I have an email table with field agent that extract information from an email. I want to use data from another “events” table to match the result from the field agent and get the best possible match.
Any suggestions on how to achieve this?
Regards
Solved
How to use data from a different table in a field agent
+17Best answer by ScottWorld
An AI field agent can only see Airtable data that is within that one particular record, so any information that you want to give the field agent needs to be available within that record.
Although ironically, it can search the entire web, access an entire Google Drive folder, and access an entire OneDrive folder — but it can’t search other tables in Airtable.
So if the relevant data lives in another table, you would need a linked record field to link to all the relevant records, and then bring in the information into your current record with lookup fields or rollup fields.
Alternatively, what might be better & easier & quicker is to automate this by using Airtable’s built-in AI automation actions (or Make’s AI automation tools for more power) to evaluate data from another table, and then output the desired result into your Airtable field.
(If you use Make instead of Airtable’s automations for this, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.)
Hope this helps!
If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld
+35An AI field agent can only see Airtable data that is within that one particular record, so any information that you want to give the field agent needs to be available within that record.
Although ironically, it can search the entire web, access an entire Google Drive folder, and access an entire OneDrive folder — but it can’t search other tables in Airtable.
So if the relevant data lives in another table, you would need a linked record field to link to all the relevant records, and then bring in the information into your current record with lookup fields or rollup fields.
Alternatively, what might be better & easier & quicker is to automate this by using Airtable’s built-in AI automation actions (or Make’s AI automation tools for more power) to evaluate data from another table, and then output the desired result into your Airtable field.
(If you use Make instead of Airtable’s automations for this, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.)
Hope this helps!
If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld
+28Hey
I don’t think I’m following 100%. However, what I would probably do:
1. Create an automation that triggers manually or automatically when certain conditions are met (e.g. AI field is not empty)
2. Include a Find Records action on the automation, that will find records from the Events table (maybe you can apply at least some filter? E.g. category of event or similar?)
3. You can add a “Generate text with AI” action on the automation, that will get data from the Find Records action, and will also get data from the record (email) that triggered the automation and find the best match.
4. Link them together, or pass info from one record to the other.
If you need any help setting this up, feel free to grab a slot using this link and I’d be happy to show you around.
Completely different matter, but would love to have you join our Airtable Hackathon! Make sure to sign up!!
Mike, Consultant @ Automatic Nation
YouTube Channel
+35
It sounds like this is exactly what you are looking for!
I did not know about this feature because Airtable hasn’t published any support articles nor announcements about this feature yet, and they have also made it pretty unintuitive (e.g. when you choose “deep match”, it just gives you a text field).
But luckily for all of us, Mike has written up some great information on this feature here:
Airtable Deep Matching.
Hope this helps!
- ScottWorld, Expert Airtable Consultant
+28Appreciate the shoutout
Unfortunately Deep Match seems to be taking a very long time to work and hits runtime errors frequently (for big tables). I’m sure Airtable will address and solve this issue really soon though! If you have a different experience, make sure to share :D
Completely different matter, but would love to have you join our Airtable Hackathon! Make sure to sign up!!
Mike, Consultant @ Automatic Nation
YouTube Channel
+17
+28
Completely different matter, but would love to have you join our Airtable Hackathon! Make sure to sign up!!
Mike, Consultant @ Automatic Nation
YouTube Channel
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