Tracking workflows

how to use tracking workflows how to use tracking workflows introduction introduction welcome to getfocus odin's new feature tracking workflows 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 summary summary create a tracking workflow create a tracking workflow navigate to your saved dataset in "projects", then to "tracking", and select "create tracking workflow" name your workflow and add a description configure the trigger node configure the trigger node choose a schedule for your workflow (daily, weekly, monthly, or yearly) add action nodes add action nodes select an action node (llm agent, get latest patents, or summarize patents) customize the action node as needed add a notification node add a notification node choose "send email" to receive notifications enter recipient email addresses test your workflow test your workflow use the "test workflow" button to ensure it works as expected save and activate save and activate save your workflow your workflow is now scheduled and will run at the next scheduled time detailed guide detailed guide what are tracking workflows? what are tracking workflows? 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 creating a tracking workflow creating a tracking workflow access your dataset access your dataset 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 "create tracking workflow" name and describe your workflow name and describe your workflow 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 configuring the trigger node configuring the trigger node the trigger node defines when your workflow is scheduled to run add a trigger node add a trigger node upon creating a new workflow, start by adding a trigger node set the schedule set the schedule 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 adding action nodes adding action nodes action nodes perform specific actions within your workflow you can chain multiple action nodes to build complex workflows add an action node add an action node after the trigger node, click "add action node" select an action node type select an action node type 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! adding a notification node adding a notification node notification nodes format the output from action nodes and send notifications to e mail addresses of specified recipients add a notification node add a notification node after adding action nodes, click "add notification node" configure the notification configure the notification 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 testing your workflow testing your workflow testing your workflow ensures it functions as expected before it's scheduled to run test the workflow test the workflow click the "test workflow" button the test will run on a maximum of 5 results for quick verification important note important note 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 saving and activating your workflow saving and activating your workflow save your workflow save your workflow after configuring and testing, click "save" workflow activation workflow activation your workflow is now scheduled and will run according to the configured trigger node managing multiple workflows managing multiple workflows multiple workflows multiple workflows you can set up one or more workflows for the same dataset naming naming use clear and descriptive names for your workflows to easily identify them descriptions descriptions add detailed descriptions to provide context and aid in workflow management best practices best practices test regularly test regularly always test new workflows to ensure they work as intended use the "test workflow" feature to validate functionality clear naming clear naming use descriptive names for workflows, e g , "monthly patent summary" this helps in quickly identifying and managing multiple workflows simplify your workflows simplify your workflows keep workflows as simple as possible it's better to create multiple simple workflows than a complex one email notifications email notifications double check recipient email addresses to prevent unintended emails during testing, use your own email to avoid spamming colleagues examples of workflows examples of workflows example 1 monthly patent summary email example 1 monthly patent summary email workflow workflow trigger trigger monthly action node action node llm agent with prompt "summarize the patent and briefly list what is novel about it " notification node notification node send email to example\@getfocus eu example 2 weekly latest patents update example 2 weekly latest patents update workflow workflow trigger trigger weekly action node action node get latest patents notification node notification node send email to example\@getfocus eu additional notes additional notes future updates future updates 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 support support 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!