The strategy of "Creating an assistant strategy" focuses on helping users effectively engage with a bot. The first step is to clarify and define your needs by writing down specific requirements and prioritizing them according to urgency and importance. For example, if you need help scheduling, break it down into finding available times. Evaluating resources and setting timelines also helps structure your interaction with the bot.
Effective communication is key when interacting with the bot. Using polite language and providing clear information aids in receiving precise responses. For instance, instead of asking vague questions, use specific keywords related to your issues. This ensures that the bot offers relevant assistance without misunderstanding.
Lastly, reviewing and utilizing the bot's responses ensures maximum benefit. Carefully reading through the bot's outputs helps understand insights clearly. You could compare the advice with known solutions and plan how to implement them, ensuring effective utilization. If any suggestions seem off, clarification can optimize results.
The strategies
⛳️ Strategy 1: Clarify and define your needs
- Write down what you specifically need help with
- Prioritise your needs in terms of urgency and importance
- Break down your needs into smaller, manageable parts
- Determine if your needs require immediate attention or can be planned for later
- Consider whether you have existing solutions that the bot can enhance
- Identify any resources or information you should prepare beforehand
- Think about what success looks like for you once the bot provides assistance
- Decide on timelines for achieving the outcome you desire
- Evaluate how frequently you'll need to check for progress
- Identify any potential challenges in using the bot to meet your needs
⛳️ Strategy 2: Communicate effectively with the bot
- Be polite and respectful in your language and requests
- Provide concise and clear information to the bot
- Use specific keywords related to your requirements
- Avoid jargon unless it is necessary to the issue at hand
- Ask direct questions to get better and faster responses
- Use simple sentence structures to avoid misinterpretation
- Double-check your inputs for typos or incorrect phrasing
- Break down complex questions into simpler parts if needed
- Respond clearly to follow-up questions or clarifications
- Seek confirmation or summary from the bot for complex responses
⛳️ Strategy 3: Review and utilise the bot's response
- Read carefully through the bot's response for full understanding
- Take notes on important insights or instructions provided
- Clarify any parts of the response that seem vague or confusing
- Compare the bot's advice with your current understanding
- Analyse if any action items need to be adjusted for your situation
- Plan how to implement the bot's suggestions in your context
- Monitor the outcomes after implementing the advice
- Gather resources or support needed to carry out the suggested actions
- Track the progress of your tasks based on the bot's plan
- Evaluate the efficiency and effectiveness of the help provided
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.

Give it a try and see how it can help you bring accountability to your strategy.
