![]() After that, your OpenAI usage will be billed through your OpenAI account. When you first create an OpenAI account you usually receive starter credits that will let you test using the Workflow Summary tool for free. Using the Workflow Summary tool requires you to provide your own OpenAI API key. The Workflow Summary tool was created using the Alteryx Python SDK v2 which is compatible with all Alteryx Designer Desktop releases starting with 2021.4. When we combined all these techniques, we found that we were able to come up with amazing summaries for even the longest and most complex workflows! (It sometimes wanted to default to “this is an Alteryx workflow that analyzes data” - which is almost always true and almost never helpful!) We also worked with the prompts to reduce the model’s likelihood of “hallucinating” - making up plausible sounding summaries because there isn’t enough information in the distilled workflow text to constrain the model’s output to an accurate summary. We also spent some time determining effective prompts to get the ChatGPT models to usefully summarize our workflow text. If the workflow text is still too long for ChatGPT, we look for containers of tools that can be summarized first before combining that summary with the rest of the workflow.įinally, if the workflow is still too long, we work our way through the flow of the tools and summarize chunks of tools then we “summarize the summaries” to get an overview of the whole workflow. If there are any tools that are especially long by themselves, for example a Formula tool with a very long formula or an R or Python tool with a long set of code in it, these may be individually summarized by ChatGPT first before being combined back in with the rest of the tools. For example, we keep the text in a Comment tool, but not the position of the box on the canvas, the font, or the background color. These include:Įxtracting key configuration options for each tool and connections between each tool, while leaving out configuration options that don’t really help ChatGPT understand the workflow. So we developed a set of strategies to convert each workflow file into text of a length that the ChatGPT model can accept. ![]() The files that define many workflows are too long for direct input to the ChatGPT ( gpt-3.5-turbo) model in the OpenAI APIs. Your tool should remember this connection unless you re-open the “Save/Update API Key in DCM” button and change it, or unless you delete the tool. or choose the Save/Update API Key in DCM button in the Workflow Summary configuration panel: Set up a DCM Connection using your OpenAI API key (you should also only have to do this once, unless your key changes):Ī. Select the DCM tab along the top of the User Settings window, and Enable DCM with SDK Access Mode set to AllowAll:ģ. After restarting Designer Desktop, first go into Options → User Settings → Edit User Settings:ī. Tell Designer to allow SDK tools (such as Workflow Summary) to use the Data Connection Manager (you should only have to do this once):Ī. OpenAI API keys can be created through OpenAI Account management.Ģ. ![]() Using the Workflow Summary tool requires an OpenAI API key. Setting up the DCM Connection for your OpenAI API keyġ. (This is required for the new DCM Connection schema to be recognized.) You should then see the Workflow Summary tool in your Laboratory toolbar! (If you do not see the Laboratory toolbar in your Designer Desktop, click the settings icon on the right side of the Tool Palette and check the box next to Laboratory.) Once you have installed the tool, please restart Designer Desktop.
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