JARY AI · Spark Workshop

Start with AskJary

由 AskJary 開始,建立你的第一個 AI 工作方式 Build your first AI way of working — with AskJary

一個動手做的學習中心:跟著學習路徑連接工具、建立 agent、整理知識、重用技能、安全自動化,並用提示庫立即上手。 A hands-on hub: follow the path to connect tools, build agents, organise knowledge, reuse skills, automate safely — and start fast with the prompt library.

開始學習Start learning 瀏覽提示庫Browse prompts
Onboarding First Agent LLM Wiki Connectors Automation Privacy & Security
Learning Path

今天的學習路徑Your learning path

向下捲動探索每個單元,系統會自動標記你已讀過的部分。讀完全部九個單元即可解鎖完成徽章。 Scroll to explore each module — visited ones are marked automatically. Finish all nine to unlock your completion badge.

0/9 已完成單元modules done
01 · Onboarding

由工作出發,而不是由工具出發Start from the work, not the tool

先定義一個每週都會重複的痛點:First define one pain point that repeats every week:
哪些工作每週都重複?Which tasks repeat every week?
它從哪個渠道來?Which channel does it come from?
需要哪些檔案或知識?Which files or knowledge are needed?
agent 要草擬、整理還是檢查什麼?What should the agent draft, organise or check?
哪一步必須由人手批准?Which step must a human approve?
動手寫 · ExerciseExercise · Write it
「我想 AskJary 幫我處理 ____。」“I want AskJary to handle ____ for me.”
記憶點Remember先找一個重複的痛點,再去配置工具。Find one repeating pain point first, then configure the tools.
02 · Know Jary

AskJary 是什麼What AskJary is

01
AI 工作助手AI work assistant

在對話、檔案、任務與人之間,記住有用的脈絡。Remembers useful context across chats, files, tasks and people.

02
協調者Orchestrator

當任務需要對的工具或流程時,把工作交給專責 agent。Hands work to the right specialist agent when a task needs it.

03
更安全的操作層A safer action layer

草擬、整理、檢查,並在敏感操作前先請示人手。Drafts, organises, checks — and asks a human before sensitive actions.

AskJary = Agent 執行環境 + 第二大腦 + GaaS(Agent 即服務)Agent Runtime + Second Brain + GaaS (Agent-as-a-Service)
03 · Agent Configuration

先配置 agent,再讓它開始工作Configure the agent before it works

1 · Agent 名稱Agent name
為它取一個你喜歡的名字—例:小晴、客戶跟進 AgentGive it a personal name you like — e.g. Sunny, Client Follow-up Agent
2 · 要做的工作The job
這個 agent 該擁有哪個重複任務?Which repeating task does it own?
3 · 目標使用者Who it serves
它在幫誰?Who is it helping?
4 · 輸入來源Inputs
WhatsApp、Gmail、Drive、行事曆、PDFWhatsApp, Gmail, Drive, Calendar, PDFs
5 · 允許的操作Allowed actions
摘要、草擬、分類、抽取任務、更新筆記Summarise, draft, classify, extract tasks, update notes
6 · 需批准的操作Needs approval
發訊息、寄電郵、安排會議、改權限、付款Send messages, email, schedule, change access, pay
7 · 語氣與語言Tone & language
簡潔、溫暖、粵語優先、客戶可見/內部Concise, warm, Cantonese-first, client-facing / internal
8 · 上報規則Escalation
身份、限期、金錢、法律或私隱不清楚時,問人。Ask a human when identity, deadlines, money, law or privacy are unclear.
9 · 成功指標Success metric
每週省 30 分鐘、減少漏跟進、紀錄更易搜尋。Save 30 min/week, fewer missed follow-ups, searchable records.
04 · Tools & Connectors

工具讓 agent 做到事,連接器帶入真實脈絡Tools make agents act; connectors bring real context

Read · 讀取Read
搜尋、檢視、摘要、取回檔案/訊息/行事曆。Search, view, summarise, fetch files / messages / calendar.
Write · 寫入Write
建立筆記、草擬文件、更新任務、準備紀錄。Create notes, draft docs, update tasks, prepare records.
Comms · 溝通Comms
草擬或發送電郵/WhatsApp,只在明確批准下。Draft or send email / WhatsApp — only with explicit approval.
Schedule · 排程Schedule
查行事曆、提議時段;批准後才建立活動。Check calendar, propose slots; create events after approval.
Files · 檔案Files
搜尋、讀取、建立、整理、匯出資料夾。Search, read, create, organise, export folders.
Automation · 自動Automation
以排程、來源、範圍與停止規則執行重複工作。Run repeating work with schedule, source, scope and stop rules.
WA
WhatsApp
GW
Google
HK
Hippo 知識Hippo
WB
Work Board
外部系統External
記憶點Remember連接不等於無限存取;連接器要按工作範圍授權。Connecting ≠ unlimited access — authorise connectors to the job's scope.
05 · LLM Wiki

把零散資料變成可重用記憶Turn scattered material into reusable memory

不是查詢時才即時撈原始文件,而是逐步建立一個會自我維護、可累積的知識庫。Don't fetch raw documents on every query — build a self-maintaining, accumulating knowledge base.

