Create a Genie Agent from Genie One

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Original language: English

Original video: Create a Genie Agent from Genie One · Channel: Databricks · 05:08 · Watch on YouTube

Topics: AI agents, Enterprise AI applications, Task and workflow automation, Data, databases and embeddings

Summary

Sydney demonstrates how to use Genie 1 to create an agent that automates recurring reports on Genie blog performance. She first provides a list of blog titles and URLs, then asks Genie to calculate fiscal year-to-date views and compare performance across two-week periods. After refining the report format, she saves the conversation’s instructions as a Genie agent. The agent can run future reports without repeating the setup, and the report can also be scheduled for automatic delivery to her inbox.

Key points

The workflow begins by sharing the titles and URLs of published Genie blog posts with Genie 1.
Genie can use organizational context to interpret terms such as FY27 and include blogs in all languages.
Genie uses organizational sources, including ontology snippets and existing results, to inform its answers.
The recurring report covers fiscal year-to-date views, new blog posts, and how those posts perform compared with earlier ones.
Sydney asks for a comparison of views in the prior two weeks versus the two weeks before that, plus standout blog titles.
Genie can summarize key takeaways to help identify content that resonates with readers.
The conversation’s instructions can be saved as a Genie agent, which verifies access to the relevant tables.
The agent retains the report instructions, so future runs do not require the same details to be repeated.
Reports can be set to run automatically and be delivered to the user’s inbox.

Chapters

Start	Chapter	Summary
00:00	Introducing the blog performance workflow	Sydney explains why she wants to automate her bi-weekly blog performance reporting with a Genie agent.
01:33	Getting the initial results and defining the report	Genie finds relevant organizational sources while Sydney outlines a recurring report on year-to-date views and new blog performance.
02:33	Comparing performance and saving an agent	Sydney requests a two-week comparison and standout blog titles, then saves the conversation’s instructions as a new Genie agent.
04:06	Running and scheduling future reports	Sydney shows the agent running a report using its saved instructions and explains that future reports can be automatically delivered to her inbox.

Quotes

it’s a workflow that’s really ripe for automation. — 00:00

Genie already knows within the context of my organization that that’s what I mean — 01:02

Save our instruction here as a new Genie agent named Genie blog performance monitoring agent. — 03:35

I don’t have to re-prompt it every single time. — 04:36

I can just set that on an automatic schedule, and it’ll be delivered right to my inbox. — 05:08

Concepts and entities

Genie 1, Genie agent, Databricks, SQL

Full transcript (original language)

00:00 [music] >> Hi. My name is Sydney and I’m on the product marketing team at Databricks. Today, I’m going to show you how I use Genie 1 to create a Genie agent that will help me monitor blog performance of the blogs that I care about over time. This is something that I report up to my leadership at least once every 2 weeks, so it’s a workflow that’s really ripe for automation. I’m excited to build an agent that will help me automate this part of my day so that I can focus on creating more blogs. Let’s dive in and see how I do it. To create this Genie

00:31 agent, we’re going to have to start by walking Genie 1 through the workflow once. So, I’m going to open up Genie 1 here and ask it to take a look at some of the blog posts that I care about. I happen to be on the Genie product marketing team, so I care the most about blogs related to Genie. So, I’ve pulled the URLs for all of those, which is something that I would do when I manually report on this process. I’m going to paste all of those into Genie along with some instructions. I’ve let Genie know the following list includes the titles and URLs of all currently published Genie blog posts.

01:02 I’m going to ask it to start out by giving me the total view count for this group of blog posts for FY27. While this is running, there’s a few things that you’ll notice I didn’t tell Genie. I didn’t tell it what FY27 means and I didn’t specify that I mean blog posts for all languages of the blog. That’s because Genie already knows within the context of my organization that that’s what I mean and that’s what I care about, so I don’t have to do that extra layer of specification. We’ll give it a moment to think here. While Genie’s wrapping up this first

01:33 view of our blog posts, I can start to think about what I’ll want to report on regularly. I know that every 2 weeks I want to report on our fiscal year-to-date blog views as well as any new blog posts that have come out. We can see now that Genie is looking for the most accurate sources for this information. It’s found some ontology snippets and it’s also found some existing results on how we like to track blog page views and URLs. So, it’s going to be answering in the context of my organization, so I can feel confident acting on these results. While Genie’s thinking of the answer, I

02:03 can start to think about what I want this recurring report to look like. I know that I’m reporting bi-weekly on the total blog views year-to-date, as well as any new blogs and how they’re performing relative to those that we’ve created in the past. It’s important to understand if particular blog types are picking up traction or resonating more with our audience, so that we can continue to create the kind of content that our users want to read. And here we go. Now I have a total blog view count for this fiscal year. Again, notice that I didn’t tell Genie exactly what fiscal year 27 means within the

02:33 context of my company. Genie already knows that. Now that we have our results, I can give Genie those instructions that we discussed earlier. I’ll go ahead and pop those into our chat here. I’m going to ask Genie to show me total viewership growth of these blogs for the prior 2 weeks compared to the 2 weeks before that, so that we can monitor our period-over-period growth. I’m also asking it to note any blog titles that are performing particularly well. I can see that Genie is running some SQL right now to find my results. All of this while I’m doing something else in

03:04 another window. And here we go. Genie has given me a nice 2-week comparison of our blog views, as well as a quick note on which blogs are performing the best. This is super helpful and will be a great way for me to populate my bi-weekly update. It even created a list of key takeaways for me, so that I don’t have to go through and analyze data myself. It’s telling me the things that I need to focus on right here. Now that I’ve determined that I like this format and Genie understands how to analyze my blog results, I’m going to go ahead and save this as a Genie agent. I’ll give it some

03:35 instructions on how to save itself. I’ll say, “Save our instruction here as a new Genie agent named Genie blog performance monitoring agent.” Now Genie is going to use the instructions in the conversation we’ve had above to create its very own agent. Now, Genie’s doing the magic for us. It’s verifying that it has access to the correct tables and it’s going ahead and making a Genie agent for us. I don’t have to do anything. I’ll just sit back, open up some work in another tab, and keep getting things done on the side.

04:06 And here we go. Genie has created its very own blog performance monitoring agent. It tells us which tables it’s using, the general instructions, and some example queries that it can use in the future. Now, let’s go ahead and check out that agent so we can see how it works. Here we are in our Genie blog performance agent. You can access this directly from the Genie 1 UI. All I have to do now is tell Genie to run the report.

04:36 I don’t need to give it any specifics on the time period or the definitions that we’ve already discussed in our previous threads. Genie 1 took all of those instructions from our prior conversation and baked those into the agent’s instruction. That means that I don’t have to re-prompt it every single time. I can just let it know when I’m ready to run the next report. And here we go. Genie has gone ahead and run my Q2 report for me. It gives me a full view of how the blogs are performing for this quarter, and at the bottom gives me that 2-week over 2-week period report that I asked for. Best of

05:08 all, I don’t even have to remember to come in every 2 weeks and ask it to run the report. I can just set that on an automatic schedule, and it’ll be delivered right to my inbox. I hope this inspires you and encourages you to think about what workflows you can automate with a Genie agent. >> [music]