FlowPath AI Assistant: Supported Actions for Creating & Updating Data
FlowPath’s AI Assistant enables users to efficiently manage a variety of facility operations by creating and updating key entities within the system. Below is a structured breakdown of what the assistant can handle.
Work Orders
• Create Work Orders – create_work_order
• Update Work Orders – update_work_orders
Work Order Inspection Items
• Update Inspection Items – update_work_order_inspection_items
Work Order Vendor Invoices
• Create Vendor Invoice – create_work_order_vendor_invoice
Work Order Inventory Transactions
• Add Stock to Work Order – work_order_add_inventory_stock
• Expend Stock from Work Order – work_order_expend_inventory_stock
• Request Stock for Work Order – work_order_request_inventory_stock
• Purchase Stock for Work Order – work_order_purchase_inventory_stock
Work Order Attachments & Comments
• Attach Files to Work Order – create_work_order_attachment
• Add Comments to Work Order – create_work_order_comments
Work Order Meter Readings
• Log Meter Readings – create_work_order_meter_reading
Labor Hours
• Log Labor Hours – create_labor_hour
Preventive Maintenance (PM) Schedules
• Create PM Schedule – create_pm_schedule
• Update PM Schedule – update_pm_schedules
Inspection Schedules
• Create Inspection Schedule – create_inspection_schedules
• Update Inspection Schedule – update_inspection_schedules
• Add Inspection Items – create_inspection_schedule_inspection_items
• Update Inspection Items – update_inspection_schedule_inspection_items
Equipment & Sub-Equipment
• Create Equipment – create_equipment
• Update Equipment – update_equipment
• Create Sub-Equipment – create_sub_equipment
• Update Sub-Equipment – update_sub_equipment
Asset Reservations
• Create Asset Reservations – create_asset_reservations
• Update Asset Reservations – update_asset_reservations
Inventory Management
• Create Inventory Items – create_inventory_items
• Update Inventory Items – update_inventory_items
• Inventory Stock Transactions:
• Add Stock – add_inventory_stock
• Expend Stock – expend_inventory_stock
• Transfer Stock – transfer_inventory_stock
• Update Transactions – update_inventory_transactions
• Inventory Adjustments:
• Create Adjustment – create_inventory_adjustments
• Update Adjustment – update_inventory_adjustments
Reporting Dashboards
• Create Dashboard – create_reporting_dashboards
• Update Dashboard – update_reporting_dashboards
• Dashboard Panels:
• Create Panel – create_reporting_dashboard_panels
• Update Panel – update_reporting_dashboard_panels
Vendors
• Create Vendors – create_vendors
• Update Vendors – update_vendors
Projects & Tasks
• Create Projects – create_projects
• Update Projects – update_projects
• Create Project Tasks – create_project_tasks
• Update Project Tasks – update_project_tasks
Physical Events
• Create Physical Events – create_physical_events
• Update Physical Events – update_physical_events
Bulk Action Capabilities
FlowPath’s AI Assistant also supports bulk importing of key data from external sources, such as:
• Work Orders
• Work Order Categories
• Equipment & Sub-Equipment
• Preventive Maintenance Schedules
• Inspection Schedules
• Inventory
• Meter Readings
• Locations
• Accounts
• Vendors
• Users
• Projects
• Events
Known Limitations
While the FlowPath AI Assistant is powerful, there are some limitations to keep in mind:
1. Bulk Creation & Updates Must Be Done via Importing
• The assistant supports creating and updating objects on an individual basis or for a small number of objects (typically fewer than 10).
• Bulk updates or bulk creation beyond 10 objects are not supported directly and must be done through importing instead using a file, such as excel or csv.
2. Some Objects Require Importing (No Individual Create/Update Support)
The following objects cannot be created or updated individually using AI actions. Instead, they must be imported:
• Locations
• Accounts
• Users
Adding Filters To Your Screen
Any type of searching/filtering that would be needed to change what is on your screen, like filtering for work orders only at a certain location is not currently supported. Your AI Assistant will return data it can find in the database, not change your screen/add filters/sort tables.