Use AI to create a field based on another text field

This worked! Thank you.

I did run into issues of reaching the maximum allowed limit :Validation error: Daily resource limit exceeded for: ['output_tokens'] But thats a different issue.

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.

Part 1) Yes definitely! I've done this in two different ways now.

Non-AI route - Use a simple if(contains()) formula.

With this style, you can just update it over time with addition lines. This would be the formula for your "Category" formula - Text field. 

If(
  Contains([Description], "invoice") or Contains([Description], "payment") or Contains([Description], "billing"),
    "Finance",

  Contains([Description], "schedule") or Contains([Description], "appointment") or Contains([Description], "meeting"),
    "Scheduling",

  Contains([Description], "error") or Contains([Description], "bug") or Contains([Description], "issue"),
    "Technical Support",

  Contains([Description], "training") or Contains([Description], "onboarding"),
    "Education",

  Contains([Description], "feedback") or Contains([Description], "survey"),
    "Customer Experience",

  "Uncategorized"
)

Well, there are now pipeline channels, which can call on AI to do something so it sounds possible to me. But I've never explored that myself.