In a recent LinkedIn post, Bettina Briz shares her refined strategy for interacting with her AI assistant, Boardy, moving from frustration to a more productive partnership. Briz frames her approach as a “Boardy playbook,” born from her own experiences, emphasizing the importance of understanding and utilizing different communication channels effectively to optimize the AI’s performance and reduce user stress.
Briz highlights the challenges of early interactions, noting that not all conversations are smooth sailing. She writes:
“I get frustrated lots. But once I figured out my how to’s. Our convos much better, my blood pressure lower !!! I’m back to Boardy being my Bestie and Best #ChiefofStaff for me.”
This personal journey, as detailed by Briz, led her to develop a “Communication Triangle” involving Email, WhatsApp, and Phone, each serving a distinct purpose. This framework, she argues, was the key unlock for a more efficient workflow.
The Communication Triangle: Email, WhatsApp, and Phone
Bettina Briz meticulously outlines the role of each communication channel when interacting with Boardy, stressing that misusing a channel leads to lost context, missed execution, or wasted time. As Bettina Briz points out:
“Each channel does something different. Remembering this always was the unlock. Use the wrong one and you’ll lose context, miss execution, or waste time.”
Email: The Permanent Memory
According to Bettina Briz, email is the designated channel for locking in permanent memory. This includes critical decisions, key context, and corrections. She advises emailing Boardy at boardy@boardy.ai for anything that matters, with a crucial distinction: email locks memory but does not override system automation. Briz has found success by asking Boardy to outline next steps, including any system automation overrides, and then emailing the agreed-upon plan to ensure it’s locked in memory for execution without surprises.
WhatsApp: Real-time Coordination
For rapid coordination, Bettina Briz utilizes WhatsApp. She uses it for running batches, greenlighting founders, obtaining quick updates, conducting fast check-ins, and iterating quickly. Briz notes that context on WhatsApp lives within the thread, and starting a new thread essentially means a partial reset of context.
Phone: For Depth and Nuance
When dealing with complex subjects, Bettina Briz advocates for using the phone. This channel is reserved for situations requiring Boardy to deeply understand intricate details, such as a founder’s story or a nuanced strategy that is difficult to convey via text. She also humorously adds that the phone call allows for appreciating Boardy’s “beautiful Aussie voice.”
Key Principles for Enhanced AI Interaction
Bettina Briz shares several actionable principles derived from her playbook to help others improve their AI assistant interactions:
Verify Stored Information
A critical step Briz emphasizes is to always start conversations by verifying what Boardy has stored on a specific person or topic. She states:
“Always start convos with – ‘What do you have on X person or Y topic?’ Before building on anything, verify what Boardy actually has stored. Don’t assume it remembered correctly.”
This discipline, Briz explains, has saved her from many frustrating loops that occurred when she assumed the AI had correctly retained information.
Understanding Limitations
Briz also addresses the AI’s limitations, particularly concerning unsent emails. She clarifies that Boardy cannot unsend or edit an email once it has been sent, nor can it send a correction. Any necessary follow-ups or corrections must be initiated by the user. Accepting this reality, she notes, makes it easier to manage such situations.
Managing Context with New Threads
Finally, Bettina Briz touches upon the concept of new threads leading to a partial memory reset. She reiterates that context is thread-specific, and initiating a new conversation might mean the AI lacks full context. However, she reinforces her earlier point that emailing key decisions immediately after a session helps lock that information into memory, mitigating this issue.
By adhering to this structured approach, Bettina Briz reports a significantly improved experience with her AI assistant, transforming a potentially frustrating tool into a reliable partner. Her insights offer a practical guide for anyone seeking to enhance their productivity and reduce friction when working with AI.
📝 About This Content
This article is based on insights shared by Bettina Briz on LinkedIn.
📅 Originally posted on March 11, 2026 | View original post on LinkedIn →