AI Connector Example Prompts

Updated 2 weeks ago

Not sure what to ask? Use the prompts below as a starting point. Copy one into a new chat with your connected AI assistant, then adjust the dates, products, or brands to fit your business.

Prompts are grouped by role and by how much they ask for:

• Quick questions return a single answer or a short table in seconds.
• Deeper analysis asks your assistant to compare periods, spot trends, and explain what changed.
• Full reports ask your assistant to pull from several reports at once and build a finished document, such as a PDF, spreadsheet, or slide deck, with charts and written takeaways.
• Scheduled reports ask your assistant to run a report automatically, such as every morning, and email the finished PDF or spreadsheet to you or your team.
• Interactive tools ask your assistant to build a small dashboard, tracker, or planner you can click through, filter, and reopen whenever you need it.

Scheduled Reports

Some AI assistants can run a prompt on a schedule, such as scheduled tasks in Claude or tasks in ChatGPT. Pair a schedule with your POSaBIT connector and an email connector, such as Gmail or Outlook, and your assistant can build a report while you sleep and have it waiting in your inbox when you start your day.

To set one up:

1. Make sure your assistant and plan support scheduled tasks, and that your POSaBIT connector and an email connector are both connected.
2. Run the prompt once in a normal chat and refine it until the report looks the way you want.
3. Create a scheduled task in your assistant, paste in the final prompt, and set when it should run.

Each role below includes scheduled report examples. See Tips for Scheduled Reports at the end of this article before setting one up.

Interactive Tools (Artifacts)

Many AI assistants can build interactive tools right in the chat: dashboards, planners, calculators, and trackers you can sort, filter, and click through instead of reading a static answer. Each assistant has its own name for this feature:

Other assistants may use a different name, or may not offer this feature yet. Whatever yours calls it, the prompts below work the same way: describe the tool you want, and your assistant builds it with your POSaBIT data.

Interactive tools come in two kinds:

• Snapshots are built from the data your assistant pulled during the chat. They don't change until you ask your assistant to update them, so ask it to show an "as of" date on the tool.
• Live tools pull fresh data through your POSaBIT connector each time you open them. Some assistants, such as Claude, support this on certain plans. If yours does, add "load fresh data each time I open it" to your prompt.

Each role below includes interactive tool examples. See Tips for Interactive Tools at the end of this article before sharing one.

Single-Store Managers

For managers and owners working with a store connector.

Quick Questions

• "How are we doing this month compared with last month?"
• "What were our top 10 products by revenue from September 1 to September 30?"
• "Which products are out of stock right now?"
• "What was our average sale amount yesterday?"
• "Break down last month's sales by payment method."
• "How much tax did we collect last month, by tax type?"
• "What percentage of last week's sales were medical versus recreational?"
• "Which suppliers do we need to order from soonest?"

Deeper Analysis

• "Compare sales for August and September by product type. Which categories grew, which shrank, and what likely explains the change?"
• "When are we busiest? Show sales by hour for each day of the week over the last 30 days, and tell me which shifts look over- or under-staffed."
• "Which 15 products have the highest gross margin and which 15 have the lowest over the last 90 days? Flag any low-margin items that also sell in high volume."
• "What percentage of gross sales went to discounts last month? Which discounts were used most, and did they bring in more sales or just lower our margin?"
• "Show our weekly inventory turnover for the last 10 weeks. Is it improving or getting worse, and which brands are tying up the most stock?"
• "List every lot older than 60 days with its quantity on hand, cost, and brand. Group them by product type and suggest which to promote first."
• "How did each budtender perform last week by total sales, number of transactions, and average sale? Who improved most compared with the week before?"

Full Reports

Monthly store report for the owner (PDF)

"Generate a complete monthly report of my cannabis dispensary as if you are a store manager reporting to the owner. This report should be a PDF including high-level statistics on trends along with helpful visuals to clearly display the performance of the store."

Weekly manager briefing (PDF)

"Create a one-page PDF briefing for my Monday team meeting covering last week (Monday through Sunday). Include total sales versus the week before, the top 5 and bottom 5 products, the busiest day and hour, discount usage, budtender highlights, and the 3 most urgent restocking needs. End with three action items for this week. Use a clean layout with one or two simple charts."

