AI Fields

An AI field is a custom field that fills itself in. You write instructions once, and Blue’s AI generates each record’s value from the record’s other data. The value lands in the field’s normal typed storage, so filters, sorting, grouping, dashboards, automations, and the API all work on it exactly as they do for a value a person typed.

AI fields are an enhancement on an existing field, not a separate field type. You turn on Fill with AI while creating or editing a supported field.

Supported field types

You can enable AI on these field types:

• Single-Line Text and Multi-Line Text
• Single Select and Multiple Select
• Checkbox
• Number, Currency, Percent, and Star Rating
• Date
• Email, Phone, and URL
• Country
• Assignee

Enable Fill with AI

1. Open a record in the workspace and select Manage fields.
2. Create a new field or edit an existing supported field.
3. Turn on Fill with AI.
4. Pick a starting point from the preset gallery, or select Start from scratch to write your own instructions.
5. Enter your instructions under Instructions.
6. Select Create or Save.

Presets

The preset gallery offers common starting points, including Summarize, Categorize, Sentiment, Translate, Draft reply, Priority score, Extract email, and Action items. Everything stays editable after you pick one.

Reference other fields

Type a curly bracket { in the instructions to reference another field on the same record. You can reference standard fields such as Title, Description, Comments, List, Tags, Assignees, and Due date, along with the workspace’s custom fields. Blue keeps references correct if a field is later renamed.

Typed output

The AI writes a value that fits the field’s type. It cannot produce an out-of-range or invalid value.

• Selects are limited to the field’s existing options. The AI never invents a new option. For a Multiple Select field, set Maximum selections to cap how many options it can choose.
• Assignee is limited to the members the field allows.
• Number, Currency, Percent, and Star Rating are kept within range.
• Email, Phone, URL, Date, and Country values are validated. An invalid output is rejected, never written.

When the AI cannot determine a value for a record, the cell is marked Failed rather than filled with a guess.

Triggers

Choose when the field fills:

• Generate for new records: Fills the field on a new record once the fields it reads first have content.
• Auto-update when inputs change: Regenerates the value when a referenced field changes.
• Manual: Select a cell’s badge to generate or regenerate that single value at any time.

A value that a person typed is protected. Automatic runs never overwrite it. Manual runs and automation runs are deliberate, so they may replace it.

Preview before you save

Select Run preview in the field editor to run your instructions against a real record. The preview shows the result without saving anything, so you can refine the instructions before you commit them.

Cell states

An AI field shows its state directly in the cell:

• A spinner indicates the value is generating.
• An Outdated chip means the inputs changed since the value was generated. Select it to refresh the cell.
• A Failed chip shows the reason the value could not be generated. Select it to retry.
• A value a person typed shows no AI marker.

Fill existing records

When you enable AI on a field that already exists, Blue offers to fill the records that are already there.

1. Save the field. Blue asks whether to fill the field for existing records.
2. Choose which cells to fill: Empty cells, Outdated cells, Failed cells, or All AI-written cells.
3. Review the record count and the estimated cost on your AI key.
4. Select Generate. Values appear live as they finish, and the run continues in the background if you close the dialog.

If you need to reverse a fill, select Undo. Blue restores the previous values for up to 24 hours after the run.