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AI Field Mapping uses artificial intelligence to automatically suggest the best mapping between your template placeholders and data source fields, saving time during automation setup.

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How It Works

When you reach the field mapping step of automation setup, click the 1-click AI mapping button. The system:
  1. Reads all placeholder names from your template, whether it is a Google Doc, a Word file, or a PDF
  2. Reads all available fields from your connected data source
  3. Uses AI to match placeholders to fields based on name similarity and field types
  4. 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”.

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Supported Data Sources

AI Field Mapping is available for the following data sources:

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Using AI Field Mapping

1

Set Up Your Automation

Create an automation, add your template, then connect your data source as usual.
2

Open Data / Placeholders

Open the Data / Placeholders panel on the right, where the Data Mapping list shows every placeholder found in your template.
3

Click AI Field Mapping

Click 1-click AI mapping. The system analyzes your placeholders and fields, then suggests the best matches.
4

Review and Adjust

Review the suggested mappings. Correct any that don’t match your needs using the dropdown menus. The AI may leave some fields unmapped if it isn’t confident about a match.

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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
  • Long names: Drag the left edge of the mapping panel to make it wider. Wide enough, and each row shows the placeholder and its field side by side, with full names visible
Last modified on August 14, 2026