01
收集素材Collect
WhatsApp、PDF、筆記、會議、截圖。WhatsApp, PDFs, notes, meetings, screenshots.
02
結構化頁面Structure
人物、專案、決策、服務規則、來源。People, projects, decisions, rules, sources.
03
連結頁面Link
讓 AI 之後能找到脈絡,不必猜。So AI finds context later instead of guessing.
04
保留出處Cite source
這項資訊從哪裡來?Where did this come from?
記憶點Remember知識庫應該越用越聰明——每次互動都讓它更完整。The knowledge base should get smarter with use — every interaction makes it more complete.
06 · Skills

把重複的工作打包Package repeating work

Skill 是一份可重用的任務食譜,讓 agent 不必每次重新學流程。A skill is a reusable task recipe, so the agent never re-learns the process.

Trigger
觸發When
何時該用?When to use it?
Inputs
輸入Inputs
需要什麼資訊?What info is needed?
Steps
步驟Steps
按什麼順序做?In what order?
Output
產出Output
該交出什麼?What to deliver?
Guardrails
護欄Guardrails
何時要問或停?When to ask or stop?
範例Example 「把一個 WhatsApp 潛在客戶,變成一份乾淨的銷售交接摘要。」“Turn a WhatsApp lead into a clean sales-handoff summary.”
07 · Automation

排程安全的後續跟進Schedule safe follow-ups

自動化檢查清單Automation checklist
它應該何時執行?When should it run?
它應該檢視哪個來源?Which source should it watch?
它應該產出什麼?What should it produce?
誰接收或批准結果?Who receives or approves it?
它絕不應該做什麼?What must it never do?
停止條件是什麼?What is the stop condition?
常見例子Common examples
每日晨間簡報Daily morning brief
每週客戶跟進摘要Weekly client follow-up digest
專案阻礙檢視Project blocker review
新客戶交接草稿New-client handoff draft
即將到來的預約提醒Upcoming appointment reminders
記憶點Remember排程、來源、收件人、操作與批准規則都清楚了,自動化才有用。Automation only helps when schedule, source, recipient, action and approval are all clear.
08 · Privacy & Security

agent 只用它需要的,批准關卡保護真實操作Agents use only what they need; approval gates protect real actions

01
最小權限Least privilege
只連接工作需要的來源。Connect only the sources the work needs.
02
目的限制Purpose limit
只為使用者要求的任務使用資料。Use data only for the requested task.
03
不必要不外露No oversharing
不公開內部筆記、私人連結或客戶資料。Never expose internal notes, links or client data.
04
身份核實Verify identity
發送或更新前,先確認對象。Confirm the recipient before sending or updating.
05
敏感資料處理Mask sensitive data
製作公開材料時遮蓋個資與付款資訊。Redact PII and payment info in public material.
06
語音/音訊謹慎Audio caution
語音無法可靠取得時,請改傳文字。Ask for text when audio can't be reliably read.
Approval Flow
① 接收請求① Receive request ② 檢查脈絡② Check context ③ 草擬/準備③ Draft / prepare ④ 人手批准④ Human approval ⑤ 執行 → ⑥ 回報變更⑤ Execute → ⑥ Report changes
記憶點Remember先草擬,批准後才行動。Draft first; act only after approval.
09 · Scenarios + Next

三個即用的應用場景Three ready-to-use scenarios

01
專案與維護追蹤Project & maintenance
任務、限期、逾期上報。Tasks, deadlines, overdue escalation.
02
會計與財務追蹤Accounting & finance
擷取單據、對賬、付款需批准。Extract receipts, reconcile, pay on approval.
03
投資訊號偵測Investment signals
監察來源、摘要訊號、附上出處。Watch sources, summarise, cite.
每幾秒自動切換 · 點選即可固定Auto-rotates · click to pin

由「嘗試 AI」到「在工作中使用 AI」From “trying AI” to “using AI at work”

你的第一個 AskJary 工作方式應該細、真實而安全:一個重複痛點、一個已配置 agent、一個知識庫、一個可重用技能、一組連接器、一個清楚的批准關卡。Your first AskJary way of working should be small, real and safe: one repeating pain point, one configured agent, one knowledge base, one reusable skill, a set of connectors and one clear approval gate.

打開提示庫Open prompt library 投影片模式Slide mode
Prompt Library

提示庫Prompt library

即用的起手提示,按分類與標籤瀏覽、搜尋,填入空格後一鍵複製。星標可收藏常用提示。Ready-to-use starter prompts — browse by category and tag, search, fill the blanks and copy in one click. Star the ones you use often.

這些是示範起手提示,稍後可換成你自己的。These are sample starters — swap in your own later.
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