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Use Coze (button) + Flying Book Forms, to create automated EXCEL table data organization god

Demonstration effect

Demonstration: using the built workflow, we insert a record in the Flybook multidimensional table

 


The following is a step-by-step exploration of the specific implementation process.

demand analysis

In our daily work, we often collect some information, which is convenient to organize and view later. But manual organization needs to be filled in one field at a time, which is rather cumbersome.

Today we are building a workflow using Agent to implement:Automatically organize yourself into the standardized forms you need by pasting in the linksIt's easy to keep a clear record of what's being collected and saves time and effort.

The end result:

architectural design

prior knowledge

Official website: https://www.coze.cn/home

Buckle is a new generation of AI application development platform. Whether you have programming foundation or not, you can quickly build all kinds of AI applications based on big models on Buckle, and publish AI applications to various social platforms and communication software, or integrate AI applications into your business system through API or SDK.

  • intelligent body

Personally, I understand it as a "nanny" who follows instructions according to configured parameters. Turning the trivial and repetitive into the whole, and the corrupt into the magical.

  • workflow

It is the coherent action from input to output. It contains at least a start node and an end node. Intermediate nodes are configured according to your needs

  • input and output

The output of the previous node is the input of the next node

Realization Description

 

1. Creating a multi-dimensional spreadsheet for the Flying Book

You can create your own, or you can open it with one of the templates I created earlier.

https://tcntv5zon46z.feishu.cn/wiki/AkPkwkorfiIrYMkvbzTcx6B5nGg?table=tbl2ZVboAiYdNkyY&view=vewZ8tYjhk

The rendering is as follows:

Creation is complete, remember the link will be used below and insert the organized content directly into this form.

 

2、Login button new workflow

Login: https://www.coze.cn/home

Login effect, add workflow here

 

3、Introduction of workflow core components

  • functional component

  • Core Component Introduction

start node: Contains input parameters to be used as input parameters for the next step

end node: Contains output parameters as final output

Add button: With multi-dimensional available plug-ins, big models, workflows, etc. (according to their own needs to choose), the details are as follows:

test run: Test whether the current session is effective and test whether the overall effect meets the requirements.

Simple test a url text analysis tool small plugin. You can see that a successful trial run will show the effect

First have a general impression, know the function of each component, the details will be introduced in the following specific use and distribution of parameters.

 

4, url analysis small plug-in use

1. Add workflow

2, add url analysis plugin

3. Detect whether the plug-in is in effect

  • Configuration parameter url, reference to the start of the session.

Note: Here you have to connect the wire of the start link to configure the url in the parameter, otherwise it won't be displayed.

  • test run

The display shows that the plugin parses the url to produce a lot of text, which contains a variety of information. Currently the plugin is working properly.

 

5、Configuration of large models for content analysis

  • Configuring Input Parameters

  • Configuring System Prompts

Cue word template (set to your needs)

# Content Analysis
Extract the content in the following format

# Content Extraction

summary:摘要
author: author
keyword: keyword
time: the number of milliseconds counted at the time the article was published
status: status of the article
minutes: estimated reading time
text: title
link: link to the article
url: title

# Limitations
Same requirements for original and final output

  • Configuring User Prompts

  • Configuring Output Parameters

On demand, here are the names of the columns of a multidimensional table, the

So for parameter types we use arrays  Array  The form of the set, noting the parameter types

  • Test run effect

The result of the run shows that the collation is given as per our requirement,here as expected.

Think: Obviously we've organized the multidimensional table according to the format of the opening multidimensional table, but how do we insert the Flying Book multidimensional table?

 

6. Plug-ins assist in inserting multi-dimensional forms

We add a multidimensional table plugin to insert a record into the table.

The question that needs attention is: how can what I'm organizing be linked to this form? That is, the question of how it can be converted through this plugin.

Check out the input parameters of the example plugin below, that is, click on View Example

As you can see, the meaning of the parameters is roughly as follows

  {
  // The url where we start the new form
"app_token": "https://bytedance.larkoffice.com/base/CUB4bbZUXaJFT0sU1Vecn1GunFc?table=tblTLjqChZ1z14dn&view=vew3LMVlRA",

//The column names of the table, divided into different types, replace them with your own to correspond to the table you are starting to create
"records": [
    {
      "fields":"{"text": "text-content", "radio": "option 1", "date":1674206443000}"
    }
  ]

// table_name
"table_name": "data_table", /> "user_id_type".
"user_id_type": "open_id"
}

 

Think: Obviously, we use the big model (content analysis) output does not meet the input of this plug-in, this time in the come between the two need a bridge to achieve the transformation of json, and ultimately we require to be able to have a string of such a json as an input parameter.

The required format is as follows:

{
"fields": {
    "Author":"{{author}}",
    "status":"{{status}}",
    "Reading time":"{{minutes}}",
    "Date": {{time}},
    "Keyword":"{{keyword}}",
    "Summary":"{{summary}}",
    "title": {
      "link":"{{url.link}}",
      "text":"{{url.text}}"
    }
  }
}

So we need to sub ah add a big model to assist in implementing the json transformation.

Here's my system cue word (for reference, customizable)

# The Role
You are an efficient automated office form assistant, able to quickly organize and categorize information for later retrieval by individuals and teams.

## Skills
### Skill 1: Organize Information

3. Output the organized content in JSON format.
===Reply Example===
Parses the content in the input parameters and organizes it into the following format, which is populated as follows

"fields": {
    "author": "{{author}}", "status": {{author}}, "{{author}}", "{{author}}", "{{author}}
    "status": "{{status}}",
    "Reading time":"{{minutes}}",
    "Date": {{time}},
    "Keyword":"{{keyword}}",
    "Summary":"{{summary}}",
    "title": {
      "link":"{{url.link}}",
      "text":"{{url.text}}"
    }
  }

===End of Example===

## Restrictions:
- Note that the values are taken strictly in the format I have given
- Just transform, do not modify the content
- The output content must be parsed according to the text, do not modify the content, input a few groups to display a few groups, can not change, add or subtract, only do the transformation of content
- The output must follow the given JSON format strictly, without any deviation.

Check the test results, OK!

As of now, it's just a matter of inserting it into the form in the last step.

 

7, the use of fly book multi-dimensional form add_records insertion

Need to add a plugin add_records

The first time you run it, you need to authorize it, just follow the instructions

Display a successful authorization to run the overall test.

The final runtime effect

Workflow Demo

tabular display

summarize

Pitfall 1: The first time you run a workflow you need to authorize it, just look at the results and see what you are prompted to do!

Stepping on the Pit 2: Note the parameter types in the table, if you encounter a parameter type that runs incorrectly, the

Please refer to the official documentation describing this interface: https://open.feishu.cn/document/server-docs/docs/bitable-v1/app-table-record/create

The specific parameter formats for the different types of fields are given here

Pothole 3: It's best to test every additional node, i.e., good unit testing.

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