Build a pipeline with Quickbase AI

In this article

• Build a pipeline with Quickbase AI
• Make changes to your pipeline steps
• Add steps to a pipeline
• Use AI suggestions to complete field mappings
•  

Build a pipeline with Quickbase AI

You can find Quickbase AI in the global bar and on the My pipelines page.

From the global bar, open Quickbase AI and then select Build a pipeline.
     

On the My pipelines page, select the AI Smart Builder icon to open AI Smart Builder.
     

To build a pipeline:

1. Describe your workflow in the text field using your natural language as though you're explaining it to a human. Include details about triggers, actions, and channels. For example, you can say something like:
   When a new record is added to the Estimates table in the Preconstruction app, send a Slack message to this channel team-preconstruction, then create a task in the Follow-up tasks table.
2. Select Send .
   AI Smart builder responds with a preview of steps for your pipeline.
3. Make changes to the steps, or select Yes, build it to build your pipeline.
   This builds the pipeline and then opens it in the Pipelines Designer.

Make changes to your pipeline steps

To make changes to the pipeline steps in AI Smart Builder's response:

1. Describe what you want to change in your natural language.
   AI Smart Builder responds with an updated list of pipeline steps.
2. Select Yes, build it to configure your new pipeline on the canvas in Pipelines Designer.

Add steps to a pipeline

Use Quickbase AI to add new steps to existing pipelines. To add steps:

1. Go to the pipeline you're editing, and open the Pipelines Designer.
2. Open the AI Smart Builder.
3. Describe what you want to change in your natural language.
   AI Smart Builder responds with a list of pipeline steps.
4. Select Add steps to add the steps to the pipeline.
   This adds the new steps to the end of the pipeline. From here, you need to configure the steps. 

Remember that any time a pipeline is edited, it is paused. Don't forget to turn your pipeline on when you're done making changes.

Use AI suggestions to complete field mappings

When configuring a step in a pipeline, you set up field mappings defining what the step does. 

When you add field mappings, you can review and use AI suggestions for references and free text. The Quickbase AI suggestions are based on things like the pipeline name, step names, step notes, field names, and reference names. The more descriptive your pipeline is, the better the quality of the suggestions. 

Select options are not part of the suggestions.

To use AI suggestions:

1. Edit the details of a step.
2. Select a field.
3. Select the Suggestions tab.
   
4. Select a suggestion.
   This adds the suggestion to the field you're mapping.

AI Smart Builder sessions

You can tell AI Smart Builder when to end the conversation, clear the conversation history, or start a new conversation by managing your session, here's how:

• End your AI Smart Builder session by selecting Yes, build it.
• Clear your AI Smart Builder session history by refreshing or leaving the page.
• Start typing a description to start a new session after your session history is cleared.

Learn more about writing effective AI Smart Builder descriptions.