Leveraging Power Automate flows and AI Prompts for Proactive Reporting – CRM Software Blog

 

 

Leveraging AI Prompts for Proactive Reporting

Reports can be incredibly engaging, especially when utilizing Microsoft Power BI. This powerful tool enables you to integrate multiple datasets from various sources and centralize them in your Azure Data Lake. From there, you can extract segments to create a semantic model and craft stunning visuals that highlight your key metrics.  However, Microsoft envisions a future where Copilot revolutionizes reporting by making it more intuitive, efficient, and insightful. Instead of manually navigating through a report to find answers, you can create an AI prompt that proactively delivers insights. There are many ways to achieve this, but my favorite method is to use AI Prompts and Power Automate flow to provide analytics and recommendations.

Check out my steps on how I built an AI Prompt to proactively review my inventory, and provide suggestions on how I can manage it.

 

What are AI Prompts?

AI Prompts are how you build custom generative AI capabilities in Power Platform — like summarizing a body of text, drafting a response, or categorizing an incoming email.

Imagine prompt engineering as training a language-savvy assistant. The more precise your instructions, the better it understands and fulfills your requests. Prompt engineering is your secret weapon for harnessing the power of GPT. By mastering this skill, you can create tailored solutions to a wide range of challenges.

If you’ve never built a prompt before, then check out Microsoft’s AI Builder’s prompt guide:   https://go.microsoft.com/fwlink/?linkid=2255775

 

Build your AI Prompt

Are you ready to build?First, you can navigate to the AI Hub

 

Locate the AI Prompts

 

Find the Summarize text template

 

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