Atlas AI in fields

In Atlas, some fields do more than just store data, they think. These AI-powered fields can search the web, perform calculations, and write content, cutting out the need for copy-pasting or switching between tools.

There are several field types in Atlas that support AI features:

• Text: AI can generate conent based on instructions you set, using data from other fields in the same record
• Number: AI can calculate or suggest number based on related values in the record
• Boolean: Let AI decide between true or false based on logic pulled from other fields
• Single-select / Multi-select: AI can pick one or more options based on context from surrounding data, helping standardise entries across records
• Date: AI can suggest or auto-fill a relevant date by understanding what the record is about
• Rating: Let AI assign a rating using your criteria, saving the need for manual review
• Phone / Email: AI can suggest or extract contact details based on info in other fields or linked records

Adding a AI field

1. Open the Data table of a preferred dataset
2. Click on the + Add field button
3. Select one of the AI-supported field types above and toggle the Use AI switch
4. Toggle Search internet if you want to retrieve information from the internet
5. In the Instructions box that appears, write your custom prompt to the AI
6. Validate the output by clicking on Generate preview
7. Then click on Create field

Custom instructions tips

Consider the following items when writing custom instructions (prompt) for the AI:

• Describe the task you want the AI to accomplish and share as much context as possible
• Add any rules that will provide guardrails for the AI
  • Include "Do" and "Do not" statements to set boundaries for the AI model
• Provide any data or benchmarks that might be relevant to the instructions you are writing
• For more complex instructions, consider asking the AI to take on the task in a step-by-step manner
• Include any formatting instructions to drive consistency in the AI output
• Giving the AI model a role can be helpful (ex. "You are a environmental analyst")
• Include as many data fields in the instructions as needed to provide context for the request
  • Use the curly brackets byttin to add fields
• Remember that more specific instructions typically yield more specific outputs, while less specific instructions might result in more variation.