Categorize information using AI

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 

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:

• Content types: Drawing, File, Image, Signature, Thumbnail, and Video
• Color 
• Show types
• Other types: URL, App

Note: Ref type and List type columns are not supported at this time. 

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.

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

Then, select the column that defines the categories. Must be an Enum type column that defines the allowed category values. For example, you might have a column called How expensive? that is an Enum type with the following values: Inexpensive, Moderately expensive, Expensive,Other

Additional instructions

Recommended. Do the following:

Supports up to 1000 characters. 

For example:

Inexpensive: Less than 10 dollars
Moderately expensive: Between 10 and 50 dollars
Expensive: Over 50 dollars
Other: Not sure of value

Note: Specifying a value that is not defined in the Enum type column selected for the Output setting may cause unexpected behavior unless you allow other values when configuring the Enum column properties.