Transcript
Meet AI agents for Softr Databases, helpers that take care of your most tedious tasks and busywork so you don't have to. I'm excited to introduce you to our new AI agents for Softr Databases.
Think of them as helpers that handle tasks like auto-filling and tagging fields, summarizing insights, pulling details from PDFs, enriching records with live web data, and keeping every record accurate in real time.
Getting started is simple. Pick a database field, toggle AI on, and write a prompt that describes what you want.
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While AI agents help automate existing tables, the AI co-builder can help you generate the entire application structure and initial database schema from a single prompt.
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At each step, you're in full control of your data. You choose the AI model that fits each task and decide when the agents should run, such as when a record is created, updated, or both.
You set filters and conditions so agents only act on the records that match your specific criteria. For example, you can have an agent run only when a record status is approved, or you can even run an agent manually as needed.
Let's look at two real workflows that use AI agents in Softr Databases. The first is to qualify and enrich leads.
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If you are looking to build a sales engine, check out our AI CRM template to see how Softr Databases and AI agents work together in a CRM.
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Assume you have a database of leads, including a field for lead quality. We can configure an agent to automatically enrich that lead with information whenever the lead score is 80 or above.
We can enrich with additional fields like company size, industry, website, LinkedIn URLs, and more. We can even have our agent draft a warm follow-up email in a highly personalized way.
This way, your agent is only running and enriching the leads that are most valuable for your company. Another use case is helping with customer support.
In Softr Databases, we can keep a table of all the support tickets we receive. Using AI agents, we can configure automated responses that draw from our product documentation.
This helps us respond to customers faster while keeping answers consistent. To help you move quickly, we built prompt templates for common jobs like summarizing contracts or scanning invoices.
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For handling complex logic like ticket status changes or notifications after the AI processes a record, you can integrate Softr Workflows to keep your automation logic native to your app.
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AI agents can draft follow-ups, task lists, and generate product descriptions. If you're building a CRM, a ticketing system, or a client portal, AI agents keep your data current and accurate.
Turn them on, define a few rules, and let them handle the boring work so your team can get back to the most important tasks.
AI agents are now available in Softr Databases, and we can't wait to see what you'll build with them.
