AI Workflow

This document will guide you through the steps to set up an AI workflow using QuickAppFlow. The setup process consists of selecting workflow stages and configuring an AI decision prompt. Here are the detailed steps for each screen.

Go to the Workflow Stages tab in your workflow design page and click on +Stage.

Go to AI tab.

Under the AI tab, you will see several options for workflow stages. Choose the appropriate stage for your AI workflow. Options include:

Decision-Yes/No: To make binary decisions.

Options: To provide multiple choices.

Output-Details: For detailed output.

Convert Unstructured Data to Structured: To structure raw data.

Select the stage by clicking on the radio button next to it.

Click OK to confirm your selection.

Configure AI Decision

Select the stage by clicking on the radio button next to it.

Click OK to confirm your selection.

Once you have selected Decision-Yes/No, you will be prompted to set up the AI decision. Enter your prompt in the Ask AI text box.

Click on Use Prompt.

Create a Prompt

In the prompt creation screen, you will need to define the AI prompt and expected answers.

Write your prompt in the Create a prompt text box and Save the Prompt

Add Stages for Decision Outcomes

You will see two branches for Yes and No outcomes.

Click on + Stage under each branch to add subsequent stages based on the AI decision.

Under Expected Answer, enter the possible options for the AI decision. For a Yes/No decision, fill in:

Option-1: Yes

Option-2: No

Configure AI Options

Select the stage by clicking on the radio button next to it.

Click OK to confirm your selection.

After selecting the AI Options stage, you will see the AI Option Template setup.

Enter your prompt in the AI option template text box and click on Use Prompt.

In the prompt creation screen, you will need to define the AI prompt and expected answers.

Write your prompt in the Create a prompt text box.

Click on the + Option to add multiple options for the AI decision. Each option will correspond to a potential response or action.

Add the possible options for the AI decision. For each option, fill in the corresponding fields:

Option-1: Description of the first option.

Option-2: Description of the second option.

Option-3: Description of the third option.

You can add more options by clicking on the + Option button.

Once you have defined the prompt and expected answers, click Save.

You will see branches for each option you have defined.

Click on + Stage under each branch to add subsequent stages based on the AI decision.

AI match the option with prompt and new records are added based on different conditions or templates.

Configure AI Output Details.

Select the stage by clicking on the radio button next to it.

Click ok to confirm your selection.

After selecting the AI Output-Details stage, you will see the AI Output-Details Template setup.

Enter your prompt in the text box and click on Use Prompt.

Enter a clear and specific prompt in the text input field to guide the AI on what output is needed. For example, if the task is to extract customer feedback, the prompt might be "Extract key feedback points from the email."

Use the "+ Stage" within the green box to add detailed steps that will handle the AI output. For instance, after extracting feedback, the next stage might involve categorizing the feedback into different types (positive, negative, suggestions).

Configure AI Convert Unstructured Data to Structured

Select the stage by clicking on the radio button next to it.

Images, voice, text, different type of file can convert to unstructured data.

Click ok to confirm your selection.

After selecting the Unstructured Data to Structured stage, you will see the AI Unstructured Data to Structured Template setup.

Enter your prompt in the text box and click on Use Prompt.

In the prompt creation screen, you will need to define the AI prompt. Write your prompt in the 'Create a prompt' text box, In the "Repository" field, select the repository in which you want to store the converted structured data, such as "Leave Request Form".

Click on the "Save" button to save your prompt configuration.

Click on + stage and select stage as per your requirement.

The AI will automatically transcribe the unstructured data and extract the necessary details.

The extracted details will be used to generate and add in the system.