This feature is available to AppSheet Enterprise Plusaccounts only.
Extract information from an uploaded image (such as a photo) or a file (PDF), and save it to rows in an existing table using AI by adding the Extract rows 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 and save to rows in an existing table using AI as described in the following sections:
See also:
Add and configure the Extract rows AI task
To extract data from an uploaded image (such as a photo) or file (PDF), add and configure the Extract rows AI task by performing the following steps.
- Add the Extract rows AI task to a bot, as described in Add a task to a bot .
- Configure the Extract rows AI task by using the settings described in the following table.
- Save the app.
To extract data from an uploaded image (such as a photo) or a file (such as a PDF) and save it to rows in an existing table, configure the settings described in the following table.
Setting
Description
Task type
Select AI task.
Table
Table defined in the event and used by the task.
To view or edit the structure of the selected table, position your cursor in the field and click. See Tables: The Essentials for more information.
AI task
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
, or Thumbnail
Add rows to
Table to which you want to add the extracted rows. Select a referenced table from the drop-down.
Output
Additional instructions
Recommended. Do the following:
- 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:
From the PDF file extract the items in the receipt that are above fifty dollars
