Overview
AI actions allow you to leverage AI capabilities to generate content in your sheets. These actions generate text in your sheet columns based on a prompt and other data from that row. You can choose a default action like "Suggest a Test", or you can write a custom prompt that includes data from your Fieldguide sheet.
Once an AI action has been added to a column, users will see a button on the column’s cells where they can click to generate text, review and make changes, and insert the text into the cell.
How it works
Select a column to add an AI action to
Write a prompt for Fieldguide AI
Click the AI action button on a cell to generate the result
Create an AI action
You can create an AI action in the header of any text column.
Click the
AI action button in the column header.
Write a prompt to tell Fieldguide AI what to write about. Your prompt must include a mention of at least one other sheet column. You can include a sheet column by clicking on its name in the list below the editor.
Click Preview output to view sample results. If you’re not satisfied with the results, return to the previous step and modify your prompt. When you’re ready, click Save prompt to add this AI action to the column.
Add a name and description to the AI action. This will give users more context on what this action is intended for.
AI actions can also be added to Sheet Templates and sheets in Engagement Templates. Any AI actions in your sheet will carry over during engagement rollover.
AI actions can be created by admins or firm members who have been granted access in their permission settings.
If you’re not sure where to start, try the sample prompts below, or follow our guide for writing custom AI action prompts.
Suggest a test procedure
AI actions can reference your Control Activity and use this to create tests of controls.
Here’s an example prompt to generate a test procedure:
For the control description, suggest an appropriate test of control procedure that an auditor should perform to evaluate whether the control is operating effectively. The test should be specific, actionable, and aligned with the control's intent. Clearly state the type of evidence to be obtained (e.g., inquiry, inspection, observation, reperformance) and the key steps involved.
Control description: {Control Activity}
Identify testing gaps
Here’s an example prompt to identify testing gaps: "Develop a test plan for the control in {control activity} and compare that test plan with the test plan from the prior year in {prior test plan}. Identify any gaps in the test plan."
Identify risks
Here’s an example prompt to identify risks: “Analyze {Control Activity} and identify three risks that should be reviewed by the audit team.”
Use an AI action
After creating an AI action, the AI action button will be displayed to users when they click on an empty cell in that column. Click this button to generate the result.
Review the result and make any desired edits to the text.
Run a sheet AI action in bulk
You can run an AI action down an entire column at once. After creating an AI action, follow these steps to bulk-run it:
Click the
AI action button in the column header and choose Run bulk AI actions.
Select whether to run the action on Only empty cells or All cells.
Click Run Bulk.
Additional examples
There are infinite possibilities for AI actions. Below are even more sample prompts to help you get started. Use these prompts as inspiration to create customized AI actions.
To add one of these AI action prompts to your sheet, follow these steps to create an AI action. The prompt examples below are what you'd insert under "write a prompt" in an AI action's settings. Change the wording of a prompt as needed.
Commonly used prompts
Name | What it does | Prompt example |
Identify testing gaps | Drafts a test plan for a control and identifies testing gaps. | Develop a test plan for the control in {Control Activity} and compare that test plan with the test plan from the prior year in {Prior Test Plan}. Identify any gaps in the test plan |
Identify Risks | Identifies risks for a control. | Analyze {Control Activity} and identify three risks that should be reviewed by the audit team |
Suggest a Test | Drafts a test procedure for a SOC 2 control. | For the control description, suggest an appropriate test of control procedure that an auditor should perform to evaluate whether the control is operating effectively. The test should be specific, actionable, and aligned with the control's intent. Clearly state the type of evidence to be obtained (e.g., inquiry, inspection, observation, reperformance) and the key steps involved. Control description: {Control Activity} |
Prompts for drafting
Name | What it does | Prompt example |
Draft Recommendations | Assists with client recommendations based on audit findings. | Create a very brief recommendation to the following audit finding below on how the client can better meet the following control. Do not repeat the control or include a preface with the word recommendation, just write a short summary format that can be added to a report. |
Draft Internal Control | Rewrites a control as an internal control. | Rewrite the following question as an internal control: {Control Activity} |
Draft Walkthrough Agenda | Drafts agenda items for control walkthroughs. | Write a very brief summary bullet list of agenda items to have a client walkthrough of this ISO control. |
Draft Request | Drafts customized requests for evidence for clients. | Based on the following control and the following test procedures we have to perform for a PCI audit, write a request for evidence if the test procedure starts with the word examine, or a request for an interview if the test starts with the word interview, to be sent to the client for what is needed to perform the test. |
Prompts for audit program enhancements
Name | What it does | Prompt example |
Improve Control Wording | Simplifies the wording of client controls. | For the following control, re-write it in a way that is easier to understand that a senior in high school could understand. |
Improve Test Procedure Wording | Standardizes terminology: Rewrites test procedures in past tense to align with firm standards. | You are an expert in US English grammar. |
Improve Date Format | Standardizes date formats. | Convert the following date: {Date} from YYYY/MM/DD to MM/DD/YYYY. Respond only with the date. |
Prompts for quality checks
Name | What it does | Prompt example |
Validate Date Ranges | Assesses whether two dates are within a certain time range. For example, if you want to know if an employee performed a specific action within 3 days of starting in their role. | Is Date A 3 calendar days or less excluding Saturdays and Sundays from Date B? Always respond with just Yes or No, do not provide an explanation. Date A: {Date A}, Date B: {Date B} |
Prompts for risk identification
Name | What it does | Prompt example |
Identify Residual Risks | Identifies residual requests based on a control and test results. | When considering the following control activity, and the results of testing its effectiveness, write a summary of any residual risks that should be noted. Write a short summary in one to two sentences. |
Identify Inherent Risks | Drafts inherent risks associated with a client's controls. | In one to two sentences, write a summary of the inherent risks that the following control is helping to address. Control: {Control Activity} |
Prompts for summarization
Name | What it does | Prompt example |
Summarize Walkthrough Notes | Summarizes walkthrough notes and observations from individual site visits. | Consolidate and summarize (removing any duplicates) the following notes: |
Provide feedback
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