Creating and assigning tasks from Slack

Here are examples of 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