Workflow
Search
Search HighQ Support Help and Support.

This article applies to:

  • Product: CoCounsel,HighQ
  • Subject: AI,Integration

Workflow rule - Ask CoCounsel

You can automatically extract information from uploaded or attached files with CoCounsel. Workflow can extract information from a new file, or from a new entry in the File metadata iSheet.
important
Ask CoCounsel
 is available if
File
 or
iSheet record
 is selected as the trigger in Workflow.

Add a CoCounsel rule

Navigate to
Admin
 then select
Rule builder
 from the
Workflow
 section.
Either select an existing workflow, or
Add
 a
New workflow
.
Add a new rule
Select
Add
 >
New Rule
The
New rule
 window opens.
The New rule window consists of three tabs,
Details
,
Triggers
 and
Actions
.
Add a name for the rule, then select
Save and continue
 or the
Triggers
 tab.
note
For more information about adding a rule please click here.

Set triggers

In the Triggers tab you should make sure you choose either iSheet record or File from the dropdown options.
Set the trigger for the rule, including the trigger requirements (i.e. if a file or record is
Added
 or
Updated
) and conditions, then
note
If you select
iSheet record
, select the File metadata iSheet in the iSheet list.
Select
Save and continue
 .

Actions

In the Actions tab choose
Ask CoCounsel
 from the dropdown menu.
Select the
Prompt type
,
CoCounsel database
 and
Prompt name
.
  • The
    Prompt type
     allows you to select a single prompt or a collection of prompts.
  • The
    CoCounsel database
     defines the training data used to identify information.
  • The
    Prompt name
     defines the information Ask CoCounsel will look for.
Prompts
When you select a Prompt name, additional options appear:
  • Skill
     - the skill used to extract information.
  • Prompt wording
     - the preset wording for the selected Prompt.
  • Linked
     - if Linked is ON, the prompt is linked to the selected prompt and updated if the prompt library is updated. If Linked is OFF, you can edit the prompt wording, and it is not replaced if the original prompt is updated.
  • Concise answer
     - select the iSheet column that stores a concise answer to the prompt.
  • Detailed answer
     - optionally select a second column for a more detailed answer that can provide context for the concise answer.
note
Collections
Collections extract several answers from a document with a single trigger. The
Action
 tab displays multiple prompt wordings; set a column for each answer.
Click
Save
 to save the rule.

Activating your rule

Once you have saved the rule, click
More actions > Activate
 on the Rule builder page to activate the workflow.