BetaZapier Tables is a beta product. It’s available for use, but still in active development and may change.
The AI field allows you to connect a Zapier table field directly to OpenAI. You can create a prompt, have the prompt reference data in the table, and generate responses.
Set up an AI Field
- Click the plus sign + on the right side of a table.
- In the Name field, add a name for the AI Field.
- In the Field Type dropdown menu, select AI Field.
- Select your Open AI connection, or click Manage authentications to set up a new connection.
- Click Create Prompt. A dialog box will appear, and you can decide how to create it.
- Select Start from scratch.
- Click Get started. The Edit prompt dialog box will open.
- Write your prompt. You can use the Insert Data box to select table fields that will be used in the prompt.
- If necessary, click Prompt Settings to change how the AI responds.
- Click Regenerate to preview the AI response.
- When you're happy with the response, click Done.
- On the sidebar, click Create. The field will be added at the end of the table.
- Select Start from scratch or Start from template.
- Click Get started.
- Select the prompt you'd like to use. You'll be able to edit the generated prompt.
- Click Next.
- Select a table field that will be used with the prompt.
- Click Continue.
- Review the prompt and the preview that will be displayed at the bottom of the dialog box. You can edit the prompt.
- If necessary, click Prompt Settings to change how the AI responds.
- Click Regenerate if you've made changes to the prompt or settings.
- When you're happy with the response, click Done.
- On the sidebar, click Create. The field will be added at the end of the table.
Prompt settings
The prompt settings help control the content generated. To access the prompt settings:
- On the table, click the three-dot icon beside the name of the field you want to edit.
- The field settings will open. Click Edit Prompt.
- Click Prompt Settings.
In this menu you can change the following settings:
- Model: the specific model to be used. The list will change according to the models available on your OpenAI account.
- Maximum length: the maximum number of tokens to be used by the prompt and response. This can help to keep AI model usage and cost at a manageable level.
- Creativity: also known as 'temperature'. Use it to increase the randomness of the result. The higher the number, the more creative the model will be.
Preview the results
In the Edit prompt dialog box, you can see a preview of the content that will be generated for a specific record. You can change which record is previewed by using the arrows at the bottom of the screen.
TipYou can also link a Zap to an AI Field, to use the generated content with another app. Learn how to trigger a Zap from a specific field in Tables.
Use the results of the AI Field
Once you create an AI Field, it may take a while to generate the response, depending on how complex the prompt is, and how many records your table contains.
When a field is filled, you can see and copy the content. It's not possible to edit or delete the results of an AI Field.
Edit your prompt
In the Edit prompt dialog box, you can edit the existing prompt by changing the instructions or adding and removing fields. To do so:
- Click the three-dot icon on the field.
- Select Edit field. The sidebar will open.
- Click Edit prompt.
- When you're done making changes, click Done.
NoteWhen you edit a prompt, it will re-generate that field's content in all records. You'll be asked to confirm before the update runs.
