Objective
After reading this article, you will understand the benefits of Template Copilot, how to get setup, and use it!
Introducing Template Copilot: Revolutionizing Template Creation with OpenAI
We are thrilled to announce a groundbreaking feature for Youreka: Template Copilot! This innovative tool leverages the power of OpenAI to drastically enhance and streamline the template creation process. Whether you’re a seasoned template builder or just getting started, Template Copilot is designed to save you time and effort, enabling you to create high-quality templates more efficiently than ever before.
Key Features
- AI-Powered Template Generation: Harness the capabilities of OpenAI to automatically generate templates based on your customizable input. Simply describe what you need or upload a reference PDF, and Template Copilot will create a template that matches your specifications.
- Effortless PDF Upload: Have a template in PDF format that you’d like to convert or adapt? Upload your PDF to Template Copilot, and it will analyze and transform it into a usable template within minutes.
- Time-Saving Efficiency: By automating the initial stages of template creation, Template Copilot drastically reduces the amount of manual effort required. This means you can focus on refining and customizing your templates rather than starting from scratch.
- Zero-Code Simplicity: Template Copilot eliminates the need for manual coding or extensive development cycles. Simply upload your documents, and our intelligent system automatically creates customizable templates that can be deployed enterprise-wide.
- Seamless Customization: Need to make adjustments? The intuitive drag-and-drop editor lets you fine-tune every aspect of your app before publishing. Add fields, reorganize sections, or tailor the app to your specific business needs without writing a single line of code.
Key Benefits
- Speed: Create templates in a fraction of the time it would take manually.
- Efficiency: Automate repetitive tasks and focus on fine-tuning your templates.
- Increased Productivity: As your needs grow, Template Copilot scales with you. You can handle larger volumes of template creation efficiently
- Seamless Integration: With an intuitive interface, Template Copilot is easy to use, even for those who are not tech-savvy.
How It Works
- Upload a PDF: Select the PDF you want to use as a reference. Template Copilot will extract the relevant content and convert it into a functional template format.
- Enter a Prompt: If you prefer, you can provide a descriptive prompt, outlining your template needs. Template Copilot will use this information to generate a new template tailored to your requirements.
- Upload a PDF and a Prompt: To further tailor your experience and template output, you can upload both a PDF and prompt!
- Review and Refine: Once Template Copilot has created your template, you’ll be navigated to Template Builder where you have the opportunity to review and make any adjustments to ensure it meets your exact needs.
How to Set Up:
Before we can hop right into using Template Copilot, we need to set things up on the Open AI side. Remember, OpenAI is the other half of Template Copilot, assisting it with speedy Template creation!
OpenAI Setup:
- Signup or Log into your Account
- Signup: Go to this URL and create/login to your OpenAI account.
- Once you’re in your OpenAI account, you can retrieve an API Key
- There are many ways to do this depending on how you want to manage API key usage, but the simplest way to get started is go to this URL and click the green button at the top right of the screen that says “Create a new secret key”. Follow the instructions and copy the new API key to a safe location.
- Ensure that your OpenAI account is a paid account. The integration will not work with a free/trial version.
- Also, your account is required to have access to gpt-4o-2024-08-06 or newer to properly utilize Template Copilot.
That is all for the OpenAI setup! Your OpenAI account is where you can retrieve API keys for usage and also set and track usage limits on the account. This link contains more information about usage limits and pricing for the OpenAI account.
Now let's head into Youreka to finalize the setup process. Before continuing, make sure the Youreka Copilot license has been added into the organization’s environment. You also want to ensure that your user profile has been granted the Template Builder License. Please reach out to the Youreka team for further assistance or to gain access to Youreka Copilot, which is an additional paid feature.
Admins should follow the steps below to ensure that Template Coplit is properly set up and configured in your organization's environment:
- Add the OpenAI API Key
- Go to Salesforce Setup
- Under setup, search for Custom Settings
- Find Youreka Public Settings
- Click the manage link
- Inside this page you will find a field that says OpenAI API Key, paste the API key you created above in this field.
- If you are an existing customer and upgrading your Youreka Package, you will need to add the Template Copilot Tab manually. If you are installing the Youreka Package for the first time, ignore this step, the tab will be automatically available.
- Go to Setup -> Users -> Profiles
- Find the User Profile you want to add Template Copilot to
- Click edit on the user profile
- Scroll down to Tab Settings
- You will see a list of all the tabs available in the org, search for “Template Copilot” and ensure the tab is enabled.
You are all set up to use Template Copilot now. Search for “Template Copilot” in the app launcher and you will be taken to the official Template Copilot page! Nothing’s stopping you, get to creating magic!
Security Considerations:
Template Copilot uploads your text prompts, and text extracted from file attachments to OpenAI. OpenAI's infrastructure is built to follow stringent data privacy standards, including GDPR and CCPA compliance. The prompts you submit inside Template Copilot may be securely saved within Open AI for 30 days according to their preventing abuse policy. If your company would like to opt out of Open AI’s data retention, you will have to reach out to Open AI directly. Template Copilot requires Open AI data retention so preventing data retention will disrupt the user experience. The feature also requires customers to have their own OpenAI account and access key so they can manage the account themselves. Refer to OpenAI standards and Terms of service.
Customers will need to opt into this feature and will maintain control over how and when their data is shared with these services, allowing for fine-tuned data governance. OpenAI is configured to ensure that no customer data is exposed without explicit approval.
With OpenAI, Youreka provides transparency and accountability. Customers can leverage audit trails within their OpenAI accountsI to track how data is handled. These monitoring tools ensure that any security or privacy issues are quickly flagged and addressed.
Youreka’s integrations align with industry-standard best practices for security. This is critical for clients who operate in regulated industries like healthcare, finance, or government. Customers should ensure using OpenAI APIs and keys adheres to your organization's policies.
Data shared through the integrations is protected using end-to-end encryption and role-based access control (RBAC). This minimizes the risk of unauthorized access, ensuring only the right people within an organization can access the information.
Best Practices:
- When uploading a PDF to Template Copilot, ensure that the PDF contains highlightable text. This is how OpenAI is able to interpret the file
- After a Template has been created, we recommend still reviewing it before publishing. AI is full of opportunities but it isn’t perfect and can make mistakes!
Examples of Prompts
- PDF to Template Prompt: "Upload this safety inspection PDF and automatically convert it into a mobile-ready form template for field technicians."
- Translation Prompt: "Translate this existing equipment maintenance checklist from English to Spanish and generate a mobile-friendly form."
- Checklist Creation Prompt: "Generate a lock-out tag-out checklist for machine maintenance, including fields for equipment identification, isolation procedures, and authorized personnel signatures."
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