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## Description 📝 Feature branch containing all of the Milestone One changes for our project to refocus docs on customer personas. ## Quick Links 🚀 [Index](https://robdominguez-feature-refocus.promptql-docs.pages.dev/index/) --------- Co-authored-by: hasura-bot <[email protected]>
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docs/how-to-build-with-promptql/with-automation.mdx renamed to docs/automation.mdx

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---
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sidebar_position: 51
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sidebar_label: With Automation
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sidebar_position: 1.8
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sidebar_label: Build Automations
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description:
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"Learn how to build automated workflows and processes with PromptQL for reliable, repeatable business tasks."
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import Thumbnail from "@site/src/components/Thumbnail";
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# Building Automations with PromptQL
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# Build Automations with PromptQL
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## Introduction
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**Automations** allow you to transform one-time conversations into reliable, repeatable business processes. Once you've
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built and tested a workflow in the PromptQL Playground, you can deploy it as an API endpoint that can be called
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programmatically or integrated into your existing systems. That means services like Zapier, Slack, or even your internal
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systems can trigger the automation whenever it’s neededno coding required.
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systems can trigger the automation whenever it’s needed; no coding required.
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This is ideal for any repetitive task that benefits from AI-powered insights, like:
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:::
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## Best practices
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## Best Practices
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1. **Start simple** - Begin with a straightforward use case to learn the process
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2. **Iterate and improve** - Refine your automation based on initial results

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docs/capabilities.mdx

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---
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sidebar_position: 1.5
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sidebar_label: Capabilities
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description:
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"Learn what PromptQL can do to help you make decisions quicker or automate tasks with relability and accuracy."
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keywords:
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- promptql
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- accurate
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- reliable
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- capabilities
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toc_max_heading_level: 4
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---
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import Thumbnail from "@site/src/components/Thumbnail";
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# What can PromptQL do?
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## Introduction
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PromptQL combines data analysis, AI capabilities, and automation tools into a conversational interface. It's designed to
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help you explore data, make decisions, and create reliable workflows—all through natural dialogue.
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## Core features
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### Agentic Semantic Metadata Layer
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PromptQL doesn't just execute queries—it builds and maintains a dynamic understanding of your data landscape. This
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"semantic metadata layer" grows more sophisticated with each interaction, learning your business terminology, data
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relationships, and analytical patterns.
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When you correct a definition or clarify a business rule, PromptQL remembers. It uses this knowledge to:
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- Translate natural language to precise queries
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- Apply consistent business rules across analyses
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- Suggest relevant connections between datasets
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- Self-correct based on feedback
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Think of it as an intelligent layer between you and your data that learns and adapts. It remembers that "active users"
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means something specific in your business, or that certain metrics should always be filtered in particular ways.
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:::info Learn more
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You can learn more about PromptQL's semantic understanding [here](/data-modeling/overview.mdx).
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:::
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### AI Primitives
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At its core, PromptQL works with data and AI functions, which we call **AI primitives**. It's helpful to think of these
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as tools in PromptQL's toolbox.
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For data, PromptQL can run complex SQL queries with built-in safety checks and optimization. It handles joins, and
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aggregations naturally, with automatic error handling and self-correction.
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The AI functions extend these capabilities beyond pure data analysis:
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| Primitive | Description |
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| --------- | -------------------------------------------- |
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| Classify | Sort text into dynamic categories. |
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| Summarize | Create concise summaries of longer text. |
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| Extract | Pull structured data from unstructured text. |
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| Visualize | Create interactive data visualizations. |
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By combining these primitives, PromptQL can tackle complex analytical tasks. For example, it might extract structured
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data from a batch of documents, classify the results, and visualize the patterns...all in a single workflow. Or it could
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summarize a large dataset, then extract key metrics from those summaries for deeper analysis.
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These combinations aren't just powerful, they're precise. Each primitive builds on the others, with error checking and
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validation at every step. The result is reliable, reproducible analysis that can be turned into automated workflows.
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:::info Learn more
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You can learn more about these primitives [here](/promptql-apis/execute-program-api.mdx#introduction).
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:::
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### Artifacts
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Think of artifacts as PromptQL's memory system. When you're exploring data or building workflows, artifacts help
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maintain context and enable reuse.
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| Type | Purpose |
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| ------------- | ---------------------------------------- |
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| Table | Store and reference structured data |
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| Text | Preserve documents and long-form content |
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| Visualization | Interactive charts and graphs |
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| Automation | Reusable, parameterized workflows |
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:::info Learn more
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You can learn more about artifacts [here](/promptql-playground/artifacts.mdx).
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:::
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## Use cases
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### Make decisions
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When it comes to decision-making, PromptQL acts as your analytical partner. It can explore data, detect patterns,
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visualize trends, and run comparisons. Each analysis can be saved for future reference, shared with your team, or used
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as part of your audit trail.
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The key is that PromptQL doesn't just show you numbers: it helps you understand them. Ask it to explain its methodology,
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break down complex metrics, or look at the same data from different angles. It's built to clarify, not just calculate.
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[Learn more](/decision-making.mdx) about making decisions with PromptQL.
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### Automate tasks
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Once you've found a valuable analysis pattern, PromptQL can turn it into a reliable automation. These aren't just saved
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queries, but full workflows that can process new data, generate reports, monitor metrics, or alert on conditions.
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Each automation comes with built-in error handling and can be parameterized to handle different inputs. Chain them
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together for more complex operations, or schedule them to run regularly. The goal is to turn your one-off analyses into
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reliable, repeatable processes.
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[Learn more](/automation.mdx) about automating tasks with PromptQL.

