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Marta

The ten most asked questions

Copy them as they are: they work with nothing configured.

Updated on 13/08/2026

Getting started is hard with a blank screen. These ten work from day one, with no filters configured and nothing learned, and they cover most of what people end up asking.

To start the day

To get ahead

To answer someone

Important

The last three save the most time and are used least, because people assume they have to search by hand. They are exactly the ones that arrive with someone waiting on the phone.

How to improve them for your case

Replace "this client" with the real name and add the period. Everything else works the same. If an answer comes back too long, the question was too broad: narrow by site, by owner or by period.

Watch out

Before acting on any of these answers for something with consequences, open the case and check. They are a shortcut to the fact, not an authority over it.

Worth knowing

If one of the ten serves you every week, set it up as a saved view. Asking is for exploring; what repeats belongs one click away.

Do they work with nothing configured?

Yes, all ten.

Can I ask them in another language?

Yes.

What if it finds nothing?

It says so. Check you are in the right organisation before concluding it does not exist.

A real case

The situation

Someone starts using the assistant and does not know where to begin.

What you do

  1. Copies the first three as they are

What you get

Comes away with an actionable list on day one, without learning any filters.

The situation

What is missing is asked and everything is walked by hand.

What you do

  1. Asks about what is outstanding

What you get

The list comes out without building it.

The situation

Expiries are checked file by file.

What you do

  1. Asks about the period

What you get

The review shrinks to reading the answer.

The situation

You look for who has not replied.

What you do

  1. Asks who is still outstanding

What you get

Only those missing are chased.

The situation

You want one specific supplier's status.

What you do

  1. Asks about that supplier

What you get

The answer arrives without opening their file.

The situation

The same thing is asked every Monday.

What you do

  1. Turns the query into a report

What you get

The answer arrives by itself.

This article answers

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