Help with AI long text field and automation

[paradigm]

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.

[TheTimeSavingCo]

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

[RuddConsulting]

You could break up the prompt into various fields to get the exact outcome you wanted. I understand it uses more fields, but also ensures you get the exact outcome in each field. 

[paradigm]

Thank you both for your replies, I'm still seeking a cleaner solution. There are a lot of fields to update, and I would still need the ability to enter data manually if the info is missing so I don't think individual formula fields would be ideal. I went down this path because of the recent product email from AirTable below. I was looking to extract key info from the PDF and update a bunch of fields for that record. If an automation triggers when the AI field has generated the results I need, I would have to write a custom script to separate that text into individual results and then update fields by mapping those results. I assumed I'm approaching this the wrong way and missing something.

[TheTimeSavingCo]

Yeah script's probably simplest.  If not, you could create those formula fields to extract the data and then create the appropriate text fields and use an automation to paste the formula field values in maybe?

[Taci]

I'm in a similar situation. I wanted it so that if an 'amount' field is empty, the AI review the 'invoice' attachment field to extract the amount and update the 'amount' field. 

Like you, I'm able to do this, but manually (as in, I have to press 'generate' for it to populate the 'amount' field).

To get it working automatically, I thought I'd try an automation where the amount is parsed from the invoice and then added to the amount field. But for some reason, the AI is unable to access files in an automation.

As it stands, it would probably be more reliable to set this all up in Zapier or Make, though I hope Airtable has a solution, as it's just a couple of updates away from being good enough to not have to resort to Zapier or Make.