Beta This is a beta feature, which means we’re still developing it. Some functionality might change.
Ask Quickbase AI to streamline how you search, filter, and display table data and create reports. Tell Quickbase AI which records to display, in your own words, to filter table data with generative AI.
To Ask Quickbase AI to filter:
- Open Quickbase AI
from the global bar on the table you're filtering.
- Select the Filter records skill.
- Describe the records to display, in your own words, in the request field. Don't include sensitive or personal information in your description. For example, Display purchase orders with an order total of less than $3000.00. or Show me trade show sales leads.
Ask Quickbase AI filters your table to display only the records you requested in a temporary table report. - Rate the accuracy of the records displayed and share your feedback.
We use your feedback to help improve Ask Quickbase AI. - Save your temporary report in your table settings.
Start typing a description of records to display to start a new request.
Contact your realm admin for Quickbase AI and Quickbase AI skill access.