# Recipes

## Why Recipes Matter

Ad-hoc analysis provides quick insights, but repeating the same steps manually is inefficient. Recipes capture the entire workflow, datasets, joins, AI enrichments, and visualizations. A saved recipe can be rerun with fresh data, reused internally, or shared through the Marketplace in Public deployments.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FiN3XsmRpUiYb9TdSfYfC%2Funknown.png?alt=media&#x26;token=91fea342-7066-4c74-923d-ab1c36e741e2" alt=""><figcaption></figcaption></figure>

## What Can Be Done with Recipes

* Save analysis sessions, including datasets, joins, AI enrichments, and outputs
* Assign a descriptive name and purpose
* Store ingredients (datasets metadata) and steps (queries, prompts, enrichments)
* Reuse workflows without retyping instructions
* Publish recipes to the Marketplace for wider adoption

## **Use Case & Real-Life Scenario**

After completing a product returns analysis by joining orders and returns, calculating return rates, categorizing products, and applying sentiment analysis, the workflow was saved for reuse within the company.

**Recipe Name**: Product Returns & Sentiment Analysis

**Description**: Analyzes return rates, classifies high-return products, and correlates with customer sentiment

**Ingredients**: orders, returns, customer\_reviews

**Steps**:

* Join orders and returns on order\_id
* Calculate return\_rate column
* Classify products into High/Medium/Low return categories
* Apply sentiment analysis on customer reviews (sentiment\_label)
* Generate a bar chart of returns vs. sentiment
* The recipe is saved to the Recipe Catalog for future reuse.

## Create, Save, and Share Recipes&#x20;

### **Store a Thread as a Recipe**

In askEdgi, any analytical conversation thread can be converted into a reusable Recipe. This conversion preserves queries, logic, and visualizations in a structured, step-based format. Storing a thread as a recipe enables repeatable analysis, sharing, and publishing in the Marketplace.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FpTGRCQ8Q0Me6GmoIvgB3%2Funknown.png?alt=media&#x26;token=860bb319-346b-4939-9266-b427fc455265" alt=""><figcaption></figcaption></figure>

**Steps to Store a Thread as a Recipe**

1. Open the Threads panel.
2. Select the required thread (e.g., Sales Analysis).
3. Click **Save as Recipe**.

   <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2Flxk7R28MSAR7MOgVKF0X%2Funknown.png?alt=media&#x26;token=6ff07ee7-b59d-42db-90c7-cecfd7c88801" alt=""><figcaption></figcaption></figure>
4. Provide recipe details:
   1. Recipe Name
   2. Description
   3. Ingredients (datasets/tables)
5. Review automatically captured steps (each query is represented as a step).
6. Add or edit analysis type, question, and source code if required.
7. Save the recipe under **My Recipes.**

   <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FEdoll44KQkxsY3uHIfys%2Funknown.png?alt=media&#x26;token=257d835c-0f2a-4750-a83b-1800d32ac687" alt=""><figcaption></figcaption></figure>

#### **Ingredients**

Ingredients represent data objects added to the workspace, such as tables or files. Ingredients are optional and can be included in a recipe based on the requirement.

A recipe can run with any data object added to the workspace. Execution requires at least one valid data object in the data catalog or workspace.

**Usage**

| Aspect      | Summary                                                  |
| ----------- | -------------------------------------------------------- |
| Execution   | Requires a data object present in the workspace.         |
| Marketplace | Recipes can be published without predefined ingredients. |

**Scenarios**

| Scenario                                                 | Ingredient Status     |
| -------------------------------------------------------- | --------------------- |
| Specific data required, such as service request analysis | Ingredients required. |
| Flexible logic, such as data quality evaluation          | Ingredients optional. |

{% hint style="info" %}

* Execution depends on the availability of at least one data object.
* Optional ingredients enable broader reuse of recipes across data environments.
  {% endhint %}

### Recipes (Enterprise Edition)

In the Enterprise (SaaS) Edition of askEdgi, recipes serve as reusable analytical workflows that capture data queries, joins, enrichments, and visualizations. Similar to the Public Edition, users can save analytical threads as recipes. However, Enterprise recipes are governed by organizational access controls and internal sharing policies.

Enterprise users work within a secure environment where recipes can be:

* Created and stored under individual workspaces.
* Shared internally within the organization.
* Listed for reuse by peers through the Organisation section.

Unlike Public Edition, where recipes are published to the open Marketplace, Enterprise Edition enables internal collaboration through Organisation Recipes.