Inventory health report (PDF)

"Build a PDF inventory health report for my store. Include weekly turnover for the last 10 weeks with a trend chart, total stock value on hand by product type, lots older than 60 and 90 days with their cost, suppliers in critical or warning reorder status with days of supply, and slow movers that haven't sold in 14 days. Finish with a prioritized list of what to discount, what to reorder, and what to stop buying."

Restock planning spreadsheet

"Create a spreadsheet to help me plan this week's orders. Group it by supplier. For each product include units on hand, units sold per week over the last 30 days, days of supply, and the supplier's next expected delivery. Highlight anything that will run out before its next delivery. Add a blank 'Order Qty' column for me to fill in."

Staffing and hours analysis (PDF)

"Analyze our sales by hour and day of week for the last 90 days and produce a PDF staffing guide. Include a heat map of busy times, average sales per hour for each shift, and a recommended number of budtenders for each block of the week. Note any hours where we could shorten or extend our opening times."

Promotion performance review (PDF)

"Review every discount used in the last 3 months and create a PDF report. For each discount show how often it was used, total discount dollars, and the net sales and gross margin of the orders it was applied to. Compare discounted and full-price sales by product type, chart the results, and recommend which promotions to keep, change, or retire."

Scheduled Reports

Daily morning recap (PDF, every morning)

"Every morning at 7:00 AM, pull yesterday's sales for my store and compare them with the same day last week: net sales, transactions, average sale, top 5 products, and anything that sold out. Build a one-page PDF with one simple chart and email it to me at [your email] with the subject 'Daily Store Recap – [yesterday's date]'."

Monday reorder list (spreadsheet, every week)

"Every Monday at 6:00 AM, check which suppliers are in critical or warning reorder status and which products will run out before their next delivery. Create a spreadsheet grouped by supplier with units on hand, units sold per week over the last 30 days, and days of supply, and email it to [inventory manager email]."

Weekly manager briefing (PDF, every week)

"Every Monday at 8:00 AM, create a one-page PDF briefing covering last week (Monday through Sunday): total sales versus the week before, top 5 and bottom 5 products, the busiest day and hour, discount usage, budtender highlights, and the 3 most urgent restocking needs. End with three action items and email it to me and [GM email]."

Monthly store report for the owner (PDF, every month)

"On the 1st of every month at 7:00 AM, generate a complete report of my cannabis dispensary for last month as if you are a store manager reporting to the owner. Make it a PDF with high-level statistics on trends and helpful visuals that clearly show the performance of the store, and email it to [owner email]."

Interactive Tools

Store performance dashboard

"Build an interactive dashboard for my store. Show yesterday's sales, month-to-date sales compared with the same point last month, our top 10 products this week, sales by product type, and suppliers in critical reorder status. Add a date range picker, and load fresh data each time I open it."

Reorder planner

"Build an interactive reorder planner. List every product with units on hand, units sold per week over the last 30 days, and days of supply. Let me filter by supplier and product type, sort by days of supply, and type an order quantity for each item. Show the total units and total cost of what I've entered, and let me download it as a spreadsheet."

Staffing planner

"Build a staffing planner from the last 8 weeks of sales by hour and day of week. Show a heat map of busy times, and add a setting for how many sales one budtender can handle per hour. Use it to calculate how many budtenders I need for each hour of the week."

Aged inventory promo planner

"Build a tool that lists every lot older than 60 days with its product, brand, quantity on hand, cost, and current price. Let me choose a discount percentage for each one and show the new price and the margin I'd keep, so I can plan this week's promotions."

Daily huddle board

"Build a simple, large-text board I can put on a screen for our morning team huddle: yesterday's sales versus the same day last week, our top 5 sellers, products to recommend because they've been sitting more than 60 days, and anything that's out of stock."

Multi-Store Owners and Managers

Use a merchant connector to compare locations. Connect from Settings > AI Connectors in the Merchant Portal view and choose your merchant when you sign in, and your assistant can read across the stores under your merchant in one connection. What it can read follows your Merchant Portal employee groups.

