Set up with the AI assistant

The fastest way to configure PeoplePit is to tell it what you run. The AI Configuration Assistant reads your description, inspects what already exists, and proposes concrete configuration — record types, fields, workflows, forms, reports, dashboards, even automations. Nothing is created until you approve it.

Your first prompt

When you create a workspace you land directly on the assistant. Describe your organization the way you’d explain it to a colleague — the whole picture, not just one feature:

“I run a volleyball club: members pay an annual membership fee and sign up for trainings and tournaments. Set up members, memberships, payments and events — and a dashboard showing revenue and attendance.”

Good prompts mention:

• Who you track — members, volunteers, donors, customers…
• What happens — payments, registrations, events, campaigns…
• What you want to see — “a dashboard of revenue by month”, “a report of unpaid members”.
• Lifecycles, if any — “an application goes draft → review → approved”.

Review and approve

The assistant answers with proposed actions — cards describing exactly what it wants to create. Review them and click Approve (or reject individual ones). Approved actions are applied through the same engine an administrator uses by hand: everything is validated, audited, and fully editable afterwards in the Admin area.

A few useful follow-ups:

• “Add a field to track t-shirt size on members”
• “Create a workflow for event proposals: draft → approved → published”
• “Translate the whole app into French”
• “Show me the members who paid the most this year”

What the assistant can and can’t do

It only configures PeoplePit — it can inspect and create configuration (types, fields, relationships, workflows, forms, automations, reports, dashboards, translations, integrations) but never writes code, runs SQL, or touches data files. To import a spreadsheet of records, use the Import button on any list — see Importing data.

Budgets and access

• Every plan includes a monthly AI budget measured in tokens (visible in Admin → Assistant → Usage). The free tier’s budget covers setup and light use; paid plans include more.
• On paid plans you can connect your own Anthropic API key (Admin → Assistant → Custom AI connection) for unlimited usage billed to your own account.
• By default only administrators can use the assistant. Grant other groups access in Admin → Assistant → Access — including the ability to approve its proposals.