Airtable automation action: Generate with AI

To start creating an automation, click on Automations in the upper left corner of an open base.

Create a new automation with an "At a scheduled time" trigger set to run every 1 week on Mondays at 6:30 a.m. Test the trigger and move on once the trigger successfully tests.

1. Next, we will use a "Find records" action to find only meetings from the past week. In this example, we will set the "Table" to be Weekly meetings, then "Find records based on" a View, and then set the "View" to be This past week's meeting.

   1. If you don’t already have a view set up like this in your base, then you will want to create a view that has filtering conditions set to only show meetings that occurred in the past week.

   2. Alternatively, you could also set conditions to accomplish this. Test this step until it tests successfully and then move on.

Next, you'll add the Generate with AI action step. Here you will configure the prompt, randomness, and model. Let's focus on the prompt since randomness and model are covered in this article. For the prompt, we want a mix of static text to give the AI model context along with the dynamic details about the meeting that the AI model can interpret to generate a summary. Here's an example prompt to get your creativity flowing:

You are a note-taker for our team's meetings throughout the week. Summarize, the 
{List of 'Notes'} that were taken during each of the meetings. 
Be sure to also include the meeting date found here: 
{List of 'Meeting date'}, as well as a list of who attended the meeting located in this field: 
{List of 'Attended'/List of 'Name'}

Here is an image of what that looks like in Airtable:

Note that the {List of …} tokens inserted using the blue plus button will be highly specific to the automation you are building as well as the underlying base's architecture.

You will also want to add a Send email automation action so that you can send the summarized meeting notes to your colleagues via email. Configure the "To" and "Subject" fields according to your needs. Then, in the "Message" you'll want to insert a token of the Generate with AI action's "Response." This response is the output that the AI generates based on the settings you configured in the prior steps of this automation. Here's an example of what that configuration might look like:

Before contacting support, we recommend that you use this support article to troubleshoot common errors and mistakes in automation configurations.