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Tips & Guides

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"

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) Sent

Batch 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 three

Time 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 times

Timezone 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 handled

Quality 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" chat

Name 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 organized

File 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-upload

Automation Best Practices

Schedule Recurring Tasks

Instead of: Manual reminders every week
Use: "Every Friday 5 PM, create status report"

Result: Zero-effort automation

Set Early Reminders

Instead of: Day-before reminder
Use: "Remind me 1 week before"

Result: Plenty of time to prepare

Test First

Try It Manually

Do it once manually

Test Schedule

Test schedule

Fully Automate

Then fully automate

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 patterns

Update 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 current

Review Memories

Occasionally:
Settings → Memory → Review stored info
Delete outdated memories
Add important new ones

Result: Accurate, current learning

Error 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 stuck

Clarify When Uncertain

Not sure about action?
You: "Is this email correct?"
Polaris AI: [Helps review]

Result: Confidence before confirming

Power 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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