Combining AI with Tadabase's automation features creates powerful workflows that can generate content, enhance data, and make intelligent decisions automatically. This article explores how to use AI in record rules, table rules, action links, and scheduled tasks.

Record rules automatically execute actions when records are created or updated. By adding AI to record rules, you can generate content, analyze data, and enhance records automatically based on triggers.

Step 1: Create Record Rule

1. Go to Data Builder
2. Select your table
3. Click "Record Rules"
4. Click "New Rule"
5. Choose trigger: "When record is created" or "When record is updated"

Step 2: Add Conditions (Optional)

Specify when the rule should run based on field values.

Step 3: Add AI Action

1. Click "Add Action"
2. Select "AI Prompt"
3. Write your prompt using field references
4. Select target field to populate
5. Save rule

Scenario: Generate initial response draft when support ticket is created.

Trigger:

When record is created in Support Tickets table

Conditions:

• Priority = "High" OR "Urgent"
• Customer Type = "Premium"

AI Action:

Write a professional support response addressing this issue:

Customer: {Customer Name}
Issue Type: {Issue Type}
Description: {Issue Description}
Customer History: {Customer.Previous Tickets Count} previous tickets

Create an empathetic, helpful response that:
1. Acknowledges their issue
2. Provides initial troubleshooting steps
3. Sets expectations for resolution time
4. Maintains a professional but friendly tone

Result:

Response draft automatically populated, support agent can review and send.

Scenario: Analyze and categorize new leads automatically.

Trigger:

When new lead is created

AI Action:

Analyze this lead and provide qualification assessment:

Company: {Company Name}
Industry: {Industry}
Company Size: {Number of Employees}
Budget: {Estimated Budget}
Needs: {Submitted Needs}
Timeline: {Timeline}

Provide:
1. Qualification Score (Hot/Warm/Cold)
2. Key Buying Signals (bullet points)
3. Potential Concerns (bullet points)
4. Recommended Next Steps

Format as structured text with clear sections.

Additional Actions:

• Parse AI output to set "Qualification Status" field
• Send notification to sales rep with AI analysis
• Create initial tasks based on AI recommendations

Scenario: Automatically generate SEO-friendly content when product added.

Trigger:

When product is created or when "Generate SEO Content" field is checked

AI Action 1: Meta Description

Create an SEO-optimized meta description (150-160 characters) for:

Product: {Product Name}
Category: {Category}
Key Features: {Features}

Focus on benefits and include relevant keywords naturally.

AI Action 2: Long Description

Write a detailed product description (300-400 words) for e-commerce:

Product: {Product Name}
Category: {Category}
Features: {Features}
Specifications: {Specifications}

Include:
- Opening hook highlighting main benefit
- 2-3 paragraphs covering features and benefits
- Use cases and applications
- Call to action
- Natural keyword integration for SEO

AI Action 3: Product Tags

Generate 5-7 product tags (keywords) for search and categorization:

Product: {Product Name}
Category: {Category}
Description: {Full Description}

Provide tags as comma-separated list.

Table rules run actions on multiple records at once. Combined with AI, you can batch-process records to generate content, update data, or perform analysis across your entire dataset.

Step 1: Create Table Rule

1. Go to Data Builder
2. Select table
3. Click "Table Rules"
4. Create new rule
5. Define criteria for records to process

Step 2: Add AI Action

1. Add "AI Prompt" action
2. Configure prompt with field references
3. Select output field
4. Save and run

Important: Batch Processing Considerations

• Table rules process records sequentially
• AI operations count toward usage limits
• Test on small batch first
• Monitor processing progress

Scenario: You have 500 products with brief descriptions. Generate enhanced versions for all.

Criteria:

• Description is not empty
• Enhanced Description is empty
• Category = "Electronics"

AI Action:

Expand this brief product description into a compelling 2-3 paragraph e-commerce description:

Product: {Product Name}
Current Description: {Brief Description}
Category: {Category}
Price: ${Price}

Create engaging content that highlights benefits, uses, and value. Include a subtle call to action.

