Creating Your First Flow

This guide covers creating a first Flow in Cognipeer. The example workflow searches a knowledgebase and uses a language model to generate a summary.

Prerequisites

Before you begin, ensure you have:

• Access to the Cognipeer platform
• Appropriate permissions to create Flows
• At least one datasource configured in your workspace

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Step 1: Navigate to the Flows Section

1. Log in to your Cognipeer account
2. From the dashboard, click on the Flows section in the sidebar
3. Click Create New Flow to start

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Step 2: Define Flow Details

1. Enter a Name for your Flow (for example, "Knowledge Summarizer")
2. Provide a Description that explains what your Flow does
3. Optionally, upload an Icon
4. Click Next to proceed to the inputs configuration

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Step 3: Configure Inputs

For our Knowledge Summarizer Flow, we'll need two inputs:

1. Add a Text Input:

   • Name: searchQuery
   • Label: "Search Query"
   • Description: "Enter the topic you want to search for"
   • Required: Yes

2. Add another Text Input:

   • Name: summaryLength
   • Label: "Summary Length"
   • Description: "Enter 'brief', 'medium', or 'detailed'"
   • Default Value: "medium"
   • Required: Yes

3. Click Next to proceed to the steps configuration

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Step 4: Build the Steps

Now we'll add steps to create our workflow:

Add a Search Knowledgebase Step

1. Click Add Step and select Search Knowledgebase
2. Configure the step:
   • Step Name: "Search for Information"
   • Output: searchResults
   • Datasource IDs: Select the datasources you want to search
   • Prompt: Use { {searchQuery} } in the expression editor
   • All Contents: Check this box to include all content types
3. Click Save Step

Add an Ask LLM Step

1. Click Add Step again and select Ask LLM
2. Configure the step:
   • Step Name: "Generate Summary"
   • Model ID: Select your preferred language model
   • Prompt: Enter the following prompt, using the expression editor to insert dynamic values:

     Based on the following information:
     
       { {searchResults.results} }
     
       Please provide a { {summaryLength} } summary of the key points about { {searchQuery} }.
     
     If the information is insufficient, please state that clearly.

   • Output: generateSummary
3. Click Save Step

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Step 5: Map Outputs

Define what your Flow will return after processing:

1. Click Add Output and configure:

   • Output Name: summary
   • Output Label: "Summary"
   • Output Value: { {generateSummary.response} }

2. Click Next to proceed to testing

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Step 6: Test Your Flow

1. In the test section, enter values for your inputs:

   • Search Query: "artificial intelligence"
   • Summary Length: "brief"

2. Click Run Test to execute your Flow

3. Review the results to ensure your Flow is working as expected

   • Check that the search is finding relevant information
   • Verify that the summary is generated correctly

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Step 7: Save and Publish Your Flow

1. If your test was successful, click Save Flow

2. Choose the visibility settings for your Flow:

   • Private: Only you can access it
   • Shared: Specific users or teams can access it
   • Public: All users in your workspace can access it

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Using Your Flow

Now that your Flow is created, you can:

• Run it directly from the Flows section
• Share it with colleagues who can use it with their own inputs
• Attach it to a Peer as a tool, allowing the Peer to use your Flow during conversations
• Access it via API for integration with other systems

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Next Steps

• Explore step types.
• Learn about Flow sharing and integration.
• Build complex workflows with multiple steps and data processing.