

Hours of manual work.
Done in seconds with AI.
Auto-fill and update fields in real time.
Set up AI agents to generate and update automatically. Just select a field, write a prompt, and the agent updates records in real time or on your schedule.

Create and classify
Replace hours of manual writing and organizing. Let an agent auto-generate content like summaries or product copy, and tag by topic, priority, and more.
Extract and enrich
Pull details like dates or contact info from contracts, invoices, and other files, and auto-fill missing fields. No more copy-pasting orscrolling through PDFs.
Format and clean
Clean and standardize messy data, like customer names or shipping addresses. Keep records consistent without writing complex formulas for every edge case.
Fine-tune exactly when and how your agents work.
Add an AI agent to nearly any table field, and customize when and how it runs to save money on AI credits and avoid unnecessary updates.

Pick the best model for the job
Choose the model (GPT-4o, Claude 3.5, and more) that best fits the task. Get the right mix of speed and cost with clear visibility into cost per run.
Give instructions in plain english
Give agents access to linked tables and related fields so they can pull the right context and produce more accurate outputs without duplicating data.
Control exactly when agents run
Trigger agents when a record is created or when certain fields are updated. Set conditions like status changes or required field values to control when an agent runs.
Let an agent do the research and fact-checking for you.
Stop wasting time on manual research or Google searches. Let an AI agent search the public web in real time for the latest stats, numbers, and research.

Research what you need in seconds
Skip the tab-hopping and copy-pasting and let an agent instantly pull the latest stats, competitor info, or market research straight into your database fields.
Enrich client and vendor records
Go beyond what’s in your CRM. Agents can fetch the latest company details (like size, industry, or recent news) from the websites you specify.
Fact-check at scale
From verifying numbers or confirming client details, agents ensure your data stays accurate—without hours of manual research.
Start with a ready made agent for any task
Need ideas on all the ways you can automate yourself out of your database and focus on more critical tasks? Explore a library of ready-made agents.
No setup.
Just turn it on.
Enable AI in any field, choose a model, and define the task (or use a template).
Define when the agent runs and filter for the right records.
Save your setup and let AI populate the database records.
Frequently asked questions
Think of AI agents as helpers that handle your most tedious data tasks, like auto-filling fields, summarizing information, pulling insights from PDFs and the web, and keeping your records accurate in real time.
All Softr plans (including Free) include monthly AI credits, and paid plans can purchase credit add-ons as needed. Credit usage depends on factors like the AI model selected, input size, number of records processed, web search, and output length. See the pricing page for more details.
*Note: Ask AI also runs on AI credits, so Ask AI queries will also apply to your monthly credit usage.
AI agents will pause running until your monthly credits renew with your plan or you purchase a credit add-on).
You can write your own prompts or use our library of prompt templates to define the database tasks you want AI to handle. Use “@” to reference other database fields in your prompts.
Yes, you can choose to run AI agents manually or automatically when records are added or updated. You can also add filters and conditions (“only run when…”) so agents trigger only on the records you specify. This added level of customization gives you more control over your AI credits and costs.
Yes. Pick from 13+ models (e.g. o3, GPT-5, Claude Sonnet 4), depending on the task and the balance of speed, accuracy, and cost you need.
Yes. Use the Preview section in a field’s AI settings to see the output on a sample record before saving the agent or running it on bulk records.
Most text-like fields are supported. Agents cannot write to system fields (ID, Created/Updated at) or calculated fields (Formula/Rollup).
Place the file URL or attachment in a field (e.g., File or URL). Then use the PDF/Extraction prompt templates to parse, search, or summarize the text (e.g., “summarize this contract”), referencing the field where the file is attached.
Toggle Allow web search in a field’s AI settings, then write a prompt telling the agent what to look up and websites to reference. Preview results before enabling auto-runs. For best results, be specific in your prompt and add conditions (e.g. only search when “Market data” is empty).





