nextAI Header Recognition - Quick Reference

Quick reference – Prompts in nextAI

✅ Do’s (what works well)

• Be concrete
  For example:
  “Use the first line description as the invoice description”
• Use ‘if–then’ logic
  For example:
  “If ‘reverse charge’ occurs, set VAT to reversed”
• Specify the source (text, column, field)
  For example:
  “Take value from column ‘Description’ for line text”
• Use recognisable patterns
  For example:
  “Recognise order number if it starts with ‘PO’”
• Keep it simple
  One clear instruction per prompt often yields the best result

❌ Don’ts (what works less well)

• Too general instructions
  For example: “Recognise the invoice better”
• No clear action
  For example: “Check the data”
• Too much logic in one prompt
  (better to split into multiple prompts)
• Vague references
  For example: “Use the correct column”

🔧 Common prompt types

• Determine description
  “Use first line as invoice description”
• VAT logic
  “If ‘VAT reverse charge’ occurs, set VAT to reversed”
• Order recognition
  “Use only order numbers that start with ‘PO’”
• Additional costs
  “Post lines with ‘freight’ as shipping costs”
• Combining fields
  “Combine article number and description into one text field”
• Language / translation
  “Translate German texts into English before processing”

💡 Practical use

• Start with one simple prompt
• Test on one invoice
• Refine if necessary
• Always check the result on first application