Hi,
I have a requirement to use the files uploaded to an account record in an AI skill. I tried with multiple prompts but everytime it says no files are found for the account record. I even mentioned to get the files from AccountFile(that's where the files are being saved when uploading files using attachments section) but still no luck.
Has anyone tried this? I didn't find any documentation related to this.
Like
Here's the prompt I tried
Summarize the details of all documents attached to an account. The documents are retrieved using the account name from the AccountFile table. Include the document names, creation dates, last modified dates, and any available notes. Highlight any key differences or unique attributes of the documents.
## Process Flow
Process Flow Steps
1. Retrieve Documents:
Use the AccountFile table to search for documents associated with the account id.
Ensure all relevant document details, such as name, creation date, last modified date, and notes, are retrieved.
Analyze Document Data:2. Extract key attributes of each document (e.g., name, timestamps, notes).
Identify any unique characteristics or differences between the documents.
Generate Summary:3. Create a concise summary of the documents, including:
Document names.
Creation and last modified dates.
Notes or additional metadata.
Highlight any notable differences or unique attributes.
Present Results:Provide the summarized details in a clear and structured format.
Ensure the output is user-friendly and easy to understand.
Below are the responses.
It seems there are no attachments currently available for the account "Our company". If you need assistance with uploading or managing attachments, feel free to ask!
I verified the account attachments by using the "Get Documents Content" function, which retrieves the available documents or attachments associated with the account. The result indicated that there are no attachments currently available for the account "Our company". If you need further assistance or want to upload attachments, let me know!
Hi!
Thank you for your question. To make the AI Skill work with files attached to an Account record (via the AccountFile object), it’s not enough to simply refer to the file source in the prompt — this approach alone will not work.
Recommendation:
We suggest creating a dedicated action or business process that will pass the required files or their content to the AI Skill. Only this way can the AI effectively access and analyze the data.
We also recommend reviewing the following articles on the Creatio Academy:
Best practices for AI skill development
Thank you for contacting Creatio Support!
Valeriia Ripnevska,
Why is it that the out of the box AI Skill "Get Documents Content" is unable to see the documents? What specifically is that skill looking at?
Valeriia Ripnevska,
Thanks for the response. In that case I have to create a business process which will take the account id, get all the files, extract the content and refer that content in AI skill.
It would be really helpful if you can suggest a way to extract the content from the file !
Ryan Farley
Its looking in the File table but its supposed to look in the AccountFile table in this case.. that link is missing.