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Hello! I am looking to create a database that is similar in structure and function to the “Brand and compliance checker” demo in Airtable’s AI Playbook (https://www.airtable.com/ai-playbook/brand-and-compliance-checker)

Instead of brand guidelines, I am using different scenarios and their criteria to analyze real estate records. I have 2 tables. One is the property data (similar to the “Product Shots” table in the video) and one is the scenario/criteria table (similar to the “Brand Guidelines” table). In the properties table, I have a single column for each scenario (similar to the “Brand Check” fields in the demo) that the AI will resolve to either “Yes” or “No” depending if the record matches the criteria. 

I would like to know the best and most straightforward way to link the tables or instruct OMNI to reference the specific criteria in the scenario/criteria table when checking the data. Any assistance would be appreciated.

Hmm, depends on what your workflow is, really.  Assuming your scenario/criteria doesn’t change and you want it to run on new properties, then I’d suggest using an automation with an AI step in it, seems like the most straightforward

To make it run on your old data, you’d just trigger the same automation via a checkbox or something

Based on the demo video, from what I can tell they aren’t using automation scripts. They are using the AI agent functionality within the field to create the Pass/Fail return. My question is, based on that functionality, how are the two tables linked so the AI agent knows where to look for the criteria for each scenario? How do I point it to the correct field in the Scenarios/Criteria table?

 

Oh, if you’re just trying to replicate the video, try:

  1. Link all your criteria to every single record in your Property base
  2. Create a conditional rollup field to pull over all the criteria records where you’ve marked the checkbox
  3. Create formula fields to split out the criteria
  4. Create AI fields and insert the formula fields, then turn on run automatically

 

 
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