Platform Overview

This overview will introduce you to the platform’s key concepts and how they work together to create powerful automation workflows.

Written By Maveen Mushtaq

Last updated 4 months ago

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Neuron Builder: The Core of Agent Creation

Neuron Builder is where you create your AI agents by assembling building blocks called Axons. Axons represent individual tasks or steps the agent performs. The Neuron Builder is designed to make this process intuitive—simply drag and drop the necessary Axons from the Axon Library and connect them to build your Agent. Each Axon plays a specific role, whether it’s gathering data, processing it, transforming it, or sending it to the desired location.

Axon Library: Building Blocks for Your Agents

The Axon Library contains a collection of Axons divided into four main types: Inputs, Processors, Transformers, and Outputs. Each Axon type serves a unique purpose in the agent’s workflow, and there are specific rules for how they connect to each other.

1. Triggers

Trigger Axons are responsible for bringing data into the agent. They represent the sources from which the agent retrieves or monitors data. Common input Axons include:

API Connector: Integrates with external APIs to fetch data.

Gmail Reader: Fetches and filters emails based on predefined criteria.

SharePoint Input Connector: Monitors SharePoint for file uploads or changes.

Table Uploader: Uploads structured data like spreadsheets or CSV files.

Uploader: Allows users to manually upload files to be processed.

Triggers can only connect to Task Axons, as they supply the data the agent will act on.

2. Tasks

Task Axons handle the data processing and transformation that take place once the agent receives input. They include various tools for analyzing, classifying, extracting, manipulating, modifying, and reformatting data. These Axons streamline the flow of data processing and preparation for final use. Key Task Axons include:

  • Classifier: Automatically classifies documents or data based on labels provided.

  • Comparator: Compares incoming documents or data against templates to highlight differences.

  • Decision Tree: Adds conditional logic, allowing the agent to take different actions based on specific criteria.

  • Extractor: Identifies and extracts specific information from documents or datasets.

  • Content Generator: Generates custom content using information and results from previous axons.

  • Doc Generator: Fills document templates (e.g., Word or PDF) with extracted data.

  • File Merger: Combines multiple files into a single document.

  • File Renamer: Renames files based on predefined rules.

4. Actions

Action Axons are the final step in the workflow. These Axons define where and how the processed data is sent or stored, completing the agent’s workflow. They can handle file storage, data transfer, or communication tasks. Common Action Axons include:

Google Drive Output Connector: Saves processed files to Google Drive.

SharePoint Output Connector: Transfers processed files to the SharePoint Document Center.

Database Connector: Stores extracted data in a database for further analysis or reporting.

Gmail Sender Axon: Sends custom emails using your integrated Google account. You can insert information and results from previous Axons using double curly braces. For example:

• {{content_generator_result}} inserts content generated by the Content Generator Axon.

• {{content}} inserts document text or data processed by the Neuron.

• {{name}} inserts a datapoint called ‘name’ from a previous Axon.

• {{classification}} inserts classification results.

• {{current_date}} inserts the current date.

You can also send emails to multiple recipients by separating email addresses with commas. Use the prefixes cc: and bcc: for CC and BCC recipients. For example, cc:example@example.com or bcc:example@example.com. Additionally, you can include extracted datapoints like {{email}} for dynamic recipient fields.

Output API Axon: Facilitates data transfer to a custom API endpoint provided by you. You can send files or data via the endpoint and run the Neuron to enable integrations with your system.

Axon Connection Rules

To maintain logical workflows, there are specific rules about how different Axons connect:

• Trigger Axons can only connect to Task Axons.

Task Axons can connect to each other and to Actions.

Action Axons receive data only from Task Axons.

Building Your Agent: A Step-by-Step Overview

  1. Start with an Trigger Axon: Choose how the agent will receive data, whether it’s from an API, email, or manual upload.

  2. Add Task Axons: Decide how the data will be processed, whether it’s classified, extracted, compared, transformed into content, renamed, merged.

  3. Finish with an Action Axon: Choose where to send or store the final processed data, whether it’s saved in a database, Google Drive, SharePoint, or sent via Gmail Sender.

Enabling Knowledge Base for Your Agent

The Knowledge Base feature allows you to store and manage all the data that passes through a Neuron, giving you the ability to interact with and update this information. It provides a centralized hub for accessing, querying, and organizing data processed by your agent.

To enable the Knowledge Base for an agent

  1. Navigate to the Knowledge Settings in the Neuron Builder’s navbar.

  2. Toggle the switch to enable the Knowledge Base for that agent.

Once enabled, every file or piece of data processed by the agent will be added to the Knowledge Base.

Key Features of the Knowledge Base

Chat with your data: Interact with the Knowledge Base and ask questions about the stored data.

Update and manage data: Easily modify and organize the data as needed.

Integrate with other platforms: Connect the Knowledge Base with Slack or other tools to enhance collaboration and efficiency.

Centralize data from multiple Neurons: You can connect multiple Neurons to a single Knowledge Base to centralize data from different workflows into one unified repository. Alternatively, you can connect multiple Knowledge Bases to different Neurons for more specialized and segmented data storage.

Accessing and Managing Knowledge Bases

The Knowledge Base settings are available in the Neuron Builder’s navbar. From here, you can:

• Enable or disable Knowledge Bases for specific agents.

• Link or unlink Neurons to a Knowledge Base.

• Switch between multiple Knowledge Bases to manage or query data efficiently.

This flexibility allows you to streamline knowledge management for your agents, ensuring that data from various workflows is organized and accessible in the way that best suits your needs.

Neuron Builder Customization

In the Neuron Builder, you have several powerful tools that allow you to customize and manage your workflows more efficiently. These features give you flexibility when building Neurons and make it easier to track, copy, and duplicate Axons as needed.

Key Features:

1. Copy Axon Across Neurons

You can easily copy individual Axons (with data) from one Neuron to another. This feature allows you to reuse previously built Axons without having to recreate them from scratch, saving you time and effort.

2. Duplicate Axons Within a Neuron

Within the same Neuron, you can duplicate existing Axons. This is helpful when you need to replicate similar processing steps or configurations. You can instantly duplicate the Axon and modify it as needed without rebuilding the logic.

3. Custom Names for Axons

To make your Neurons more manageable, you can assign Custom names to each Axon. This helps you recognize which Axon produced specific data when viewing results in the Neuron Explorer. By giving each Axon a descriptive name, you can easily track its role in the workflow, making reviewing outputs much simpler.