OpenAI

1. Create an account with the AI provider

Before using OpenAI, an account must be created.

  • Go to the OpenAI platform

  • Sign up using an organization account rather than a personal account (recommended)

  • Verify the account according to OpenAI’s requirements


2. Create a project

OpenAI organizes usage and billing through projects.

  • Create a new project within your OpenAI organization

  • Use a clear naming convention (e.g. ai-studio-production or ai-studio-development)

  • Ensure the project is associated with the correct billing setup

Projects allow you to:

  • Isolate environments (dev / test / prod)

  • Track usage per application or team

  • Apply consistent security and cost controls


3. Create an API key (and secure storage)

To connect the platform to OpenAI, an API key is required.

Create an API key

  • Generate an API key within the OpenAI project

  • Copy the key immediately, as it will only be shown once

Secure storage

  • Store API keys in a secure location (e.g. secrets manager or encrypted storage)

  • Never hardcode API keys in source code

  • Rotate keys periodically, especially for production environments

Within the platform, API keys are stored separately from connection definitions to prevent accidental exposure.


4. Logging

Logging provides insight into how OpenAI is being used and helps with debugging and compliance.

Typical logging includes:

  • Request metadata

  • Model used

  • Token usage

  • Errors and failures

Logging should not include:

  • Full document contents (unless explicitly required)

  • Personal or sensitive data without proper justification


5. Usage and cost monitoring

OpenAI provides usage metrics at the project level.

You should regularly monitor:

  • Token usage per model

  • Cost per project or environment

  • Spikes in usage that may indicate misconfiguration

Recommendations:

  • Set internal budgets or alerts where possible

  • Use lighter models for analysis tasks when appropriate

  • Review usage periodically as agents are added or modified


Next steps

Once your OpenAI account and project are set up:

  • Create a connection in Data Studio

  • Select OpenAI as the provider

  • Proceed to creating your first AI agent

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