Once you have connected an AI assistant, these prompts cover the everyday questions. Each one is a single line — copy it, swap in a real client name, and send.
Everything is read-only: the assistant answers questions and drafts text, but never changes a case, sends anything, or uploads a file.
Check where a case stands
Brief me before a call
Returns the case status, each questionnaire’s state, outstanding documents, and upcoming tasks in one summary.
Did the client submit, or only edit?
Tells you, per questionnaire, whether it was submitted, edited after submitting, reviewed, or autofilled — so you know what still needs your attention.
What documents are still missing?
Lists what the client still owes, split into satisfied and outstanding items.
The document checklist only appears once your case types have upload requirements set. On a case with no checklist configured, it returns zero items even if files exist.
Watch for new activity
What came in today?
Lists recent uploads newest-first, with the case and file type. Re-run it tomorrow with “since today” and you only see what’s new.
Check a specific file
The assistant opens the file with a secure, short-lived link and reports back. A quick sanity check before your own review.
Draft and track
Draft the follow-up email
Pulls the missing items and any reviewer notes, then writes a draft for you to review and send.
Update your tracker
Reads each case and writes the rows into your own Notion or spreadsheet tracker. VisaFlo stays read-only.
What’s not covered yet
- No live alert when a document is uploaded — use the “what came in today?” prompt to check. Live triggers are on the roadmap.
- No automatic duplicate, expiry, or translation checks. The assistant can read a file you point it to, but there is no built-in document-intelligence engine yet.
- No changes to VisaFlo. Sending mail, editing a case, or marking a form reviewed stays with you in the dashboard.
