Creating Themes - Mint Starter Kit

Let’s navigate to the “Themes” tab under Workspace Settings. This is where you will be able to add themes via “Bulk Upload”. (need to write documentation of theme docs, unless this is something we create).

Our first step is to upload the theme document by choosing our file under “Excel File”. From here, we can autogenerate signal themes for your workspace. You are able to decide what our system reads as the header, what the column names are, and what the generation model you choose is. Using the “Auto Generate” button beside bulk upload, you are able to generate themes based off of your company documents. This is primarily helpful when getting started and in getting a sense of the platform. However, for more custom themes, we recommend the “Bulk Upload” or the following theme template construction. You are able to manually build themes using two different windows. Basic: The Basic window allows you to create a theme based off of a name, description, and a category (used to help group related templates). This is the quickest way to create theme templates and gets you working with your extractions in a matter of seconds.

Advanced: The Advanced window allows you to create a theme based off of a name, description, and a category (used to help group related templates). This advanced option allows you to include a prompt for our AI to create more complex signals. We recommend using the advanced option when creating more specialized templates (i.e. company-specific, product-specific, or highly focused templates outside of our general recommendations).

Both windows allow you to test your signal templates against company documents in your workspace or new files and text. This helps you see what your template is doing.

Additionally, for all existing templates, you are able to see the Basic and Advanced views with all the fields filled. In the Advanced view, you are able to view the prompt template and are able to adjust it as you see necessary.