Your first week with dassi
The goal isn’t “AI everywhere.” The goal is to remove the repeatable browser overhead that steals your day.
Day 1: Pick one high-frequency workflow
- Choose one app you touch daily (email, CRM, docs, dashboards).
- Ask dassi to do the safe part first (summarize, draft, label, preview).
Day 2–3: Make it repeatable
- Save a prompt template (format, tone, what to include/exclude).
- Define guardrails: “never send/submit without confirmation.”
Day 4–5: Connect tabs (without integrations)
- Read context in one tab and write results into another tab (CRM, Docs, Sheets).
Prompt recipes for this role
- “Log this message thread to Salesforce under this contact.” (use case: LinkedIn Message to CRM Note, Zero Integration)
- “Summarize the last 5 messages and add as a note in HubSpot.” (use case: LinkedIn Message to CRM Note, Zero Integration)
- “Build a prep brief for this meeting: attendee backgrounds + recent threads.” (use case: Meeting Prep Panel Injected Into Calendar Events)
- “Pull last touchpoints from Salesforce and summarize them.” (use case: Meeting Prep Panel Injected Into Calendar Events)
- “Classify this inbox: needs reply today vs FYI vs newsletters.” (use case: Email Triage With Batch Actions)
- “Archive all newsletters and keep anything from my boss.” (use case: Email Triage With Batch Actions)
- “Turn this into a calendar invite for Thursday 3pm at Blue Bottle.” (use case: “Add to Calendar” Button Inside Any Email)
- “Add a 25-minute buffer and include the Zoom link if present.” (use case: “Add to Calendar” Button Inside Any Email)
Safety checklist
- For actions (send, submit, delete), require explicit confirmation.
- Prefer structured outputs: checklists, tables, and short briefs you can reuse.