If you only have store-level access, add a connector for each store instead, then turn all of them on in the same chat. Naming each connector after its store (for example, "POSaBIT – Ballard") makes it easy to tell them apart.

Quick Questions

• "Which of my stores had the highest sales last month?"
• "Show yesterday's total sales and number of transactions for each store."
• "What is the average sale amount at each store this month?"
• "Which store has the most lots older than 60 days?"
• "Which stores are running low on [brand]?"

Deeper Analysis

• "Compare all of my stores for September: net sales, transactions, average sale, discount percentage, and gross margin. Rank them and explain what sets the top store apart."
• "Compare product type mix across my stores for the last 90 days. Which categories over- or under-perform at each location compared with the group average?"
• "Show busy hours side by side for each store over the last 30 days. Do any stores have unusual peaks that should change their staffing?"
• "Which products sell well at one store but sit unsold at another? List candidates I could move between locations."
• "Compare weekly inventory turnover across my stores for the last 10 weeks. Which store carries the most stock relative to what it sells?"
• "For each store, list suppliers in critical reorder status. Where could I combine orders from the same supplier?"

Full Reports

Monthly portfolio report for ownership (PDF)

"Act as the director of retail operations for my dispensary group and create a monthly performance report for the owners as a PDF. Start with an executive summary of the whole group, then a scorecard comparing every store on net sales, change from last month, transactions, average sale, discount rate, and gross margin. Include charts for the sales trend by store, category mix, and busiest hours. Finish with a page per store covering wins, concerns, and recommended next steps."

Store comparison scorecard (spreadsheet)

"Build a spreadsheet scorecard comparing all of my stores for the last 3 months, with one tab per month and a summary tab. Columns: net sales, transactions, average sale, gross margin, discount percentage, medical versus recreational share, top brand, and inventory turnover. Use conditional formatting to highlight the best and worst store in each column."

Inventory rebalancing plan (PDF)

"Look at inventory and the last 30 days of sales at every store. Create a PDF rebalancing plan that lists products overstocked at one location and selling quickly at another, with units on hand, weekly sales, and days of supply at each store. Recommend which products to move and where, ordered by the value of stock that would otherwise sit unsold."

Quarterly business review deck

"Create a 10-slide presentation for my quarterly business review covering July through September across all stores. Include group revenue and margin trends, store rankings, category and brand performance, discount effectiveness, inventory health, and staffing patterns. Add a chart to every slide and end with five priorities for next quarter."

Scheduled Reports

Daily store comparison (PDF, every morning)

"Every morning at 7:00 AM, compare yesterday's sales at each of my stores against the same day last week: net sales, transactions, average sale, and percent change. Flag any store that is down more than 15%. Build a one-page PDF with a bar chart by store and email it to me at [your email]."

Weekly store scorecard (PDF, every week)

"Every Monday at 7:00 AM, create a PDF scorecard ranking all of my stores for last week (Monday through Sunday) on net sales, change from the week before, transactions, average sale, discount rate, and gross margin. Add a short summary of the top and bottom store and email it to [owner and district manager emails]."

Weekend stock check (spreadsheet, every Friday)

"Every Friday at 10:00 AM, look at inventory and the last 14 days of sales at every store. Create a spreadsheet of products that are running low at one store but overstocked at another, with units on hand and weekly sales at each, and email it to [operations email] so we can move stock before the weekend."

Monthly portfolio report (PDF, every month)

"On the 1st of every month at 8:00 AM, act as the director of retail operations for my dispensary group and create last month's performance report for the owners as a PDF: an executive summary, a scorecard comparing every store, charts for sales trend by store and category mix, and a page per store with wins, concerns, and next steps. Email it to [owner emails]."

Interactive Tools

Store leaderboard

"Build an interactive dashboard ranking all of my stores. Show net sales, transactions, average sale, discount rate, and gross margin for each store, with change from the previous period. Add a date range picker, let me sort by any column, and let me select a store to see its top products and sales by hour. Load fresh data each time I open it."

Stock transfer finder

"Build a tool where I can pick a product or brand and see units on hand, weekly sales, and days of supply at every store side by side. Highlight stores that will run out within 7 days and stores with more than 45 days of supply, so I can decide what to move."

