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Hello all.I’m looking to have a column (field) of field agents run/process once a week on a Monday morning. FYI these agents a prompted to go out to the internet and retrieve x information. There are no automation options specifically to do this - am I missing something or how else can this be achieved?Currently I’m thinking about having an automation that changes a field in each record (say make it today’s date), and that is something the field agent is monitoring to kick it off and run. Feels a bit hacky, but if anyone has better ideas please let me know.
I am using the Web Prototype agent but I can’t figure out how do you download the design file when it’s complete? I don’t see a download link/button anywhere.
Field agents are currently not available in forms. Does anyone know if this is in the product roadmap?
A personal project I am working on is to create a curated list of job roles scraped from the likes of LinkedIn and other places. Specifically, Product Operations (I will say for anyone reading - this is NOT for me, but to support my community who are looking for roles). The idea being, my community can see this specific list, and in the future being able to match skills needed with skills the applicants have, to recommended roles directly.I’m struggling with 2 things:A suitable prompt that can look at a top-level URL and then go find instances within that URL of job postings (If you know LinkedIn, I can get a URL that has Product Ops as a search marker, but then getting information from that is proving difficult). Because the number of results (records) returned is unknown, I’m using a web-table currently to house this - is this the best way, and what can I then automate from that to get it into a table?My ideal state is to have this run automatically weekly without input from me. Hop
I would like to build a field agent(s) that extract data from an attachment uploaded to one field, and the enters the extracted data into corresponding fields in the same record. Example: .jpg or .pdf contains a customer’s name, DOB, email, etc. I would like for the field agent to then extract the data from the attachment and enter it into similarly titled fields, i.e. name, DOB, email, etc. Is this possible? Any insight/instructions? Thank you!
Hi everyone, I’m currently testing the ai field agent’s capabilities for automatized tagging of records, but I’ve come across a limitation that I seek to overcome with your help: No centralized tag management. When using the field agent for direct ai tagging, I have not found any option to provide tags in a centralized way, similar to how you can do with linked fields for human tagging. There is the ai recommendation option integrated into the linked record field, but this does only add a recommendation for human usage. Is there a way to have it both? The centralized tagging table and ai field agent tagging? I’m considering injecting an accumulated list, of all entries in my tag table, into the prompt of a simple text ai field agent and have it output it’s selection as a list, which hopefully could be linked via automatization features.
Hello all,I'm encountering an automation issue that I thought adding a delay action would resolve—allowing sufficient time for all record data to populate before triggering the email. The setup: Our work order base captures information and automatically emails the assigned technician. While most fields transfer correctly, two field agent fields consistently fail to appear: "Job Name" and "Scope of Work." The first field: The second field: The workflow is: The PM manually enters the Scope of Work, which then populates both the Job Name and Job Summary fields. These should all be included in the technician's email.The inconsistency: Manual testing of the automation shows all fields displaying correctly, but live submissions of new work orders result in missing Job Name and SOW data. I need the automation to run reliably without manual triggering, and populate those fields to the technician Email output: Message body:Any insights into what might be causing this? What am I doing wrong?
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