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Best Practise Prompting

When prompting Fluent be specific about what you want it to do. Clearly describe the format, fields or columns, the number of insights or bullets, and what to focus on. This helps Fluent generate insights that support the story you are trying to tell.

Updated this week

Now you've started prompting Fluent in the Docs and Slides functionality, you're probably beginning to play around with different complexities and styles of prompts and guidance for Fluent.

Imagine the below scenario:

You want a slide in your monthly report that shows performance by campaign, with a few insights and a table. Instead of asking Fluent to simply "generate some insights", you ask Fluent to create a table with columns for campaign, spend and ROAS, then add three concise insights and two recommendations focused on improving ROAS. Fluent can now generate a structured slide that is ready to use, reflecting the story you want to tell.

Overview:

When prompting Fluent, it's best to give it specific and direct instructions. Ambiguous, non-direct prompts work too, but will not be as effective in helping you tell the story you want to.

You can prompt Fluent in two main contexts:

  • On slides, using the chat box at the bottom of the slide UI

  • In docs, either on the whole document or on a selected paragraph or section

In both cases, Fluent will follow the instructions you give it. You will get better results if you:

  • Specify the structure of what you want (for example, a table, bullet points, the number of insights)

  • Define the content fields (for example, campaign, spend, ROAS)

  • Explain the focus (for example, improvements, top and bottom performers, CMO summary)

Vague prompts leave Fluent to decide what "better" means. Specific prompts let you control the story and output.

So how do you do this?

Step 1a: Prompt Fluent for slides

In the slides UI, use the chat box at the bottom of the screen to give Fluent instructions.

If you want Fluent to generate a slide from scratch once data is connected:

  • Be clear that you want a new slide or a change to the current slide

  • Describe the output, for example a table plus a text box with insights

For tables, specify:

  • The exact columns you want, for example campaign, spend and ROAS

  • Any filters or focus, such as top spending campaigns or lowest ROAS

For insights, specify:

  • How many insights you want, for example three insights and two recommendations

  • The style, for example concise and informative

  • The focus, for example improving ROAS or calling out top and bottom performers

Here's an example prompt for a new slide:
​"Generate a table on this slide with columns for campaign, spend and ROAS using the connected data. Then add a text box with three concise insights and two recommendations focused on improving ROAS."

Step 1b: Prompt Fluent for docs

When working in docs, you can:

  • Select a specific paragraph or section and ask Fluent to regenerate it in the 'View & Edit' functionality

Once you select a specific section of text, you can:

  • Ask Fluent to rewrite it in a different format, for example bullets instead of prose

  • Ask for a different tone or focus, for example more positive or more executive-level

You can use general prompts such as "make this more concise" or "make these insights more positive", but these are open-ended and Fluent will make its own choices about what to change.

For more control, specify:

  • The format you want, for example "turn this into three short bullet points"

  • The focus you want, for example "focus on improvements in ROAS and conversions"

  • Any constraints, for example "keep key metrics, remove filler"

Here's an example prompt for a Doc report:
​"Take this paragraph and break it into two short bullet points. Keep the key stats and remove any filler."

General Best-in-Class Guidance: Use specific prompts instead of open-ended requests

Replace vague prompts with concrete instructions that define both structure and angle.
​
​Instead of:

  • "Make this more concise."

  • "Make these insights more positive."

Use prompts like:

  • "Break this paragraph into two short bullet points that keep the main message and key metrics."

  • "Rewrite these insights to focus on the improvements we have seen across these campaigns. Highlight percentage increases in ROAS and conversions and keep it to three short bullets."

You can also direct Fluent towards the audience:

  • "Write this as a one-sentence summary and three bullets for a CMO."

  • "Highlight the top three performance improvements that a client would care about."

Being specific about structure, number of bullets and the angle of the insights helps Fluent generate outputs that are closer to what you had in mind and that support your narrative in slides and docs.

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