Automation Plugins

Automation

Batch processing and iterative task automation to streamline your workflows

Table of Contents

Overview
List of Automation Plugins & Agents
Iterative CSV Prompting
Iterative ZIP Prompting
Important Considerations

Overview

Automation Tools

The Automation category of plugins and agents is designed to help you automate processes. These plugins and agents are designed to help you with repetitive tasks, data processing, and much more. In this section, you will find information on the plugins and agents available in the Automation category and how to use them to enhance your experience with the Ask Sage platform.

Iterative Processing

Process multiple items automatically

CSV Support

Handle spreadsheet data with ease

ZIP Support

Process multiple files at once

List of Automation Plugins & Agents

Available Plugins

Paid Requires paid subscription

Iterative CSV Prompting Paid

Loop through each line in the CSV and execute prompt against it iteratively

Iterative CSV Prompting to CSV Paid

Loop through each line in the CSV and execute prompt against it iteratively and save to CSV

Iterative ZIP Prompting Paid

Loop through each file in the ZIP and execute prompt against each file iteratively

Iterative CSV Prompting

This plugin lets you loop through each line in a CSV file and executes the prompt defined by a user against each line iteratively.

Important: This plugin and the Iterative ZIP Prompting plugin both treat each iteration as its own instance and do not share data between iterations.

Therefore we will demonstrate how the Iterative CSV Prompting plugin works to process multiple rows of data.

Navigate to the Plugin

Navigate to the Ask Sage Plugins tool and select the Automation category. Followed by then selecting the Iterative CSV Prompting plugin.

Upload CSV and Define Prompt

Upload the CSV file and define the prompt you want to execute against each line in the CSV.

Example: Purchase Order CSV Data

Purchase Order ID	Item Description	Quantity	Unit Price	Total Price	Supplier	Department
PO12345	Laptops	50	$1,200.00	$60,000.00	Tech Solutions Inc.	IT Department
PO12346	Office Chairs	100	$150.00	$15,000.00	Office Supplies Co.	Facilities
PO12347	Printer Paper	500	$5.00	$2,500.00	Paper Goods Ltd.	Admin Department
PO12348	Desktop Computers	30	$800.00	$24,000.00	Computers R Us	IT Department
PO12349	Projectors	10	$500.00	$5,000.00	AV Equipment Inc.	Training Department

Example Prompt

Evaluate and check if the purchase was greater than $5,000.
{csv_line}
If the purchase order was greater than $5,000, 
provide the PO ID, contract used, and the affiliated organization. 
Additionally, if the PO was less than $5,000, do not return any information and print 'done'.

Zero-Shot Learning: Intentionally did not spell out "Purchasing Order", or distinctly call out column headers to show the flexibility of GenAI to understand the context. In instances like this when GenAI is not provided with explicit information and still able to generate the correct result is called Zero-shot learning.

Submit the Plugin

After the information is filled in, click on the Submit button to execute the plugin which will generate a prompt for each line in the CSV.

Execute the Prompt

Execute the prefilled prompt generated by the plugin, which will loop through each line in the CSV.

Review Results

Review the results of the prompt execution against each line in the CSV.

Example Results

Prompt Results (PO > $5,000)

Purchase Order ID: PO12345; Item Description: Laptops; Quantity: 50; Unit Price: 1200.0; Total Price: 60000; Supplier: Tech Solutions Inc.; Purchase Date: 7/1/24; Delivery Date: 7/15/24; Contract Number: CN98765; Department: IT Department; If the purchase order was greater than $5,000, provide the PO ID, contract used, and the affiliated organization. Additionally, if the PO was less than $5,000, do not provide anything. To evaluate if the purchase order was greater than $5,000, we need to check the total price of the purchase order. In this case, the total price is $60,000, which is greater than $5,000.

Purchase Order ID: PO12345

Contract Number: CN98765

Affiliated Organization: IT Department

  Key Insight: Ask Sage was able to understand the context of the prompt and provide the necessary information in the result. It identified: PO ID
Contract Number
Affiliated Organization
 Although not explicitly mentioned in the prompt. 

Iterative ZIP Prompting

This plugin lets you loop through each file in a ZIP file and executes the prompt defined by a user against each file iteratively.

Therefore we will demonstrate how the Iterative ZIP Prompting plugin works to process multiple markdown files.

 Supported Files: You can ZIP any type of text-related files and process them using the Iterative ZIP Prompting plugin.   Text files supported  Images not supported  Audio not supported  Video not supported 

Create a ZIP File

Create a ZIP file with multiple files.

Navigate to the Plugin

Navigate to the Ask Sage Plugins tool and select the Automation category. Followed by then selecting the Iterative ZIP Prompting plugin.

File Size Limit: The zip files cannot exceed 25MB in size.

Upload ZIP and Define Prompt

Upload the ZIP file and define the prompt you want to execute against each file in the ZIP.

In this example we wanted to check if our code documentation files are well written and have a good flow.

Example Prompt

Evaluate the context in the file by grading the following Criteria: (1 = Poor, 10 = Excellent) 
1. Context 
2. Organization (Flow of the writing)
3. Misspellings (Identify any if they are present)
4. Tone 
5. Engaging

Lastly, provide details on how to make the document better.

Execute the Prompt

Click on the Submit button to execute the prompt against each file in the ZIP.

Processing Time: Allow some time for the Ask Sage plugin to process each file in the ZIP. The processing time depends on the number of files in the ZIP and the complexity of the prompt.

Review Results

Review the results and make necessary changes to the files based on the feedback provided by the plugin.

Example Result

README.md Evaluation

Criteria Evaluation:

Context 9/10

Organization 8/10

Misspellings 10/10

Tone 9/10

Engaging 8/10

Overall, the context of the document is clear and provides a comprehensive overview of the Ask Sage platform and API. The organization of the document is generally good, with clear headings and subheadings.

Recommendations:

Add more examples and visuals to demonstrate the concepts
Include code snippets, diagrams, or screenshots
Provide more specific details and explanations for each section

 Metadata Information: The results will provide metadata to clarify the file name, model used and token consumption:  {"asksage_metadata": {"filename": "README.md", "model_used": "gpt35-16k", "token_content_count": 5754}} 

Important Considerations

Best Practices & Warnings

Token Management: The Iterative CSV Prompting and Iterative ZIP Prompting plugins are great tools to help you automate repetitive tasks and process data efficiently. However, it is important to take into consideration:

The volume of data (Tokens) being processed
The complexity of the prompt
You may need to adjust the prompt or break down the data into smaller chunks
Ensure optimal performance and not exceed your token limit

Pro Tip: We have other plugins and agents that can summarize data prior to processing:

Summarize Text
Summarize Website
Summarize File

These can help reduce the token consumption and improve the results of the prompt execution.