Tracking workflows
12 min
ο»ΏHow to Use Tracking Workflowsο»Ώ
ο»ΏIntroductionο»Ώ
Welcome to GetFocus Odin's new feature: Tracking Workflows. This guide will help you set up and utilize tracking workflows to monitor updates in technological domains and keep track of relevant new inventions. We'll start with a bullet-point summary for quick reference. For detailed instructions, please scroll down.
ο»ΏSummaryο»Ώ
- ο»ΏCreate a Tracking Workflowο»Ώ
- Navigate to your saved dataset in "Projects", then to "Tracking", and select "Create Tracking Workflow".
- Name your workflow and add a description.
- ο»ΏConfigure the Trigger Nodeο»Ώ
- Choose a schedule for your workflow (daily, weekly, monthly, or yearly).
- ο»ΏAdd Action Nodesο»Ώ
- Select an Action Node (LLM Agent, Get Latest Patents, or Summarize Patents).
- Customize the Action Node as needed.
- ο»ΏAdd a Notification Nodeο»Ώ
- Choose "Send Email" to receive notifications.
- Enter recipient email addresses.
- ο»ΏTest Your Workflowο»Ώ
- Use the "Test Workflow" button to ensure it works as expected.
- ο»ΏSave and Activateο»Ώ
- Save your workflow.
- Your workflow is now scheduled and will run at the next scheduled time.
ο»ΏDetailed Guideο»Ώ
ο»ΏWhat Are Tracking Workflows?ο»Ώ
Tracking Workflows are designed to help you automate the monitoring of technological domains by scheduling and customizing repeated workflows. They enable you to stay updated on new patents, inventions, and trends within your areas of interest.
ο»ΏCreating a Tracking Workflowο»Ώ
- ο»ΏAccess Your Datasetο»Ώ
- Navigate to the dataset you wish to monitor. In order to do this, your dataset must first be saved to a folder in "Projects".
- Click on "Add Tracking Workflow".
- ο»ΏName and Describe Your Workflowο»Ώ
- Name: Provide a descriptive name for your workflow to easily identify it later.
- Description: Add any additional details or notes about what the workflow does.
ο»ΏConfiguring the Trigger Nodeο»Ώ
The Trigger Node defines when your workflow is scheduled to run.
- ο»ΏAdd a Trigger Nodeο»Ώ
- Upon creating a new workflow, start by adding a Trigger Node.
- ο»ΏSet the Scheduleο»Ώ
- Choose the frequency:
- Daily
- Weekly
- Monthly
- Yearly
- Note: Workflows run at 8:00 AM UTC on the next occurrence based on your selected frequency. For example, if you create a weekly workflow at 9:00 AM UTC, it will start the next day at 8:00 AM UTC.
ο»ΏAdding Action Nodesο»Ώ
Action Nodes perform specific actions within your workflow. You can chain multiple Action Nodes to build complex workflows.
- ο»ΏAdd an Action Nodeο»Ώ
- After the Trigger Node, click "Add Action Node".
- ο»ΏSelect an Action Node Typeο»Ώ
- Get Latest Patents:
- Fetches all new patents added since the last run.
- LLM Agent:
- Applies a provided prompt to every new patent since the last run. Get creative! Note: Automatically fetches latest patents at your specified interval, no need to add a get latest patents node!
- Example Prompts: "Describe in 5 sentences what is novel about this patent." "Determine whether this patent describes the use of carbon nanotubes in any way or form, at the start of your answer output yes/no, then describe all application areas of the invention in bullet points, then describe in bullet points what the described benefits are of the invention."
- Important: Currently, the LLM Agent processes each patent individually. Instructions requiring analysis across multiple patents won't work yet (e.g., comparing patents or identifying trends). Support for this is planned in a future release.
- Summarize Patents:
- Generates summaries for each new patent since the last run. Note: Automatically fetches latest patents at your specified interval, no need to add a get latest patents node!
ο»ΏAdding a Notification Nodeο»Ώ
Notification Nodes format the output from Action Nodes and send notifications to e-mail addresses of specified recipients.
- ο»ΏAdd a Notification Nodeο»Ώ
- After adding Action Nodes, click "Add Notification Node".
- ο»ΏConfigure the Notificationο»Ώ
- Send Email:
- Formats the output and sends an email to the listed addresses.
- Recipient Emails: Enter one or more email addresses. For multiple recipients, provide a comma-separated list.
ο»ΏTesting Your Workflowο»Ώ
Testing your workflow ensures it functions as expected before it's scheduled to run.
- ο»ΏTest the Workflowο»Ώ
- Click the "Test Workflow" button.
- The test will run on a maximum of 5 results for quick verification.
- ο»ΏImportant Note:ο»Ώ
- If you have configured a Notification Node, the test will send an actual email.
- During testing, consider using your own email address to avoid unnecessary notifications to others.
ο»ΏSaving and Activating Your Workflowο»Ώ
- ο»ΏSave Your Workflowο»Ώ
- After configuring and testing, click "Save".
- ο»ΏWorkflow Activationο»Ώ
- Your workflow is now scheduled and will run according to the configured Trigger Node.
ο»ΏManaging Multiple Workflowsο»Ώ
- ο»ΏMultiple Workflows: You can set up one or more workflows for the same dataset.
- ο»ΏNaming: Use clear and descriptive names for your workflows to easily identify them.
- ο»ΏDescriptions: Add detailed descriptions to provide context and aid in workflow management.
ο»ΏBest Practicesο»Ώ
- ο»ΏTest Regularly:ο»Ώ
- Always test new workflows to ensure they work as intended.
- Use the "Test Workflow" feature to validate functionality.
- ο»ΏClear Naming:ο»Ώ
- Use descriptive names for workflows, e.g., "Monthly Patent Summary".
- This helps in quickly identifying and managing multiple workflows.
- ο»ΏSimplify Your Workflows:ο»Ώ
- Keep workflows as simple as possible.
- It's better to create multiple simple workflows than a complex one.
- ο»ΏEmail Notifications:ο»Ώ
- Double-check recipient email addresses to prevent unintended emails.
- During testing, use your own email to avoid spamming colleagues.
ο»ΏExamples of Workflowsο»Ώ
ο»ΏExample 1: Monthly Patent Summary Emailο»Ώ
- ο»ΏWorkflow:ο»Ώ
- ο»ΏTrigger: Monthly
- ο»ΏAction Node: LLM Agent with prompt "Summarize the patent and briefly list what is novel about it."
- ο»ΏNotification Node: Send Email to [email protected]
ο»ΏExample 2: Weekly Latest Patents Updateο»Ώ
- ο»ΏWorkflow:ο»Ώ
- ο»ΏTrigger: Weekly
- ο»ΏAction Node: Get Latest Patents
- ο»ΏNotification Node: Send Email to [email protected]
ο»ΏAdditional Notesο»Ώ
- ο»ΏFuture Updates:ο»Ώ
- Currently, the LLM Agent processes patents individually.
- Support for processing multiple patents collectively and writing reports based on findings is planned in a future release.
ο»ΏSupportο»Ώ
If you have any questions or need assistance with Tracking Workflows, please contact our support team or refer to How to Use Chat? for more information on interacting with LLMs.
By effectively utilizing Tracking Workflows, you can stay ahead in your industry by keeping track of the latest technological advancements and innovations. Happy tracking!