Source: https://atomic-works-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 --- description: >- Learn how to build and edit ingestion plans in Sprinto using the YAML editor and AI Editor, including importing YAML, editing workflows, managing entities, and saving plan changes. --- # 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 {% hint style="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. {% endhint %} *** ## 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

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

*** ## 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

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](create-and-configure-an-ingestion-plan.md) * [Manage Plan Execution and Version History](manage-plan-execution-and-version-history.md) * [Create and Manage Entity Types](create-and-manage-entity-types.md) * [Create and Manage Webhooks](create-and-manage-webhooks.md)