A clip from S25-E07 — BuiltOnAir Live Podcast.

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In This Clip

The team explores advanced workflows for managing AI agents, specifically how to use formulas and triggers to prevent an AI from overwriting manual human edits. They demonstrate using “last modified” fields and custom checkbox logic to create a “global stopper” for automations.

They also dive into the various output types available for field agents, including single and multiple select fields, number formats, and image analysis for tasks like extracting data from receipts.

Finally, they demonstrate the utility of web-searching for images, such as company logos, and share a practical example of using AI agents to research hotel amenities and reviews for travel planning.

⏱ In this cut:

  • 01:05 — Protecting human edits from AI overwrites
  • 02:51 — Using formulas to control AI triggers
  • 11:44 — Exploring AI output types and image analysis
  • 12:36 — Finding company logos via web search
  • 16:23 — Real-world use case: AI for travel research

Clip Transcription

The transcription for this clip can be found here:

Alli Alosa: Like, what I've done is so, for example, we can do a deep linking.
Alli Alosa: Let's do a deep match field, where I want to, let's see.
Alli Alosa: Oh, it wouldn't make sense for the industry if that's the trigger I'm going to use it off of.
Alli Alosa: But still, I'm gonna let me try to think of a better example.
Alli Alosa: I had one in my hair, and it's escaping me now.
Alli Alosa: But still,
Kamille Parks: for example, if you only want it
Alli Alosa: to run if it's not empty, you could work that into your trigger as well using this to be like, okay.
Alli Alosa: Run.
Alli Alosa: If this is run, and I don't already have a value here, like Mhmm.
Alli Alosa: For example.
Alli Alosa: Like, if you don't want it to rerun, only run for the first time.
Alli Alosa: So you can really kind of fine tune and segment your decisions around when you want that to refresh.
Alli Alosa: Any questions on that so far?
Alli Alosa: Comments?
Kamille Parks: If you wanted to go in and edit what the agent has put in, does it allow you to do so?
Alli Alosa: It does.
Alli Alosa: Yes.
Alli Alosa: So I can go here, and now I can start typing.
Alli Alosa: And it says edited by you, which is nice.
Alli Alosa: And I think that does become part of let's see.
Alli Alosa: No.
Alli Alosa: It doesn't.
Alli Alosa: It does like, it's it's
Kamille Parks: the inverse.
Kamille Parks: It does now that's the one that you would want.
Kamille Parks: Right?
Kamille Parks: Once you want it to rerun for something that you edited?
Kamille Parks: Yes.
Kamille Parks: Or not.
Kamille Parks: Exactly.
Alli Alosa: But you could do this where, I'm you could add a last modified time oh, last modified by field.
Alli Alosa: And so AI shows up as a user, quote, unquote.
Alli Alosa: So you could include in your trigger, like, in your conditions to be, like, only rerun if AI was the last person to touch it, person, again, in air quotes.
Alli Alosa: But, that would be a workaround for that.
Alli Alosa: Kind of a little bit messy, but, I mean, like, I wish, like I said, I I wish they had a global, you know, don't run if on the field so that you could just not have to worry about it ever rewriting itself.
Alli Alosa: But you could also another actually, that a way to simulate that is let's say I sometimes do this.
Alli Alosa: Actually, I use it pretty often.
Alli Alosa: I'll have a field that's like allow AI editing question mark.
Alli Alosa: And using Dan's little trick, I'll write, like, an or formula or, actually, and.
Alli Alosa: Let's do and news last modified by equals AI.
Alli Alosa: And then I forgot to switch it.
Alli Alosa: Go to checkbox.
Alli Alosa: And, actually, I would also wanna say you wanna make it an or and include if it's empty.
Alli Alosa: Mhmm.
Alli Alosa: So now everything is checked as editing allowed except for the one that I edited.
