Build and Edit Workflows Using AI Editor
Learn how to build, modify, and manage ingestion workflows in Sprinto using the AI Editor, including workflow generation, entity creation, parameters, providers, credentials, and checks.
Sprinto’s AI Editor helps you create and modify ingestion workflows using natural language prompts.
Instead of manually configuring every workflow step, you can describe what you want Sprinto to build and review the generated workflow before saving or executing it.
The AI Editor can help you:
Create ingestion workflows
Modify workflow steps
Generate entities
Configure checks
Add parameters
Attach providers and credentials
Review execution logic
Most custom ingestion workflows can be built directly using AI Editor.
Before You Begin
Ensure that:
An ingestion plan already exists
You have access to the Ingestion module
Required credentials or integration details are available
Open AI Editor
You can open AI Editor from either:
The plan overview page
The three-dot menu next to a plan
Open AI Editor from a Plan
Go to Ingestion.
Open the Plans tab.
Locate the required plan.
Click the three-dot menu next to plan and click AI Editor .
The AI workspace opens.
Understand the AI Editor Layout
The AI Editor contains:
Conversation workspace
Workflow tabs
Execution controls
Revision history access
The editor allows you to manage workflows without leaving the page.
Use Natural Language Prompts
The conversation panel allows you to describe the workflow you want Sprinto to build.
Example prompts:
The AI Editor uses these prompts to generate or modify workflow configuration.
Review Generated Workflow Steps
The Steps tab displays all workflow steps generated for the ingestion plan.
You can review:
Step order
Processing flow
Conditions
Entity mappings
Workflow logic
The AI Editor may automatically generate:
HTTP requests
Transform steps
Mapping steps
Insert entity steps
Processing conditions
Understand Step Information
Each workflow step displays:
Step name
Step type
Dependencies
Processing indicators
Conditional execution markers
This helps you understand how the workflow processes incoming data.
Modify Workflow Logic
You can continue refining the workflow using additional prompts.
Examples include:
The AI Editor updates the workflow automatically.
Review YAML Configuration
The YAML tab displays the underlying workflow configuration.
This helps you:
Review generated logic
Understand workflow structure
Inspect step configuration
The YAML updates automatically when the AI modifies the workflow.
Note
YAML editing is only available for from-scratch plans. Template-based plans support Visual Editor only.
Create and Manage Entities
The Entities tab allows you to create or review entity types used by the workflow.
Entity types define how ingested data is structured inside Sprinto.
Create an Entity Type
To create a new entity type:
Open the Entities tab.
Click Add Entity Type.
Enter the entity details.
Click Add Entity to save the entity type.
Configure Entity Fields
Each entity type can include:
Standard fields
Custom fields
Reference fields
Add Custom Fields
Custom fields allow additional metadata to be stored.
Supported data types include:
String
Boolean
Long
Double
Timestamp
JSON
You can add multiple custom fields.
Allow User Editing
Enable Allow User Editing when users should be able to manually update entity values.
When enabled, you can also define predefined selectable options.
Add Reference Fields
Reference fields create relationships between entities.
Use reference fields when one entity depends on another.
Examples include:
Device → User
Incident → Asset
Resource → Organisation
You can add multiple reference fields.
Manage Parameters
The Parameters tab displays workflow parameters.
Parameters help workflows accept reusable or dynamic input values.
You can use AI prompts to:
Add parameters
Modify parameter values
Update parameter behaviour
Manage Credentials
The Credentials tab allows you to review or attach authentication credentials.
Credentials are required when workflows connect to external systems.
Depending on the integration, credentials may include:
API keys
Tokens
OAuth credentials
Secret values
Manage Providers
The Providers tab displays connected integration providers.
Providers represent the external systems associated with the workflow.
You can:
Attach/Detach providers
Review connected systems
Update provider configuration
Configure Checks
The Checks tab allows you to review or create automated checks linked to the ingestion workflow.
Checks help validate:
Data quality
Security requirements
Workflow conditions
Monitoring rules
Save or Execute the Workflow
After reviewing the workflow, you can either:
Save
Stores the workflow configuration
Execute
Runs the workflow immediately
Use Execute to validate the workflow after changes are made.
Review Revision History
AI Editor includes access to Revision History.
Revision history helps you:
Review previous versions
Compare workflow changes
Restore earlier configurations
When to Use AI Editor
AI Editor is recommended when:
Creating custom workflows
Building integrations quickly
Modifying ingestion logic
Generating entities automatically
Reducing manual workflow configuration
For most workflows, AI Editor is the fastest way to build and maintain ingestion logic.
Use Advanced Editors When Needed
If deeper manual configuration is required, you can also use:
Visual Editor
YAML Editor
These editors are better suited for advanced workflow customisation.
Best Practices
Use the following recommendations when working with AI Editor:
Start with simple prompts
Review generated workflow steps before execution
Validate entity mappings carefully
Attach credentials before execution
Use Execute to validate changes
Review YAML when troubleshooting advanced workflows
Save frequently when refining prompts
Related Topics
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