This feature is available to AppSheet Enterprise Plus accounts only. See What features are supported with each subscription?
Categorize information based on a predefined set of categories using AI by adding the Categorize AI task in an automation.
- Analyze the description in employee expense submissions and automatically categorize them by type (Travel, Meals, Software, or Training).
- Read incoming facility maintenance requests and categorize them by urgency (High, Medium, or Low) or equipment type (HVAC, Plumbing, or Electrical).
- Classify customer survey responses or feedback form submissions into types like Bug Report, Feature Request, Positive Feedback, or Billing Inquiry.
Categorize information using AI as described in the following sections.
See also:
Get started
To get started using the Categorize AI task, step through a quick start or explore an app template.
Add and configure the Categorize AI task
To categorize information based on a set of predefined categories, add and configure the Categorize AI task by performing the following steps.
- Add the Categorize AI task to a bot, as described in Add a task to a bot.
- Configure the Categorize AI task by using the settings described in the following table.
- 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 Categorize. |
Input columns |
Add one or more columns to use as input to the AI task, up to a maximum of 10. Click Add and select a column from the drop-down. Basic column data types and virtual columns are supported. The following data types are not supported:
Note: |
Output |
Select one of the following:
For best practices when saving content, see Manage updates to row data by multiple bots. Then, select the column that defines the allowed category values. Must be an Note: If you select a For example, you might have a column called |
Additional instructions |
Recommended. Do the following:
Supports up to 1000 characters. For example:
Note: Specifying a value that is not defined in the |