Great results start with great prompts. Whether you're building a Form, reviewing data, or drafting a Message, Slate AI (and generally speaking, all AI) can help in extremely meaningful way…if you know how to ask. This guide walks through effective prompting strategies, high-impact use cases, and advanced techniques to help you turn Slate AI from a shortcut into a strategic partner.

Philosophy of Prompting

Think of prompting as a conversation with a capable colleague. Slate AI performs best when you provide clear context and a clear goal.

• Good prompts clarify. They explain what you're doing, why you're doing it, and what you want to happen.

• Great prompts expand. They invite Slate AI to identify blind spots, suggest improvements, and offer new directions.

Example Situations and Prompting Strategies

Each example follows this structure:

• 🧩 Situation

• 🎯 Goal

• 💬 Prompt

• 🤖 How AI Can Help

• 🔁 Follow-Up Prompt

Form Building

🧩 Situation: Request for Information form
🎯 Goal: Improve completion rates
💬 Prompt:

"I'm building a Request for Information form in Slate. What questions should I include to ensure high completion, without overwhelming users? Include Field suggestions and optional vs. required guidance."

🤖 How AI Can Help:

• Recommend ideal fields and logical order

• Flag friction points

• Suggest Conditional Logic or personalization ideas

🔁 Follow-Up Prompt:

"Now suggest conditional logic based on the answer to 'Intended Start Term.'"

Query Analysis

🧩 Situation: Campaign engagement data
🎯 Goal: Spot trends or outliers
💬 Prompt:

"Here are the results of a query showing engagement by campaign type. Help me identify any trends or outliers, and suggest 2–3 follow-up areas to explore further."

🤖 How AI Can Help:

• Highlight unusual patterns

• Recommend filters or grouping strategies

• Suggest action items based on behavior

🔁 Follow-Up Prompt:

"What might explain the lower engagement in Segment C? How could I increase engagement?"

Email Campaign Strategy

🧩 Situation: Nurture campaign for non-applicants
🎯 Goal: Increase open and click rates
💬 Prompt:

"I’m drafting a 3-email nurture campaign for prospects who haven’t started their Application. Suggest a subject line, CTA, and tone for each message, and how they should evolve over time."

🤖 How AI Can Help:

• Generate subject lines and tone variations

• Recommend CTA phrasing

• Suggest merge fields or personalization logic

🔁 Follow-Up Prompt:

"Now revise that for first-gen students interested in Nursing programs."

Data Visualization

🧩 Situation: Yield dashboard
🎯 Goal: Highlight key funnel metrics
💬 Prompt:

"I'm creating a dashboard to track yield. What are the most impactful metrics to include, and how should I group them for storytelling?"

🤖 How AI Can Help:

• Suggest high-impact KPIs

• Recommend groupings by audience or behavior

• Offer layout ideas (e.g., side-by-side comparisons)

🔁 Follow-Up Prompt:

"Now adapt this for our transfer Population. What changes?"

Power Prompts for Strategic Leverage

Not all prompts are about getting tasks done, some are about unlocking insight.

“We’re overloaded during yield season. Based on what Slate can automate, where should we begin offloading work?”
“We want to improve student retention post-admit. What data should we start tracking now to help?”
“Here’s our current communication flow. Where might we be over- or under-engaging students?”

These prompts focus not on what’s next and what’s better.

Prompting Mental Models

Use these models to sharpen how you think about prompting:

The Builder Model

1. Structure it. Draft your first version.

2. Improve it. Ask AI to critique or refine the draft.

3. Stress-test it. Ask where it could fail.

4. Scale it. Adapt for new audiences or needs.

The Lens Model

Use AI to review your work through multiple lenses:

• Technical: “Is this query efficient?”

• User Experience: “Is this form too long or confusing?”

• Strategic: “Does this dashboard inform action or just show data?”

Stress-Test Your Work

Slate AI can not only build, it can also uncover potential pitfalls with properly-formed prompts.

“Where might this form design confuse applicants?”
“How could this drip campaign go wrong?”
“What assumptions am I making in this segmentation logic?”
“What blind spots does this rule setup create?”

Prompting Slate AI to challenge your work can catch potential issues avoid problems for your users.