Where to add rules/data before LLM after extracting PDF data

[Frederik_Nielsen]

Hi,

I want to add the data as it request. I have it in the sheet, and tried to add it in tools. But i guess I am doing it wrong.

I sat up the workflow like in the picture.
I gave the promp to the AI agent that it should look at the data sheet for it, but it keep requesting it.

this is the prompt for the AI
"You are an accountant.
In your tools you have the standard chart of accounts called “kontoplan ApS”

when ever you receive the annual accounts from your costumers you need to map everything to the standard accounts.

So as an example if the annual report says “marketing cost 2000 kr” you need to find the right account in the “kontoplan ApS” and match it for, in this case it is “annoncer og reklamer”

When ever you are done, you need to put the data out in a CSV file"

[rbreen]

@Frederik_Nielsen

You need to start by adding a system message. The text that you have in the prompt should be copied and added to a system message by clicking “Add Option”. The system message is where you tell the agent waht its job is. In the prompt, you should drag in data from the extract from file step. What exactly are you trying to accomplish with this agent?

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