Alli Alosa: And, you know, you could change this use case to be whatever you want.
Alli Alosa: Like, it'd be like, okay.
Alli Alosa: I want you can put whatever parameters you want in that formula.
Alli Alosa: And then in here, we could put if I I literally just do this and just say if allow editing.
Alli Alosa: Save.
Alli Alosa: Oh, I can't because of the circular reference.
Alli Alosa: What?
Alli Alosa: Okay.
Alli Alosa: Yeah.
Alli Alosa: That makes sense, I guess.
Alli Alosa: I haven't ever tried it with the last modified buy, but you could, I guess, not in the form here.
Alli Alosa: Could you do it in here?
Alli Alosa: Yeah.
Alli Alosa: So you could do that.
Danny Fellars: That wouldn't work on blank.
Danny Fellars: Right?
Alli Alosa: It would still work.
Danny Fellars: If on the new one because it's gonna
Kamille Parks: be empty.
Alli Alosa: Oh, wait.
Alli Alosa: Yep.
Alli Alosa: Thank you.
Alli Alosa: Thank you.
Alli Alosa: There's no condition group.
Alli Alosa: Yeah.
Alli Alosa: There's.
Kamille Parks: There you go.
Kamille Parks: Okay.
Kamille Parks: So once you guys Automations are the one place in Airtable where you can't have a condition group.
Kamille Parks: I will complain about that anytime it's relevant.
Danny Fellars: Yep.
Alli Alosa: Oh my goodness.
Alli Alosa: Wild.
Danny Fellars: So now does it let you if you hit run agent in those blank ones?
Alli Alosa: Oh, yeah.
Danny Fellars: I guess that can.
Danny Fellars: Now you can.
Danny Fellars: Yeah.
Alli Alosa: It can now.
Kamille Parks: If you can always manually override it regardless of what yours your, conditions are.
Alli Alosa: Yeah.
Alli Alosa: Right.
Alli Alosa: And you can but you can't in this in the way that I was trying to set the global one, though.
Alli Alosa: Like, let me do something like that.
Alli Alosa: I'm gonna simulate, like, tracking allowed.
Alli Alosa: I don't know why you would do this for one industry at a time, but, like, let's say you only want to research one or you don't you don't ever want to touch software and IT again.
Alli Alosa: Like, it doesn't we don't want it to be able to find new news for that industry.
Alli Alosa: I'm going to look up again similarly to the run option from the industry whether I've allowed tracking.
Alli Alosa: And now let's just switch this to say tracking allowed.
Alli Alosa: Actually, it will say Yep.
Alli Alosa: Not find.
Alli Alosa: What did I write?
Alli Alosa: Don't track?
Kamille Parks: I can't write.
Alli Alosa: Yeah.
Alli Alosa: I don't know.
Kamille Parks: I'll I'll put it back.
Alli Alosa: Don't allow.
Alli Alosa: Allow.
Alli Alosa: Correct.
Alli Alosa: So these would no longer be allowed, and this should no longer be a circular reference when I put it in here.
Alli Alosa: I could say if allow AI editing.
Alli Alosa: There.
Alli Alosa: Yeah.
Alli Alosa: Well, now this, you can't rerun it because that's not checked.
Alli Alosa: So I often will use that as my, like, global stopper to be like, this can never be rerun because this is set as whatever my conditions might be.
Alli Alosa: You know?
Alli Alosa: They might be super so So
Danny Fellars: I was thinking about that.
Danny Fellars: Are you still gonna do the convert of the Yeah.
Danny Fellars: Employee size?
Danny Fellars: Because I was thinking about that use case of of company size.
Danny Fellars: We might get into this, but, because sometimes it's it's likely not gonna find, you know, the accurate employee size.
Danny Fellars: And so you might wanna, like, lock it where you change it manually, and then you could have a lock checkbox or something.
Kamille Parks: Yeah.
Kamille Parks: Yeah.
Kamille Parks: Data validated or something like that so you know that it's locked because someone's already checked it and made sure it's accurate.
Alli Alosa: Yeah.
Alli Alosa: We can say their company's self reported number on LinkedIn.
Alli Alosa: And I don't have the LinkedIn, but I can find it.
Alli Alosa: That'd be another field I could add to get their LinkedIn in here.
