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jenv3
Level 3
March 4, 2026
New

Use AI Assistant to Extract Information from Custom Forms

  • March 4, 2026
  • 2 replies
  • 20 views

We would like to be able to use the AI Assistant to extract information from custom fields on custom forms on a project, etc. Currently it is not able to intelligently answer questions related to custom field selections and entries.

      2 replies

      RowvillBh1
      RowvillBh1
      Level 5
      March 6, 2026

      What information are you trying to extract? If you are on the project and ask the AI assistant to summarize a particular custom form it does a great job. I tried it myself. You just need to be precise and mention the full name of the form. I also asked some additional questions and observed that it needs some direction in terms of form name and custom field name to get you a good response.

       

      Patrick-antegma
      Patrick-antegma
      Level 4
      March 6, 2026

      Hi ​@jenv3 

      How many data have ingested into the specific custom form via AI Assistant?

      It need a least 50 filled custom forms over a short period of time to correctly fill the form. The AI Assistant has to learn what the correct answers are.

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