Marta
What to ask Marta
The questions it answers well, the ones it does not, and why.
Marta answers about what is in your organisation: your cases, your documents, your dates. It knows nothing that is not there, and that is an advantage — what it tells you comes from your data, not from a guess.
Questions it answers well
- "Which cases have been stuck for more than two weeks?"
- "Which suppliers have insurance expiring this quarter?"
- "Who has not signed the May amendment?"
- "Show me what this subcontractor delivered last year."
Questions it does not
- Anything not on the platform: it does not know what you agreed by phone.
- Legal opinions: it will not tell you whether a contract is good for you.
- Predictions: it does not know whether that supplier will deliver on time.
Watch out
Check what it tells you when the decision matters. It is a fast route to the data, not an authority over it.
How to ask better
Pin down the timeframe and the subject. "What is missing?" gives a useless answer; "what does the Muñoz subcontractor still need in order to start on site?" gives an actionable list.
›Does it see other teams' documents?
Only if you do. It inherits your permissions, it does not widen them.
›Is what I ask stored?
Queries are logged, like any access to data.
›Can it do things or only answer?
It answers and takes you there. Actions that change something you confirm yourself.
A real case
The situation
A manager wants to know what is stuck before Monday's meeting.
What you do
- Asks which cases have had no movement for over two weeks
What you get
Arrives with a list of six names instead of a vague sense that things are stuck.
The situation
Something far too general is asked.
What you do
- Narrows it to the file, period or supplier
What you get
The answer is usable.
The situation
A field that was never extracted is asked about.
What you do
- Checks whether that field exists
What you get
You learn whether the data or the question is missing.
The situation
The same question is asked every week.
What you do
- Turns the query into a report
What you get
The answer arrives by itself.
The situation
Something outside the scope is asked.
What you do
- Checks which files it can see
What you get
Expectations are set.
The situation
Three questions are chained into one.
What you do
- Asks them one at a time
What you get
Each answer is clear.
This article answers
- how to use the marta assistant
- what can i ask the ai
- marta does not understand me
- search using the assistant