Engine Works
Under the hood of Alteryx: tips, tricks and how-tos.
Alteryx Copilot is your new AI-powered assistant in Alteryx Designer, designed to help you streamline your data preparation and analytics workflows. Whether you're just starting out or looking to refine a complex workflow, Alteryx Copilot can assist with task automation, provide step-by-step guidance, and even place tools on canvas. To help you get started, we've compiled a list of beginner-friendly prompts you can use with Alteryx Copilot to unlock its potential.
What is Prompting in Alteryx Copilot?
Prompting involves typing instructions or questions into Alteryx Copilot to get assistance. With carefully crafted prompts, you can:
- Automate repetitive tasks
- Receive guidance on workflow setup
- Quickly learn best practices
Below is a curated list of prompts to help you maximize Alteryx Copilot's capabilities. Try them out and see how they can transform your workflow-building experience.
6 Prompts to Get Started with Alteryx Copilot
1. Basic Workflow Setup
Create a workflow that joins two datasets based on a common key.
2. Data Transformation Guidance
What tools or steps can I use to prepare this dataset for analysis?
3. Data Preparation Assistance
What tool can I use to standardize date formats in this dataset to YYYY-MM-DD?
4. Exploratory Data Analysis
Summarize the key statistics of this dataset, such as mean, median, and standard deviation for numeric fields.
5. Error Debugging
Why is this formula tool showing an error?
6. Learning New Tools
Explain how to use the RegEx tool in Alteryx Designer.
Tips for Effective Prompting
To get the most out of Alteryx Copilot, keep these tips in mind:
- Be Specific: Provide clear and concise instructions to ensure accurate results.
- Iterate: If the initial response isn’t perfect, refine your prompt and try again.
- Leverage Context: Mention the tools or datasets you’re working with for better-targeted assistance.
- Experiment: Don’t hesitate to test new ideas or workflows with the Copilot.
Ready to Get Started?
With these prompts and tips, you’re well on your way to exploring the full potential of Alteryx Copilot. Remember, Alteryx Copilot is here to assist and evolve with you, making your data and analytics journey smoother and more efficient.
Download Alteryx Copilot from the Alteryx Marketplace today and start building smarter workflows!