docs/decision-making.mdx

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---
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sidebar_position: 1.7
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sidebar_label: Make Decisions
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description: "Learn how you can use PrompQL for accurate AI in your decision-making processes."
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keywords:
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- promptql
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- accurate
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- reliable
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- decision making
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toc_max_heading_level: 4
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---
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import Thumbnail from "@site/src/components/Thumbnail";
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# Make Decisions with PromptQL
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## Introduction
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**Decision making** with PromptQL supports deeper analysis and structured exploration across your data. You can ask
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complex, layered questions and get responses that adapt to your systems and terminology. PromptQL helps you drill into
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root causes, compare across categories, and evaluate tradeoffs without being limited by context windows or informal
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language.
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This is useful for scenarios that require exploration and judgment, such as:
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- Investigating anomalies
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- Comparing performance across teams or regions
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- Understanding contributing factors behind trends
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## Guides
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Below, we've split out a few different use cases as examples. You can run these against the `sandbox-movie-studio`
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[project](https://promptql.console.hasura.io/public/sandbox-movie-studio/playground).
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### Q&A
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Take this example:
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> _How did our PG-13 portfolio perform against R-rated titles during the streaming transition period?_
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It would seem that asking questions about data is simple, but this is difficult because business terms often map to
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multiple systems or concepts. For example, "performance" might refer to revenue, engagement, or critical ratings,
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depending on who’s asking. Systems don’t always agree on how those values are calculated, either.
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PromptQL solves this by mapping ambiguous terms to precise system definitions and building a plan that retrieves data
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from the right sources in the correct form. The generated plan accounts for relevant time windows, content ratings, and
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distribution channels, producing a structured answer tailored to your domain.
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<Thumbnail src="/img/get-started/playground-dm-streaming-results.png" alt="Details of a deployed automation." />
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**Use this when you want direct answers that reflect your business logic and definitions.**
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### Interrogation
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PromptQL allows you to interrogate your data by following up naturally, asking for more detail, and adjusting the scope
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as you go. The system preserves your analysis trail and ensures consistency across steps.
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> _Looking at our 2015–2020 release slate, what's the correlation between our talent investment strategy and audience
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> retention metrics?_
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PromptQL solves this by generating a multi-step plan that fetches relevant datasets, applies statistical methods, and
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structures results in a way that's easy to pivot or extend. You can modify thresholds, change groupings, or backtrack to
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explore a different angle—all without losing context.
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<Thumbnail src="/img/get-started/playground-interrogation.png" alt="Details of a deployed automation." />
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**Use this when a surface-level answer isn't enough and you need to go deeper with confidence.**
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:::tip Edit the query plan
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Most AI tools are a black box: you don't know what's happening under the hood, how answers were arrived upon, or what
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data was used.
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With PromptQL, every response is backed by a transparent query plan that you can inspect, modify, and re-run. This gives
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you full control over the logic, data sources, and assumptions behind each result—so you can refine, extend, or validate
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the analysis as needed.
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:::
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### Deep Research
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You can perform deep research that explores multiple hypotheses, benchmarks external data, and evaluates internal
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patterns across time or categories.
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> _Can you analyze the ROI patterns of our genre-blending titles compared to pure-genre releases between 2010–2020?_
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PromptQL is unique because it treats research as a process and not just a query. It generates a plan that defines
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discovery phases, collects and segments relevant data, and evaluates each hypothesis systematically.
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<Thumbnail src="/img/get-started/playground-deep-research.png" alt="Details of a deployed automation." />
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**Use this when you're trying to answer open-ended questions that require context and exploration.**
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### Cross-Source Intelligence
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Since you can join any source using your semantic metadata layer, PromptQL can resolve data across structured,
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semi-structured, and unstructured systems in a single plan.
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> _What's the risk profile of working with first-time directors who came from our star talent pool?_
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PromptQL builds a plan that pulls structured records (e.g., director metadata), aggregates historical performance
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metrics, and layers in qualitative signals from reviews or production notes. Relationships that span systems—like
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casting history, sentiment, and audience reception—are captured and evaluated together.
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<Thumbnail src="/img/get-started/playground-cross-source.png" alt="Details of a deployed automation." />
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**Use this when your answers require stitching together multiple systems and surfacing insights that aren't visible in
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any single source.**
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### Smart Visualizations
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Visualizations make it easy to understand complex patterns or communicate findings across stakeholders. PromptQL
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automatically selects appropriate formats—charts, tables, or graphs—based on the type and scale of your analysis.
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<Thumbnail src="/img/get-started/playground-visualization-rosling.png" alt="Details of a deployed automation." />
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**Use this when you want to share findings with others or spot trends across segments or time periods.**
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## Best Practices
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- **Start specific, then expand.** Narrow, well-defined questions help PromptQL build better initial plans. You can
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always widen scope through follow-ups.
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- **Use your own terms.** PromptQL is designed to understand your internal terminology, so write queries as you would
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naturally ask a colleague.
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- **Follow the thread.** PromptQL preserves your reasoning trail—feel free to pivot, rewind, or dig deeper without
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losing previous steps.
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- **Review the plan.** Each result is backed by a structured plan. Reviewing it helps validate how PromptQL interprets
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your intent.
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- **Use visualizations for communication.** When sharing results, use PromptQL’s built-in visualization capabilities to
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highlight key insights clearly.
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## Next Steps
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It's great to be able to ask questions and get accurate, reliable responses. But, what if you could turn these into
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automations? Check out how easy PromptQL makes it to [automate tasks](/automation.mdx) with the same level of accuracy
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and reliability 🚀

