🔍 What You’re Doing
In this step, you’ll build a Pipeline using Nexadata’s AI Copilot. Instead of manually configuring transformations, you’ll use a natural language prompt to describe how to join, filter, and map your datasets. Nexadata will automatically generate the transformation plan, allowing you to review and approve each step.
✅ Summary of Steps
Go to the Pipelines tab in your Workflow and click New Pipeline.
Name your Pipeline (e.g.,
Segment Hierarchy Copilot Build).Under AI Copilot, click Launch.
Click Add Dataset and select the following:
demo_Customersdemo_OrdersMake sure
demo_Customersis set as Primary
In the Prompt field, paste the following instruction:
Build a segment hierarchy based on total order volume per customer aka "Company". Create a mapping group on the country column where Customers with 20,000 or more in total sales should be classified as 'Strategic', and less than 20,000 and from the USA as 'Domestic', and all others as 'International'. Sort by segment.
Click Choose Sample Output Dataset.
Select the Segment Hierarchy dataset as your output.
Click Generate Instructions.
Review the AI Copilot Pipeline Plan that appears on the right — scroll down to see all steps.
Click Approve & Build.
Nexadata automatically builds the full transformation Pipeline.
Once complete, your Pipeline status will update to Success and display the results in the Preview tab.
