When a record matching specific conditions is added to Airtable, summarize its content with OpenAI and update the record

■Overview

Do you find it time-consuming to review and summarize customer feedback, meeting minutes, and other text data stored in Airtable one record at a time? Manual processing not only takes time but can also lead to issues such as transcription errors and inconsistent summary quality. With this workflow, you can connect Airtable and OpenAI to automatically summarize and record the contents of records when they meet specific conditions.

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■Recommended for

• Anyone who manages survey results or similar data in Airtable and finds manual summarization challenging
• Anyone who wants to streamline text analysis using OpenAI based on Airtable data
• Anyone who wants to automate data transcription between Airtable and OpenAI

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■Benefits of using this template

• OpenAI automatically summarizes and transfers the content when a record is added to Airtable, helping you reduce the time previously spent on manual work.
• It helps reduce the risk of human error, such as manual data transcription mistakes and missed reviews of summary content.

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■Workflow steps

1. First, connect Airtable, OpenAI, and Google Sheets to Yoom.
2. Next, select Airtable as the trigger and set the action to “When a record is added.”
3. Next, configure a branching operation so that only records meeting specific conditions proceed to the subsequent steps.
4. Next, configure OpenAI’s “Generate text” action as an operation and instruct it to summarize the text retrieved from Airtable.
5. Finally, configure Airtable’s “Update record” action as an operation and add the summary generated by OpenAI to the specified record.

* “Trigger”: An action that starts the workflow. “Operation”: An action that performs processing within the workflow after the trigger starts.

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■Customization options

• In the Airtable trigger settings, specify the base ID, table ID or name, and the field containing the text data you want to summarize.
• In the branching operation, you can set any conditions, such as processing only records that contain specific keywords.

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■Important notes

• Connect both Airtable and OpenAI to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• For instructions on how to retrieve Airtable outputs, see this guide.
• To run ChatGPT (OpenAI) actions, you need a paid OpenAI API plan that allows you to make payments when the API is used.
• OpenAI charges for ChatGPT API usage based on the number of tokens used during API requests. Please note that an error will occur if you are unable to make payments when using the API.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in workflows that use branching will result in an error.
• Paid plans, such as the Mini plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.