β οΈ Note: This is a beta feature.
Overview
Fill in AI in the Table View allows you to automatically populate table columns. Translate, summarize, or extract information without extra manual steps.
π In This Article
Overview
Create a New Table
Fill with AI (String Fields)
AI Actions (String Fields)
Translate
Summarize
Extract
Custom
Fill with AI (Select Fields)
Use Cases
Assigning Roles
Marketing Funnel
Create a New Table
To use Fill with AI, you need a project in the Table view. Here's how to set it up.
Create a project in your workspace/team and select the Table view.
βFill in the project with list of tasks.
βCreate a custom String Field.
βCreate a custom Select Field.
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π‘ You may also use an existing project in the Table View. Just note that you will need a String Field or a Select Field to fully try out the Fill with AI features.
Fill with AI (String Fields)
Fill up a String Field column using AI.
Click the triple dot icon next to the field name, and select Fill with AI.
βSelect an AI Action. (see below for a full list)
βSelect and fill in the fields accordingly.
Give instructions for the relevant AI Actions.
Click Run.
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AI Actions (String Fields)
Here are the different AI Actions available. Each instructs the AI to fill in the column accordingly. Refer to Prompt Preview under each action to see what the AI will do.
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Translate
Description | Text to Translate | Translate to |
Translate another column into a different language, and fill up this column accordingly. | Select a column to translate. | Select a language to translate to. |
Summarize
Description | Text to Summarize | Additional Instructions |
Summarize another column, and fill up this column accordingly. | Select a column to summarize. | Prompt the AI with specific instructions on how you want the information to be summarized. |
Extract
Description | What to Extract | Text to Extract from | Additional Instructions (Custom only) |
Extract information from another column, and fill up this column accordingly. | Select the type of information to extract. | Select a column to extract from. | Prompt the AI with specific instructions on how you want the information to be extracted. |
Custom
Description | Instructions |
Input your own prompt to instruct the AI how to fill up the row. | Prompt the AI with specific instructions on how you want the row to be filled.
Type the "@" symbol, or click the plus button to reference other columns. |
Fill with AI (Select Fields)
Fill up a Select Field column using AI.
Click the triple dot icon next to the field name, and select Fill with AI.
Select the Text to Analyze. This text will be analyzed to fill up the column accordingly.
βSelect the Options to Assign. The options available will match the options in the Select Field.
βProvide additional instructions for the AI to process.
βClick Run.
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Use Cases
Here are some ways you can utilize Fill with AI, in your own projects.
Assigning Roles
You can utilize Fill with AI to automatically assign roles to each task.
Click the triple dot icon next to the field name, and select Fill with AI.
Select the Text to Analyze. Here, we will select Task.
βSelect the Options to Assign. Here, we will be keeping all the options.
βYou can provide additional instructions for the AI to process. Here, we will leave it empty, as the default prompt is sufficient.
Click Run.
βLet the AI run. Once done, the column should be filled up accordingly.
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Marketing Funnel
You can utilize Fill with AI to quickly identify where in the marketing funnel each task will fall under.
Click the triple dot icon next to the field name, and select Fill with AI.
βSelect the Text to Analyze. Here, we will select Task.
βSelect the Options to Assign. Here, we will be keeping all the options.
βYou can provide additional instructions for the AI to process. For example: "determine where in the marketing funnel each task belongs to".
βClick Run.
βLet the AI run. Once done, the column should be filled up accordingly.
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π Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
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