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    <title>thread Some thoughts about using ManagerBot (my first real project/app) in AI Tools</title>
    <link>https://community.squareup.com/t5/AI-Tools/Some-thoughts-about-using-ManagerBot-my-first-real-project-app/m-p/852365#M342</link>
    <description>&lt;P&gt;Before I drop these thoughts, you should know that I started using the original Square AI very reluctantly. &amp;nbsp;I'm a Boomer, thought I am very tech-oriented as my first career was as a programmer and analyst. &amp;nbsp;This career began, however, back in the days of punch cards and programing languages that are either dead or should be dead, anymore. &amp;nbsp;LOL. I joke about the fact that Square had to drag me kicking and screaming into the brave new world, which is not too far off the mark. &amp;nbsp;But, a couple of years later, I have to admit that I'm a convert and can no longer imagine running my business without ManagerBot in my toolbox.&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;This post is not about the merits or lack of merits of AI in general.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;We all know that any good business tool will have pros and cons, and we have to decide for ourselves whether the pros outweigh the cons.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;If ManagerBot doesn’t work for you or fit your world view, then definitely don’t use it.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I can say that for my business, at least, Square has created a tool that checks all of the boxes.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;It gives me a way to do down-and-dirty analysis quickly, that would have taken me hours if not days before.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;It’s eliminated more than a few spreadsheets and CSVs.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Best of all, it allows me to create ad-hoc reports without having to wait for Square engineers to do them.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;BUT…. it is a tool, and only a tool.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;At least for the moment, MB can not run my business, nor would I ever want it to. &lt;SPAN class=""&gt;&amp;nbsp;&lt;/SPAN&gt;&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;All of that being said, I recently used MB to generate an “app” that I use daily.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I run a soft-serve shop.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Each morning, one of my big tasks is determining how much soft serve base product I need to order, looking forward 7 days.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;There are a number of factors at play here — sales trends for the past ten days, what my theoretical inventory is versus what I actually have on hand after my morning clean-and-refill routine, etc.&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;One thing I learned about MB (and AI in general) a long time ago is that the acronym KISS is the best starting point.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I also learned that my background in IT actually can get in my way and make things much harder. Some of my earliest aborted attempts did not work at all — mostly due to the fact that I was throwing too much information to MB out of the gate.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;That turns out to be one of the worst things someone using AI can do.&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;Here’s how I started building my app.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I gave MB this statement — “I want to run a daily theoretical report of soft serve base usage and inventory levels that I can use to assist me in ordering. I'll provide you with the current inventory for each base, as well as a CSV that defines how much base is used for items that require soft serve base. Each day I will rerun this report to update theoretical inventory, as we as provide you with daily exceptions like waste/shortage. How should we begin?”&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;From here, I just followed its lead.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I was pleasantly surprised at how much knowledge it has about what I was trying to do.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;It asked pertinent questions.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;A few of its questions surprised me, but shouldn’t have surprised me, I saw later.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I won’t bore you with the details of the process, but if you’re interested, &lt;A href="https://www.piperssoftservebar.com/MB" target="_self"&gt;I’m attaching a PDF of our initial chat&lt;/A&gt;.&lt;SPAN class=""&gt;&amp;nbsp; Note that to view the entire PDF, you'll need to click the square with the arrow sticking out of the top.&lt;/SPAN&gt;&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;You’ll see that I backtracked a time or two, changed how I wanted MB to structure reports and projections.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I had to do this mostly because I realized that I was still over-complicating things and MB — being a very literal tool — allowed me to over-complicate them, much to my detriment.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Regardless, in the end, the ending tool was shaping up nicely.&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;Over the past few days, I’ve refined it.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Today I started exploring adding functionality for MB to start a cart for my soft serve vendor (GFS) and add orders to it.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;GFS is not my biggest vendor, but I do have a small order guide in addition to soft serve that I procure from them.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;We’ll see how this newest addition to the app works, but I’m hopeful it consolidates a little more of my morning routine into one place.&lt;BR /&gt;&lt;BR /&gt;Some of the advantages of doing this process this way over continuing my rather complicated spreadsheet?&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;First, MB remembers everything we’ve chatted about here.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;It remembers assumptions, how things convert, answers to questions I’ve forgotten it asked and got answers to.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Spreadsheets, as we all know, are error prone — we forget what links to what, why we set up formulas the way that we did, etc. And don’t get me started on editing complex spreadsheets — introducing unintended errors is just way to easy to do.