Typical Workflow in ORIA Reasoner

4-Step Basic Workflow

1. Start a Session

Click the + icon in the left panel to launch a clean session (or select a pre-configured Expert / Space if available).

2. Define What Oria Can Use

Keep your context focused on what your current question needs:

• Select Data Nodes: Pick only the relevant ontology nodes for your analysis.

  Note: If no data nodes appear in your side panel, you can still query Oria using standard prompts, uploaded documents, or enabled session tools. Contact your platform administrator if you need access to specific enterprise ontology nodes.

• Enable Tools: Turn on the specific capabilities required (or click Recommend to let Oria suggest them).
• Attach Files (Optional): Drop any supporting PDFs, CSVs, or spreadsheets directly into the session.

3. Ask Your Question

Type your request in plain language into the prompt box, or click a Starter Button if you launched from a pre-configured template.

4. Review & Save

• Read the generated answer and check the cited source references to verify the output.
• Click Pin to Artifacts on any useful result you want to save for future reference.

Golden Rule: Keep It Lean

Start Small: Adding unnecessary data sources or tools dilutes answer accuracy. Always start with the minimum required to answer your question, and only widen the context if Oria needs more information.

Elevate Your Workflow: Next Steps & Advanced Capabilities

Once you master the basic 4-step workflow, take your productivity further with these advanced features:

• Standardize Frequent Work: If you find yourself repeatedly picking the same tools and instructions, package them into an Expert with a fixed scope.
  • If you want to learn more, check the guide here: Experts in oria reasoner
• Collaborate in Real Time: Share a Space with your team to work on a common set of documents, using turn-based execution ("Who Has the Wheel") for seamless collaboration.
  • If you want to learn more, check the guide here: Spaces in ORIA Reasoner
• Automate Recurring Tasks: Turn your successful query into a Scheduled Task to let Oria execute background analysis automatically on a set daily or weekly schedule.
  • If you want to learn more, check the guide here: Scheduled Tasks In Oria Reasoner