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New Participant
Jul 15, 2025 7:44 PM UTC
Question

Can you have prompt builder check against a document.

Is there way in prompt builder to pass it a document to reference?

example: Based on the policies in Document_XZY does the data being passed in in Json format appear to be against any of the documented policies?

    2 replies

    shubhama926776
    Brainy
    Jul 16, 2025 3:25 AM UTC

    Prompt Builder AI skill doesn't support direct document reference - it works with text input that you provide directly in the prompt.
    However, Enterprise Copilot does support exactly what you're describing through "knowledge sets" where you can upload policy documents and then ask questions referencing those documents.

    https://docs.appian.com/suite/help/24.3/user-copilot.html
    https://appian.com/blog/2024/upgrade-processes-new-generative-ai-skills

    शुभम्
    harshas2775
    Brainy
    Jul 16, 2025 4:39 AM UTC

    Prompt builder cannot extract data from a document.

    You can have other AI skills like extraction from document to extract policy data from document (in case you have variety of documents dynamically uploaded) and then use prompt builder to validate the data in json against policies extracted from previous AI skills.Give it a try! 

    Happy to help. Even happier to optimize.