Source: https://sprinto-test.docs-staging.pageloop.ai/ingestion/dashboard-actions/build-and-edit-plans-using-yaml-and-ai-editor # 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. ![](/assets/2fe805897fa9-screenshot-2026-04-24-at-16.38.55.png) --- ## 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 > [!WARNING] > > #### Important > > YAML Editor is locked for template-based plans. To edit YAML directly, create a from-scratch plan or duplicate the template into a custom plan before making changes. --- ## 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. ![](/assets/abd8b4014854-screenshot-2026-04-24-at-16.44.36.png) --- ## Import a YAML File Importing allows you to load an existing configuration. ### Import YAML 1. Open the **YAML Editor**. 2. Click **Import**. ![](/assets/9c92442f01ab-screenshot-2026-04-24-at-16.47.37.png) 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. ![](/assets/2fe805897fa9-screenshot-2026-04-24-at-16.38.55.png) --- ## Open the AI Editor To open the AI Editor: 1. Click **AI Editor**. Sprinto opens the AI workspace. ![](/assets/48a9d7e11d7a-screenshot-2026-04-24-at-16.53.20.png) --- ## 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. ![](/assets/7c2ce52ee6a7-screenshot-2026-04-24-at-16.59.57.png) --- ## 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. ![](/assets/23f5bb7f13aa-screenshot-2026-04-24-at-17.00.48.png) --- ## 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**. ![](/assets/e32712c93893-screenshot-2026-04-24-at-17.01.14.png) 3. Configure entity settings. 4. Click **Add Entity** to save the entity. ![](/assets/84e6649527f7-screenshot-2026-04-24-at-17.02.23.png) --- ## Configure Entity Details Entity creation inside AI Editor follows the same schema rules as the Entities module. ### Entity Fields | Section | Description | | ---------------- | ------------------------------ | | Name | Entity type name | | Description | Optional explanation | | Standard Fields | System-generated fields | | Custom Fields | User-defined fields | | Reference Fields | Relationships between entities | --- ## 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 ![](/assets/b2b1ab416b88-screenshot-2026-04-24-at-17.03.56.png) --- ## Attach Credentials The **Credentials** tab allows credential management. You can: - Attach credentials - Review connected integrations - Update authentication dependencies ![](/assets/bf73766a5365-screenshot-2026-04-24-at-17.04.13.png) --- ## Attach Providers The **Providers** tab allows provider management. You can: - Attach providers - Modify associations - Review linked integrations ![](/assets/74c0b96f6697-screenshot-2026-04-24-at-17.04.37.png) --- ## Configure Checks The **Checks** tab allows monitoring rule configuration. Checks can be used to: - Validate ingestion conditions - Trigger evaluation logic - Associate monitoring workflows ![](/assets/3785b8519ef4-screenshot-2026-04-24-at-17.05.04.png) --- ## 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. ![](/assets/47f0b8b21188-screenshot-2026-04-24-at-17.05.29.png) ### Execute Runs the workflow directly. Use **Execute** when validating changes immediately. ![](/assets/5bf87867ad53-screenshot-2026-04-24-at-17.06.15.png) --- ## YAML vs AI Editor | Feature | YAML Editor | AI Editor | | ----------------- | ------------------------ | ---------------------------- | | Editing Style | Manual configuration | Conversational editing | | Workflow Updates | Direct YAML modification | Prompt-driven updates | | Entity Management | Indirect through YAML | Built-in entity creation | | Import/Export | Supported | Not primary workflow | | Validation | YAML validation | Assisted workflow generation | --- ## 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](/ingestion/dashboard-actions/create-and-configure-an-ingestion-plan) - [Manage Plan Execution and Version History](/ingestion/dashboard-actions/manage-plan-execution-and-version-history) - [Create and Manage Entity Types](/ingestion/dashboard-actions/create-and-manage-entity-types) - [Create and Manage Webhooks](/ingestion/dashboard-actions/create-and-manage-webhooks)