## **Recipe Workspace**

The Recipes section is divided into two tabs:

<table><thead><tr><th width="152.3333740234375">Tab</th><th width="259.5">Purpose</th><th>Contents</th></tr></thead><tbody><tr><td>My Recipes</td><td>Displays recipes created by the logged-in user.</td><td>- Recipes created by the user.- Recipes imported from the Public Marketplace (if enabled by admin).</td></tr><tr><td>Organisation</td><td>Shared internal repository for all enterprise users.</td><td>- Recipes listed by the user to the organization.- Recipes created and shared by other internal users.</td></tr></tbody></table>

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FVEtSa3hntLa1uZWcrQqi%2Funknown.png?alt=media&#x26;token=8af595f9-663a-496b-9a94-5c2c79723cbc" alt=""><figcaption></figcaption></figure>

### **Listing a Recipe to Organisation**

Enterprise users can share their saved recipes with peers by listing them to the **Organisation** tab.

**Steps to List a Recipe**

1. Click the **Organisation** tab.
2. Click **List to** **Organisation**.
3. Select a saved recipe.
4. Click **Submit**.<br>

   <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FU748E3HT9B1od6gInXKf%2Funknown.png?alt=media&#x26;token=2f92f743-533d-45d4-a8d2-a2f54b86c61f" alt=""><figcaption></figcaption></figure>

**Once listed:**

* The recipe becomes visible under **Organisation** for other users within the same tenant.
* Peers can view, reuse, and run the recipe as per access control.
* Ownership remains with the original creator, but execution is allowed for other authorized roles.

**Using Organisation Recipes**

The **Organisation** tab acts as a shared internal Marketplace for enterprise users.

Users can:

* Access internal recipes created by other team members.
* Execute them directly in your workspace.

This ensures consistency in data interpretation, KPI computation, and AI enrichments across teams.

**Example Scenario**

A business analyst creates a recipe named Customer Retention Dashboard using customer and transaction tables.\
After validating results, the analyst lists it to Organisation, enabling the marketing and analytics teams to reuse it for their own segments without recreating the workflow.

My Recipes View: Shows the analyst’s saved version.\
Organisation View: Displays all shared recipes including “Customer Retention Dashboard” for other users to reuse or adapt.

### **Marketplace Access (Optional)**

Enterprise instances can optionally use the recipes from Public Marketplace.

* Users can add recipes from the Public Marketplace into My Recipes.

  * In My recipe tab (default), click on the **+ Add Recipe** from Marketplace button. A pop-up window (**Add Recipe from Marketplace**) will appear.
  * In the pop-up window, paste the recipe token and click on **Save**.

  <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FtrcJ4JdsBEVdT6SSo1jQ%2Funknown.png?alt=media&#x26;token=73ac5e6e-2594-465f-9c34-667cd818228b" alt=""><figcaption></figcaption></figure>
* Public recipes run within the constraints of the user’s data access and edition (Data Analytics or Metadata Analytics).
* Metadata-only tenants can execute Marketplace recipes limited to the OvalEdge **(-1) connector.**

## Listing a Recipe on the Marketplace (Public Only)

Saved recipes can be published as reusable assets in the Marketplace. This transforms private analysis into a reusable community asset.

OvalEdge Public: <https://askedgi.ovaledge.cloud/#nav/askEdgi>&#x20;

MARKETPLACE LINK: [marketplace.ovaledge.com](http://marketplace.ovaledge.com)&#x20;

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FhSRAHfpoXE5VabB7xNC4%2Funknown.png?alt=media&#x26;token=7c45652b-8194-45cf-9be0-f95f75febff2" alt=""><figcaption></figcaption></figure>

**Steps to List a Recipe**

1. Go to **My Recipes** in the **Recipe Catalog.**
2. Select the recipe and choose **List to Marketplace**.
3. Click the **Marketplace Edit link.**

   <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2Fh6PO81rW1Su1phS3UIpA%2Funknown.png?alt=media&#x26;token=3fd1c59e-f378-4f80-9185-48a4dd3dc378" alt=""><figcaption></figcaption></figure>

   <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FeNJWCRQjFkz3clgIhY0h%2Funknown.png?alt=media&#x26;token=d8456bb6-b767-433c-96b3-25149998850b" alt=""><figcaption></figcaption></figure>
4. Fill in the Marketplace Edit Form with the following details:
   1. Basic Information
      1. Recipe Name\* – Enter a clear, descriptive title.&#x20;
      2. Recipe Slug\* – Provide a unique identifier for the recipe URL (auto-generated, editable).&#x20;
      3. Description\* – Add a detailed explanation of the recipe's purpose and insights generated.&#x20;
      4. Recipe Guide – Include step-by-step instructions or notes for execution.&#x20;
   2. Seller Information
      1. Seller Support\* – Provide your contact details (email or support link).&#x20;
      2. LinkedIn Profile (Optional) – Add a professional profile link for credibility.&#x20;
   3. Pricing
      1. Pricing Type\* – Select Free or Paid.
      2. Per Execution Price (USD)\* – If Paid, specify price per execution.
   4. Categories
      1. Industry\* – Select the relevant sector (e.g., Retail, Finance, Healthcare).
      2. Application\* – Identify the business application (e.g., Product Returns, Customer Sentiment).
      3. Others – Add additional applicable categories.
   5. Tags

