Jarvis AI Best Practices

Learn how to build clear, actionable workflows that Jarvis AI can execute perfectly every time.

1. Be specific about the trigger

Bad

"Create workflow"

Okay

"Trigger workflow when new posts come through"

Best

"Trigger workflows on new posts from my 'Brand Mentions' saved search"

2. Describe the flow/logic clearly

Use structure like:

  • "If X happens, do Y"

  • "Then wait Z hours"

  • "Branch based on condition A"

  • Number your steps (1, 2, 3...)

Good Request

"Build a workflow that:

  1. Triggers on new LinkedIn posts

  2. Enrich the author's profile

  3. If they work at a tech company, send to Slack

  4. Wait 2 hours

  5. Send to google sheets

Why it works

  • βœ… Numbered steps

  • βœ… Clear sequence (1β†’2β†’3β†’4β†’5)

  • βœ… Condition stated ("If tech company")

  • βœ… Timing included ("Wait 2 hours")

  • βœ… Actions are specific ("send to Slack")

That's it! Simple, structured, easy to follow. πŸš€

3. Mention Integrations Upfront

Examples:

  • "Send to Slack channel #alerts"

  • "Create HubSpot contact"

  • "Add to Attio list"

This helps Jarvis know what connections you'll need!

4. Specify Timing/Delays

  • "Wait 2 hours before..."

  • "Send immediately"

  • "Delay 1 day then..."

5. Define Conditions Clearly

Bad

"If sentiment is negative"

Okay

"If AI detects negative sentiment, send alert; otherwise skip"

Best

"Branch: Negative β†’ Slack alert, Positive/neatral β†’ Save to sheets”

6. Name It (Optional but Helpful)

  • Call it 'Lead Enrichment Workflow’ let me Jarvis suggest a name!

This is helpful when referencing later on if you want to edit and keeping organised.


βœ… Perfect Workflow Request Example

Build a workflow that:

  1. Triggers on new posts from my 'Competitor Mentions' saved search

  2. Enriches the author with AI (get company, title, LinkedIn)

  3. If they're a VP or above at a company with 100+ employees:

    • Create HubSpot contact

    • Send Slack message to #sales-leads

  4. Otherwise, add to my 'Low Priority Leads' google sheets

  5. Name it 'Competitor Intelligence Pipeline'


🚫 What to Avoid:

  • ❌ Vague: "Make a workflow for leads"

  • ❌ Missing logic: "Do something with negative posts"

  • ❌ No trigger: "Analyze sentiment and send to Slack" (from where?)


πŸ’‘ Pro Tips:

  • Use emojis/bullets (like you did!) - makes it super clear

  • Mention if it's editing existing vs. creating new

  • Tell me if you want draft mode or live immediately

  • Ask for workflow templates if you're not sure what's possible