Sales goal tracker

"Build a monthly sales goal tracker for my stores. Let me enter a sales goal for each store, then show month-to-date sales, percent of goal, and whether each store is ahead of or behind the pace needed to hit its goal by the end of the month."

Category mix explorer

"Build an interactive chart comparing product type mix across my stores for the last 90 days. Let me switch between revenue and units, and highlight any store whose share of a category is well above or below the group average."

Brands and Vendors

For brand teams using a brand connector, which covers your products at every POSaBIT store you supply that shares its data with brands.

Quick Questions

• "What were our top-selling products across all retailers last month?"
• "Which of our retailers is selling through our products fastest?"
• "How many units of [product] sold last week, by store?"
• "Which stores currently carry [product]?"
• "What deliveries did we make in the last 30 days?"
• "Which stores are low on our best sellers?"

Deeper Analysis

• "How did last month's sell-through compare with the month before, by retailer? Flag any store that dropped more than 20%."
• "Where is our product sitting unsold? List stores with lots of ours older than 45 days, with quantity and product."
• "Which retailer discounts were applied to our products last month, and how did sales of those products change while they ran?"
• "Rank our products by units sold and revenue over the last 90 days. Which SKUs are growing, which are declining, and which should we consider discontinuing?"
• "Compare how each of our product types performs across our retailers. Which stores are strongest for vapes versus flower versus edibles?"

Full Reports

Monthly sell-through report (PDF)

"Act as our brand's sales analyst and create a monthly sell-through report as a PDF for our leadership team. Include total units and revenue across all retailers versus last month, a ranking of retailers by sell-through, our top and bottom 10 SKUs, stock currently sitting at each store, and aged inventory risk. Use charts throughout and finish with recommended actions for our sales reps."

Retailer meeting brief (PDF)

"I'm meeting the buyer at [retailer] tomorrow. Create a two-page PDF brief covering which of our products they carry, how each has sold over the last 90 days, their current stock and lot age, recent deliveries and purchase orders, and how they compare with our average retailer. Include three talking points and a suggested reorder list."

Reorder opportunity spreadsheet

"Create a spreadsheet of reorder opportunities across all of our retailers. One row per store and product, with units on hand, units sold per week over the last 30 days, and estimated days of supply. Sort by fewest days of supply first and highlight anything under 14 days so our reps know who to call this week."

Quarterly brand performance deck

"Build an 8-slide presentation on our brand's performance across POSaBIT retailers for the last quarter. Cover revenue and unit trends, retailer rankings, product mix, discount impact, aged inventory, and distribution gaps where a store carries some of our line but not our best sellers. Add a chart to every slide and end with growth opportunities for next quarter."

Scheduled Reports

Daily sell-through pulse (PDF, every morning)

"Every morning at 8:00 AM, summarize yesterday's units and revenue for our products by retailer compared with the same day last week. Flag any retailer that sold none of our top 5 SKUs. Build a one-page PDF and email it to me at [your email]."

Weekly reorder call list (spreadsheet, every week)

"Every Monday at 7:00 AM, create a spreadsheet of every retailer and product of ours with under 14 days of supply, based on units sold per week over the last 30 days. Sort by fewest days of supply first and email it to our sales reps at [sales team email] with the subject 'Reorder Calls This Week'."

Monthly sell-through report (PDF, every month)

"On the 1st of every month at 8:00 AM, act as our brand's sales analyst and create last month's sell-through report as a PDF: total units and revenue versus the month before, retailers ranked by sell-through, our top and bottom 10 SKUs, aged inventory risk, and recommended actions for our reps. Email it to [leadership emails]."

Interactive Tools

Retailer sell-through dashboard

"Build an interactive dashboard of our sell-through at every retailer. Show units, revenue, and change from the previous period for each store. Let me filter by product type or SKU, sort by any column, and select a retailer to see its stock of our products and lot age. Load fresh data each time I open it."

Sales rep call planner

"Build a call planner for our sales reps. List every retailer that has under 14 days of supply on any of our top SKUs, with the products, units on hand, and weekly sales. Add a notes field and a 'Called' checkbox for each retailer so reps can track their week."

