What to say to your AI

Once Claude or ChatGPT is connected to Immiluma, talk to it the way you would to a colleague. These are examples you can copy and change.

Three habits that help

  • Name the person or the case. "Priya Sharma's 482" is enough. You never need a tool name or a record number.
  • Say what you want back. A list, a short summary or a draft.
  • Ask for changes in plain words. The AI prepares them. Sending to a client, approving a document and lodging stay with you.

Clients and matters

  • "Give me a summary of Wei Zhang before my call next week."
  • "What documents is Priya Sharma's 482 still missing?"
  • "Which of my clients have a visa expiring in the next 60 days?"

Your day

  • "What tasks and deadlines do I have in the next two weeks?"
  • "What is overdue for the team?"

Messages and letters

  • "Write an email to Priya asking for the missing documents. Don't send it."
  • "Read the latest Department letter for Wei Zhang. What do they want, and by when?"

Employers

  • "Which open matters does Harbourside Kitchen have?"

Money and sales

  • "Who still owes us money?"
  • "Prepare an invoice draft for Priya's matter."
  • "How does the sales pipeline look this quarter?"

Updating records

These need casework allowed when you connect.

  • "Move Wei's matter to the next stage and add a task to follow up by Friday."
  • "Add a note to Priya's file: she called about her police check."

Filling a form in ImmiAccount

The first time, say:

  • "Use Immiluma to install the form-filling skill."

Then open the form in ImmiAccount and say:

  • "Fill the form open in ImmiAccount with Priya's questionnaire answers. Don't submit it."

The AI stops before anything is submitted, lodged or paid. You check the form and submit it yourself.

Moving your practice in

  • "Import the clients and files in this folder into Immiluma."

Nothing becomes a record until an owner or administrator confirms it. See Move your practice into Immiluma.

Visa templates

  • "Update the 482 template draft from this Home Affairs page."

If the AI says it can't

What a connection can do depends on what you allowed when you connected. If you ask for something that is turned off, the AI says so. To change it, disconnect and connect again, and tick what you need. See Connect Claude or ChatGPT.