How to Make Airtable’s AI Field Agent Link Matching Records Automatically

You have a table of support tickets where each record contains a customer’s message or issue description. You want Airtable’s AI Field Agent to automatically tag each ticket with the right topic such as Billing Issue, Bug Report, or Feature Request so that you don’t have to tag them manually.

When you do this manually, you can use a linked record field connected to a centralized Tags table. This makes tag management simple because all tags come from one place and can be reused or updated easily.

But when the AI Field Agent applies tags, it only produces plain text instead of linking to your Tags table. That means your AI tags don’t connect to the centralized system, breaking the consistency you had when tagging manually.

So the question is how do you make the AI tag records automatically while still keeping everything connected to your centralized Tags table?

Fortunately, you can combine Airtable Automations and AI to achieve this. Here’s how you can set it up.

Step 1: Set up your Tags table

Create a Tags table that stores all possible tags. Each tag should be a separate record. This will serve as your centralized reference for consistent tag names across your base.

Step 2: Create an automation trigger

Decide when you want your tagging automation to run. You can either trigger it manually or automatically when a new record is created or when a specific condition is met (for example, when the Description field is filled).

Step 3: Add a “Find Records” action

Next, add a Find Records action in your automation that looks up all records from the Tags table. This gives the automation access to every tag in your system, which can then be passed into the AI step for reference.

Step 4: Add a “Generate Text with AI” action

Now include a Generate text with AI action.

• In the prompt, reference the record data from the trigger (like title or description).

• Include the list of tag names from the Find Records step, so the AI knows what options exist.

• Ask the AI to choose one or more tags that best match the record.

Example prompt:

“You are tagging records based on their content. Here is the list of possible tags: {Find Records: Tag Names}. Based on the following text: {Trigger Record: Description}, choose the most relevant tag and return its record ID.”

Make sure to output the record ID of the matching tag from the AI step.

Step 5: Add an “Update Record” action

Finally, use an Update Record action to link the triggering record to the tag whose record ID was returned by the AI. This connects the AI’s tagging decision directly to your centralized Tags table.

Now, every time your automation runs, the AI will analyze the record, compare it against your existing tags, and automatically link the correct tag from your centralized table.