AI Studio rule + Form submission

Hi everyone, I’m working on a project and facing some issues. Please find the information below!

  1. What I’m trying to do
    To prepare for upcoming conferences during the year, I have created a form to create a task (very simple form: email address + attachement for a one pager). I want to use AI studio to get information from the one pager and populated in the custom fields created for the task.
    My prompt is the following:

    Review attached files (prioritize one-pager PDF/image) for form ‘Your upcoming conference’. Extract from attachments AND perform web search.

    **Extract to custom fields:**

    - Conference name → ‘Conference’ (exact from doc)

    - Conference start date → ‘Conference Start Date’ (search online for conference dates)

    - Conference topic → ‘Conference Topic’ (main focus the conference, search online)

    **Generate 3 LinkedIn posts → ‘LinkedIn Posts’ (text field, labeled format):**

    - Post #1 (21 days before task Due Date): Data/presentation highlights from one-pager. Engaging, stats-heavy.

    - Post #2 (14 days before task Due Date): Conference topic overview. Note: “Attach marketing materials when posting.”

    - Post #3 (7 days before task Due Date): Countdown invite: “Meet us at [Conference] soon!”

    Structure: Bold labels, copy-paste ready posts. If doc unreadable (image), use task description/form data. Max 300 chars/post.

  2. What you’ve tried so far
    I have created the form, the rule and the custom fields in the task. When I submit the form with my one pager (3.7 MB), the form is successfully submitted and the task created with the attachment attached.
    However, nothing is populated in my custom fields, even if what is supposed to be populated is clearly stated in the attachement.

  3. What’s not working or confusing
    I do not understand why the fields are not populated or what I can do differently.

Please find screenshots below of the one pager user, the Rule, and the task created after submission of the form.

Thank you for the help!!

Martin

Hi Martin and welcome on the Forum :waving_hand:

Here are some ideas to go further your investigation:

  1. Verify all the fields in the AI Studio Rule. All the fields where you want AI to input should have the “Use AI” token
  2. In the task, click on Show reasoning or Show details to understand more why AI has taken certain actions

Please let me know :wink:

Salut Arthur!

Maybe there is something here… When looking at the AI Studio Rule, all the fields where I want AI to input have the “Use AI” token.

However, when looking at the Activity tab, it doesn’t show anything about AI, see below:

What am I missing, between the Form submission and the rule using AI-studio, that is not being picked up?

Merci pour ton retour!

Martin

Indeed, I believe your rule is not triggered.

My intuition is that is related to your conditions “Check if”.

So I have now removed my “Check if” condition and… it works!

Thank you for your assistance, grateful!

Have the best day,

Martin

1 Like

Awesome, happy to help :wink:

N’hésite pas :waving_hand:

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