AI Studio - Unable to copy custom fields from original task

English Forum AI Studio
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Screenshot 2024-11-05 at 12.35.17 PM
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I’m trying to build a custom workflow in the new AI Studio.

What I am trying to achieve: For the # of variants specified in the form submission, create a duplicate task and change the title to increase in a number depending on how many variants requested. Pull through the custom fields from the original submission.

AI instructions I provided:
Your job is to review submissions and route them appropriately.

If Channel is Email and the sub-team contains MOPS, perform the following functions:

  1. Check if “Number of variations:” question has been answered.
  2. Create a duplicate task for each variation requested.

After creating the duplicate task, performing the following functions:

  1. Set US brand to match original submission
  2. Set US Departments to match original submission
  3. Set Channel to match original submission
  4. Set Request Timing to match original submission
  5. Set Project Scale to match original submission
  6. Set DRI Name to match original submission
  7. Change task title of each duplicate to align with the following naming convention: WP_MOPS_[Task name]
  8. Add a number to the end of each variant in ascending order, starting at 1
  9. Match dependencies of original task
  10. Match projects of original task

The AI agent is creating the dupes, changing the due date to match the original, pulling in the task description (I also had to specify this in the “create a task” pane), but nothing else.

What am I missing??

2

You can try to post a comment through AI Studio and in the prompt ask AI to share its reasoning process. You might be able to understand what went through its “head” ^^

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Hi @Mackenzie_Mollo :wave:

I’m excited to answer first questions about AI Studio on the Forum :grin:

Your reasoning looks globally correct, but some details might cause issues.

Some suggestions

1- Try to more consistent with the keywords (don’t use different variations of the same term). It’s a bit like Lego blocks, if they are slightly different, they might not fit perfectly (sometimes) :person_shrugging:‍

2-

Create a duplicate task for each variation requested

Technically speaking, the action “Create a duplicate” doesn’t exist, you might have to explain more what you are expecting here (eg. “Create a task with the same Task title… and the same description”?). Have in mind that if you need the description to be transferred to the "duplicate " task, you need to have the AI variable in the description (clicking on the detail of “Create a task” (View all fields) > Go the description > Add variable > Fill by AI).
chrome-capture-2024-10-7

3-

“Change task title of each duplicate to align”

Here, technically speaking, AI Studio is not changing anything (or that is not visible in your workflow as an action), it is just creating a task with a specific name.
The format of instructions (at the step 2-) should be : "Task title is… “WP_MOPS_[Task name]” where [Task name] is the name of the task triggering the rule…

4-

Add a number to the end of each variant in ascending order, starting at 1

Same as 3-; this should be combined directly with the task naming instructions

5-

Match dependencies of original task
Match projects of original task

Please note that it is only possible if the task has the “Fill by AI” at the right spots.
And for the moment in the Action “Create a task”, that is not possible to add it in dependencies or projects. Then, you can’t do it this way, even if you give the proper instructions.

Overall, the concept of “duplicate” task doesn’t exist in rules as an action at the moment; and because “Fill by AI” is not available everywhere, it doesn’t work.

If you haven’t done it yet, I would suggest going through that nice new training

Hope that helps :wink:

Arthur

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