Alli Alosa: That's not the company name.
Alli Alosa: Name.
Alli Alosa: Website.
Alli Alosa: And then, yes, here, we could still if we wanted to add in that, you know, don't allow tracking, we could.
Alli Alosa: But here, because I already had the options, this was actually kind of easy because I already had set up my single select options, have them all on the list.
Alli Alosa: When I converted it to a field agent, it kept all of those options.
Alli Alosa: If you're creating one from scratch, it's a little cumbersome kind of to add.
Alli Alosa: Like, it's not the easiest thing to find, honestly.
Alli Alosa: When I first set one up, I was like, wait a second.
Alli Alosa: When you switch this to signal or multiple select, then you you gotta go into here.
Alli Alosa: And the word options felt weird to me because I thought there were more settings for the AI field.
Alli Alosa: So I was like, what am I looking at for a second?
Kamille Parks: Yeah.
Kamille Parks: That's poor naming.
Kamille Parks: If you edit fields with the API, you would know that all fields have a parameter called options, and choices is an option under options.
Kamille Parks: So this should have said choices if your table were consistent, but, of course, they're not.
Kamille Parks: Why would they be?
Danny Fellars: Nah.
Danny Fellars: And just go go back into that real quick.
Alli Alosa: Mhmm.
Danny Fellars: Go into the options.
Danny Fellars: And then if you click on that, the palette, the color.
Danny Fellars: So
Alli Alosa: That's the thing, like, with with or without the
Danny Fellars: Oh, gotcha.
Danny Fellars: It's just a button to turn on.
Kamille Parks: Fur further deviation from the regular select fields, that is a thing you could do for single select fields.
Kamille Parks: It doesn't look like that now, does it?
Alli Alosa: It does not.
Alli Alosa: It looks like this, color code options.
Kamille Parks: Airtable.
Kamille Parks: Why?
Kamille Parks: Why must you do it do this to me?
Kamille Parks: There is also there's a couple other options that aren't relevant to regular select fields, and, therefore, I accept their deviation.
Kamille Parks: But, I know that for if you have an agent that outputs a select choice, single or multi, you can provide a description of each choice so AI knows why it should select it.
Kamille Parks: That's not something you could do with regular select choices.
Kamille Parks: It's just the name, the color if it has one, and then the immutable ID.
Alli Alosa: Yep.
Alli Alosa: Exactly.
Alli Alosa: It's, I have found it a little frustrating.
Alli Alosa: Like, I like the ability to use to set up a field agent to be like, okay.
Alli Alosa: Go categorize this.
Alli Alosa: But sometimes, I don't know what the options are that it would find yet.
Alli Alosa: So sometimes I would I might set up a long text field output and then tell it to, like, return to me a comma separated list, and then I use that to create my options field later.
Alli Alosa: There's all sorts of different things to try in here.
Alli Alosa: But let's see.
Alli Alosa: To get into just some different other options here, we have different different output types.
Alli Alosa: We've talked about long text, single select, which we just talked about as well, and multiple select is the same same kinda deal.
Alli Alosa: Number, percent, currency, those are you know, those can be really useful for, if you're doing, like, the image analysis.
Alli Alosa: So if you upload, like, the image of a receipt, for example, and you wanna get the total from the receipt, you could have the agent look at the image you've loaded and pull that out, which is really useful for those.
Alli Alosa: Then there's image, which we have played a little bit with on the show.
Alli Alosa: I remember Dan did one where he had us, like, it create us as cartoons.
Alli Alosa: One that I did just see when I was looking ahead of this recording is the find image from Webb, which I thought would be a cool one to try out here.
