Creating Tasks via Dashboard

Learn how to create, configure, and deploy Tasks using the Rightbrain dashboard. This guide walks you through the visual interface designed for non-technical users to build AI-powered tasks without writing code.

No coding required.ย The Rightbrain dashboard provides an intuitive interface for creating Tasks with AI assistance at every step.

Overview of the Task Creation Process

Creating a task involves three quick steps:

1

1. Prompts

Define what your task should do using natural language instructions. Use clear, direct language so the AI understands the taskโ€™s goal and context.

2

2. Inputs / Outputs

Configure input variables and output formatting for your Task. This ensures your data flows in and out of the model consistently and predictably.

3

3. Config

Name your Task, add a short description, and set model parameters such as temperature and fallback models.

Step 1: Define Your Prompts

Navigate to Create Task and start in the Prompts tab.

User Prompt

The user prompt is where you tell the AI what to do with the input data.

Screenshot 2025-11-03 at 13.24.37

Start with a simple, focused task description

  • Start with a basic instruction like: "Please conduct sentiment analysis on the {customer_review}"
  • Variables are automatically detected when you use {brackets}

The Rightbrain Assistant can enhance your prompt automatically:

  • Click when the assistant appears
  • Review the improved version
  • Choose to โ€œInsert Promptโ€ or customise further

System Prompt (Auto-generated)

The Rightbrain Assistant automatically creates an appropriate system prompt that:

  • Defines the AIโ€™s role and expertise
  • Sets additional context for the task
  • Ensures consistent behaviour

The system prompt is generated behind the scenes. You can view and edit it by expanding the โ€œSystem Promptโ€ section if needed.

Step 2: Configure Input/Output (I/O Tab)

Next up is theย I/O tab to define your taskโ€™s data structure.

Input Configuration

Your input variables are automatically detected from the prompt:

Screenshot 2025-11-03 at 13.28.56
Input Variables

Variables from your prompt appear here automatically

For {customer_review}:

  • Name: customer_review

  • Type: String (default)

  • Click the pencil icon to edit variable settings

Input Format Options

Click the pencil icon next to any input variable to configure its format:

๐Ÿ“ String (default)

  • Text provided directly when running the task
  • Use for: reviews, descriptions, questions

๐ŸŒ Web Crawl

  • Automatically fetches content from a web page URL
  • Use for: website analysis, content extraction

๐Ÿ“„ PDFs, PPT and CSVs

  • Extracts content from uploaded file(s)
  • Use for: document analysis, invoice processing

๐Ÿ”Ž Perplexity Search

  • Performs a live web search and retrieves a set number of top results
  • Use for: research tasks, knowledge retrieval, context expansion

To use URL, document or Perplexity search processing, edit your input variable and select the appropriate format option. The system will automatically handle content extraction when the task runs.

Screenshot 2025-11-03 at 13.35.15

Image Handling

Images work differently from other inputs - they donโ€™t require prompt variables:

To accept images in your task:

  1. Donโ€™t add a variable like {image} to your prompt
  2. Instead, navigate to theย Images section in the Input tab
  3. Toggle โ€œRequired imagesโ€ if images are required for the Task
  4. Optionally enable โ€œAuto convert imagesโ€ for optimisation
Screenshot 2025-11-03 at 13.40.23

Example prompt for image tasks:

Analyse this product image and provide quality assessment

Note: No {image} variable needed - the image is automatically included

Output Configuration

Define what information the task should return:

Important: Choose your output modality FIRST before adding any properties. This determines whether your task generates text, images, or audio.

output-modal-720
  • ๐Ÿ“ Text Output
    • Default structured data format
    • Returns formatted text with defined properties
    • Use for: analysis, classification, extraction, and summarisation
  • ๐Ÿ–ผ๏ธ Image Output
    • AI-generated visuals created from prompts
    • Produces image files directly in your results
    • Use for: visualisations, designs, artwork, product photos
  • ๐ŸŽง Audio Output
    • AI-generated audio or speech files
    • Converts model output into spoken responses or sounds
    • Use for: voice assistants, accessibility, sound generation

For Text Outputs - Define Properties

When using Text output mode, you can define structured data:

Click โ€œAdd Propertyโ€ to manually define outputs:

  1. Enter a property name (e.g., โ€œsentimentโ€)
  2. Add a description
  3. Select the type (String, Number, Boolean, etc.)
  4. Indicate whether the property is an Array
  5. For options, add the allowed values using โ€œAdd Enumโ€

Schema vs Visual Views:

  • Schema: Shows the technical structure
  • Visual: Displays a user-friendly preview

For Image and Audio outputs: No additional properties are needed. The task will generate the appropriate file type based on your prompts and inputs.

Output Types Guide

For Text output mode, choose the appropriate type for each field:

Output Types Guide

For Text output mode, choose the appropriate type for each field:

TypeDescriptionExamples
String/TextText fields for freeform responsesSummaries; classifications; extracted text
EnumString with fixed choice optionspositive/negative/neutral; low/medium/high; approved/rejected
BooleanTrue/False values for binary decisionsis_valid; requires_review; matches_criteria
NumberDecimal values for numeric data (supports floats)Scores (0โ€“100.0); percentages; prices
IntegerWhole numbers onlycounts; quantities; rank positions

Step 3: Configure Settings

Click the Settings tab to finalise your task configuration.

Task Information

Task Name
Required

A descriptive name for your task

Auto-generated example: โ€œSentiment Analyserโ€

Requirements: Letters, numbers, spaces, and hyphens only

Description

Explain what your task does and when to use it

Auto-generated example: โ€œAnalyses customer reviews to determine overall sentiment, providing classification and justificationโ€

Model Selection

Primary Model
Required

Select from available models based on your needs:

  • Vision-capable models for image analysis tasks
  • Fast models for simple classification
  • Advanced models for complex reasoning
Fallback Model

Choose a fallback model in case your primary model fails. If a request to your primary model fails 4 times, tasks will be routed to your back up model.

Temperature Setting

Temperature
Defaults to 30%

Controls response consistency (0-100%):

  • 0-30%: Highly consistent (classifications, extractions)

  • 30-50%: Balanced (analysis, summaries)

  • 50-100%: Creative (content generation, brainstorming)

AI Pre-configuration: The Rightbrain Assistant automatically generates a name and description, and sets optimal values for model and temperature based on your task type. You can always update these during task creation or later.

Using the Rightbrain Assistant

The assistant appears at key moments to help optimise your task:

Prompt Enhancement

When you write a basic prompt, the assistant can:

  • Add structured sections (Goal, Context, Input Parameters, Processing Steps)
  • Include best practices for prompt engineering
  • Clarify instructions and expected outputs

Example Enhancement:

From:

Please conduct sentiment analysis on the {customer_review}

To:

Goal:
Conduct a sentiment analysis on a provided customer review
to determine the overall sentiment expressed.
Context:
Sentiment analysis involves evaluating written text to identify
the emotional tone, such as positive, negative, or neutral.
Input Parameters:
{customer_review} - The text of the customer review to be analyzed
Processing Steps:
1. Read and understand the customer review
2. Identify emotional indicators and tone
3. Classify the overall sentiment
4. Provide reasoning for the classification

Output Generation

Click โ€œGenerate Outputโ€ and the assistant will:

  1. Analyse your prompt to understand the task goal
  2. Suggest appropriate output fields with types
  3. Add helpful descriptions for each field

Once configured, click โ€œCreate Taskโ€ to start testing your task instantly.

Next Steps