On this page 5 steps
MAKE THE ANSWER USEFUL TO YOU
Why tell your AI about your work?
Your AI sees your question, but it does not automatically know the situation behind it. Explaining your responsibilities, priorities and how the work is done helps it focus on the right information, choose a useful level of detail and suggest next steps that fit what you are trying to accomplish.
Your job title is not the important part. What you handle, and why you are asking, is.
Same question. Different useful answers.
“Which jobs need attention?”
- Purchasing
- You may need to know which jobs are waiting on material or overdue purchases.
- Production planning
- You may need to know which operations are behind and which due dates are at risk.
- Finance
- You may need to know which jobs have unusual costs or margins that need investigation.
The facts do not change with your role. What needs explaining, prioritizing or following up can.
A little more of the situation can help.
Share truthful work details that may affect the answer: how your process works, a deadline, an unusual condition, what you have already checked, or the kind of result you need. You do not have to predict exactly which detail will matter. Start with a few useful facts and add context as the conversation develops.
“I handle purchasing. We review shortages before the morning production meeting, and I need a short list of supplier follow-ups—not a full report on every job.”
More useful context means less for the AI to guess. Not every detail changes every answer, but accurate information about the situation can help it give you a more relevant response. Correct anything it misunderstands, and say when you are unsure rather than filling a gap with a guess.
GET READY
Before you start
- Included access
- Included with the AI products
- Trident product
- Insights or Automation (Act)
- What this does
- Teaches you how to use Trident
- Your chosen AI conversation and a few truthful facts about your work. What you handle matters more than a formal job title.
- Start with your regular tasks and desired outcome; add useful background such as a deadline, a process limitation or something you have already tried. No personal information, customer files or JobBOSS data retrieval are needed for this introduction.
This is an onboarding conversation, not a separate Trident Skill or a profile form. Describe your work, not your personal details. This guide does not send your answers to Neptune or create a Trident user profile. You provide the context directly to your AI; its conversation and memory settings determine how that service handles it.
IN YOUR AI CONVERSATION
Start with this request
Help me get started with Trident. Ask me a few short questions, one at a time, about my role at work, what I do in JobBOSS, what I want to accomplish, and any priorities or constraints that affect the task. Briefly explain why a question helps when its purpose is not obvious. Keep the questions about work, not personal details. Then summarize my responsibilities, goals and situation, use that summary as context in this conversation, and suggest one relevant read-only starting point.
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
CONTEXT-01
Explain your role at work
Copy the request above into your AI conversation. Describe what you handle—not your name or personal background. Your responsibilities explain which questions and decisions matter to you, so the AI does not have to guess from a job number alone.
Your part
For example: “I coordinate purchasing and receiving.” A few words are enough to start.
Look for this result
The AI can focus its help on your responsibilities rather than offer the same generic answer to every user.
Need help at this step?
A formal title is optional. Explain the work itself and correct any assumptions the AI makes about your responsibilities. This introduction does not require reading JobBOSS records.
- 02
CONTEXT-02
Describe your regular JobBOSS work
Explain your recurring tasks and how your process works. That background helps the AI suggest useful checks and follow-ups instead of steps that do not fit the way your team operates.
Your part
For example: “I check open POs and material availability before our morning production meeting. I have already checked yesterday’s receipts.”
Look for this result
The AI has practical context about your process, timing and checks already completed.
Need help at this step?
You do not need to predict every useful detail. Add truthful work information that may explain the situation; say when you are uncertain rather than guess.
- 03
CONTEXT-03
Say what you want to accomplish
Describe the result you need and what matters right now. A deadline, an unusual complication or a preferred output can change which response is most useful—even when the underlying records are the same.
Your part
For example: “Help me spot shortages before they delay jobs. I need a short supplier follow-up list for the meeting, not a full report on every PO.”
Look for this result
The AI can prioritize the information and format around the decision or task in front of you.
Need help at this step?
Start with one or two outcomes and add detail as needed. If a suggested capability is unavailable, ask the AI to separate supported options from ideas for later.
- 04
CONTEXT-04
Confirm the work-context summary
Ask the AI to repeat back your responsibilities, process, goals and important constraints. Checking its understanding now helps keep a mistaken assumption from shaping the next answer.
Your part
Correct anything it misunderstood, distinguish facts from uncertainties, and confirm the short summary.
Look for this result
A concise, accurate work summary is available to guide this conversation.
Need help at this step?
This is not a stored Trident profile or a change to permissions. In a new conversation, paste the summary again when needed; do not assume the AI retained it.
- 05
CONTEXT-05
Choose a useful first task
Ask the AI to use your confirmed context to suggest one relevant read-only starting point and its guide. For purchasing, Purchase Order Review may be useful; your immediate priority helps determine what to examine within it.
Your part
Choose the suggested task or explain what would make the next answer more useful to you.
Look for this result
The conversation starts with work relevant to your situation, and you can refine the context as priorities change.
Need help at this step?
Confirm the connection and available capabilities before running the task. The introduction itself does not read or change JobBOSS records.
WHEN YOU FINISH
The expected result
You have a checked work summary the AI can use to focus its answers, choose a useful level of detail and suggest more relevant next steps in this conversation. No Neptune profile or JobBOSS record is created.
CONTINUE LEARNING
Your next useful step.
TRN-002 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.