Beta feature
This is a beta feature, which means we're still developing it. Some functionality may change.
Quickbase AI can help you analyze data, build reports, troubleshoot schema issues, automate workflows, and more. This article explains best practices for writing clear, effective prompts and how to use prompt formulas in Quickbase AI.
Write effective Quickbase AI prompts
The key to writing an effective Quickbase AI prompt is to be specific about your data. Include the exact names of apps, tables, fields, and reports. Using exact names helps Quickbase AI interpret your request correctly.
Begin prompts with a clear action so Quickbase AI knows what you want it to do. For example, start your prompt with words like:
Summarize
Build
Find
Validate
Create
Here’s an example of an effective Quickbase AI prompt with exact names and clear action: Create a Field Services table with fields for Technician ID, Work Order Number, Job Site Location, Service type, and Vehicle Number.
If the response isn’t what you expected, add more context to your prompt and refine it with specific details and clear actions.
Use Quickbase AI prompt formulas
You can also use prompt templates to help you get the response you need faster. Try using the following prompt formulas in your app. Replace the text in brackets with the names of your apps, tables, fields, and reports.
Summary generator
Use this prompt when you need a quick summary of table data for leadership updates or status reviews. This formula can help you:
Communicate complex data clearly to stakeholders
Identify trends or risks
Surface key insights in large tables
Prompt formula | Summarize [table name] table and highlight [area of concern]. |
Example | Summarize the Field Issue Logs table and highlight schedule delays. |
Report builder
Use this prompt to quickly generate a report grouped by specific fields with filters and subtotals. This formula can help you:
Organize data using grouped fields
Generate subtotals and summary metrics
Filter reports by timeframe or status
Prompt formula | Build a report grouped by [field 1] and [field 2] with [subtotal type] subtotals, excluding [status] = [value], for the last [time range]. |
Example | Build a report grouped by Regulatory Program and Department with record count and average approval cycle time subtotals, excluding Compliance Status = Closed – No Action Required, for the last 12 months. |
Metric validation
Use this prompt to confirm how a metric is calculated in a report. This formula can help you:
Verify KPI definitions
Understand how metrics are calculated
Confirm reporting accuracy
Prompt formula | How is [metric] calculated in the [report name] report? |
Example | How is On-Time Resolution Rate calculated in the SLA Compliance Performance report? |
Clean dataset
Use this prompt to identify duplicate data in a table. This formula can help you:
Remove duplicate records
Improve data quality
Reduce inconsistent reporting
Prompt formula | Find duplicate records in the [table] table. |
Example | Find duplicate records in the Cross-Channel Campaign table. |
Relationship and lookup field diagnostic
Use this prompt when lookup fields or relationships are not returning expected values. This formula can help you:
Identify schema or relationship issues
Understand parent-child relationships
Prevent orphan records
Prompt formula | Why are lookup fields between the [table A] table and [table B] table blank, and how do I fix them? |
Example | Why are lookup fields between the Claims table and the Policies table blank, and how do I fix them? |
Workflow automation builder
Use this prompt when designing or troubleshooting automation workflows. This formula can help you:
Define automation triggers
Clarify workflow actions
Build workflows faster
Prompt formula | Create a workflow: when [field] changes to [value], then [action]. |
Example | Create a workflow: when Lease Status changes to Expiring Within 90 Days, then send a Slack message to the Asset Manager channel. |
Table and field creator
Use this prompt when designing a new table structure in an app. This formula can help you:
Quickly organize structured data
Create scalable table structures
Support new initiatives
Prompt formula | Create a [table name] table with fields for [name, status, owner, due date, budget]. |
Example | Create a Change Orders table with fields for Project ID, Change Order Number, Status, Requested By, and Approved Date. |
App generator
Use this prompt when creating a new Quickbase app. This formula can help you:
Prototype apps quickly
Create solutions to track data across tables
Standardize app structures in your realm
Prompt formula | Build an [industry type] app with tables for [categories of data to track]. |
Example | Build a Manufacturing Vendor Management app with tables for Contacts, Contracts, and Renewal Dates. |
Run the same prompt formula across different tables or relationships to compare insights across your data. Adding additional details about fields, filters, or desired outcomes can help Quickbase AI return more relevant responses. Be sure to rate your responses to help us continue to improve Quickbase AI.