What should I include in a prompt when creating an automation with FIA?

What should I include in a prompt when creating an automation with FIA?

You do not need to follow a fixed prompt format when using FIA. Write the strategy in plain English, but make the trading rules specific enough for FIA to understand what the automation should monitor, check, and do.

If information required for the automation is missing, FIA can ask a follow-up question.

What details should I include?

Include the details that define your strategy, where applicable:

DetailWhat to describeExample
Instrument or universeWhat the strategy should monitor or tradeNIFTY, a specific stock, options, a watchlist
TimingWhen the strategy should begin or be active9:20 AM, every trading day
TriggerWhat starts the relevant workflowTime, breakout, market event
ConditionsWhat must be true before proceedingPrice or indicator conditions
ActionWhat should happen when the rules are metPlace an order, send an alert
Quantity or order detailsRequired trading parametersQuantity, lot size, product details
Risk rulesConditions that control riskStop loss or portfolio limit
Exit rulesWhen the position or automation should stopTarget, stop loss, time-based exit
FrequencyHow often a rule should be checkedEvery five minutes

You do not need to include fields that are irrelevant to your strategy.

Be specific about values that change over time

The way you describe a value can change the automation logic.

For example:

“Alert when the live LTP is 10% above the price captured when the automation starts.”

This is different from:

“Alert when the intraday percentage change is above 10%.”

The first requires the starting price to be captured and retained. The second refers to a different calculation.

Be precise with comparison wording

Expressions distinguish between strict and inclusive comparisons.

  • “More than 10” means > 10.
  • “At least 10” means >= 10.
  • “Below 10” means < 10.
  • “No more than 10” means <= 10.

If that distinction matters to your strategy, state it clearly.

Should I describe the trading logic or tell FIA which nodes to use?

Start with the trading logic.

For example, it is usually clearer to say what value should be captured and what it should later be compared against than to choose a node without considering whether the value needs to stay fixed or remain live.

You can still specify a particular Automate node when you deliberately want that implementation.

What If?

ScenarioWhat to do
What if all conditions must be true?Say that every condition must be satisfied. The workflow can use the appropriate AND logic.
What if any one condition can trigger the next step?State that the workflow should proceed when any of the specified conditions is met.
What if a value must be remembered from a specific time?State when it should be captured and that it must remain fixed. This may require Declare Variable.
What if the calculation must keep updating?State how often it should be checked or that it should use current data. This may require Expression Builder.

Last updated: 26 Aug 2026