      1. Enter keywords separated by commas (e.g., returns, sentiment, quality) to improve discoverability.

      <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FEpnkODKTMGW6oWxvwg67%2Funknown.png?alt=media&#x26;token=4daf2be4-3abf-4177-b951-427fdce0714a" alt=""><figcaption></figcaption></figure>

**Publish Workflow**

1. Click **Request to Publish.**<br>

   <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FbFouPvEDoGRmbEb036Kk%2Funknown.png?alt=media&#x26;token=9cc641c5-6cf7-40b2-a53e-0fd831238ac3" alt=""><figcaption></figcaption></figure>
2. The recipe is submitted for review.&#x20;
3. The OvalEdge admin team verifies the quality, completeness, and compliance of all submissions.&#x20;
4. Upon approval, the recipe becomes publicly available in the OvalEdge Marketplace for browsing, subscription, and reuse.&#x20;
   1. **Basic Information:** Recipe Name, Slug, Description, Guide
   2. **Seller Information**: Contact details, optional LinkedIn profile
   3. **Pricing**: Free or Paid, with per-execution price if applicable
   4. **Categories**: Industry, Application, additional categories
   5. **Tags**: Keywords to improve discoverability
5. Submit recipe for review.&#x20;
6. After verification, the recipe is published and becomes available to other users for subscription and reuse.<br>

   <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FeYBbjZQ6B0FprlPTL7cS%2Funknown.png?alt=media&#x26;token=2e7f2d0a-60a2-4dde-acc6-096b3c06b157" alt=""><figcaption></figcaption></figure>

### **Executing a Recipe in askEdgi**

The following steps describe the process of executing a recipe in the askEdgi Public environment.

* Access the Recipe from Marketplace
  * Navigate to the Marketplace section where all published recipes are displayed.
  * Click on a **recipe card** to open its Recipe Details screen.
  * On this screen, users can view the recipe’s description, verification status, associated tags, and pricing details.
  * Once reviewed, click on the Get Recipe button to proceed. A pop-up window will appear displaying the Recipe Token.
* Copy the Recipe Token
  * Copy the Recipe Token displayed in the pop-up. This token uniquely identifies the selected recipe for execution within askEdgi.
* Open the Execute Recipe Panel
  * In the chat interface, click on the **Execute Recipe** icon located beside the **Send** button.
  * Or click on the “**+Add Recipe from Markeplace**” button in **My Recipe** tab.
  * The Add Recipe from Marketplace pop-up will appear.

    <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2F1nZHSSDYICxFOBPszqQS%2Funknown.png?alt=media&#x26;token=28d96b3b-4818-4117-88a4-0897fa9ce5fc" alt=""><figcaption></figcaption></figure>
* Paste the Recipe Token
  * Paste the copied **Recipe Token** into the input field within the **My Recipe pop-up**.<br>

    <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2F74akoLk7rzRaZmA4cXhy%2Funknown.png?alt=media&#x26;token=1125d58d-38e6-453b-9e87-0dc37ec7c4a1" alt=""><figcaption></figcaption></figure>
* Execute the Recipe
  * Click on the **Execute** button to run the recipe.
  * askEdgi will process the recipe and display the results directly in the chat interface.
* View Executed Recipe in Threads
  * Once executed, the recipe and its output are automatically saved and can be viewed in the Threads section.
  * This allows users to revisit or reuse the executed recipe as part of their ongoing workspace history.

## Recipe Functionality Across Deployment Variants

Recipe functionality in askEdgi varies across deployment variants based on the operational model, governance layer, and analytics scope. Each variant defines how recipes are created, executed, and shared, as well as the level of access granted to the Marketplace.

**Public Edition**

The Public Edition provides recipe functionality tailored for open exploration and learning. Recipes can be created directly within the workspace using uploaded datasets or publicly available data assets. Once created, recipes can be executed seamlessly on the same datasets to generate insights or analytical outputs.

Full access to the Public Marketplace is enabled in this edition. Recipes can be published, shared, and monetized by contributors, promoting community-driven innovation. Public users can earn through shared recipes and collaborate through Marketplace exchanges.

