Recommended order of working using AI Workbench

When using Multiple Document Analysis, the order in which information is added to worksheets can affect your efficiency and speed of working. When using Single Document Analysis, the order in which information is added to worksheets can affect your efficiency and speed of working.  The recommended order is: Organisations (US), Characters, then Events. This enables the building of a Chronology to be easier and more efficient. By creating Organisations (US) first and then People/Characters, you set up the main entities that events can later link to. When events are added to the Chronology, you can link the existing entries instead of having to go back and create them. 

Step 1: Create a canvas and add documents to it

Learn more: Using Canvases with AI Analysis

Step 2: Add Organisations

1. Select the Workbench tab.
2. Select Organizations section.
3. Select your chosen organisations to be added to the worksheet.
4. At the top right, select Add to worksheet or select the Actions dropdown > Add to worksheet. 

Step 3: Add relevant People

1. Select the People section.
2. Select your chosen people to be added to the worksheet.
3. At the top right, select Add to worksheet or select the Actions dropdown > Add to worksheet. 

You can now link those characters to the associated organisations using the Characters worksheet.

Step 4: Add Events

1. Select Events section.
2. Select your chosen people to be added to the worksheet.
3. At the top right, select Add to worksheet or select the Actions dropdown > Add to worksheet. 

You can now link those events to the associated characters and organisations using the Chronology worksheet.

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