Overview:
The Ask Brightflag Prompt Engineering Playbook is your go-to resource for crafting effective prompts in Brightflag's AI-powered assistant. This guide explains how to frame questions, what data you can access, and tips to refine your queries for the best results.
💡 What This Article Covers
📌 Best Practices
✅ Be Direct
Avoid vague language.
✅ Iterate
Refine your prompt based on the results.
✅ Use Follow-ups
Example: “For the previous query, add total spend.”
✅ Use Brightflag Terms
“Department” → Not “Practice Area”
“Matter Category” → Not “Case Type”
🔍 What You Can Ask About
Ask Brightflag understands:
Invoices
Matters
Aggregated Data (e.g., matters rolled up into department or vendor level)
Narrative Lines (line descriptions, rates, timekeepers)
📊 Available Data Points
💰 Spend
Total Spend
Expenses (in your org’s currency)
📂 Matter-Level
Matter Name
Entity
Department
Only includes matters with invoice spend
🧾 Invoice-Level
Invoice Number
Status
AP Route
📅 Key Dates
Matter Start Date
Invoice Submission Date
Billing Period
📜 Other Info
Purchase Order Numbers
🔍 Line Item Details
Descriptions
Rates
Timekeepers
👤 Timekeeper
Timekeeper Details
🚀 Coming Soon
Vendor Details
Flags
Accruals
📝 Filter Cheat Sheet
💱 Currencies
Supports your org’s currency only
No conversion available
📅 Invoice Date Filters
Default Date Type:
Billing Period End Date
“Invoices from March 2024” → Filters by end date.
Defaults to:
Current calendar year unless specified.
⚠️ Fiscal filters not supported
“Fiscal quarter 2” → Not supported
Other date filters:
Use exact terms for precision:
Billing Period Start Date
Received Date
Status Change Timestamp
Approved Date
Rejected Date
🧾 Invoice Status Filters
Default:
Only non-rejected, fully processed invoices.
To include rejected invoices:
Use “Show me all rejected invoices.”
Status Filter Glossary:
Filter | Includes |
Pending | Pending, Awaiting Details, On-Hold |
Approved | Approved, Batch Exported, Paid |
Explicitly Approved | Only “Approved” status |
Batch Exported | Sent to AP |
Only Paid | Paid invoices only |
Awaiting Details | Awaiting clarification/information |
Access & Availability
The following roles can use Ask Brightflag:
Admin
Overview