Ask Brightflag Prompt Playbook

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
🔍 What You Can Ask About
📊 Available Data Points
🚀 Coming Soon
📝 Filter Cheat Sheet

📌 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

📅 Invoice Date Filters

🧾 Invoice Status Filters

💱 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:

Access & Availability

The following roles can use Ask Brightflag:

• Admin

• Overview