Hi, My goal is to upload a PDF to an attachment field, use the AI long text field to extract relevant information from my PDF and then update other fields in that record with the results.  I have figured out the prompt part and the generated text is returning all of the values I am looking for but I don't see how to update the relevant fields automatically since everything is combined into one text output. I'm looking for a solution where I don't have to add another tool like Make or Zapier. Please help. Thank you.   ... View more

Totally new to Airtable, can Airtable Assist / Airtable AI feature help create spreadsheets on Airtable from scratch; In short, I can ask questions to this integrated AI agent (exactly like the Copilot AI agent integrated into Excel) in order to help me carry out all the basic tasks (or even more) such as creating lines and columns, categorization, labels, groupings and financial analysis and many other possibilities? Sincerely. ... View more

I wanted to share a way that we currently use Airtable AI to improve our project management: We use Grain to record our meetings, as clients often want recordings. This also includes a transcript of the call. While Grain does use AI to provide outcomes, we realized we weren't able to prompt it at all, so often outcomes and next steps were muddled, so it wasn't always clear as to who did what.  So we now import Grain recordings into Airtable and then we use Airtable AI to review the transcript and then generate next steps for the team, as well as for clients. Here is an example prompt for our team: Based on this transcript {transcript text} please provide next steps for the Rudd Consulting team. The team members would be {team member names} Please output as bullets, the only output should be the bullet points, no conversational points needed. If this meeting is a sales call, or is an internal team discussion, the only bullet point should be "No Team Action Needed" Now we have clear outcomes as the meeting is sent to our project management immediately after the meeting, and by clarifying who the team members are (and aren't) then we have clearer outcomes and next steps. This saves the team time filtering through meetings that don't have outcomes, or have no action needed, and can dive into the meeting as needed, as we include the link.  Would love to hear how you could leverage something like this!  ... View more

We run across a lot of use cases for our clients, but we also use AI in-house. Here are some ways that we leverage AI in our agency: Delegation: Reviewing call recordings and determining what next steps are for the team and the client Proposals: reviewing calls and ensuring we are covering all of the requirements in our proposal Content Creation: Keyword and phrase analysis, and setting intentions of what content would best answer these keywords and audience Communications: Creating workflow briefs, responding to emails more professionally, etc. What are some ways your organization uses AI (or would like to)?    ... View more

Join us for the inaugural Airtable AI User Group meeting! During this event we'll introduce the new group's goals, and dive into some prompting concepts when using Airtable AI: - Building trust with the AI Field - Zero or few shot prompting - Chaining prompts - Open floor Q&A Leveraging AI can be a game changer for your career, so if you have an interest in learning how AI can accelerate your team's output and high value business impact, this user group is for you! Be sure to save your spot. We can't wait to see you at this first meeting! ... View more