This feature is available to AppSheet Enterprise Plus accounts only. See What features are supported with each subscription?
Categorize information based on a predefined set of categories using AI by adding the Categorize AI task in an automation.
- Analyze the description in employee expense submissions and automatically categorize them by type (Travel, Meals, Software, or Training).
- Read incoming facility maintenance requests and categorize them by urgency (High, Medium, or Low) or equipment type (HVAC, Plumbing, or Electrical).
- Classify customer survey responses or feedback form submissions into types like Bug Report, Feature Request, Positive Feedback, or Billing Inquiry.
Categorize information using AI as described in the following sections.
See also:
Get started
To get started using the Categorize AI task, step through a quick start or explore an app template .
Add and configure the Categorize AI task
To categorize information based on a set of predefined categories, add and configure the Categorize AI task by performing the following steps.
- Add the Categorize AI task to a bot, as described in Add a task to a bot .
- Configure the Categorize 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
Input columns
Add one or more columns to use as input to the AI task, up to a maximum of 10. Click Addand select a column from the drop-down.
Basic column data types and virtual columns are supported.
The following data types are not supported:
- Content types
:
Drawing,File,Image,Signature,Thumbnail, andVideo -
Color - Show types
- Other types
:
URL,App
Note: List
columns are not supported at this time.
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 ]
For best practices when saving content, see Manage updates to row data by multiple bots .
Then, select the column that defines the allowed category values. Must be an Enum
or Ref
column.
Note: If you select a Ref
column, it only works with existing values and there must be at least one row. AppSheet won't create a new entry in the referenced table.
For example, you might have a column called
How expensive?
that is an
Enum
column with the following values:
Inexpensive
,
Moderately expensive
,
Expensive,Other
Additional instructions
- Describe in more detail the requirements for each category value.
- Indicate what values to set if results are not known.
- Ensure that any recommended values match the type and format of the column, for best results.
Supports up to 1000 characters.
For example:
Inexpensive: Less than 10 dollars
Moderately expensive: Between 10 and 50 dollars
Expensive: Over 50 dollarsOther: Not sure of value
Note: Specifying a value that is not defined in the Enum
or Ref
column selected for the Output setting may cause unexpected behavior unless you allow other values
when configuring the Enum
column properties.
