Magic Documents and Playbooks use generative AI to generate dynamic content. These features connect to a Large Language Model (LLM) via an Alteryx instance within Microsoft Azure Cognitive Services.
Magic Documents
Auto Insights executes an API call each time you select Generate, which results in content generation. Go to the Magic Documents article for more information on how to generate a new document.
Auto Insights sends only the findings that are presented in the Mission Summary, as well as these configurations for each document that you select:
Format: Email, Presentation, or Message
Audience
Include or exclude recommendations
Objective
Tone
Language
Length of the returned document
Topic
All data is encrypted in transit and at rest within and between Alteryx Auto Insights and Microsoft Azure Cognitive Services. For more information, go to https://learn.microsoft.com/en-us/legal/cognitive-services/openai/data-privacy.
Playbooks
Playbooks executes several API calls as the user browses through the Playbooks interface to generate use cases, synthetic data, reports, and more. For Playbooks with synthetic data, Auto Insights only sends the information the user enters into the text box (for example, role, company, department, or problem space) and the use case and report selection (both generated by AI) to OpenAI. For Playbooks with your real data, Auto Insights only sends the structure and randomized sample values of datasets used to generate use cases as well as the use case and report selection (both generated by AI) to OpenAI. All data is encrypted in transit and at rest within and between Alteryx Auto Insights and Microsoft Azure Cognitive Services. For more information, go to https://learn.microsoft.com/en-us/legal/cognitive-services/openai/data-privacy.
The AI Assistant feature provides in-context assistance to help you work more efficiently with content. Highlight a section of text, and use AI Assistant to:
Rephrase the content.
Summarize the section.
Translate the text.
In addition, the AI Assistant includes an Executive Summary capability. This feature analyzes the entire report and generates a concise, high-level summary that you can use as-is or refine to suit your needs. The system performs all AI Assistant operations through secure API calls using Microsoft Azure Cognitive Services, encrypting data in transit and at rest. It does not share user credentials or full dataset contents with the model, only the report content or specifically selected information. For details on Microsoft’s data handling practices, visit Microsoft Azure Cognitive Services Data Privacy.