspections
"Create a new Inspection for daily campus rounds"
"Assign Bill Williams to all HVAC inspections"
"Enhance my current task list for this Inspection"
"How many inspections are scheduled for next month?"
🧾 Asset Reservations
"Create new reservation from image"
"Update this reservation to end Saturday at 4pm"
"Where is the equipment located for this reservation?"
📦 Inventory
"Create inventory item named 'AC Coolant'"
"Update item to have 5 more in stock"
"What is the reorder point for this inventory item?"
🛒 Procurement
"Create new procurement for 'AC Coolant'"
"Update transaction to quantity 12"
"How many procurement transactions are in request state from WO 1701?"
🧮 Adjustments
"Create new adjustment for 'AC Coolant' from image"
"Actual stock for AC Coolant at Warehouse 1 is 4"
"How many adjustments are currently open?"
🤝 Vendors
"Create new vendor 'Tony's HVAC Repair'"
"Update vendor COI amount to $100,000,000"
"How many vendors are in the HVAC category?"
📁 Projects
"Create project 'HVAC System Upgrade'"
"Update project end date to end of the month"
"How many projects are in the HVAC category?"
📆 Events
"Create new event 'Basketball Practice' every Wednesday from 12–1pm"
"Update event end date to end of the month"
"Create work order for this event to turn on HVAC"
"How many events were completed this year?"
🧑💼 Event Groups & Requesters
"Create event group 'Northside Basketball Team'"
"Update event requester email to..."
"How many event groups were completed this year?"
💰 Event Invoices
"How many event invoices are unpaid?"
"Update event invoice amount to..."
📊 Reporting Dashboards
"Create dashboard from image or file"
"Track all open work orders in a new dashboard"
"How many work orders were completed in 7 days this year?"
🛠️ Importing Data
Similar commands for locations, equipment, inventory, vendors, projects, and events
✅ Tips for Success
Be Specific: Include names, IDs, categories, etc.
Use Natural Language: Speak or type like you would to a teammate
Upload Files: Photos, documents, or spreadsheets are accepted
Voice or Text: Both methods are supported
For more help, visit: FlowPath AI Assistant Help Center