How It Works
When you reach the field mapping step of automation setup, click the AI Field Mapping button. The system:- Reads all placeholder names from your Google Doc template
- Reads all available fields from your connected data source
- Uses AI to match placeholders to fields based on name similarity and field types
- Populates the mapping dropdowns with suggested matches
AI mapping works best when your placeholder names are descriptive and similar to your data source field names. For example,
{{client_name}} maps well to a field called “Client Name”.Supported Data Sources
AI Field Mapping is available for the following data sources:| Data Source | Supported |
|---|---|
| Airtable | Yes |
| Google Sheets | Yes |
| SmartSuite | Yes |
| ClickUp | Yes |
Using AI Field Mapping
Set Up Your Automation
Create an automation, connect your data source, and select your template as usual.
Click AI Field Mapping
Click the AI mapping button. The system analyzes your placeholders and fields, then suggests the best matches.
Tips
- Descriptive names help: The more descriptive your placeholder and field names are, the better the AI suggestions will be
- Image placeholders: Placeholders starting with
image_are automatically matched only to attachment-type fields - Review all mappings: Always verify the AI suggestions before proceeding, especially for fields with similar names
- Manual override: You can manually change any mapping after the AI suggestion by selecting a different field from the dropdown
- Unmapped fields: If the AI is not confident about a match, it will leave the placeholder unmapped rather than guess incorrectly