Tray AI Workshop: Intro to infusing processes with AI

Project

Artificial Intelligence

Beginner

Use Template

This is a 'Project' template which means that it contains a group of workflows that work together to achieve a particular aim

Tray AI Workshop: Infusing Processes with AI

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Overview

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You don't need to build a full agent to harness the power of AI in your business processes. This self-paced workshop demonstrates practical ways to infuse AI into existing workflows using Tray's out-of-the-box AI connectors—collectively known as the "Merlin AI palette."

What You'll Learn

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Through three hands-on lessons, you will:

• Explore key AI connectors in the Merlin AI palette

• Use the Merlin generative AI connector to analyze qualitative data

• Apply Intelligent Document Processing (IDP) to extract information from files and images

Use Cases Covered

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• Basic Summarization:

  Create and email a call summary from a transcript

• Advanced Summarization:

  Extract targeted insights from a call transcript using custom prompts

• Document Processing:

  Extract financial data from invoice files

Prerequisites

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• Access to a Tray workspace

• Basic familiarity with the Tray workflow builder

• An email address to receive workflow outputs

Getting Started

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Import the Workshop Template

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1. Navigate to your personal workspace in Tray

2. Select Create new project from template

3. Search for and import the "Tray AI Workshop: Intro to infusing processes with AI" project template

Once imported, you'll see three pre-built workflows corresponding to the three lessons below.

Lesson 1: Basic Summarization

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Objective: Use out-of-the-box connectors to create a call transcript summary and email it to yourself.

Part 1: Get a Transcript

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In this section, you'll simulate retrieving a call transcript from an API and inspect the data.

1. Open the "Lesson 1: Basic summarization" workflow

2. Click Run workflow

3. Click Show logs in the top left

4. In the logs panel, select the grey tile at the bottom of the list

5. Choose the "Get call transcript" log in the second panel that opens

6. Expand the output log and locate the transcript property

7. Close the logs panel

Part 2: Generate Email Content

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Now you'll configure Merlin connectors to generate a subject line and summary from the transcript.

1. Move the Terminate step below the first Merlin connector (labeled "Create a subject line")

2. Click the "Create a subject line" Merlin connector to open its configuration

3. Select "Short Title" from the Format dropdown

4. Click Run workflow

5. Open logs and inspect the output of the 1st Merlin connector

6. Move the Terminate step below the second Merlin connector (labeled "Create a summary")

7. Click the second Merlin connector to open its configuration

8. Map the "Text" input field to the "transcript" field from the "Get call transcript" step

   1. Tip: Click into the Text field and select the transcript value from the data tree

9. Select "Short sentence" from the Format dropdown

10. Click Run workflow

11. Open logs and inspect the output of the 2nd Merlin connector

12. Delete the Terminate step entirely

13. Click Run workflow one final time

14. Check your email inbox for the generated summary

Expected Result: You should receive an email with a generated subject line and brief summary of the call transcript.

Lesson 2: Advanced Summarization

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Objective: Extract targeted, structured insights from a call transcript using custom prompts with the Merlin Text Generation connector.

Create a Custom Summary

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In this lesson, you'll write a custom prompt to generate a more detailed, structured call summary.

1. Open the "Lesson 2: Advanced summarization" workflow

2. Click the + icon below the "Create a subject" Merlin connector

3. In the connector search, type "Generate text" and select the Merlin Text Generation connector

4. In the connector configuration:

   • Select Claude from the Model dropdown

   • Click this link to access the custom prompt (copy it to your clipboard)

   • Paste the prompt into the "Instructions" field

   • Set Temperature to 0.1

   • Set Max tokens to 2000

5. Click Run workflow

6. Check your email inbox for the results

Expected Result: You should receive an email with a more detailed, structured summary that follows the format defined in your custom prompt.

Key Takeaway: Custom prompts give you precise control over AI outputs, allowing you to extract specific insights in your preferred format.

Lesson 3: Intelligent Document Processing

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Objective: Use Intelligent Document Processing (IDP) to extract structured data from an unstructured invoice file.

Extract Invoice Data

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In this lesson, you'll configure IDP to answer specific questions about an invoice document.

1. Open the "Lesson 3: Intelligent Document Processing" workflow

2. Click Run workflow

3. Click Show logs in the top left

4. Select the most recent grey log tile and choose the "Create file" log

5. In the log output, hover over the "URL" field and click Follow link

   1. The invoice will open in a new browser tab

   2. Take note of the invoice amount shown on the document

6. Return to the workflow builder

7. Click the "Get invoice information" step to open its configuration

8. In the "Queries" list, add a new query:

   1. "How much was this invoice?"

9. Delete the Terminate step

10. Click Run workflow

11. Open the logs and inspect the output from the "Get invoice information" step

    1. Expected Result: The IDP connector should return the invoice amount extracted from the document.

Try Additional Queries

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Experiment with IDP by adding these queries to the "Queries" list:

• "What is the invoice number?"

• "What is the invoice date?"

• "Who is the invoice addressed to?"

Run the workflow after each addition and inspect the outputs.

Key Takeaway: IDP can extract specific information from unstructured documents without manual data entry, making it ideal for automating document-heavy processes like accounts payable, contract review, and compliance.

Next Steps

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Congratulations! You've completed the AI Infusion workshop. You now have hands-on experience with:

✅ Basic AI text summarization ✅ Custom prompt engineering for targeted insights ✅ Intelligent document processing for data extraction

Apply What You've Learned

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Consider how you might apply these techniques to your own workflows:

• Customer Support: Automatically summarize support tickets or call transcripts

• Sales: Extract key insights from discovery calls and send follow-up summaries

• Finance: Process invoices, receipts, and financial documents at scale

• HR: Analyze interview transcripts or extract data from resumes

Additional Resources

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• Tray Academy - Explore more AI-focused courses

• Tray Community - Connect with other builders

• Merlin AI Documentation - Deep dive into AI connectors