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Field References

Reference existing field values in AI-powered field instructions

The {} button in AI field instructions inserts references to other fields in your dataset. When the AI generates content, these references are replaced with actual values from each record.

How It Works

Click the {} button below the Instructions label to open a field picker. Select any existing field from your dataset. Atlas inserts a reference using curly brace syntax: {field_name}.

When AI processes each record, it reads the referenced field's value and uses it as context. A single instruction can reference multiple fields.

Usage

Insert a Field Reference

  1. Enable AI on a field by toggling "Use AI"
  2. Click the {} button below "Instructions"
  3. Select a field from the dropdown
  4. Atlas inserts @field_name at your cursor position
  5. Write instructions around the reference

Examples

Generate a Description

Field type: Text
Instructions:

Write a one-sentence description of @Company Name, a company in the @Industry sector.

Result: AI generates descriptions like "Acme Corp is a manufacturing company specializing in industrial equipment."

Calculate a Risk Score

Field type: Rating
Instructions:

Rate the investment risk from 1-5 based on:
- Revenue: @Annual Revenue
- Years in business: @Founded Year
- Employee count: @Employees

1 = Low risk, 5 = High risk

Auto-Categorize Records

Field type: Single-select
Instructions:

Categorize this contact based on @Job Title and @Company Size.
Options: Enterprise, Mid-Market, Small Business, Individual

Extract Contact Info

Field type: Email
Instructions:

Extract the primary email address from @Contact Details.
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