Execution:

1. Test on 10 records first
2. Review output quality
3. Adjust prompt if needed
4. Run on all matching records

Action links are buttons users click to trigger actions. AI-powered action links let users generate or transform content on demand.

Step 1: Add Action Link

1. Edit table or details component
2. Add action link
3. Name and style the button

Step 2: Configure AI Action

1. Select "AI Prompt" action
2. Write prompt
3. Choose output field
4. Add success message

Scenario: Marketing team needs multiple ad copy variations.

Action Links:

"Generate Short Version"

Condense this ad copy to 50 words or less while maintaining the key message:

{Ad Copy}

Keep it punchy and compelling.

"Generate Facebook Version"

Adapt this ad copy for Facebook (125 characters or less):

{Ad Copy}

Make it engaging with a strong hook.

"Generate Formal Version"

Rewrite this in a more professional, corporate tone:

{Ad Copy}

"Generate Casual Version"

Rewrite this in a friendly, conversational tone:

{Ad Copy}

Scheduled tasks run automatically on a schedule (daily, weekly, monthly). Combine with AI to generate recurring content, perform regular analysis, or maintain data quality.

Step 1: Create Scheduled Task

1. Go to Automation & Rules
2. Click "Scheduled Tasks"
3. Create new task
4. Set schedule (daily, weekly, etc.)

Step 2: Define Actions

1. Add actions to run
2. Include AI prompt actions
3. Configure notifications

Scenario: Generate daily summary of key metrics and activities.

Schedule:

Every day at 8:00 AM

Actions:

1. Create Daily Report Record

• Add record to Daily Reports table
• Set date to today

2. Generate Summary with AI

Create an executive summary for {Date}:

METRICS:
- New Leads: {Count of New Leads Today}
- New Customers: {Count of New Customers Today}
- Revenue: ${Sum of Today's Revenue}
- Support Tickets: {Count of Today's Tickets}
- Open Tasks: {Count of Open Tasks}

TOP ACTIVITIES:
{List of High Priority Completed Tasks}

Provide:
1. Brief overview (2-3 sentences)
2. Key highlights (3-5 bullet points)
3. Items requiring attention (if any)
4. Brief outlook for today

Keep it concise and actionable.

3. Send Email

• Email AI-generated summary to executives

Run multiple AI operations in sequence, where each builds on the previous.

Example Workflow:

1. AI 1: Generate content from raw data
2. AI 2: Enhance and format content
3. AI 3: Generate summary
4. AI 4: Create social media version

Implementation:

Use record rules that trigger on field updates, creating a chain reaction.

Only run AI when data meets quality criteria.

Example Conditions:

• All required fields are filled
• Text length exceeds minimum
• Record status is "Ready for AI"
• User has approved AI generation

Generate content with AI, then route for human approval.

Workflow:

1. AI generates content
2. Sets status to "Pending Review"
3. Notifies reviewer
4. Reviewer approves or requests regeneration
5. If approved, publish content
6. If rejected, regenerate with feedback

Automatically generate content in multiple languages.

Example:

Translate this product description to {Target Language}:

{English Description}

Maintain the same tone and style. Ensure cultural appropriateness.

Automation:

• When English version is updated
• Trigger AI translation for all configured languages
• Update respective language fields

You now know how to use AI in all types of automation. The next article covers using AI in data components to create dynamic, intelligent interfaces.

Hands-On Exercise (To Be Added)

Exercise placeholders will include practical activities such as:

• Creating a record rule with AI content generation
• Setting up an AI-powered action link
• Building a scheduled task that generates daily reports
• Testing a table rule for bulk AI processing

Knowledge Check (To Be Added)

Quiz questions will test understanding of:

• When to use record rules vs table rules for AI
• Best practices for AI in automation
• Common automation AI patterns
• Performance and cost optimization strategies