Example prompts
Ask in your own words. The assistant reads Drum’s tool descriptions and picks the tools itself. These examples show what each toolset can do, and the tools an assistant usually calls for each.
Name records the way you would to a colleague: a project number, a client, a street address or a task name. The assistant finds the ids with search_records.
My work
| Ask | Tools it uses |
|---|---|
| “Which projects am I working on, and which of my tasks are due this week?” | search_records (with mine), list_projects |
| “Log 2.5 hours yesterday on the site inspection task for 21 Drum St, note: met the builder on site” | search_records, create_tracked_time |
| “How does my timesheet look this week? Am I short of my hours?” | list_tracked_times |
| “I put Tuesday’s design review time on the wrong project. Move it to Riverside fit-out” | list_tracked_times, search_records, update_tracked_time |
| “Delete the duplicate 30 minute entry I logged this morning” | list_tracked_times, delete_record |
| “Mark the drainage design task as complete and push the next task’s due date to Friday” | get_project, update_task |
| “Record a $180 courier cost on project 2310 for the survey samples” | search_records, create_cost |
| “Here’s my parking receipt from the site visit. Add it to an expense claim and submit it” | create_expense_claim, create_cost with the receipt file (and create_upload first for a file over 1 MB), submit_expense_claim |
| “Add a note to the Riverside project: client wants the stage 2 report a week early” | search_records, create_note |
Sales
| Ask | Tools it uses |
|---|---|
| “Which opportunities are due to close this month, and what are they worth?” | list_opportunities |
| “Create an opportunity for Harbour Council’s seawall inspection, worth $45,000, closing in December” | search_records, create_opportunity |
| “Add a geotechnical investigation deliverable with three tasks to that opportunity” | add_opportunity_row |
| “Move the Northside school opportunity to Won” | search_records, update_opportunity |
| “Convert the won Northside school opportunity into a project” | get_opportunity, convert_opportunity |
| “Add 16 hours of senior engineer time to the design item of proposal Q-1042” | get_proposal, add_proposal_row |
| “How is revenue tracking this quarter against last?” | get_revenue_report |
Clients
| Ask | Tools it uses |
|---|---|
| “Add Sam Lee, project manager at Coastline Builders, with their email and mobile” | search_records, create_contact |
| “Link Sam Lee to the Riverside fit-out project” | update_contact |
| “We have Coastline Builders twice. Merge them into one” | search_records, get_company, merge_companies |
| “Update Harbour Council’s billing address” | search_records, update_company |
Proposals
| Ask | Tools it uses |
|---|---|
| “Show me what’s in proposal Q-1042, and who it was sent to” | get_proposal_document |
| “Add a ‘Scope exclusions’ section listing traffic management and permits” | add_proposal_document_section |
| “Send proposal Q-1042 to the client contact” | get_proposal_document, send_proposal |
| “Which proposals have clients accepted this month?” | list_signed_proposals |
Insights
| Ask | Tools it uses |
|---|---|
| “Give me the business overview for last month” | get_overview_report |
| “Which invoices are overdue, and which clients owe the most?” | get_receivables_report (with overdue_only) |
| “Which active projects are over budget?” | list_projects (detailed) |
Setup, Templates and Proposal templates
| Ask | Tools it uses |
|---|---|
| “Create resource types for Graduate, Engineer, Senior Engineer and Principal with these rates” | save_resource_type, save_rate_card |
| “Build a deliverable template for a structural inspection with these five tasks” | create_deliverable_template, add_deliverable_template_row |
| “Create a proposal template for small residential jobs, using the structural inspection template” | create_proposal_template, add_proposal_template_row |
| “Apply the 2027 rate card to every resource in that proposal template” | apply_proposal_template_rate_card_rates |
Asks that need your go-ahead
An assistant should show you what it will do and ask before it calls a tool that emails people, deletes data, or cannot be reversed. Expect a question before send_proposal, convert_opportunity, merge_companies, delete_record, and the template tools that replace data.