Build and Edit Plans Using YAML and AI Editor

Sprinto provides two advanced editing methods for ingestion plans:

• YAML Editor for direct configuration editing
• AI Editor for conversational workflow creation and modification

Both editors allow you to configure ingestion logic beyond the standard visual editor.

Use these editors when you need:

• Greater control over workflow configuration
• Faster editing of complex workflows
• Direct YAML-based modifications
• AI-assisted workflow creation
• Entity and step management in a single workspace

These editors are accessible from the plan overview page.

Before You Begin

Ensure that:

• A plan already exists
• You have access to edit ingestion plans
• Required credentials and providers are available
• Entities are understood before modifying workflow mappings

Open YAML or AI Editor

To access advanced editors:

1. Log in to the Sprinto dashboard.
2. Go to Ingestion.
3. Open the Plans tab.
4. Click View to select a plan.

Use the YAML Editor

The YAML editor allows you to directly edit ingestion workflow configuration.

YAML provides a structured representation of the plan.

1. Click Edit Plan.
2. Open the YAML Editor tab.

You can use YAML to:

• Edit steps
• Configure processing logic
• Update mappings
• Modify workflow structure
• Import reusable configurations

YAML Editor Layout

The YAML editor includes:

• YAML editing workspace
• Validation feedback
• Import option
• Copy option
• Download option
• Save Changes button

Edit YAML Configuration

The YAML workspace displays the full ingestion configuration.

You can directly modify:

• Plan metadata
• Parameters
• Providers
• Credentials
• Workflow steps
• Output definitions

Changes are validated before saving.

Import a YAML File

Importing allows you to load an existing configuration.

Import YAML

1. Open the YAML Editor.
2. Click Import.

3. Select a YAML file.
4. Review the imported configuration.
5. Save changes.

Imported YAML replaces the current editor contents.

Copy YAML

You can copy YAML directly from the editor.

Copy YAML Configuration

1. Open the YAML Editor.
2. Click Copy.

The YAML content is copied to the clipboard.

Download YAML

Downloading allows you to export the workflow configuration.

Download YAML

1. Open the YAML Editor.
2. Click Download.

Sprinto downloads the YAML file locally.

Downloaded YAML can be used for:

• Backups
• Migration
• Version comparison
• External editing

YAML Validation

Sprinto validates YAML configuration before saving.

Validation may identify:

• Missing required steps
• Invalid configuration
• Formatting issues
• Schema mismatches

Errors appear inline within the editor.

You must resolve validation issues before saving.

Save YAML Changes

After editing:

1. Review the configuration.
2. Click Save Changes.

Sprinto validates and stores the updated plan.

Use the AI Editor

The AI Editor provides a conversational interface for editing ingestion plans.

You can describe workflow changes using natural language.

The AI Editor helps with:

• Creating ingestion logic
• Modifying workflow behaviour
• Managing entities
• Adding providers and credentials
• Editing YAML-backed configuration
• Generating processing logic

To access the AI Editor:

1. Log in to the Sprinto dashboard.
2. Go to Ingestion.
3. Open the Plans tab.
4. Click View to select a plan.

Open the AI Editor

To open the AI Editor:

1. Click AI Editor.

Sprinto opens the AI workspace.

AI Editor Layout

The AI Editor contains:

• Conversation panel
• Workflow editing tabs
• Entity management tools
• YAML reference view
• Save and Execute actions

The editor allows configuration without leaving the workspace.

Use Conversational Editing

The conversation panel allows you to describe required changes.

Examples include:

• Add a new workflow step
• Update entity mapping
• Attach a provider
• Create a field
• Adjust processing logic

The AI uses your prompts to generate workflow updates.

Manage Workflow Steps in AI Editor

The Steps tab displays configured workflow steps.

You can:

• Review step configuration
• Add steps
• Modify execution logic
• Update processing order

Workflow changes become part of the plan once saved.

View YAML in AI Editor

The YAML tab allows you to inspect the underlying configuration.

This helps you:

• Understand generated logic
• Compare workflow output
• Validate YAML-backed configuration

Changes made in the AI Editor update the YAML configuration automatically.

Create or Manage Entity Types

The AI Editor includes entity management.

You can create and modify entities without leaving the editor.

Add an Entity Type

1. Open the Entities tab.
2. Click Add Entity Type.

3. Configure entity settings.
4. Click Add Entity to save the entity.

Configure Entity Details

Entity creation inside AI Editor follows the same schema rules as the Entities module.

Entity Fields

Add Custom Fields

Custom fields extend entity schemas.

When creating a custom field, configure:

• Field name
• Data type
• Description
• Allow user editing

Supported data types include:

• String
• Boolean
• Long
• Double
• Timestamp
• JSON

You can add multiple custom fields.

Allow User Editing

When enabled, users can manually update field values.

Additional predefined options may also be configured.

Add Reference Fields

Reference fields create relationships between entities.

When configuring a reference field, define:

• Field name
• Reference type
• Target entity
• Target field
• Description

You can add multiple reference fields.

Manage Parameters

The Parameters tab allows parameter management.

You can:

• Add parameters
• Modify parameter types
• Update defaults
• Configure required values

Attach Credentials

The Credentials tab allows credential management.

You can:

• Attach credentials
• Review connected integrations
• Update authentication dependencies

Attach Providers

The Providers tab allows provider management.

You can:

• Attach providers
• Modify associations
• Review linked integrations

Configure Checks

The Checks tab allows monitoring rule configuration.

Checks can be used to:

• Validate ingestion conditions
• Trigger evaluation logic
• Associate monitoring workflows

Save or Execute Changes

After making changes in AI Editor, you can either:

Save

Stores the updated workflow configuration.

Use Save when you want to retain edits without immediately running the workflow.

Execute

Runs the workflow directly.

Use Execute when validating changes immediately.

YAML vs AI Editor

Best Practices

Use the following recommendations when working with advanced editors:

• Use YAML Editor for direct control
• Use AI Editor for faster workflow iteration
• Validate YAML after importing
• Save frequently during editing
• Review generated entities before saving
• Confirm provider and credential mappings
• Use Execute for rapid validation
• Review YAML output after AI modifications

Related Information

• Create and Configure an Ingestion Plan
• Manage Plan Execution and Version History
• Create and Manage Entity Types
• Create and Manage Webhooks