Method AI works in three places, and each one takes different prompts. The prompts below are grouped by where you use them, and each has been tested on the screen it names. For an overview of the three, see Method AI Primer.
Type a prompt exactly as written, one change at a time.
Quick Customize
Use Quick Customize on a live screen to change how a grid looks for you and your team. If you don't like the result, type Undo.
Starting example prompts:
Open your Estimates grid and try these first.
Type this |
Move the Customer column to the first position |
Hide the Memo column |
Add the Terms column |
Add a total to the Amount column |
Undo |
Estimates
Type this |
Create a view called High-value estimates with estimates over $20,000, highest first |
In this new view only show customer, notes and amount |
Create a view called Small orders with estimates under $5,000 |
Hide the Small orders view |
Add the Assigned to column |
Add the Expiration date column |
Move Expiration date next to Customer |
Rename the My Estimates view to My quotes |
Show 10 estimates per page |
Invoices
Type this |
Add a total to the Balance column |
Create a view called Large invoices with invoices over $10,000, highest first |
Create a view called Ohio invoices with invoices where State is Ohio |
Hide the Memo column |
Sales orders
Type this |
Add a total to the Amount column in the My sales orders view |
Hide the Memo column in the My sales orders view |
Create a view called Large orders with sales orders over $10,000, highest first |
Payments
Type this |
Add the Payment method column |
Add a total to the Amount column |
Items
Type this |
Create a view called Inventory parts with only inventory part items |
Move the Name column to the first position |
Show 50 items per page |
Ask how it works
Switch the mode dropdown to Ask before you type. These were tested on the Estimates grid.
Type this |
What does the email button do? |
Which views does this list have and what does each one show? |
Review and undo
Type this | Notes: |
Undo |
|
Show customizations |
|
Reset to stock | ❗️Warning: Reset to stock removes all customizations for everyone on your account. |
Builder AI
Use Builder AI in the Builder to change how a screen works. These prompts are for admins and were tested on the Estimates screen.
❗️Note: Type "Undo" will remove changes since the last prompt. This includes any manual changes you have made since the last prompt.
Example prompts:
Task | Prompt |
Rules behind a button |
|
Add a check before a button's steps | At the beginning of the Email action set, before any existing actions, if Site measurements confirmed isn't checked, show a message titled 'Site measurements needed' saying 'Please confirm site measurements before sending this estimate.' and stop. |
Add a rule to the Save button | At the beginning of the Save button's action set, before any existing actions, if Expiration Date is empty, show a message titled 'Missing date' saying 'Please add an expiration date.' and stop. |
Field rules |
|
Set a field when another field changes | When Status changes to Accepted, set Expiration Date to today |
Screen changes |
|
Add a brand-new field and its input box | Add a Site contact text box below Customer |
Make a field required | Make Expiration Date required |
Add an existing field to the screen | Add the Terms field below Expiration Date |
Move a field | Move Opportunity below Status |
Make a field full width | Make internal notes full width |
Hide a field | Hide the Tags field |
Add a new section | Add a section called Site details below Additional details |
Add a new Yes/No field | Add a Rush order checkbox below Status |
Ask how it works
Switch the mode dropdown to Ask before you type.
Question | Prompt |
Ask what a button does | What does the email button do? |
Ask what the Save button does | What happens when I click Save? |
Ask what happens when the screen loads | What happens when this screen loads? |