Alli Alosa: I do like you could set all of this up on your own from scratch if you did, you know, create a custom agent.
Alli Alosa: But I like that they give you a catalog, which we'll look at in a moment, of some prebuilt prompts and ideas to be able to add very quickly to your base.
Alli Alosa: You'll say, to visually represent the Giving God deck by the logo of the company.
Alli Alosa: Website.
Alli Alosa: And required this one's required to be able to search the web to find the image from the web, so that has that on.
Alli Alosa: And then let's see how it does with these first one.
Alli Alosa: Imagine this is a big time saver if you're loading a bunch of data unless it's unable to download.
Alli Alosa: Airtable itself, unable
Danny Fellars: to download.
Alli Alosa: That's funny.
Kamille Parks: Does it say if you expand the other one that you didn't click yet, why it was unable to download?
Alli Alosa: Yeah.
Alli Alosa: Good idea.
Alli Alosa: Let's see.
Alli Alosa: Just says unable.
Kamille Parks: Okay.
Kamille Parks: Well, that tells me nothing.
Alli Alosa: Yeah.
Alli Alosa: Interesting.
Kamille Parks: For the ones it found, those are all correct, though.
Kamille Parks: Now, of course, then you get into every company.
Kamille Parks: Every major company has multiple logos.
Kamille Parks: So which logo?
Alli Alosa: Right.
Alli Alosa: Yep.
Alli Alosa: I could say let's let's actually ask.
Alli Alosa: Find the was it the vertical example where possible.
Alli Alosa: Vertical version.
Alli Alosa: Cancel that.
Alli Alosa: I meant to put it I should put the the company that's find the vertical version of the logo
Danny Fellars: where possible,
Alli Alosa: And then we could rerun it for the ones that worked.
Alli Alosa: And what I mean by vertical is, like, stacked where it's, like, logo then words underneath it.
Danny Fellars: Let's see.
Alli Alosa: Let's see what it does.
Danny Fellars: Airtable, Stripe, and Zapier, all very big known entities.
Alli Alosa: Right?
Alli Alosa: This one's animated.
Kamille Parks: It found
Alli Alosa: a GIF.
Alli Alosa: Interesting.
Kamille Parks: I mean, I wouldn't call that vertical, but sure.
Alli Alosa: Sure.
Alli Alosa: It did change softers out with the small one, but there's no words.
Alli Alosa: But that's yeah.
Alli Alosa: And in Zillow, it did.
Alli Alosa: That's cool.
Alli Alosa: Mhmm.
Alli Alosa: Yeah.
Alli Alosa: It somewhat worked.
Alli Alosa: You could get, you know, better with the prompt.
Alli Alosa: I'm sure.
Alli Alosa: But I have I think that one's pretty useful.
Alli Alosa: When
Kamille Parks: it when
Alli Alosa: it sorry.
Alli Alosa: Go ahead.
Danny Fellars: I can say I remember having to pay for a API subscription that would basically do that, you know, and it it was expensive.
Danny Fellars: This kinda replaces that entire there's several companies that did this.
Alli Alosa: Absolutely.
Alli Alosa: Yeah.
Alli Alosa: That's really, really useful.
Alli Alosa: And this is this is a real life example of some field agents that I set up when I was doing, some research on a trip that we're planning to Japan.
Alli Alosa: Kamille and I were just talking about that before this call.
Alli Alosa: And I put in just a bunch of hotel names and asked it to fill in, you know, what the amenities were that the bar that the, each hotel had, that, what the general sentiment was among people that have stayed there, what the negatives were that people have said online, what the average rating was.
Alli Alosa: I found that I found it really, really useful, and it saved me a ton of time.
Alli Alosa: I'll probably use this again.
Alli Alosa: Just keep adding hotels to it as we plan trips in the future.
Alli Alosa: I I thought that was really useful as well.
Danny Fellars: Very cool.
Alli Alosa: Thank you.
Danny Fellars: Yeah.
Danny Fellars: Yeah.
Danny Fellars: As far as, like, yeah, the catalog, give you some prompt starters.
Kamille Parks: Once again, something separate from the marketplace and from the universe.