Stackby transforms raw data—long customer feedback, meeting transcripts, support tickets, and detailed notes—into crisp, actionable takeaways by seamlessly integrating advanced intelligence through AI Field Agents.
Why Stackby’s Approach is Different: Bring Your Own AI
Unlike most tools that lock you into a single, proprietary AI provider and pricing model, Stackby gives you complete control and flexibility:
Bring Your Own Key: Connect directly to leading, top-tier AI models from providers like OpenAI, Google Gemini, Anthropic.
Full Control: You decide how the AI is used, what specific prompts it runs (e.g., “summarize into 5 bullets including action items and owners”), and how the data is structured, ensuring outputs meet your exact business needs.
Transparent Costs: AI usage is billed directly to your chosen AI provider (via your own API key), not Stackby. This provides transparent, pay-as-you-go pricing without markups.
How to Add AI for Summarization and Insight Extraction
Here is the step-by-step process to set up an AI-powered data summarization workflow using Stackby's no-code environment.
Step 1: Set Up Your Data Repository
Start with a foundational, relational database structure within Stackby to organize your unstructured data.
Create a New Stack: From your Stackby dashboard, start a new "Stack" (database).
Create Table: Create a table to house your source data.
"Customer Feedback": Store data like Date, Customer Name, Sentiment (Single Select), and a Long Text column for Detailed Notes/Feedback.
(Alternative: "Meeting Notes," "Support Tickets," etc.)
Step 2: Add AI-Powered Columns (AI Field Agents)
Integrate intelligence directly into your data tables by adding the specialized AI column type.
Select Column Type: In your data table (e.g., "Customer Feedback"), click the + icon to add a new column.
Choose "AI" Field Agent: Select the AI column type from the column properties menu. This is Stackby's AI Field Agent, configured to perform the summarization task.
Name Your Column: Give the column a clear, descriptive name reflecting the output, such as "TL;DR Summary," "Key Action Items," or "Feedback Theme."
Step 3: Connect Your AI Provider (Bring Your Own Key)
This is the control step where you link your Stackby workspace to your external AI service.
Find Your API Key: Obtain your unique API key from your preferred AI provider (e.g., OpenAI, Gemini, Anthropic).
Paste Key into Stackby: When you configure your new AI column, you will be prompted to paste your API key. Once linked, Stackby acts as the conduit, running your prompts against the provider, with all usage and billing managed by that provider.
Step 4: Craft Your Custom AI Prompt
The power of Stackby's AI lies in the flexibility of its prompting. You instruct the AI precisely on what to find and how to present it.
Define Your Prompt: In the AI column configuration, write your instruction to the AI model.
Use Column Variables: Reference existing column data (e.g., the long text field) directly in your prompt using brackets [ ] to ensure context.
Target Table | Output Column | Example Prompt |
Customer Feedback | TL;DR Summary | "Read the [Detailed Notes/Feedback]. Provide a 2-sentence summary capturing the main problem and the desired outcome. Tone: Concise." |
Meeting Notes | Action Items | "Based on the [Meeting Transcript], extract all explicit action items, including the person responsible. Return the list as a bulleted list of only 'Action: @Owner'." |
Support Tickets | Priority Flag | "Analyze [Detailed Notes/Feedback]. Classify the priority level as one word: 'Low,' 'Medium,' or 'High,' based on customer urgency and severity of the issue." |
Advanced: Incorporating AI Summaries into Automations
Leverage Stackby Automations to run summarization jobs automatically and route the insights to the relevant team or dashboard.
Weekly Digests: Trigger a job every Monday to summarize all "Meeting Notes" from the previous week and send the output via a Slack or Email notification to leadership.
Real-time Tagging: On New Record Created in "Support Tickets," automatically run the AI Field Agent to extract the "Priority Flag" and set the ticket's Status based on that flag.
By using the AI Field Agent, you turn sprawling, qualitative data into structured, easy-to-read fields, transforming your Stackby workspace into an intelligent analysis powerhouse.
