Tutorials
How to use Workflow
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1. Introduction
Welcome to Yala – an extension that connects AI to Google Sheets for automating tasks and workflows. In this tutorial, you’ll learn how to set up and use the columns and functionalities in the tab where Yala was installed, so that each row represents a task to be executed when you click Run Workflow
.
Overview
Fill out the columns for each task.
Set the Status
to Pending
to process.
Click Run Workflow
in the Yala menu.
Yala will read each row, interpreting Memory
, Agent
, Parsing
, Data
, and Action
until the task is completed (or fails).
2. Main Sheet Overview
In the main tab where Yala is installed:
Each row = a task in your workflow.
Each column = a Yala feature that controls how AI interacts with and transforms your data (e.g., Memory
, Agent
, Parsing
, Data
, Action
).
Status
= the control column indicating whether a task will be processed or not.
At the end of processing:
If everything goes well, Status
becomes Success
.
In case of an error, it becomes Failure
, which stops the global workflow and shows where it failed (for example, in Memory Output
, Assistant Output
, or Parsing Output
).
Why is each row a “task”?
Imagine you want to generate a nutritional table for a product. You fill in variables like Task
, Category
, Product
, and Composition
, describe in Memory Prompt
what should be “remembered,” ask the Agent
to format the information, refine the output with Parsing
, record data in another tab via Data
, and if needed, perform extra steps with Action
. All of that is done in the same row, constituting one complete task.
3. Yala Features (Columns)
Yala organizes columns into specific functionalities. Below is an explanation of each:
3.1. Variables
Columns you create to store free-form information needed by the workflow. For example, Task
, Category
, Product
, Composition
.
How to use
Add columns with names that make sense for your automation.
Fill these fields with relevant data.
You can reference them in Memory
, Agent
, Parsing
, etc.
3.2. Status
A column to define whether a row will be processed and to track its state.
Options
Pending
: task ready to be executed the next time you click Run Workflow
.
Processing
: indicates this row is currently in progress.
Success
: task completed without errors.
Failure
: an error occurred, stopping the workflow.
Ignore
: this row will not be processed.
Continue
: resumes the workflow starting from this row.
To actually process the row, simply set Status = Pending
and click Run Workflow
in the menu.
3.3. Memory
Used to provide context or memory to Yala, helping the AI produce coherent responses.
Columns
Memory Type
: defines the scope:
Spreadsheet: considers the entire spreadsheet.
Sheet: only the current tab.
Row: just the current row.
Custom: free text.
Memory Prompt
: instruction telling Yala what to memorize or which context to consider.
Memory Output
: automatically generated by Yala, combining what it found in the chosen scope (Memory Type
) with what you described in Memory Prompt
.
3.4. Agent
Defines who (which agent/persona) and which AI model will respond to your main request.
Columns
Agent Name
: choose one of the available agents.
Model Name
: pick a language model best suited to that agent.
User Prompt
: the final request (e.g., “Create the nutritional table for Product
, considering Composition
.”).
Assistant Output
: the response generated after Yala combines Memory Output
with your User Prompt
.
3.5. Parsing
A way to extract or filter specific parts of the text produced in Assistant Output
.
Columns
Parsing Prompt
: specify what you want to analyze or extract (e.g., “List only the vitamins and minerals”).
Parsing Output
: generated by Yala, containing only the requested portion.
3.6. Data
Enables data manipulation in other Google Sheets tabs, such as inserting or updating rows.
Columns
Data Prompt
: describe the data actions to perform (e.g., “Insert the columns Category
, Product
, Serving Size
, and Nutrients
into the Nutritional Table
tab.”).
3.7. Action
Defines “extra” actions outside of data manipulation – for example, skipping to another row or finding a similar item.
Columns
Action Prompt
: describe complementary actions (e.g., “Update line 3 to Ignore
and go to line 4.”).
4. Practical Example: Generating a Nutritional Table
Suppose your sheet has four Variables
columns: Task
, Category
, Product
, and Composition
. Below is how you’d fill out each functionality:
Memory
Memory Type
: Row
.
Memory Prompt
: “Obtain the Category
, Product
, and its Composition
information.”
Agent
Agent Name
: “Nutrition Specialist.”
Model Name
: “GPT-4o.”
User Prompt
: “Create a basic nutritional information table for the Product
, taking into account its Composition
. Include columns for: Category
, Product
, Serving Size (g)
, Proteins (g)
, Carbohydrates (g)
, Fats (g)
, Vitamins
, and Minerals
.”
Parsing
Parsing Prompt
: “Transform into JSON with the structure: ["Category":"X","Product":"Y","Serving Size (g)":100,…].”
Data
Data Prompt
: “Insert the data into the Nutritional Table
tab using the Assistant Output
and Parsing Output
columns.”
Action
Action Prompt
: “Update line 3 to Ignore
and go to line 4.”
Finally, set Status
to Pending
and click Run Workflow
.
What happens then?
Yala reads the Memory Prompt
and generates a Memory Output
.
It combines Memory Output
with the User Prompt
, creating an Assistant Output
.
It applies the Parsing Prompt
to Assistant Output
, producing a Parsing Output
.
It runs the Data Prompt
, inserting the appropriate data into the Nutritional Table
tab.
It handles the Action Prompt
, updating one row to Ignore
and moving to the next line.
If no error occurs, the row’s Status
is Success
.
5. Final Tips
Create as many Variables
as needed to contextualize your workflow (e.g., Task
, Category
, Product
, Composition
).
Always set Status = Pending
for tasks you want processed during execution.
Be concise in your prompts. The clearer the instruction, the better the AI’s response.
Check the output columns (Memory Output
, Assistant Output
, Parsing Output
) if something fails.
Combine Data
and Action
for more complex workflows (managing data and jumping to specific rows, for example).
6. Conclusion
In this tutorial, you’ve seen how each column in Yala’s main sheet plays a role in your workflow:
Variables
– store free-form data for later use.
Status
– manage the row’s state (Pending, Success, Failure, etc.).
Memory
– create a context or memory for the AI.
Agent
– ask the AI agent for something and receive a response.
Parsing
– extract specific parts of the generated text.
Data
– insert/update records in another tab.
Action
– execute additional steps (move to another row, etc.).
By following this model, you can automate your tasks easily and at scale in Google Sheets. Just:
Configure the prompts in each functionality,
Adjust the variables,
And click Run Workflow
.
Yala takes care of the rest, ensuring each row (each task) is processed step by step according to your instructions. Happy automating!