Blog Post

The Qrew Blog
4 MIN READ

Unlock Document Insights with AI Actions: Summarizing a 10-K Filing in Pipelines

GeorgiPeev's avatar
GeorgiPeev
Quickbase Staff
10 months ago

Automated document analysis with Quickbase AI Actions

About a week ago, I showed how AI Actions can extract key details from emails and structure them for use in Pipelines. Today, let’s take it a step further — using AI Actions to analyze entire docume...
Updated 10 months ago
Version 1.0
curevick's avatar
curevick
Qrew Cadet
10 months ago

Thanks for sharing that prompt! Very useful insight. Have you found any best practices in prompt structuring to get the best results? I've seen recommendations to limit token count in the past, but this seems robust and still value add. 

  • GeorgiPeev's avatar
    GeorgiPeev
    Quickbase Staff
    10 months ago

    hey, 

    This prompt in particular was "stolen" from a colleague, but I usually use ChatGPT (the free version) to refine my prompts.

    I ask something like "I'm trying to <use case> with a LLM. Recommend appropriate system and user prompts. Example input and output:... (if needed)". I'm not passing any of the actual info that will be processed, so I'm not worried that they will train their model on my data.

    System prompt goes in "AI Persona", User prompt - "Write your request".

    You can also ask the model behind AI Actions ;)