docs/how-to-build-with-promptql/_category_.json

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{
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"label": "Build with PromptQL",
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"position": 1,
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"position": 2,
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docs/how-to-talk-to-promptql.mdx

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---
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sidebar_position: 1.6
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sidebar_label: Talk to PromptQL
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description: "Learn how to talk with your data via PromptQL."
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keywords:
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- promptql
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- accurate
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- reliable
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- how to
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toc_max_heading_level: 4
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---
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import Thumbnail from "@site/src/components/Thumbnail";
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# How to Talk to PromptQL
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## Introduction
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Talking to PromptQL is like onboarding a new teammate. It starts with limited knowledge—your Day-0 analyst, engineer, or
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ops assistant—and learns quickly through the questions you ask and the feedback you provide. The more you interact with
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it, the sharper and more context-aware it becomes. Your conversations aren't just about getting answers—they’re also
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shaping how PromptQL thinks about your business, your data, and your language.
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## Do's
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PromptQL works best when you treat it like a collaborator. Ask specific questions in natural language. There's no need
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to speak in SQL or use exact technical phrases. Just describe what you’re curious about.
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Examples:
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```plaintext
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Compare signups this quarter to last.
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Show me churn by region.
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Break this down by customer type.
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```
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It helps to add context, especially for company-specific terms, business rules, or timeframes. PromptQL will do its best
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to infer meaning, but your clarification speeds things up and improves accuracy.
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As you go, don’t hold back feedback. If an answer is off, say so. Corrections make it smarter. You can say:
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```plaintext
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That’s not what I meant.
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Can you explain how you got this?
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Try grouping it by year instead.
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Our fiscal year starts in February.
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```
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The more you interact, the better PromptQL gets at understanding your definitions, your patterns, and your expectations.
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It remembers what you correct. It learns how you ask.
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You can also ask for visualizations, request alternate views of the same data, or specify how you'd like results
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returned:
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```plaintext
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Show a chart of the trend.
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Group by location and limit to the top 10.
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```
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If you're unsure about terminology, just ask. PromptQL can define terms or explain metrics. It’s built to clarify, not
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confuse.
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## Don'ts
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Don’t expect one-shot perfection in the beginning. PromptQL thrives in back-and-forth exchanges. It doesn't retain prior
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conversation context unless you reference it, so always restate key details when continuing a line of inquiry or use an
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artifact to start a new chat.
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Avoid assuming it can access anything outside of your connected schema. It can’t pull in external files, ping APIs, or
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generate real-world updates from news or financial markets...unless you've added this functionality!
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You _should_ use niche or complex domain terms—just be ready to explain them the first time. This helps PromptQL learn
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your vocabulary and makes future conversations smoother. If it gets something wrong:
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```plaintext
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That’s not what “churn risk” means for us.
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In our case, “premium” refers to the paid tier only.
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```
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This is how PromptQL builds context over time, adapting to your business.
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## Next Steps
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The best way to get started is to ask something simple but real. Start with a metric you track regularly, or recreate an
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analysis you've done manually before. From there, PromptQL will learn your expectations, surface useful patterns, and
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help you turn those insights into reliable, repeatable workflows.
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Jump into one of these use cases:
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- [Making decisions](/decision-making.mdx)
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- [Automating tasks](/automation.mdx)

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