Use Cases & Best Practices

Common Use Cases

Use Case	What It means	Example Prompts
Ask questions in context	Explore blockers, clarify priorities, or surface details directly from Motion docs and projects.	“Using the Marketing Campaign Project, what potential blockers do you foresee?”
Generate summaries and updates	Turn project notes or meeting outcomes into concise, client-ready updates or team recaps.	“Summarize today’s completed items from the Q4 Launch Doc into a status update.”
Plan and draft agendas	Quickly prepare meeting agendas or planning outlines, grounded in Motion docs and project data.	“Draft a client meeting agenda for tomorrow using the Q4 Launch Project.”
Generate project insights	Compare planned vs. actual execution: track time spent, longest phases, and where ad-hoc tasks shifted the flow.	“From the Product Launch Project, tell me which stage took the longest compared to the original template.”
Keep related work in one thread	Keep connected prompts together so context builds across requests.	“In this thread, draft the client agenda, generate key talking points, and outline follow-up items.

💡 Business Impact

AI Chat not only drafts and summarizes but also surfaces real execution insights. By grounding answers in Motion’s projects, docs, and tasks, it helps teams compare plans to reality, spot inefficiencies, and make better decisions faster.

Best Practices for Using AI Chat

To get the most value from AI Chat, follow these practices:

Best practice	Why it matters	Example prompts
Use clear verbs and outcomes	Makes your intent explicit so AI knows exactly what to do.	“Draft a proposal for Acme Corp” instead of “Help with Acme.”
Add context like priority, deadline, and effort	More detail means smarter, more accurate scheduling.	“Create a task to review Q3 budget by Friday, high priority, 2 hours.”
Keep related asks in one thread	Groups connected tasks together for easier tracking and fewer errors.	“In this thread, create tasks for drafting copy, designing banners, and scheduling posts.”
Break work into smaller tasks	Smaller tasks are easier to schedule and complete on time.	Split “Launch campaign” into “Write copy,” “Design ads,” and “Set up campaign.”
Review and confirm daily	Keeps AI-created tasks aligned with your priorities.	At day’s end, review today’s tasks and adjust for tomorrow’s schedule.
Reference docs, projects, and team members	Anchors tasks in Motion’s context so AI Chat can pull insights and surface dependencies instead of working blind.	“Using the Marketing Campaign Project, what potential blockers do you foresee?” or “Pull key points from the Q3 Strategy Doc for my update.”