Supported Scope:\
This edition supports operations on publicly available data and locally uploaded files. Enterprise connectors and internal data catalog integrations are not included in this variant.

{% hint style="info" %}
All activities in the Public Edition are governed through secure and temporary workspaces that maintain session isolation and data privacy, even within shared environments.
{% endhint %}

### **SaaS - Data Analytics (Insights & Analytics)**

The SaaS Data Analytics variant delivers complete recipe functionality for enterprise environments. It enables full recipe creation, execution, and internal sharing among organizational users.

All recipe types—including data analytics recipes and metadata analytics recipes—can be executed within governed environments. This variant ensures secure integration with multiple data sources through available connectors, supporting advanced data and metadata analysis.

Recipes created in this edition can be shared internally within the organization. Access to recipes from the Public Marketplace is permitted but remains configurable based on enterprise policy and governance settings.

**Supported Scope:**\
All available connectors, uploaded files, and catalog tables are supported for recipe creation and execution, ensuring comprehensive analytical coverage.

{% hint style="warning" %}
Recipe execution follows enterprise-grade governance protocols and is subject to access control and audit validation through the organization’s RBAC (Role-Based Access Control) structure.
{% endhint %}

### **SaaS - Metadata Analytics**

The SaaS Metadata Analytics variant focuses primarily on metadata-driven recipe creation and execution. Recipes in this environment are designed to operate on catalog metadata, enabling organizations to generate insights on data assets, lineage, classification, and data quality using metadata-level intelligence.

Recipe creation is limited to internal organizational users, and execution is supported only for metadata-based recipes that operate through the OvalEdge (-1 connector). This ensures a highly governed and metadata-restricted analytics flow.

Recipes created in this environment can be shared internally. Access to the Public Marketplace remains optional and dependent on organizational policy. Marketplace recipes that rely on the OvalEdge -1 connector can also be utilized if permitted by governance settings.

**Supported Scope:**\
OvalEdge catalog metadata only.

{% hint style="info" %}
This edition supports metadata-specific workflows and does not include data-level enrichment or AI-assisted analytics beyond Metadata Analytics.
{% endhint %}

### **On-Prem Edition**

The On-Prem Edition provides recipe functionality within a locally managed infrastructure, emphasizing data governance and internal control.\
Recipe creation and execution capabilities are available only for metadata analytics, maintaining strict compliance with on-premises governance frameworks.

Recipes can be created internally for analyzing metadata assets and executed only when configured with the OvalEdge (**-1 connector**). These recipes remain within the enterprise environment, ensuring no external data movement or Marketplace dependency.

Recipe sharing within the organization is supported; however, access to the Public Marketplace is optional and entirely controlled through internal governance policy. No recipe publishing or monetisation features are available in this edition.

**Supported Scope:**\
OvalEdge catalog metadata only.

{% hint style="warning" %}
The On-Prem Edition enforces complete data residency and security compliance, with recipe execution restricted to internal metadata models. External AI enrichment and data analytics features are intentionally disabled to align with enterprise control policies.
{% endhint %}

### Summary

<table><thead><tr><th width="165.6666259765625">Variant</th><th width="193.333251953125">Recipe Creation</th><th width="213.1666259765625">Recipe Execution</th><th width="197.1666259765625">Marketplace Access</th><th>Supported Scope</th></tr></thead><tbody><tr><td>Public Edition</td><td>Recipes can be created in the workspace.</td><td>Executed on uploaded or public datasets.</td><td>Full Public Marketplace access for publishing and sharing.</td><td>Public data and uploaded files.</td></tr><tr><td>SaaS - Data Analytics (Insights &#x26; Analytics)</td><td>Full internal recipe creation supported.</td><td>All recipe types (data and metadata) are executable.</td><td>IInternal sharing; Public Marketplace optional by policy.</td><td>All connectors, files, and catalog tables.</td></tr><tr><td>SaaS - Metadata Analytics</td><td>Internal creation of metadata-focused recipes.</td><td>Only metadata recipes operating through the OvalEdge (-1 connector) are executable.</td><td>Internal sharing supported; Public Marketplace access optional and policy-based.</td><td>OvalEdge catalog metadata only.</td></tr><tr><td>On-Prem Edition</td><td>Internal metadata analytics recipe creation supported.</td><td>Execution restricted to metadata recipes using the OvalEdge (-1 connector).</td><td>Internal sharing supported; Public Marketplace access optional and governed by internal policy.</td><td>OvalEdge catalog metadata only.</td></tr></tbody></table>

***

Copyright © 2025, OvalEdge LLC, Peachtree Corners, GA USA<br>