Visible's AI Inbox and AI Requests use extraction instructions to accurately map data from the documents and emails your portfolio companies send. By saving custom instructions at the portfolio company or portfolio metric level, you can ensure the AI always knows how to interpret that company's data, without needing to re-enter instructions.
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This article is organized into the following sections:

Choose the company you want to add custom instructions to. Then click the three dots and choose Edit company.

Switch the Enable AI extraction instructions into the on position.

Type in your custom company instructions and then click Save. These instructions will now be automatically applied whenever the AI extracts data from this company.

When you click Configure extraction, you'll see the per-company instructions.

Click Metrics and then choose Portfolio metrics. Next choose the metric you want to configure and toggle on Enable AI extraction instructions.

Enable AI Extraction and add your custom prompt.

Type in your prompt and then select Save. These instructions will be applied to all future extractions for this metric, across all portfolio companies.
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When you click Configure extraction, you'll see the per-metric instructions.
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Let us know if you have any questions!