Tips & Best Practices
Get the most out of Polaris AI with expert tips and tricks
Tips & Best Practices
Effective Prompting
Be Specific
Vague: "Send an email" Specific: "Send an email to john@example.com about tomorrow's meeting"
Vague: "Create a document" Specific: "Create a project proposal document with timeline and budget sections"
Provide Context
Missing context: "Schedule a meeting" With context: "Schedule weekly standup with the dev team for Monday at 10 AM"
Unclear: "Update the spreadsheet" Clear: "Add Q1 sales data to the revenue tracking spreadsheet I uploaded"
Correct:
- "Schedule a meeting for next Tuesday"
- "Email the proposal to the team"
- "Find all emails from Sarah this week"
Wrong:
- "action=create_event&date=next_tuesday"
- Overly technical phrasing
Multi-Step Workflows
Break Down Complex Tasks
Instead of one overwhelming prompt: Long: "Do everything for quarterly review"
Create Spreadsheet
"Create Q1 metrics spreadsheet"
Add Data
"Add data from attached CSV"
Create Charts
"Create charts showing trends"
Generate Report
"Generate report document"
Send via Email
"Email to board"
Chain Related Actions
You: "Create an event for Friday"
Polaris AI: Done
You: "Add John and Sarah"
Polaris AI: (Knows you mean the event) Added
You: "Send them calendar invites"
Polaris AI: (Still in context) SentBatch Operations
You: "Archive emails from January, February, and March"
Polaris AI: Batches and archives them all
You: "Create issues for these features: auth, API, UI"
Polaris AI: Creates all threeTime Management
Use Specific Time References
"Tomorrow at 2 PM"
"Next Friday morning"
"In 3 hours"
"This Saturday at 9 AM"
Wrong:
"Sometime later"
"Soon"
Ambiguous timesTimezone Awareness
If scheduling across timezones:
You: "Schedule for 3 PM EST"
or
You: "Update my timezone to PST, then schedule for 3 PM"Set Recurring Tasks Early
You: "Every Monday 10 AM, schedule team standup"
(Set early in the week, not Monday morning)
Result: Future Mondays automatically handledQuality Checks
Always Review Previews
For important actions:
Polaris AI: [Shows email preview]
↓
You: Check recipient, tone, content
↓
You: [Confirm or edit]Edit Before Confirming
If preview isn't right:
Polaris AI: [Shows draft]
You: "Actually, make that more formal"
Polaris AI: [Updates tone]
You: [Confirm edited version]Verify Email Addresses
Double-check before sending:
Polaris AI: To: john@company.com You: Verify this is correct before confirming
Workspace Organization
Keep Chat History Clean
Organize conversations by topic:
- "Q1 Project Management" chat
- "Email Templates" chat
- "Meeting Notes" chat
- "Ideas & Brainstorming" chatName Conversations Clearly
"2024-03 Project Alpha Planning"
"Client ABC Communication"
"Weekly Status Reports"
(Not: "Chat 1", "Chat 2")Archive Completed Chats
After project ends:
- Archive old conversation
- Keep recent ones for reference
- Stays organizedFile Management
Use Descriptive Filenames
Correct:
- "Q1 Budget Proposal - Final"
- "Client Presentation - Acme Corp"
- "Team Meeting Notes - March 2024"
Incorrect:
- "Document1"
- "Presentation" (multiple with same name)
Organize Vault Regularly
Delete Unnecessary Files
Delete files no longer needed
Archive Completed Projects
Archive completed projects
Maintain Organization
Keep vault manageable
Improve Performance
Improves search speed
Reference By Name
You: "Summarize the Q1 budget spreadsheet"
Polaris AI: (Finds it by name from vault)
Result: No need to re-uploadAutomation Best Practices
Schedule Recurring Tasks
Instead of: Manual reminders every week
Use: "Every Friday 5 PM, create status report"
Result: Zero-effort automationSet Early Reminders
Instead of: Day-before reminder
Use: "Remind me 1 week before"
Result: Plenty of time to prepareTest First
Result: Confidence in automation
Memory & Learning
Tell Polaris AI About Yourself
You: "I prefer formal communication with external partners"
You: "My team usually meets Monday and Thursday"
You: "Share documents with the design team by default"
Result: Polaris AI learns your patternsUpdate Preferences
When things change:
You: "I'm now in PST timezone"
You: "No longer work with project-alpha team"
You: "New manager is Sarah"
Result: Keeps learning currentReview Memories
Occasionally:
Settings → Memory → Review stored info
Delete outdated memories
Add important new ones
Result: Accurate, current learningError Recovery
Undo Mistakes
If you click confirm by accident:
You: "Undo that email!" Polaris AI: Email unsent (if within 30 seconds)
Result: Quick recovery
Ask for Help
Stuck? Just ask naturally:
You: "I think I made a mistake, what should I do?"
Polaris AI: Guides you through options
Result: Never stuckClarify When Uncertain
Not sure about action?
You: "Is this email correct?"
Polaris AI: [Helps review]
Result: Confidence before confirmingPower User Tips
Common Mistakes to Avoid
Pro Workflow
Morning
Check Calendar & Emails
Check calendar & emails
Set Daily Priorities
Set daily priorities
Schedule Block Time
Schedule block time
Review Meetings
Review today's meetings
During Day
Use Natural Language
Use natural language
Batch Similar Tasks
Batch similar tasks
Review Before Confirming
Review before confirming
Reference Vault Files
Reference vault files
End of Day
Create Summary
Create summary
Set Tomorrow's Reminders
Set tomorrow's reminders
Archive Completed Chats
Archive completed chats
Plan Next Day
Plan next day
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