- How to automatically research details from new data added in Airtable using AI
- 1. Create your playbook and set the Airtable trigger as "New record added"
- 2. Add the "Prompt Claude 3 Haiku" in Anthropic automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Anthropic and Airtable
- Related blog posts
How to automatically research details from new data added in Airtable using AI
Create your playbook and set the Airtable trigger as "New record added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "New record added" under Airtable. Then, select the table you're working with. This will allow your playbook to automatically detect the new record added in Airtable and initiate necessary actions.
If this is your first time using a Airtable integration in Relay.app, a prompt will guide you through the connection process.
Add the "Prompt Claude 3 Haiku" in Anthropic automation
Integrate the Anthropic automation into your playbook to ensure the added prompt to AI is actioned for each new record added in Airtable.
Click the "Add step" button, then locate the "Prompt Claude 3 Haiku" automation for Anthropic and input the mandatory and relevant details.
If your Anthropic account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Anthropic account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate generating result from the added prompt using AI. Once turned on, it will respond to each new record added in Airtable by generating result from the added prompt on the Anthropic without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.