Smart resourcing/assignee based on skill and availability

re:  I have a resource table that shows availability and skill, how do I then have a resource list ranked by percentage “best match” show up?

Assuming the ‘best match’ in this context is the person with the highest availability then yeap this is doable and I’ve set it up here for you to check out!

Steps:

1. Create a view where we sort by the Availability field, highest to lowest
2. Create an automation that’ll help us find this best match, and it’s first step will be a ‘Find record’
   1. It’ll use the view we created in the previous step and have a max record limit of 1, which will return us the first record in that view

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3. We then have an ‘Update record’ step that’ll then update the Task with the employee it just found:

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re: In addition to this, how can I provide a low, medium, high tier to the skills that are matched back with each resource? Is it possible to have an AI agent within Airtable reference an external knowledge base to referencing when deciding on the best match

Hm, technically yes as the ‘Generate with AI’ automation steps are able to access the internet:

In practice this’ll really depend on what you’re pulling from, how you want it to work, etc.  Do both the ‘Tasks’ and ‘Employees’ table have a ‘Skills’ field that you’ve already populated?  What does the external knowledge base contain?  Is that an actual Airtable Base?

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A potential non-AI solution would be to have a ‘Skills’ table that links to both the Tasks and Employees tables, and then have a helper table / script that’ll help you get the best match