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Use the Extract AI task in an automation

This feature is available to AppSheet Enterprise Plus accounts only. See What features are supported with each subscription?

Extract information from an uploaded image (such as a photo), a file (PDF), or text (such as a description, as Text or LongText) using AI by adding the Extract AI task in an automation.

Examples of extracting information using AI:

  • Have technicians snap a photo of equipment and use AI to automatically extract the serial number, model number, or meter reading into your AppSheet table.
  • Process uploaded purchase orders (as PDFs) or photos of shipping labels to extract PO numbers, company names, tracking numbers, or addresses.
  • From incident reports, extract key details like location, date, or names.

Extract information using AI as described in the following sections:

See also:

Get started

To get started using the Extract AI task:

Add and configure the Extract AI task

To extract data from an uploaded image (such as a photo), file (PDF), or text (description), add and configure the Extract AI task by performing the following steps.

  1. Add the Extract AI task to a bot, as described in Add a task to a bot.
  2. Configure the Extract AI task by using the settings described in the following table. 
  3. Save the app.

Setting

Description

Task type

Select AI task.

Table

Table defined in the event and used by the task. See Tables: The Essentials for more information about tables.

AI task 

Type of AI task. Select Extract.

Input column

Column in the table that is used as input to the AI task.

For the Extract task, this must be one of the following types: Drawing, File, Image, LongText, Text, or  Thumbnail 

Output

Select one of the following:

  • Save to table to save the extracted information to the table in your data source.
  • Return value to guide AI responses without storing the results in your data source. Use the returned values in later steps, as follows: [AI-step].[column]

Then, select one or more columns to define the information to extract, up to a maximum of 12. Select a column from the drop-down. Click Add to add more columns.

Notes: 

For best practices when saving content, see Manage updates to row data by multiple bots.

Additional instructions

 Recommended. Do the following:
  • Describe in more detail the information you want to extract.
  • Indicate what values to set if results are unknown. 
  • Ensure that any recommended values match the type and format of the column, for best results. 

Supports up to 2000 characters. 

For example:  

If not sure of Make, Model, or Year, make best guess
If not sure of Color, set to "Other"
For Description, add 2 to 3 sentences

 

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