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Task Creator Tool

Javapackage: com.etendoerp.copilot.toolpack

Overview

The Task Creator Tool automates the creation of tasks based on the content of a file. It supports ZIP, CSV, XLS, and XLSX formats. Each file or row extracted from the input becomes a separate task, making it ideal for bulk task creation based on structured data.

Info

To be able to include this functionality, the Copilot Extensions Bundle must be installed. To do that, follow the instructions from the marketplace: Copilot Extensions Bundle. For more information about the available versions, core compatibility and new features, visit Copilot Extensions - Release notes.

Tip

To know when is the best time to use this tool or how these tasks are executed, check the How to create bulk tasks for Copilot guide.

This tool provides the agent with:

  • Bulk Task Creation: Automatically generate multiple tasks from one file.
  • Multi-format Support: Works with .zip, .csv, .xls, and .xlsx.
  • Smart Defaults: Automatically detects and creates missing task types or statuses if not provided, and uses default IDs for groups and agents.
  • Parallel Execution: Creates tasks concurrently for better performance.

It is especially useful for team collaboration, project onboarding, data entry workflows, and recurring structured task setups.

Setup

The tool doesn’t require specific environment variables from the user. However, it depends on the internal Etendo configuration for token and host retrieval, using the ETENDO_TOKEN and ETENDO_HOST values internally. These values are handled securely and are never exposed to the model.

Supported File Formats

  • ZIP: A task is created for each extracted file.
  • CSV / Excel (XLS, XLSX): A task is created for each row (excluding the header), with data mapped as key-value strings.
  • Other Files: A single task is created using the full file path.

Functionality

The tool follows these main steps:

  • Input Processing

    Accepts the following parameters:

    • question: Description or request that will be used as the task base. It is recommended that this be a singularized question. For example: "Process the product".
    • file_path: Path to the input file (ZIP, CSV, XLS, or XLSX).
    • group_id: Optional group ID. If not set, it uses the conversation ID.
    • groupby: Optional list of column names to group rows by when processing CSV/XLS/XLSX files. If provided, rows that share the same values for these columns will be grouped together and sent as a single task. The task item will be a JSON array string containing all rows in the group. This is useful when multiple rows belong to the same entity (e.g., all order lines for the same order document number). Accepts a list or comma-separated string.
    • task_type_id: Optional task type ID. If not provided, it uses the default "Copilot" task type (ID: A83E397389DB42559B2D7719A442168F).
    • status_id: Optional status ID. If not provided, it uses the default "Pending" status (ID: D0FCC72902F84486A890B70C1EB10C9C).
    • agent_id: Optional ID of the agent to process the task. If not provided, it uses the current main agent's ID.
    • preview: Optional boolean. If true, returns the column names (or file contents for ZIP) instead of creating tasks.

  • File Extraction

    Depending on the file type:

    • ZIP: Unzips and lists file paths.
    • CSV/XLS/XLSX: Reads and converts each row to a string representation.

  • Task Generation

    For each extracted item (file path or row), it generates a task with:

    • The base question + ":" + item content.
    • The associated task_type, status, group_id, and the assigned agent_id.

  • Secure Token Use

    The tool retrieves the Etendo access token using ETENDO_TOKEN, ensuring sensitive values are resolved securely before execution and are not visible to the model.

  • Parallel Execution

    Tasks are created in parallel using up to 10 concurrent threads to optimize performance.

  • Final Response

    Returns:

    {
    "message": "Bulk Task creation process completed, the tasks from this batch group has the group id: <group_id>"
}

Usage Example

Example 1: Basic Usage

You have a .csv file with a list of customer feedback. Each row should become a separate task under the same group. You would input:

  • question: Review feedback
  • file_path: /path/to/feedback.csv
  • group_id: 123456789
  • task_type_id: (optional)
  • status_id: (optional)
  • agent_id: (optional)

The Task Creator Tool will process each row and generate a task with the base question + the row's data. If a parameter is not set, the tool uses its default value.

Example 2: Grouping by Column Values

You have a .xlsx file with order lines where multiple rows belong to the same order document. Instead of creating one task per line, you want to create one task per order containing all its lines.

Sample Excel file:

DocumentNo Product Quantity Price
ORD-001 Product A 10 100
ORD-001 Product B 5 50
ORD-002 Product C 20 200
ORD-002 Product D 15 150

Input parameters:

  • question: Process order
  • file_path: /path/to/orders.xlsx
  • group_id: 123456789
  • groupby: ["DocumentNo"]
  • agent_id: (optional)

Result:

The tool will create 2 tasks (one per order):

  1. Task 1 with item data as a JSON array containing both lines for ORD-001
  2. Task 2 with item data as a JSON array containing both lines for ORD-002

This helps you automate large-scale task generation in just one step, saving time and avoiding manual entry, while maintaining the logical grouping of related data.

This work is licensed under CC BY-SA 2.5 ES by Futit Services S.L.