AI Record Analysis

Purpose

This activity allows a workflow to send a list of records and a question to an LLM, and receive a list of responses, one response per record. It's useful for analysing lists of records, categorising lists of records or taking actions based on lists of records as part of an automated process, and supports potentially large lists of records (not directly bound by the context buffer)

Configuration

To configure the AI Record Analysis Activity, you can provide a question and response structure. The Activity provides an output based on the question and the input record list in the format that was requested. This can then be used in following workflow activities for further data transformation or creating records in ReadiNow

Input Configuration

Setting

Description

Question

The question to pass to the LLM. This can include text or expressions

Context Document

A document that can be passed to the LLM to be referenced as part of the question 

ObjectThe object that is being sent to the LLM as part of the List
Records ListThe list of records being sent to the LLM
List ExpressionsAn expression used to send the records data to the LLM


Output Configuration

The Output of this activity is a list of records that can be used in subsequent activities

Setting

Description

Response Fields

 Properties of each item in the list to be generated

  • Name (name of the field)
  • Description (description of this field, this is used to inform the LLM how to populate this property)
  • Type (String, Number, Date, Yes/No, Choice)
  • Max Length (if string) -max characters to return for this property
  • Choice field (if choice) - reference to existing choice field to add

Can add as many fields as required


Advanced Configuration 

Setting

Description

Enable Response CacheIf enabled, the activity will not actually make a call to LLM, rather will provide the same output as last run. This is helpful in testing the workflow without making the same LLM call multiple times


Output Parameters 

Parameter

Type

Description

[Activity Name].AI PromptTextThe prompt that was sent to the LLM
[Activity Name].Raw ResponseTextThe raw processed response from the LLM
[Activity Name].Response
Listthe list of generated items

Each item contains the following properties.

  • Item.Record 
  • item.[Field 1]
  • item.[Field 2]

Various* The original record that was sent to the LLM
* Ability to access property of each individual list item