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;When MB detects inconsistencies in my answers and instructions, it points those out and asks what I actually mean and how to proceed.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;That makes me more confident in the app it is creating for me.&lt;BR /&gt;&lt;BR /&gt;And, on that note, I’ll stop this stupidly long post.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;If you decide to dive into the &lt;A href="https://www.piperssoftservebar.com/MB" target="_self"&gt;attached PDF&lt;/A&gt; to see the flow of the app build process, beware it is 18 pages (and will be more tomorrow!).&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;This is a work in progress. &amp;nbsp;(Note that to view the entire PDF, you have to click the box with the arrow pointing out of it at the top.)&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;But I’m realizing that if I understand that fact, then the sky is the limit for having MB help me run my business faster and more fact-driven than I’ve ever done before.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;My next task when this one is complete is to build a full ordering and inventory system.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;My inventory needs aren’t for the faint of heart — I have 75-ish toppings that are depleted differently depending on variations/sizes, etc.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;All of these toppings and flavors and more can be depleted by item/variation sold as well as by modifier chosen which is further change by the variation sizes, etc.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Trust me when I say that I’ve never found an off-the-shelf app that does exactly what I need.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Given that MB knows everything abut the structure of my data, I’m hopeful that I can finally to replace the spreadsheet I created that I absolutely hate!&lt;/P&gt;</description>
    <pubDate>Sat, 07 Nov 2026 14:31:40 GMT</pubDate>
    <dc:creator>TheRealChipA</dc:creator>
    <dc:date>2026-11-07T14:31:40Z</dc:date>
    <item>
      <title>Some thoughts about using ManagerBot (my first real project/app)</title>
      <link>https://community.squareup.com/t5/AI-Tools/Some-thoughts-about-using-ManagerBot-my-first-real-project-app/m-p/852365#M342</link>
      <description>&lt;P&gt;Before I drop these thoughts, you should know that I started using the original Square AI very reluctantly. &amp;nbsp;I'm a Boomer, thought I am very tech-oriented as my first career was as a programmer and analyst. &amp;nbsp;This career began, however, back in the days of punch cards and programing languages that are either dead or should be dead, anymore. &amp;nbsp;LOL. I joke about the fact that Square had to drag me kicking and screaming into the brave new world, which is not too far off the mark. &amp;nbsp;But, a couple of years later, I have to admit that I'm a convert and can no longer imagine running my business without ManagerBot in my toolbox.&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;This post is not about the merits or lack of merits of AI in general.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;We all know that any good business tool will have pros and cons, and we have to decide for ourselves whether the pros outweigh the cons.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;If ManagerBot doesn’t work for you or fit your world view, then definitely don’t use it.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I can say that for my business, at least, Square has created a tool that checks all of the boxes.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;It gives me a way to do down-and-dirty analysis quickly, that would have taken me hours if not days before.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;It’s eliminated more than a few spreadsheets and CSVs.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Best of all, it allows me to create ad-hoc reports without having to wait for Square engineers to do them.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;BUT…. it is a tool, and only a tool.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;At least for the moment, MB can not run my business, nor would I ever want it to. &lt;SPAN class=""&gt;&amp;nbsp;&lt;/SPAN&gt;&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;All of that being said, I recently used MB to generate an “app” that I use daily.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I run a soft-serve shop.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Each morning, one of my big tasks is determining how much soft serve base product I need to order, looking forward 7 days.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;There are a number of factors at play here — sales trends for the past ten days, what my theoretical inventory is versus what I actually have on hand after my morning clean-and-refill routine, etc.&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;One thing I learned about MB (and AI in general) a long time ago is that the acronym KISS is the best starting point.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I also learned that my background in IT actually can get in my way and make things much harder. Some of my earliest aborted attempts did not work at all — mostly due to the fact that I was throwing too much information to MB out of the gate.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;That turns out to be one of the worst things someone using AI can do.&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;Here’s how I started building my app.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I gave MB this statement — “I want to run a daily theoretical report of soft serve base usage and inventory levels that I can use to assist me in ordering. I'll provide you with the current inventory for each base, as well as a CSV that defines how much base is used for items that require soft serve base. Each day I will rerun this report to update theoretical inventory, as we as provide you with daily exceptions like waste/shortage. How should we begin?”&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;From here, I just followed its lead.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I was pleasantly surprised at how much knowledge it has about what I was trying to do.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;It asked pertinent questions.