ProcessMaker's FlowGenie integrates OpenAI features within the intuitive FlowGenie Studio, allowing Process Designers to execute a wide range of tasks by simply entering a description of what they wish to achieve. These capabilities enable tailored interactions and improved outcomes within the Platform. FlowGenie has the following features and functionalities:
Train the Genies in FlowGenie Studio's user-friendly interface, where you can test, preview, and fine-tune their responses.
Enter a prompt, provide relevant input data, and the Genie will generate a response.
Train the Genie to provide better, more curated responses.
Format responses as text, JSON, or an HTML table.
Add a Genie to a process using a modeling object in the Modeler.
Designers can add and link multiple Genies within their processes.
Request variables can be passed to and from a Genie using mustache syntax within the prompt.
Genies can process images, PDFs and CSV files (1-3 pages and under 2 MB in size).
Genies can also access information from publicly available URLs.
A well-crafted prompt is key to achieving the best results from FlowGenie. For comprehensive guidance on effective prompt writing, refer to Six Strategies for Prompt Engineering by OpenAI.
Common Use Cases for FlowGenie
Transform existing case data: Merge string fields, perform calculations on numeric or date fields, and sort arrays.
Generate new case data: Create lists/tables, pre-fill responses, and translate inputs.
Analyze case data: Summarize texts and offer insights from common public information.
Analyze file attachments: Identify documents, scan images for context, and extract data using the vision model of OpenAI.
Use FlowGenie to Analyze Documents
Watch the following product tour to learn how to use FlowGenie to analyze documents and generate a response in JSON format.
Visit ProcessMaker University for detailed instructions on how to build the process shown in the product tour above.
Use FlowGenie to Analyze Images
Watch the following product tour to learn how FlowGenie can analyze images and generate text output based on the entered prompt.
View All Genies
Permissions
Your user account or group membership must have the "FlowGenies: View FlowGenies" permission to view and search for FlowGenies unless your user account has the Make this user a Super Admin setting selected.
See the FlowGenie permissions or ask your Administrator for assistance.
Easily access and manage all Genies from the Designer Welcome Screen. Genies can be added to any process and are conveniently displayed in one place to simplify asset management. Follow these steps to view all Genies in your organization:
Log on to ProcessMaker Platform.
Click the Designer option from the top menu to view the Designer Welcome Screen.
Do one of the following:
From the Designer Welcome Screen, hover over the FlowGenie icon
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, and then select View All FlowGenies.Click the FlowGenie icon
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The Genies page displays the following information:
Name: The Name column displays the name of the Genie. Click the name to edit the Genie in the FlowGenie Studio.
Description: The Description column displays the description of the Genie.
Modified: The Modified column displays the date and time the Genie was last modified.
Created: The Created column displays the date and time the Genie was created.
Note: The time zone settings default to the ProcessMaker Platform instance settings unless you have specified a different time zone in your user profile.