Edit: I’d recommend checking out this other guide first, does the same thing without a Run a Script step!
This walkthrough will show you how to:
- Use AI to extract data from a text field
- Convert that data into an array
- Use that array in a Repeating Group to create multiple records in a different table
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Let’s assume that your goal is to:
- Extract the list of hobbies from a text field
- Create one record per found hobby in a Hobbies table
- Link it back to the triggering record
Here’s what our final result will look like and the example base with the full setup can be found here!
Here’s what our set up looks like initially:
1. Set up your automation trigger
To start with, we’ll create a checkbox field that we’ll use to trigger the automation:
Note: How the automation triggers depends on how your data gets created
‘When record updated’ pointed at the text field is going to end up triggering for every character you type into a text field so that won’t work here
As a workaround, we can use a checkbox field to trigger the automation, or if you’re using a form, use the ‘When form submitted’ trigger
2. Start your automation with the ‘Generate Text’ step
- Select ‘Add action’, then ‘Generate with AI’, followed by ‘Generate text’:
- For the prompt, use this:
- “Extract the hobbies from the following text, output it as comma separated text”
- Add in the text that you want to extract the hobbies from like so:
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Your output will end up being ‘horseback riding, water skiing’
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3. Add a ‘Run script’ action step
Here we’re converting the AI’s comma-separated response into an array we can loop over in a repeating group
- Start by adding in the Run Script action:
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- Paste in the following script:
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output.set('data', input.config().aiOutput.split(','))
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- Pass the AI generated text into the script action by adding it as an input variable on the left. We’ll call it ‘aiOutput’ and select the AI generated response like so:
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4. Test the previous steps so that we can use the Run Script’s output in our Repeating Group:
- Click on each of the previous actions and click ‘Test step’:
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5. Add a Repeating Group with the Run Script action’s output as the list:
- Add a ‘Repeating group’,
- Click ‘Select input list’
- Select the ‘Run Script’ action
- Select the ‘data’ output
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6. Add a Create Record step inside the Repeating Group:
- Select ‘Create record’
- Set the ‘Hobbies’ table
- Add the ‘Name’ field and set it to be the ‘Current item’ ‘Array value’
- Add the ‘Table 1’ field and set it to be the triggering record’s ID
And you’re done! Let me know if you have any issues setting it up and I’ll do my best to help!
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🟢 I’m available for hire!
