You can create records by describing them in plain language. Use the Create tab in the AI Assistant, or the Create with AI option on a feature’s Create button. The assistant drafts the record and shows a preview, and nothing is saved until you confirm.
Two ways to start
- AI Assistant Create tab: open the assistant from the toolbar and switch to the Create tab.
- Create with AI on a feature: on a list page such as Tasks or Issues, open the Create split button and choose Create with AI. This is pre-targeted to that record type.
Describe what you want
Write a plain-language request, for example “create a high priority task to review the vendor contract by Friday”. You can include several details at once, and even related records.
Review the preview
The assistant shows Records to create and any Links to establish between them or to existing records. Check the fields before saving.
Confirm or cancel
Click Confirm to create everything, or Cancel to discard, in which case nothing is saved. A note reminds you that AI can make mistakes, so review the preview before you confirm.
Requirements and limits
- Create with AI must be enabled for your account.
- You need create permission for the record type you are creating.
- A rate limit applies. If you reach it, the assistant shows when you can try again.