SmartSuite's AI Content Creation inside our SmartDoc field integrates with Open AI using Chat GPT 3.5. By default you can select from a list of pre-created prompts or choose to generate your own, optionally using context from the record. Your paid workspace has up to 200 free requests. After that, you'll need to use your own Open AI API key to continue using it. The API key will be workspace-wide. Details are listed at the end of the article.

Leverage AI to enhance your content creation and editing directly in SmartSuite's SmartDoc field. This powerful tool integrates with OpenAI's ChatGPT 3.5, offering pre-configured prompts and full customization options.

Plan Availability	All paid plans
Permissions	General Access: All users can utilize up to 200 free requests. Admins must provide an OpenAI API key for extended use.

Admins can view the current AI request limits and add an OpenAI API Key from the profile dropdown, Workspace Administration tab.

Accessing the AI Assistant in SmartDocs

To start using AI in a SmartDoc field:

Open the SmartDoc field.
You can activate the AI Assistant in two ways:
1. Type the / command and select the first option, Ask AI.
2. At the start of a new line, press spacebar to instantly activate the AI Assistant.

Creating New Content

You can generate new text in two ways:

1. Use Pre-Configured Prompts

Choose from a variety of writing styles and formats. The “Draft with AI” section contains prompts to guide you in creating:

Brainstormed Ideas
Blog posts
Outlines
Social media posts
Press releases
Creative stories
Essays

Example Prompts:

Brainstorm ideas on...
Write a blog post about...
Write a creative story about...
Write a press release about...

2. Enter Your Own Prompt

Craft a custom prompt for complete control over your content’s direction and tone. Example:

Write a follow-up email template using {{Name}} as the recipient’s name and {{Outstanding Payments}} to indicate the amount due.

Note: Enclose field names in double curly-braces to include values from the current record in your prompt. An example of this is shown above, with {{Name}} being replaced with the value of the “Name” field. See more details below.

Post-Creation Options

After generating content, choose to:

Continue writing
Rewrite it shorter
Rewrite it longer
Discard the draft

Editing Existing Content

SmartSuite AI makes improving existing text effortless. To edit:

Highlight the desired text.
Click Ask AI.

Editing Features

Generate from Page:
- Create a summary
- Generate action items
- Explain content
Write with AI:
- Continue writing
- Make longer
- Make shorter
Edit or Review:
- Improve clarity
- Simplify language
- Fix spelling & grammar

Using Context from the Record

When creating custom prompts, incorporate record context by referencing field data with the format {{Field Name}}.

Example:

Write a thank-you note to {{Customer Name}}, acknowledging their purchase of {{Product}}.

Practical Use Cases and Scenarios

Use Case: Job Description Generation

Here is an example of a prompt generating a Job Description for a head of sales in a post-seed round for a SaaS company looking to triple its MRR in the next two years:

The AI Assist generated a description of the company and role along with a detailed list of responsibilities and requirements for the job offer. See the results below:

Use Case: Create a Press Release for a Product Update

Here is an example of a generated press release based on the provided outline and feature details.

Using the prompt:

Create a press release of the latest product release. Write this for a professional audience and demonstrate the value of the features to our user base.

The AI Assist generated a formal and formatted press release.

Use Case: Lead Nurturing Email Sequence

Craft a potent email sequence with personalized subject lines and tailored content for each lead, transforming prospects into loyal customers.

Example prompt:

Develop an email sequence that will build a relationship with my IT prospective by offering helpful advice and resources, while also positioning my work management platform as the best solution to their disconnected workflows.