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;A few of its questions surprised me, but shouldn’t have surprised me, I saw later.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I won’t bore you with the details of the process, but if you’re interested, &lt;A href="https://www.piperssoftservebar.com/MB" target="_self"&gt;I’m attaching a PDF of our initial chat&lt;/A&gt;.&lt;SPAN class=""&gt;&amp;nbsp; Note that to view the entire PDF, you'll need to click the square with the arrow sticking out of the top.&lt;/SPAN&gt;&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;You’ll see that I backtracked a time or two, changed how I wanted MB to structure reports and projections.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;I had to do this mostly because I realized that I was still over-complicating things and MB — being a very literal tool — allowed me to over-complicate them, much to my detriment.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Regardless, in the end, the ending tool was shaping up nicely.&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;Over the past few days, I’ve refined it.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Today I started exploring adding functionality for MB to start a cart for my soft serve vendor (GFS) and add orders to it.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;GFS is not my biggest vendor, but I do have a small order guide in addition to soft serve that I procure from them.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;We’ll see how this newest addition to the app works, but I’m hopeful it consolidates a little more of my morning routine into one place.&lt;BR /&gt;&lt;BR /&gt;Some of the advantages of doing this process this way over continuing my rather complicated spreadsheet?&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;First, MB remembers everything we’ve chatted about here.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;It remembers assumptions, how things convert, answers to questions I’ve forgotten it asked and got answers to.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Spreadsheets, as we all know, are error prone — we forget what links to what, why we set up formulas the way that we did, etc. And don’t get me started on editing complex spreadsheets — introducing unintended errors is just way to easy to do.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;When MB detects inconsistencies in my answers and instructions, it points those out and asks what I actually mean and how to proceed.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;That makes me more confident in the app it is creating for me.&lt;BR /&gt;&lt;BR /&gt;And, on that note, I’ll stop this stupidly long post.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;If you decide to dive into the &lt;A href="https://www.piperssoftservebar.com/MB" target="_self"&gt;attached PDF&lt;/A&gt; to see the flow of the app build process, beware it is 18 pages (and will be more tomorrow!).&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;This is a work in progress. &amp;nbsp;(Note that to view the entire PDF, you have to click the box with the arrow pointing out of it at the top.)&lt;/P&gt;&lt;P&gt;&amp;nbsp;&lt;/P&gt;&lt;P&gt;But I’m realizing that if I understand that fact, then the sky is the limit for having MB help me run my business faster and more fact-driven than I’ve ever done before.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;My next task when this one is complete is to build a full ordering and inventory system.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;My inventory needs aren’t for the faint of heart — I have 75-ish toppings that are depleted differently depending on variations/sizes, etc.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;All of these toppings and flavors and more can be depleted by item/variation sold as well as by modifier chosen which is further change by the variation sizes, etc.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Trust me when I say that I’ve never found an off-the-shelf app that does exactly what I need.&lt;SPAN class=""&gt;&amp;nbsp; &lt;/SPAN&gt;Given that MB knows everything abut the structure of my data, I’m hopeful that I can finally to replace the spreadsheet I created that I absolutely hate!&lt;/P&gt;</description>
      <pubDate>Sat, 07 Nov 2026 14:31:40 GMT</pubDate>
      <guid>https://community.squareup.com/t5/AI-Tools/Some-thoughts-about-using-ManagerBot-my-first-real-project-app/m-p/852365#M342</guid>
      <dc:creator>TheRealChipA</dc:creator>
      <dc:date>2026-11-07T14:31:40Z</dc:date>
    </item>
    <item>
      <title>Re: Some thoughts about using ManagerBot (my first real project/app)</title>
      <link>https://community.squareup.com/t5/AI-Tools/Some-thoughts-about-using-ManagerBot-my-first-real-project-app/m-p/852385#M343</link>
      <description>&lt;P&gt;looking forward to diving into your pdf.&amp;nbsp; but thank you for your candor and time.&amp;nbsp; have a great weekend.&lt;/P&gt;</description>
      <pubDate>Sat, 07 Nov 2026 23:09:17 GMT</pubDate>
      <guid>https://community.squareup.com/t5/AI-Tools/Some-thoughts-about-using-ManagerBot-my-first-real-project-app/m-p/852385#M343</guid>
      <dc:creator>ehflower</dc:creator>
      <dc:date>2026-11-07T23:09:17Z</dc:date>
    </item>
    <item>
      <title>Re: Some thoughts about using ManagerBot (my first real project/app)</title>
      <link>https://community.squareup.com/t5/AI-Tools/Some-thoughts-about-using-ManagerBot-my-first-real-project-app/m-p/852392#M344</link>
      <description>&lt;P&gt;&lt;a href="https://community.squareup.com/t5/user/viewprofilepage/user-id/322743"&gt;@ehflower&lt;/a&gt;&amp;nbsp;let me know if you have any questions after you do. &amp;nbsp;FYI, I just started working on my inventory system. &amp;nbsp;It's looking promising. &amp;nbsp;I told MD my goals, how I handle inventory at different levers (item/variation and modifier+item/variation, etc). &amp;nbsp;It seemed to understand, and created templates for me to do the initial setup for things like my pantry items, and rules. &amp;nbsp;It's great being able to do this one building block at a time and know that the end result will be a mosaic of all of those blocks!&lt;/P&gt;</description>
      <pubDate>Sat, 07 Nov 2026 23:56:56 GMT</pubDate>
      <guid>https://community.squareup.com/t5/AI-Tools/Some-thoughts-about-using-ManagerBot-my-first-real-project-app/m-p/852392#M344</guid>
      <dc:creator>TheRealChipA</dc:creator>
      <dc:date>2026-11-07T23:56:56Z</dc:date>
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