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
Hmm, so you want your users to be able to add new tags, and for the AI to be able to see those new tags and use them?
If so, assuming you have two tables ‘Data’ and ‘Tags’, try:
- Create a ‘Tags’ table where your users will key stuff in
- Create an automation that will trigger whenever a new ‘Data’ record gets created, and its actions will be:
- Find Record step to grab all the Tags records
- Works up to 1000 records, if you’ve got >1000 you’ll need a script action for this I’m afraid
- Update Record step to link all the Tags records to the Data record
- Create a lookup field to pull all the linked Tags over
- In your AI field, reference the lookup field in step 3
If you want your new tags to also be used in the previously tagged items, then you’d create an automation that would trigger whenever a new Tag was created and link the new tag to the previous records
Hey @letsdoitthewrongway,
I would personally:
1. Create an automation that triggers manually or automatically when certain conditions are met.
2. Include a Find Records action on the automation, that will find records from the Tags table.
3. You can add a “Generate text with AI” action on the automation, that will get data from the Find Records action (make sure to use recordid as input as well), and will also get data from the record that triggered the automation and output the recordid of the best match.
4. Include an update record action on your automation, to link the record that triggered the automation to the recordid shown as output of the AI action.
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
Thank you Mike, that’s the exact solution I’m now using, thanks to Adam’s nudge toward the update record automation to convert the tag list into linked records.
Thank you all for your help!
