how to create and assign tasks with Tact AI in Slack.
Creating Tasks
| Format | Example |
| "Create a task to follow up with {contact name} at {account_name}{date}?" | "Create a task to follow up with Lisa Simpson at Globex next week" |
Assigning a task
| Format | Example |
| Assign a task to {salesforce_user} to follow up with {contact_name} at {account_name}{date} | Assign a task to Michael Thome to follow up with Lisa Simpson at Globex next week |
Tips
- While you do not need to include the account name, doing so will ensure you get more accurate results.
- Use capital letters for any contact or account names to ensure matching
Next Section: Creating logs in Salesforce
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