Distribution gap finder

"Build a grid with our retailers down the side and our top 20 SKUs across the top. Mark which products each store currently carries and how fast each one sells there, and highlight stores that carry our line but are missing our best sellers."

SKU performance explorer

"Build a tool where I can pick any of our SKUs and see its weekly units sold over the last 90 days, broken down by retailer, with a trend line. Flag retailers where sales are declining."

Tips for Getting Great Reports

• Give your assistant a role and an audience. "As a store manager reporting to the owner" or "for our leadership team" shapes the tone and level of detail.
• Name the time period. Use exact dates ("September 1 to September 30") or a clear period ("last month"). Ask the assistant to state the date range on the report.
• List the sections you want. The more specific the outline, the closer the first draft will be to what you need.
• Ask for the format. Say "as a PDF," "as a spreadsheet," or "as a slide deck," and mention charts if you want them. Creating files depends on your assistant and plan. If yours can't create files, ask for the report in the chat instead.
• Ask for recommendations. End with "finish with three action items" to get takeaways, not just numbers.
• Refine it. After the first draft, ask for changes: "add a chart for category mix," "make it one page," or "remove the tax section."
• Save prompts that work. Reuse a good report prompt each month and just change the dates.

Tips for Scheduled Reports

• Test it first. Run the prompt in a normal chat and adjust it until you like the result, then schedule it.
• Use rolling dates. Unlike a one-time question, a scheduled prompt should say "yesterday," "last week (Monday through Sunday)," or "last month" so each run covers the right period.
• Say who gets it and how. Name every recipient's email address, the subject line, and whether you want a PDF, a spreadsheet, or a summary in the email body.
• Check that your email connector can send. Some email connectors can only create drafts or can't attach files. If yours can't, ask your assistant to save the report as a draft for you to send, or to put the summary in the body of the email.
• Keep your POSaBIT connector active. Connectors unused for 15 days are disconnected automatically. Daily and weekly reports keep yours active, but a monthly report may find it disconnected if you haven't used it in between. If a scheduled report fails, reconnect and run it again.
• Send reports only to people who should see them. Scheduled reports include your sales and inventory data, so keep the recipient list to your own team.
• Review the first few runs. Check the first reports against the POSaBIT portal before you rely on them or share them more widely.

Tips for Interactive Tools

• Ask for an interactive tool by name. Say "build an interactive dashboard" or use your assistant's name for the feature, such as "make this an artifact" in Claude or "open this in canvas" in ChatGPT.
• Start simple, then add to it. Ask for one or two views first, then follow up: "add a filter for product type" or "add a chart of sales by hour."
• Know whether it's live. A snapshot shows data from when it was built. If your assistant supports live tools, ask it to load fresh data each time you open it. Otherwise, reopen the chat and ask it to refresh the data.
• Save it so you can reopen it. Most assistants let you save, pin, or publish a tool so you don't have to rebuild it.
• Share carefully. A snapshot contains your sales and inventory data, so only share it with your own team. A live tool reads data through each viewer's own POSaBIT connector, so each person only sees what their own permissions allow, and some assistants won't let a live tool be shared by public link.
• Changes still happen in POSaBIT. Fields you type into a tool, like order quantities or notes, are saved only in the tool. To change prices, inventory, or orders, use the POSaBIT portal.

Tips for Better Answers

• Use exact dates. "September 21 to September 27" gives more reliable results than "last week."
• Ask follow-ups. Your assistant remembers the conversation, so you can ask "now just show flower" or "why did that drop?"
• Check data freshness. Today's sales may not be available yet. Your assistant will usually tell you the most recent date it has.
• Double-check key numbers. For figures you'll share or act on, compare them with the same report in the POSaBIT portal.

What Your Assistant Can't Do

• Make changes in POSaBIT, such as creating purchase orders, editing prices, moving inventory, or building discounts. It can draft a spreadsheet or plan you can act on yourself.
• Look up individual customers, contact information, or loyalty members.
• See reports or data you don't have access to in the POSaBIT portal.
• Read outside the one store, merchant, or brand its connector is locked to.

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