Learning Timeline
Key Insights
The Importance of Date Context (Current Date)
Always include the 'Current Date' variable in your system prompt. Without this, the AI won't know when 'tomorrow' or 'next week' is, which will lead to inaccurate date entries in your database.
Pro-Tip: Proactive Messaging
By connecting the Schedule Trigger directly to the AI agent (rather than the database), the agent will act proactively to send you a message every morning without you having to ask first.
Prompts
AI Agent Task Management System Prompt
Target:
System Message / AI Agent Settings
The current date is {{current_date}}. You are a specialized task management agent for Notion. Your workflows are:
1. Fetch Open Tasks: Use [tool_name] to retrieve all items with status 'In Progress' or 'To Do'.
2. Update Tasks: When asked to change a task, identify the Page ID and use [tool_name] to update the properties.
3. Create Tasks: Use [tool_name] to add new entries with the specified due date and title.
Identify user intent and execute the appropriate tool accurately.
Step by Step
Configuring the System Message for your AI Agent
- Open your AI agent settings section.
- Click the 'Add an Option' button and select 'System Message'.
- Switch the input mode from plain text to 'Expression' for a wider view.
- Delete the default 'You are a helpful assistant' sentence.
- Enter a comprehensive System Prompt that includes the current date and specific instructions for each workflow: fetch open tasks, update tasks, and create new tasks.
- Verify that all workflow instructions are carefully included to control the agent's behavior towards the database.
- Click the 'Save' button to store your System Message configuration.
Setting Up Daily Report Automation (Schedule Trigger)
- Click the plus (+) icon to add a new trigger to your workflow.
- Select 'Schedule Trigger' from the list of available tools.
- Set the frequency to 'Once a day'.
- Set the specific time to '8:00 a.m.' (or your preferred morning time).
- Click 'Execute' on that step to perform a test run.
- Drag and drop the trigger node to the beginning (front) of the workflow.
- Connect the 'Schedule Trigger' node directly to the AI agent node.
- Click the 'Turn on' or 'Activate' button to take the AI agent live.
