Replies posted by Simon Hilton

15 Replies

max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
posted in Ask a Peer

Karbon AI -- What do you hate? What do you love?

We are trialing AI before a wider roll out.  Only problem we have come across to date is that you can not remove the 'summary'.  I feel this could be important if you feel it has missed anything critical or taken anything out of context.  Anyone come across any solutions for this.  Hey Michelle, if any more context is adding in new replies or comments then the summary will be marked outdated and you can regenerate it. Is there any other reason you would want to remove a summary?

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Karbon Team
4 months ago
S
Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

I’m still finding the summarize feature does not summarize the internal comments, instead just the email chain, will this be changing in the future? Comments are included in email summaries now. Please try again and let me know if there are any problems. 

27
SamG
Sr. Karbon Community Guide
2 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email task in a work template

@Amelia Freeman I utilised the AI drafting of an email and it didn’t give that option… it just pulled through the company name, not the associated person/s. Perhaps this isn’t a function yet when using AI? Yes. We are aware of this Fiona and considering when we can improve this. Thank You :)

99826
Terri W
Beginner
16 days ago
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Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

I would like to see An AI generated morning email/notication summary of tasks due for the day or week for yourself or selected team/client.  An AI generated suggested task list for a work item based on a prompt . sometimes it is not easy to start a work item for a new procedure from a blank slate and this will give a boost to productivity.  AI suggested scheduling of work. It can almost be an autofill of my week based of past history when a task gets planned and ticked off /time taken to complete (if available) and can also take into account your meetings schedule based on a linked calendar.  This is great @Ilan Goldman , For number 2 is that when you are creating a work template?

27
SamG
Sr. Karbon Community Guide
2 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email task in a work template

@Amelia Freeman I utilised the AI drafting of an email and it didn’t give that option… it just pulled through the company name, not the associated person/s. Perhaps this isn’t a function yet when using AI? Hey Fiona, No, this is not an option yet but its on our list of improvements. Thank you :)

99826
Terri W
Beginner
16 days ago
S
Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

I have found that when searching a client to tag emails and things to them, Karbon rarely gives options that are most relevant to what you have been working on most recently for that client. For example, all throughout tax season, we are working out of and tagging new emails and notes to a client’s 2022 T1 work. However, almost every time I type their name, whichever work item I have obviously used last for them often needs to be found under several future planned work items, or just other unrelated open work items first. Not sure if this is an AI issue but I feel like Karbon should have some sort of capability to recognize what work items you have been in the most recently for a client and bring those options to the top of the list when searching for their name. @Shae-Lynne Craig It sounds like you would like some smarts around the “most likely” thing to select based upon some AI smarts. Whether that is searching or allocating emails, work or contacts. Does that sound accurate?

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SamG
Sr. Karbon Community Guide
2 months ago
S
Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

What I would love to see would be to have the AI read my tax return summary and create an email to the client summarizing it for me.  In other words, your income is up XXX, you saved xxx in taxes by taking the mortgage interest deduction etc.  I’ve been trying to find a quick way to do this for years!  It would save so many man hours and provide better client service on our side. This is where we would like to go for sure, although we would need to train it to be highly accurate. Thanks for your suggestion :)

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SamG
Sr. Karbon Community Guide
2 months ago
S
Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

Or, what if Karbon AI could summarize all open client requests associated with a single “Person” (Karbon contact, sometimes tied to multiple email addresses for different businesses they own, etc). This could help with manual follow-up when checklist reminders are getting ignored... This is a great idea @John Bacon 

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SamG
Sr. Karbon Community Guide
2 months ago
S
Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

Something that comes to mind are Client Requests… For example, client replies to a Client Request email, attaching a file I’ve requested, but doesn’t mark the task as complete. Client receives a reminder or two and then complains they’ve already sent it (albeit not followed instructions). Maybe AI could recognise client has sent something in relation to the Client Request, pause/snooze reminders and advise me of this (via a notifcation in Triage “I’ve snoozed reminders on this checklist as the client may have sent you the files and not marked it as complete” - AI) A thought from an experience today 🙂 Thanks for this @SamG. How comfortable would you be with KarbonAI making these decisions. Would you like it to check with you first?

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SamG
Sr. Karbon Community Guide
2 months ago
S
Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

Hello there!  I have been using Karbon AI for client communication, this has been great.  However, I noticed when i use the AI to change the email tone, it simply takes what I wrote and re-writes it, without giving me the option to view what I had written, side by side with what it’s going to be replaced with.   My concern, is there may be important details missed, I had thought of in the original message, which do not make it to the revised version. It would be great to have some way to see them side by side and choose to actually use the revision, adjust it, or add important details the AI decided to take out, that we deem crucial to the conversation.  Great suggestion @David Perry . Has you lost any important details thusfar? 

27
SamG
Sr. Karbon Community Guide
2 months ago
A
Anonymous
published in Share Tips & Best Practices

Discover how Pretium Solutions is saving time and boosting productivity with Karbon Practice IntelligenceKPI

@Greg Rouland and @SamG This could be found in the Work Status report and filtering by person and completed work. If you would like to understand the budget of the completed work then possibly the Budget report as well. I hope that helps :)

3143
S
Karbon Team
9 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

One piece of feedback I have received from the team is that it would be nice if the summary could be deleted after reading it. @BrooksW can you help me understand this better - when and why would you want to remove a summary? @Logan Baillie One situation would be if there is a running thread and you have generated multiple summaries at different points.  That means in the middle part of the conversation there would be summaries that are no longer as relevant, and cluttering up the thread.  Another situation would be if the summary is slightly wrong (didn’t summarize correctly) or if you find it generally unhelpful on that particular thread. Thanks @BrooksW , We have the invalidation of summaries if previous items are deleted/edited in our next release. Thanks for your feedback :) 

68
A
Newcomer
7 months ago
Jeff Rudner
Beginner
Jeff RudnerBeginner
posted in Share Tips & Best Practices

Karbon Intelligence Best Practices

Thanks so much for this @DianeK . PowerBI is our current solution for visualising data but we understand there is a learning curve. We are keen to hear if there are other ways Karbon Firms would find more convenient to do this visualisation. 

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DianeK
Sr. Community Champion
1 year ago
Jeff Rudner
Beginner
Jeff RudnerBeginner
posted in Share Tips & Best Practices

Karbon Intelligence Best Practices

Can anyone tell me what the basic reports show? I see we get a 2 week trial but as we have only been using KarbonHQ for a month, then I am reluctant to start that if we don't have enough activity history. Which is why it would be useful to know what the "basic" reports actually are. Our initial reports show working hours, time utilization and work by status but am looking to expand these reports to your needs. 

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DianeK
Sr. Community Champion
1 year ago
Jeff Rudner
Beginner
Jeff RudnerBeginner
posted in Share Tips & Best Practices

Karbon Intelligence Best Practices

Does anyone have tips for where to start creating our own reports in Power BI?  Do I start with Modeling? We are new to Power BI and I have been watching a lot of tutorials. Any advice would be helpful. Thanks Hey Kari, We also offer pre built PowerBI workbooks that we hope to add many views to in the near future. Please let us know if there is a theme of particular importance to you. 

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DianeK
Sr. Community Champion
1 year ago

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