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Tips for Working with Bots
Practical one-page tips that pair with BotStaffer Guides. Each is a short lesson on working with bots you can apply the same day.
Write the Naming Convention Down
Put the naming rule in one file the bot can read every run, then link it from your guides hub.
One Pattern Per Object Type
Give folders, files, tickets, and CRM records each one naming pattern, then leave it alone for 30 days.
Correct Bad Names the Same Day
Rename bad bot names immediately, log the bad example, and keep one canonical path.
Naming Convention Guide Is Live
BotStaffer published guide #1 on teaching a bot a naming convention, with three Tips and a discussion link.
Write a Buy Brief Before Checkout
Before any checkout, have the bot write a buy brief: purpose, budget, three options, return window, and a recommendation. Incomplete? Don't buy.
Buying with Bots Guide Is Live
A new BotStaffer guide covers research, buy briefs, and keeping approval in human hands.
Define Done Before the Bot Starts
Write one finish-line paragraph before a long bot job: what done looks like, output paths, and a hard stop. Point the bot at it every run.
Long-Running Tasks Guide Is Live
BotStaffer published a how-to on checkpoints, stop rules, and resume briefs for multi-hour bot jobs.
Name the Bot by Role
Name team bots by job, like intake, research, or billing-check, not cute nicknames, and use the same role title in the runbook.
Team Bots Setup Guide Is Live
A BotStaffer guide on roles, access, status channels, and rotating human owners for shared bots.
Same Prompt for Both Bots
Fair bot bake-offs start with a frozen prompt: write it once and feed it to both bots unedited. If you must clarify, add it to both and re-run.
Bot vs Bot Bake-off Guide Is Live
BotStaffer launched a weekly bake-off pattern with fair prompts and a simple scorecard.
List Chores Before Tools
Write the list of chores before you pick a bot product. If the chore list is empty, you do not need another bot yet.
Extend Your Staff Guide Is Live
A BotStaffer guide on using bots to amplify a small team without erasing human ownership.
One Shared Household List
Pick one shared household list for groceries and errands. Let the family bot add items and let humans remove them. One list beats five.
Family Bots Guide Is Live
BotStaffer published a light-touch guide to household lists, briefs, and safe boundaries for home bots.
Quiz Before Answers
Have the study bot quiz you before it shows model answers. Learning sticks when you struggle a little first, then ask the bot to check.
Education Bots Guide Is Live
A BotStaffer guide on quizzing, source-based summaries, and study logs that keep learning with you.
Pin Bot Dependencies
Pin versions for anything your bot installs or calls so runs stay repeatable, and keep the pin list where the bot reads its standing rules.
Open Source with Bots Guide Is Live
BotStaffer published a guide on pinning, licensing, and crediting open source in bot stacks.
One System of Record
Choose one system of record, like your CRM, for contacts and stages, and tell the bot that path in its standing rules so contacts don't fork.
CRM Guide for Bots Is Live
BotStaffer published a guide on keeping the CRM as the source of truth when bots help with contacts.
Run a Day-One Drill
On day one, run a thin bot job end to end while the team watches. Write down every nudge; those become the bot's instructions.
Getting Team Bots to Work Guide Is Live
BotStaffer published a follow-through guide for the two weeks after you install a team bot.