1
Begin with one concrete task that matches Capacities AI's primary capability: AI assistant inside an object-based knowledge system for querying notes, summarizing content, generating ideas, and working with personal context. Provide enough context for the system to understand the goal without giving it unrelated private information or unnecessary account access.
2
Review the first result against the source material and your expected outcome. Verify important facts, adjust the context or constraints, and repeat the task until the workflow is predictable enough for routine use.
3
Keep a human review step for content that will be published or for actions involving money, customers, health, legal obligations, security, or physical operations. Use the product's permission, sharing, and privacy controls before introducing confidential data.
4
Once the workflow is reliable, save reusable templates, presets, prompts, brand settings, or integrations where available. Re-test after major model or product updates because AI behavior, limits, and output quality can change.