🌟 Introduction
A fast way to bring order to messy, inconsistent data categories using AI. Upload a dataset of products, service tickets, supply chain inputs, or any other business data, and let the AI Categorization & Smart Tagging Agent automatically assign existing categories, suggest new ones where gaps exist, and deliver a structured dataset ready for analysis or automation.
It intelligently applies your golden list of categories, surfaces items that don’t fit, and proposes a concise set of new categories to expand your taxonomy. The result is a dynamic categorization system that evolves as your business does.
💼 Business Impact
Eliminates the manual effort of tagging, sorting, and categorizing items across large datasets.
Ensures consistent category assignment for reporting, dashboards, and automation.
Identifies gaps in your taxonomy and suggests new categories to keep pace with business change.
Standardizes categorization across teams and systems, reducing downstream errors.
Saves hours of manual work and improves confidence in the data used for decision-making.
Adapts to multiple use cases – from product catalogs to customer support tickets.
📥 Data In
Source: Any dataset with items to categorize (ex: product list, support tickets, supply chain records).
Any existing categories to be included in your prompt.
Sample: Food ingredient dataset with 100 rows of uncategorized items.
📤 Data Out
A categorized dataset with items mapped to existing categories, plus a set of suggested new categories applied where needed.
📝 Template Setup
Follow these steps to set up the AI Categorization & Smart Tagging Agent template:
Step 1: Data Input
Replace the input dataset with your own input data for categorization.
Step 2: Map Input Field
In the 🛠️ Map Item node, map the field you want categorized to the Item field.
Step 3: Assign Existing Categories
In the 🛠️ Infer Agent: Assign Existing Categories node, update the prompt with your current category list.
Step 4: Ideate New Categories
In the 🛠️ Infer Agent: Ideate New Categories node, update the prompt to generate possible new categories for uncategorized items.
Step 5: Recommend New Categories
In the 🛠️ Infer Agent: Recommend New Categories node, refine the brainstorm into a concise list of suggested categories.
Step 6: Assign New Categories
In the 🛠️ Infer Agent: Assign New Category node, apply the new suggested categories to previously uncategorized items.
🌠 Further Customizations
For complex taxonomies or industry-specific needs, enhance prompts with extra business context (ex: “use healthcare terminology” or “follow ITIL service ticket categories”).
Chain this template with reporting nodes to automatically visualize category distribution.
Automate recurring runs to keep categories continuously up to date as new data arrives.