We recommend building automation examples directly in AI chat. Just describe the workflow you want, and AI will handle the full setup for you, including the trigger, actions, script, and configuration.
Build with AI
Open the AI Chat in your table’s right sidebar and tell AI what you want. For example, you can say:
“When someone submits the feedback form, classify the feedback as Bug Report, Feature Request, or General Feedback, and write the category back to the record”
AI will create the complete workflow automatically. You can review the generated script, test it with real data, and enable the workflow when ready.
Manual setup
- Create a workflow with trigger When Form Submitted.
- Select your Feedback table and form.
- Click Test.
- Add an action → AI Generate.
- Prompt:
Classify this feedback into exactly one category:
Bug Report, Feature Request, or General Feedback.
Reply with only the category name.
Feedback: <insert the feedback field via +>
- Output Type: Text
- Add an action → Update Record.
- Record ID: the trigger record’s ID (via +)
- Category field → the AI Generate output (via +)
- Test each step, then enable.
Tips
- For more nuanced classification, increase the number of categories in the prompt.
- Use JSON output type if you want the AI to return multiple fields (e.g. category + sentiment + summary) in one call.
