Explainer Video 3: adding templates, checkings costs and viewing results

How to Build a workflow in Twin AI

Step 1: Combine prompt blocks [00:00 - 01:30]

1. Publish and Run the Workflow: 

• Click on the "Publish" button to save your workflow.
• Run the workflow a few times to ensure the output remains correct. Note: The output of the workflow is the result of the last block, which should not be available until configured properly.  

2. Test Individual Blocks: 

• Click on "Run Block" to test specific blocks within your workflow.
• For example, test the ChatGPT-4 block by inputting the necessary prompt.
• Continuously test and run blocks as you build your workflow to verify functionality.

Step 2: Set up the development plan [01:31 - 03:00]

1. Prepare the Development Plan Document: 

• The development plan will eventually be a Word document containing three chapters: Talents, Growth Potential, and Growth Suggestions.

2. Connect Chapters to Workflow Blocks: 

• Click on "Edit" to rename the block to "Development Plan" for clarity.
• Ensure you have three separate blocks corresponding to each chapter:
• Talents
• Growth Potential
• Growth Suggestions

3. Upload Input File: 

• Upload the necessary input file by clicking on the "Upload File" button.
• For more details on the required file formats, please see this helpdesk article: Formatting Word-documents with Markdown in your workflow.

Step 3: Connect data sources [03:01 - 04:30]

1. Connect Each Chapter Block: 

• For Talents:
• Click and drag to "Connect Data Source".
• Select the Talents block output.
• For Growth Potential:
• Scroll down if necessary and connect the Growth Potential block.
• For Growth Suggestions:
• Scroll up to locate and connect the Growth Suggestions block.

2. Verify Connections: 

• Ensure that the three prompt blocks (Talents, Growth Potential, Growth Suggestions) are connected to the Development Plan block.

Step 4: Configure Workflow Output [04:31 - 05:30]

1. Rename the Output Block: 

• Click on the background of the workflow to select the output block.
• Rename the expected output data: "Development Plan" for clarity.

2. Select the Last Block: 

• Ensure the output is set to the last block of your workflow, typically the Development Plan block.

Step 5: Add Templates for Training [05:31 - 07:00]

1. Create Templates for Each Chapter: 

• Talents Template:
• Click the "+" button and select "Template" from the left-hand side.
• Rename it to "Talents Template".
• Growth Potential Template:
• Repeat the process and rename it to "Growth Potential Template".
• Growth Suggestions Template:
• Repeat the process and rename it to "Growth Suggestions Template".

2. Input Example Data: 

• For each template, copy and paste example data corresponding to each chapter.
• Click "Save" after adding the example data.

Step 6: Connect Templates to Prompts [07:01 - 08:30]

1. Add Templates as Settings Items: 

• Navigate to General Settings in your workflow.
• For each prompt (Talents, Growth Potential, Growth Suggestions), add the corresponding template:
• Talents: Connect "Talents Template".
• Growth Potential: Connect "Growth Potential Template".
• Growth Suggestions: Connect "Growth Suggestions Template".

2. Integrate Templates into Prompts: 

• Open each prompt and insert the corresponding template using double brackets. For example:
• {{templatetalents}}
• Ensure there are no spelling errors to avoid connection issues.

3. Save and Verify Connections: 

• After adding templates to prompts, click "Save" to apply changes.
• Verify that prompts are successfully connected without errors.

Step 7: Publish and Run the Workflow [08:31 - 09:00]

1. Publish the Workflow: 

• Click on the "Publish" button to finalize your workflow setup.

2. Run the Workflow: 

• Click "Run" to execute the workflow.
• View the results in the top right corner, which display per block output.

3. Review and Optimize: 

• Select individual blocks to see detailed results.
• Test different AI models (e.g., OpenAI GPT-3.5, GPT-4, Gemini) to achieve the best output.
• Monitor usage and costs by clicking on the Twin AI logo in the top-left corner.

Final Tips:

• Template Quality: It's more effective to use 3 to 6 high-quality templates rather than numerous mediocre ones.
• Continuous Testing: Regularly test each block to ensure the workflow produces desired outcomes.
• Stay Updated: Keep an eye on platform updates to benefit from improvements and bug fixes.

For additional assistance or more detailed information, please visit our Help Desk.

Full transcript

Connecting the Prompt Blocks

Welcome once again. I hope you're all just as excited as I am. Now we are going to get all the prompt blocks together, publish and run it a few times in between just to make sure that your output is still correct.

The output of the workflow is still the last block, so it's not available yet. If I click on run, I won't see any results. But we do see the output of each block. I can click on "Run block" to test individual blocks.

Please keep testing and running your workflow as you build it.

Creating the Development Plan

The development plan will eventually be a Word document, as I showed in the beginning. You can search for "Word" or "doc" in the utilities. Click on "Edit" first, then drag "Write Doc" over and connect the three prompt blocks. These three chapters will be the output in the personal development plan.

Rename the "Write Doc" block to "Write Development Plan" for clarity. We'll upload an input file later. Check the help desk for more information on that. It's technical, but that's the power of Twin AI. Our developers are constantly improving the platform to make formatting and this process much easier.

In the settings, specify the three chapters: Talents, Growth Potential, and Growth Suggestions. Connect each chapter to the corresponding prompt block output.

Uploading the Template File

Upload a template file for the development plan. I will cut out the details, but check our help desk for information on the required file format. The template should have exactly these parts.

Selecting the Workflow Output

Click on the workflow background and select the last block as the output. Rename it to "Expected Output - Development Plan" for clarity.

When you click "Connect data source" in the workflow's general settings, you should select the last block. This is a temporary bug that will be fixed soon. When done correctly, you will get the results I showed in the beginning.

Adding Training Templates

To improve the workflow results, we'll add some training data. Drag the blocks down and left to create space.

We'll train the Talents prompt with an example. Since the development plan has three chapters, split your training data accordingly. Create separate templates for Talents, Growth Potential and Growth Suggestions.

Click the plus icon and select "Template" to add new templates. Rename them "Template Talents", "Template Growth Potential", and "Template Growth Suggestions".

Copy and paste the relevant parts of a previous development plan into each template. Click "Save" after adding the example text.

Connect the templates to the prompt blocks. Add a new settings item named "Template Talents" and connect the "Template Talents" output. Repeat for Growth Potential and Growth Suggestions.

Adding 3-6 good templates is much better than adding 10 mediocre ones.

Using Templates in Prompts

To use the templates in the prompts, add them using double brackets. For example, in the Talents prompt, scroll down to the example section and add [[Template Talents]].

Repeat this for the Growth Potential and Growth Suggestions prompts. If there are no red borders after saving, the templates are connected successfully.

Publishing and Running the Workflow

Click "Publish", then "Run". The results will appear in the top right corner. You can view results per block by selecting a block.

Test different AI models like OpenAI03, Gemini, etc. to get the best results.

Workflow Cost

This workflow, using the 03 mini model once, ChatGPT 4.0 twice, and Assembly AI for transcription, costs only €6 cents in total. You can't do it yourself for that price.