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We’d Love Your Feedback on the AI-Powered “Ask a Question” Setup Assistant
We've recently expanded the capabilities of the "Ask a Question" assistant available on TeamDesk setup pages.

In addition to reading your existing database configuration, formulas, views, forms, triggers, actions, and other settings, the assistant can now make configuration changes directly in your database when appropriate.

We'd love your feedback:

* Have you tried the assistant?
* How useful were its explanations and recommendations?
* Did you use it to make changes to your database setup?
* Were the suggested or applied changes accurate and helpful?
* What worked well?
* What could be improved?

To try it, simply click the "Ask a Question" button on any setup page and start chatting with the assistant.
ID
2151
Category
User Experience
Author

Slava Shinderov  Staff 
Date Created
6/2/2026 5:18:54 AM
Date Updated
7/9/2026 10:27:56 PM
Comments
Lp 6/9/2026 11:42:43 AM
Works great and very helpful with both planning out changes, and helping update our internal documentation. Great addition!
SDM IT 7/9/2026 10:25:16 PM
This integration of AI is something I have been dreaming of for the past years.

I am the single person handling the business' data management needs. On Teamdesk, I can construct a DB with an initial basic aim, put it into operation, gather feedback and new scope, then improve it. However, in making rapid changes I often skipped documenting the changes, let alone writing and rewriting the DB description and functional spec. I have been thinking how troublesome it would take a new developer to take over the databases. And I thought it would be best to have AI browse my database structure and write the description for the new developer.

Today I have see that my wish is fulfilled. I asked the AI assistant to write a functional specification of the database, I got the following:

"Detailed Functional Specification
Database: KAS & BANK

1. Purpose
The KAS & BANK database is configured to automate the handling of cash and bank accounting source data. Its purpose is to:

- maintain master data for bank accounts and cash books
- ingest bank statements and cash transaction imports
- parse and organize transaction details by source format
- compare source totals against calculated detail totals
- flag discrepancies for review
- control access per account/book and per user
- prepare and post validated data into Odoo

The database description explicitly states “Cash/Bank Data Accounting Automation” on Database properties. TeamDesk databases typically represent business processes through linked tables and role-specific interfaces, which is consistent with this design 1 2.

2. High-Level Functional Scope

The database supports two main operational domains:

2.1 Bank processing
Handled through:

BANK
Bank Statement
bank-specific detail tables:
_BCA
_MANDIRI
_BRI_CMS
_BRI_QLOLA

2.2 Cash-book processing

Handled through:

KAS
Kas_Bulan
Kas_Kegiatan
Kas_Kegiatan_Import

2.3 External accounting integration

Handled through:

- Odoo fields and URL formulas in BANK columns
- Odoo fields and URL formulas in Bank Statement columns
- Odoo-related support tables:
- Odoo Data
_Odoo_accounts
_Odoo_partners
_Odoo_products
_Odoo_statement_line
_Odoo_taxes
User_Odoo_accounts
...
"

Wow, this is just fantastic! I cannot write a better introduction than this.

Thank you for the great new feature, Teamdesk!
SDM IT 7/9/2026 10:27:56 PM
Only one additional wish: the pop-up window can be maximized and the font size can be made larger. Thank you again!
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