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1 Overview

During an AI Table automation run, you can insert data produced by earlier steps. Different field types accept different content. Below is a per-action breakdown of what you can insert.

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2 Insertable Field Types per Action

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2.1 Create Record / Update Record / When Condition Met / On Record Change

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2.2 Send Message to User or Group

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3 Reference Data from Earlier Steps

Example: when a new inbound item is added to Inbound details, sync a row in Inventory summary containing item name, item code, and quantity. Configure the automation:
  1. Pick the trigger When a record is created: a new row in Inbound details.
  2. Pick the action Create record: add a row to Inventory summary.
  3. Click Set field values and pick the fields you want to fill.
  4. Click the ⊕ at the right of the input and pick a value from the previous step.