Safe AI Workbench Developer Docs

AI Tasks Guide

Learn about the 20+ pre-built AI tasks available in Safe AI Workbench

What are AI Tasks?

AI Tasks are pre-configured AI prompts designed for common enterprise workflows. Each task includes:

  • Optimized system prompts - Carefully crafted for specific use cases
  • Variable templates - Dynamic inputs for customization (e.g., tone, audience, content)
  • File support - Some tasks accept PDF, DOCX, or XLSX file uploads
  • Safety controls - Automatic PHI detection and policy enforcement
  • Cost estimation - Token usage and approximate cost per request

HR & Communications (10 Tasks)

📋 Policy Translator

Convert legal/HR policy text into employee-friendly language

✍️ Memo Drafter

Write professional internal communications and announcements

👔 Job Description Generator

Create inclusive, comprehensive job descriptions

💬 Tone Improver

Adjust tone for clarity, empathy, or professionalism

📝 Meeting Summarizer

Extract key decisions, action items, and takeaways

❓ FAQ Builder

Generate FAQs from policy documents or announcements

🔍 Resume Parser

Extract structured data from resumes (skills, education, experience)

📧 Email Responder

Draft professional email responses based on context

🎯 Performance Review Helper

Assist with constructive performance feedback

📚 Onboarding Guide

Generate onboarding materials for new hires

Operations & Finance (10 Tasks)

💼 Contract Summarizer

Extract key terms, obligations, and dates from contracts

📊 Excel Formula Helper

Generate Excel formulas from natural language descriptions

📄 Invoice Data Extractor

Pull structured data from invoices (vendor, amount, items)

🔢 Budget Analysis

Analyze budget spreadsheets and identify trends/anomalies

📋 Expense Report Summarizer

Summarize expense reports and flag potential issues

🏢 Vendor Comparison

Compare vendor proposals and highlight key differences

📝 RFP Response Generator

Draft responses to RFP questions based on company info

🔍 Compliance Checker

Review documents for compliance with regulations

📈 Report Generator

Create executive summaries from data and metrics

🗂️ Document Classifier

Categorize documents by type and extract metadata

Using AI Tasks

Basic request structure for AI tasks:

POST /api/ai/chat
Content-Type: application/json
Authorization: Bearer YOUR_API_KEY

{
  "conversationId": "new",  // or existing conversation ID
  "taskId": "meeting-summarizer",
  "variables": {
    "content": "Your meeting notes here..."
  },
  "temperature": 0.7  // optional: 0.0-1.0, default varies by task
}

💡 Tip: Use GET /api/ai/tasks to list all available tasks with their variable schemas.

Tasks with File Support

Some tasks accept file uploads (PDF, DOCX, XLSX) for document-based processing:

Tasks that require files:

  • Policy Translator
  • Meeting Summarizer
  • Contract Summarizer
  • Resume Parser
  • Invoice Data Extractor
  • Budget Analysis
// Step 1: Upload file
const formData = new FormData();
formData.append('file', fileInput.files[0]);

const uploadRes = await fetch('/api/files/upload', {
  method: 'POST',
  headers: { 'Authorization': 'Bearer YOUR_API_KEY' },
  body: formData
});
const { fileHash } = await uploadRes.json();

// Step 2: Process with AI task
const chatRes = await fetch('/api/ai/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    conversationId: 'new',
    taskId: 'contract-summarizer',
    fileHash: fileHash  // Include file hash instead of content variable
  })
});

const result = await chatRes.json();
console.log(result.completion);

Task Variables

Each task defines required and optional variables. Common variable patterns:

content

Main text input (for summarization, translation, analysis)

"content": "Your text here..."

tone

Desired output tone (professional, casual, empathetic, direct)

"tone": "professional"

audience

Target audience (executives, employees, external partners)

"audience": "all employees"

topic

Subject matter (for memos, emails, guides)

"topic": "Office closure for holiday"

Response Times & Costs

Task processing times and costs vary by complexity:

Task TypeAvg TimeMax TokensEst. Cost
Simple (Tone, Email)1-2 sec600-800$0.002-0.005
Medium (Memo, FAQ)2-4 sec1000-1500$0.005-0.010
Complex (Contract, Budget)4-8 sec2000-3000$0.015-0.030
File-based (Resume, Invoice)5-10 sec2000-4000$0.020-0.040

* Estimates based on GPT-4o pricing. Actual costs vary by model and input length.

Browser Extension Integration

Tasks can be made available in the Guardian Health browser extension, allowing users to process selected text on any webpage.

Enabling Tasks for Extension

  1. Navigate to Dashboard → AI Tasks
  2. Click on the task you want to enable
  3. Check the "Show in browser extension" checkbox
  4. Click Save

Recommended Tasks for Extension

  • Summarize Document - Quick summaries of articles
  • Translate Text - Translate selected content
  • Email Responder - Draft email replies
  • Tone Improver - Adjust message tone
  • Meeting Summarizer - Extract key points

Learn more in the Browser Extension Guide.