This feature is available to AppSheet Enterprise Plus accounts only. See What features are supported with each subscription?
Text
or LongText
) using AI by adding the Extract AI
task in an automation.Examples of extracting information using AI:
- Have technicians snap a photo of equipment and use AI to automatically extract the serial number, model number, or meter reading into your AppSheet table.
- Process uploaded purchase orders (as PDFs) or photos of shipping labels to extract PO numbers, company names, tracking numbers, or addresses.
- From incident reports, extract key details like location, date, or names.
Extract information using AI as described in the following sections:
See also:
Get started
To get started using the Extract AI task:
Add and configure the Extract AI task
To extract data from an uploaded image (such as a photo), file (PDF), or text (description), add and configure the Extract AI task by performing the following steps.
- Add the Extract AI task to a bot, as described in Add a task to a bot .
- Configure the Extract AI task by using the settings described in the following table.
- Save the app.
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
Type of AI task . Select Extract.
Input column
Column in the table that is used as input to the AI task.
For the Extract task, this must be one of the following types: Drawing
, File
, Image
, LongText
, Text
, or Thumbnail
Output
Select one of the following:
- Save to tableto save the extracted information to the table in your data source.
- Return valueto guide AI responses without storing the results in your data source. Use the returned values in later steps, as follows:
[ AI-step ].[ column ]
Then, select one or more columns to define the information to extract , up to a maximum of 12. Select a column from the drop-down. Click Add to add more columns.
Notes:
- Boolean (Yes/No), numeric , date, time , and text types are supported. This includes Enum type with one of these subtypes.
- Barcode and QR code scanning isn't supported at this time.
For best practices when saving content, see Manage updates to row data by multiple bots .
Additional instructions
- Describe in more detail the information you want to extract.
- Indicate what values to set if results are unknown.
- Ensure that any recommended values match the type and format of the column, for best results.
Supports up to 2000 characters.
For example:
If not sure of Make, Model, or Year, make best guess
If not sure of Color, set to "Other"
For Description, add 2 to 3 sentences
