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Question

Using Field Agent to Extract Data from Attachment Field, enter in corresponding record fields.

  • November 12, 2025
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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! 

1 reply

Mike_AutomaticN
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Hey ​@rfulda!

This should be pretty straight forward using Airtable AI fields.  

To avoid running multiple Analyze attachment agents (uses up a lot of credits), I would suggest you use this ONCE on a helper field, prompted extract all the data you need in a structured way, and then you either use formulas (regex) or other AI fields to get the actual data you need from the mentioned helper field.

 


Completely different matter, but would love to have you join our Airtable Hackathon! Make sure to sign up!!

Mike, Consultant @ Automatic Nation 
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