Workbook

Workbook is a product that allows users to interact with their data in a simple and intuitive way. It is designed to help users explore their data leveraging the power of AskSage’s Generative AI. In this section, we cover how to use Workbook to interact with your data and generate insights.

Navigate to the left side bar on the screen and you will see the workbook icon - select the workbook icon to get started.

Table of contents

Create a Workbook
1. Uploading Data
Workbook Interface Overview
Data Sources
Prompt & Inference Window
1. Actions Menu
Memos
Share Workbook

Create a Workbook

Creating a new workbook is simple! Just click on the + New Workbook button located at the top right corner of your screen, or in the center if it’s your first time using the workbook.

Once you click the button, you’ll be prompted to name your workbook. Enter your desired name and hit the Submit button.

You can also classify your workbook as either CUI (Controlled Unclassified Information) or unclassified, depending on your needs.

After naming your workbook, select it from the list of available workbooks. If this is your first time opening it, you’ll be prompted to upload data. If you’ve uploaded data before, you’ll be taken directly to your workbook.

Uploading Data

When you’re ready to upload data, remember that this process will consume Training Tokens from your account. The number of tokens used will vary based on the size of the files you upload. To start, we recommend uploading smaller files and gradually increasing their size as you become more familiar with workbook.

Only ingest files into a workbook via the workbook interface. Do not attempt to upload files through the Dataset Management page, as this will not work.

You have a couple of convenient options for uploading data:

Drag and Drop: Simply drag your files into the designated area.
Browse: Click to open a file explorer and select files from your local computer.

You can upload multiple files at once, or if you prefer, log into your Google Account to upload files directly from Google Drive.

Once you’ve selected your files, click the Submit button to begin the upload process.

After you see a green checkmark confirming a successful upload, do not click the Submit button again. Doing so will result in duplicate data being uploaded.

Additionally, you can provide a URL to ingest data from a website. Keep in mind that this will only extract the HTML content from the specified URL and will not navigate to other pages on the site.

Once your data is successfully uploaded, simply click the Close button to exit the ingestion modal.

Now that your workbook is set up and your data is ingested, you can start interacting with your data sources!

Workbook Interface Overview

The workbook interface is divided into 3 main sections:

Data Sources: On the left side of the screen, you will see the list of data sources you have uploaded. You can click on the data source to view the data and perform actions on the data sources.
Prompt & Inference Window: In the middle of the screen, you will see the prompt and the inference window. You can enter a prompt and click the submit button to interact with the data.
- Also have menu options which include:
  - Actions: Allows you to perform actions on the data sources
  - Prompts: Allows you to select from a list of pre-defined prompts
  - Advanced: Allows you to turn on/off the Live Feature, which will perform an online search prior to generating the inference.
Memos: On the right side of the screen, you will see the list of memos you have created. You can click on the memo to view the memo and perform actions on the memos as well throuh the Actions menu.

Data Sources

On the Left side of the screen, you will see the list of data sources you have uploaded. You can click on the data source to view the data.
You have the option to click a data source and click to view it's content.
There is also a checkbox to select the data source, which will allow you to perform actions on the data source.
The trash icon allows you to delete the data source from the workbook.

Clicking on a data source will open the data source in the data source view.

To ensure proper integration of new data sources, always use the Workbook user interface for additions. Attempting to add data sources via the Dataset Management section in Ask Sage Chat is ineffective and will not yield the desired results.

Prompt & Inference Window

In the prompt and inference window, you can enter a prompt and click on the Generate button to interact with Generate AI. However, Ask Sage has made it easier for you to interact with the data by providing a Actions menu, Prompts menu, and Advanced menu.

We will only cover the Actions menu in this section. The Prompts and Advanced menu options are already covered in the Getting Started of the Ask Sage Platform.

The Actions menu allows you to perform actions on the data sources. Note that for the data sources, you can perform an action on the data sources selected. While for the memos, act the same way but exclusively for the memos.

As you can see, the Actions menu shows the following sections:

A Sharing Icon Button - Which allows you to share the workbook
An overall summary of the data source
Workbook Actions
- BLUF (Bottom Line Up Front)
- Insights
- Table of Content
- Executive Briefing
- Quiz
Memo-Only Actions
- BLUF (Bottom Line Up Front)
- Related Ideas
- Summarizes
- Outline
- Combine
Suggestions (Which are possible prompts that could be used by the user to generate insights)

After selecting an action to be performed, the inference will be generated and displayed in the inference window. Moreover, after every inference generated by an Action, a memo can be created by clicking on the Save as memo button.

Memos

The Memos section on the right side of the screen shows the list of memos you have saved from the inferences generated. Or you also have the option to create a new memo by clicking on the Create a Memo button, which will open a modal to create a new memo.

You can click on the memo to view the memo and perform actions on the memos as well.

The Actions menu for the memos allows you to perform actions on multiple memos at once. You can select multiple memos and perform actions on them.

To share the workbook, click on the Share Icon which appears when selecting the Actions menu.

DO NOT share or upload data sources in workbooks via the Dataset Management page. Workbooks should only be shared through the Workbook user interface. Attempting to share workbooks through the Dataset Management page will not be effective.

You enter the email address of the person you want to share the workbook with and click on the Share button. The person will then have access to the workbook.