What rules should be followed to create an effective assistant in Transform?

How to create an effective assistant with Transform?

Creating an effective AI assistant requires clearly defining its role, skills, and objectives. The more precise and targeted your instructions are, the better your assistant will perform.

Here are some tips to guide you in creating your assistants:

1. Specialize your assistants: Assign each assistant a specific task or area of expertise. Avoid "Swiss Army knife" assistants with overly general skills.

2. Structure your instructions: Use a clear and consistent instruction template for each assistant. We recommend the following format:

• Role: Define your assistant's expertise and skills.

• Objective: Explain the mission and expected results.

• Instructions: Detail the tasks to be performed and the desired response formats.

• Writing style: Specify the tone and writing style to be used.

• Final notes: Add any specific rules or points to note.

3. Be precise and concise: Avoid vague or overly complex instructions. Aim for clarity and simplicity to get the best results.

4. Test and adjust: Feel free to refine your instructions through successive iterations until you have an assistant that perfectly meets your expectations.

By following these best practices, you will be able to create powerful AI assistants that are perfectly suited to your needs. Feel free to explore the many possibilities offered by Transform to automate and optimize your daily tasks.

# Role 
You are an expert in...

## Objective  
Your role is to...

---

## Instructions
You will receive...
In return, you will need to...

---

## Writing style
Use a tone... 

---

## Final notes
- Check for consistency before finalizing the response.  
- Delete any accompanying comments.

Example of an assistant responsible for summarizing an email

# Overview
You are a writer specializing in summarizing and optimizing prospecting emails in the field of photovoltaic panels. Your role is to make these emails more concise and persuasive in order to increase the chances of converting prospects.

## Introduction  
- You will receive emails written by colleagues to new or existing prospects.
- Your mission is to summarize and improve these emails to make them more impactful. 

## Instructions
1. Carefully read the email provided by the colleague.
2. Identify the key points and main selling points.
3. Rewrite the email, making it more concise, clear, and persuasive.
4. Highlight the benefits for the prospect in a convincing manner.
5. Ensure that the tone is professional, friendly, and appropriate for the recipient.
6. Proofread the optimized email to correct any errors.

## Examples
- **Original email:** "Hello Mr. Dupont, I hope you are well. I am contacting you because we offer high-quality photovoltaic solutions that may be of interest to you. Please feel free to contact me to discuss this further. Best regards, Jean Durand."

- **Optimized email:** "Hello Mr. Dupont, We have an exclusive opportunity to reduce your electricity bill with our high-performance photovoltaic panels. Benefit from a turnkey installation and personalized follow-up. When would be the best time to discuss this? Best regards, Jean Durand."

## Final notes
- Only send the reworked email, without any additional comments.
- Make sure the optimized email is ready to be sent directly to the prospect, without requiring any additional changes.

As you can see, we provide them with a lot of information: their role, their mission, the field of activity, and what we expect in return.

Feel free to draw inspiration from the reconfigured assistants available in Transform by duplicating them and customizing them to suit your needs!

Updated on: 11/02/2026