Adam by Tyms is a native AI agent platform that simplifies data entry using natural language. It enables you to control, organize, and present information efficiently without relying on rigid forms or templates.
By describing your data or tasks in clear, structured prompts, Adam helps automate processes such as recording transactions, uploading documents, and retrieving insights.
However, Adam's effectiveness depends on how clearly and thoroughly you communicate your intent. Vague or incomplete prompts may limit the accuracy of the results.
Prompting Interaction Points with Adam by Tyms
There are three main areas within the Adam by Tyms platform where you can send prompts to Adam:
Conversation Interface
Access Point: “Ask Adam” page
Purpose: Quick interactions, simple record-keeping, and insights
Best For: Asking questions, entering small data points, or requesting assistance
Example:
Record a payment of $50,000 to ABC Supplies for office furniture on April 5.
Data Tables
Purpose: Structured data entry and document uploads
Features:
Upload documents such as Excel, CSV, or PDFs without needing a predefined format
Include a prompt that explains the document for accurate processing and transaction posting
Best For: Bank statements, invoices, bills, chart of accounts
Example:
This file contains March Bank of America transactions. Classify each transaction by type and post the entries.
Training Section
Purpose: Teaching Adam specific instructions, preferences, or workflows
Best For: Setting up rules for recurring tasks, account mapping, or naming conventions
Example:
For any transaction labeled ‘Staff Reimbursement’, post it to the ‘Staff Advances’ account under current liabilities.
Writing Effective Prompts
To help Adam deliver accurate results, follow these guidelines:
What to Do
Be clear and specific about the task
Include all relevant information: names, amounts, dates, and categories
Use consistent account names and terms
Explain any document you upload (what it contains, and how it should be processed)
What to Avoid
Vague instructions (e.g., "Add something for last week")
Missing context (e.g., not specifying if a transaction is income or expense)
Incomplete data (e.g., uploading a document with no description)
Informal or ambiguous language
Sample Prompts by Use Case
Use the following examples as templates when interacting with Adam:
Income
Record income of $120,000 received from Johnson & Co. for web development services on April 10.
Expense
Log an expense of $35,000 paid to NextEra Energy for electricity on April 15, categorized under Utilities.
Invoice
Create an invoice for BrightTech Ltd. for $200,000 for software licenses, due in 30 days.
Bill
Enter a bill from Supreme Printers for $75,000 dated March 25 for office stationery.
Bank Statement Upload
This file contains April transactions from Wells Fargo Bank. Identify and categorize each transaction and post accordingly.
Chart of Accounts
Add a new expense account named ‘Team Retreats’ under Administrative Expenses.
Insights or Metrics
Show total marketing expenses in Q1 2025 compared to Q4 2024.
Manual Journal Entry
Post a journal entry: Debit Equipment $1,000,000, Credit Bank $1,000,000 for office equipment purchased on April 2.
Training Adam
For bank statements from Chase Bank, ignore rows with ‘SMS Alert Charges’ and classify ‘POS PURCHASE’ as operating expenses.
By following these guidelines and examples, you can make the most of Adam by Tyms and ensure your financial data is processed accurately and efficiently.
If you need additional assistance, contact support or visit related articles in this Help Center.