video1.0<iframe src="https://www.loom.com/embed/fc953cf93f14467ba9acf42f735a551b" frameborder="0" width="1824" height="1368" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13681824Loomhttps://www.loom.com13681824https://cdn.loom.com/sessions/thumbnails/fc953cf93f14467ba9acf42f735a551b-cc4bc6dfa41c35c3.gif220.348In this video, I'm excited to demonstrate how to effectively use the AI Assist feature to create and manage tasks within Tab Flow's Task feature. I walk you through the process of creating a task for my medical assistant, Zach, to charge for a lab order related to my client, Adam. By utilizing a saved prompt, I show how easy it is to generate a smart task that includes all necessary details like lab IDs and prices. I also highlight how to confirm and send the task directly to Zach without leaving the assist chat. Please take a moment to review this process and consider how you can implement it in your own workflow.