> ## Documentation Index
> Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Assistant Daily Workflows

> Short, copy-ready prompts for daily case work with a connected AI assistant — check questionnaire status, find outstanding documents, watch for uploads, and draft follow-ups.

Once you have [connected an AI assistant](/knowledge-base/knowledge-base/guide/connect-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**

```text wrap theme={null}
Brief me on Maria Silva's case — where does it stand and what's my next move?
```

Returns the case status, each questionnaire's state, outstanding documents, and upcoming tasks in one summary.

**Did the client submit, or only edit?**

```text wrap theme={null}
For Maria Silva's case, did the client submit each questionnaire or only edit it, and has it been reviewed?
```

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?**

```text wrap theme={null}
Which documents are still outstanding on Maria Silva's case?
```

Lists what the client still owes, split into satisfied and outstanding items.

<Note>
  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.
</Note>

## Watch for new activity

**What came in today?**

```text wrap theme={null}
What did clients upload across my cases since yesterday? Group by case.
```

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**

```text wrap theme={null}
Open the passport Maria Silva just uploaded and tell me if it's legible and still valid.
```

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**

```text wrap theme={null}
Draft an email to Maria Silva asking for her outstanding documents, in plain language. Save it as a draft — don't send it.
```

Pulls the missing items and any reviewer notes, then writes a draft for you to review and send.

**Update your tracker**

```text wrap theme={null}
For each of my active cases, list the client, stage, forms reviewed, outstanding documents, and who we're waiting on. Update my 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.

## Related

* [Connect an AI assistant](/knowledge-base/knowledge-base/guide/connect-an-ai-assistant) — one-time setup with screenshots
* [How the connection works and how to revoke access](/knowledge-base/knowledge-base/faq/how-the-ai-assistant-mcp-connection-works-what-it-can-read-and-how-to-revoke-access)