AI-agent Dataminer
From Planfix
Dataminer is an AI-agent that can extract useful information from a contact’s comments and automatically populate the appropriate fields in a task.
What it can do
- Analyzes contact comments.
- Finds the necessary data.
- Automatically fills selected custom fields with this data.
How to set up
- Go to the "Employees" — "Robots" section.
- Select or create a robot.
- Activate the "AI agent" option.
- Select the agent type.
- Specify which fields should be filled in, for example, the "City" or "Phone number" field.
- (Optional) Add your own instructions.
- Add the agent to the task as a participant or assignee.
Usage tips
- Add the Dataminer to an Object as a task participant — this allows it to activate immediately upon task creation and start processing without delay.
- You can also use it as a basic email parser: the email arrives, a task is created, and the Dataminer fills in the fields automatically.