Use AI to create a field based on another text field

Part 2) Using the new “Custom Action” Pipeline step (AI route)

To Mark's point, you can use this new pipeline step. 

Here’s the process

1. Open Pipelines -> Create a new Pipeline.
2. Choose your trigger – for example:
• “When a record is created or updated” in your table that contains [Description].
3. Add a new step -> Search for Custom Action.
4. In the Prompt field, write something like:
• Analyze the following text and return a single short category label that best summarizes its topic. Use concise words like “Finance,” “Scheduling,” “Support,” “Education,” or “Customer Feedback.”
5. Add a Quickbase step → “Update record.”
6. Turn on the Pipeline and test by adding a few new records.