Use AI to create a field based on another text field

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. 

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"
)

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.

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.