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Re: Help with AI long text field and automation

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paradigm
4 - Data Explorer
4 - Data Explorer

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.

 

1 Reply 1

Hmm may I know what issues you faced using a formula field to extract the data from the AI field?  I'm thinking you could modify the prompt so that it splits the data up with '-----' or something and you can extract data based on that