Workbook (Beta)

Workbook is currently in beta. If you have any feedback or suggestions, please reach out to us at support@asksage.ai.

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
Ingest Data
Workbook Interface Overview
Data Sources
Prompt & Inference Window
1. Actions Menu
Memos
Share Workbook

Create a Workbook

To create a new workbook, click on the Create a Workbook button on the top left corner of the screen.

Next, you will be prompted to name your workbook. Enter a name and click on the Submit button.

Now select the workbook you just created from the list of workbooks on the screen. This will open the workbook, if it is the first time you are opening the workbook, you will be prompted to upload data. If you have already uploaded data, you will be taken to the workbook automatically.

Ingest Data

To upload data, drag and drop files or click to browse your files. You can upload multiple files at once. Once you have uploaded the files, click on the Submit button.

Once you get confirmation that the data has been uploaded via a green checkmark, do not click on the Submit button again or else the data will be uploaded again and you will have duplicate data.

After the data has been uploaded successfully, click on the Close button to close the ingestion modal.

Now you can start interacting with you data sources in the workbook.

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.

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.

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.