On this page 5 steps
GET READY
Before you start
- Included access
- Included with the AI products
- Trident product
- Insights or Automation (Act)
- What this does
- Reviews information without changing records
- A paired Trident connection with access to the relevant customer or part history.
- A customer ID/name or part identifier, plus an optional date range or record count.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, review the history for [customer or part] over [date range]. Summarize relevant jobs, quantities, pricing and manufacturing patterns. Identify important changes and the records behind them. Keep the review read-only.
Adapt the example to your own records and outcome. The guide does not run the request.
FOLLOW THE WORKFLOW
One step at a time.
Read what happens, what you provide and the result to look for. Use the step reference when you need help.
- 01
HISTORY-01
Choose customer or part
Identify the customer or part and resolve similar names or identifiers.
Your part
Choose the intended match when there is more than one.
Look for this result
One customer or part is selected.
Need help at this step?
Use a unique identifier when names overlap. Check part revisions where relevant.
- 02
HISTORY-02
Define the history window
Set a date range or record limit appropriate to your question. Review any proposed default before relying on the result.
Your part
Provide dates or accept the stated scope.
Look for this result
The summary has a clear coverage window.
Need help at this step?
Ask the AI to state exactly which period and how many records were reviewed.
- 03
HISTORY-03
Gather relevant history
Review available quotes, jobs, orders, prices, quantities and manufacturing patterns for the selected scope.
Your part
Read the coverage summary.
Look for this result
Relevant history is gathered with unavailable areas identified.
Need help at this step?
Ask which types of records were not available; absence from the summary does not establish that no history exists.
- 04
HISTORY-04
Identify patterns and changes
Compare recurring patterns and unusual records in their quantity, date and business context.
Your part
Clarify a known change when it helps explain the pattern.
Look for this result
Notable trends and exceptions are supported by the reviewed sample.
Need help at this step?
Check sample size and comparability before treating a single record as a trend.
- 05
HISTORY-05
Present history summary
Bring the historical context together and identify specific records worth opening next.
Your part
Choose a quote, job or other record for a closer look.
Look for this result
A usable summary with clear follow-up references.
Need help at this step?
Include the HISTORY step and reviewed date range when asking for help with a missing or inconsistent result.
WHEN YOU FINISH
The expected result
A scoped history summary showing patterns, notable changes and specific records to investigate, with the reviewed period and coverage stated.
KEEP THE NEXT QUESTION FOCUSED
Where to go next.
← Back to Skills & TrainingSK-008 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.