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This article describes the RPA Excel functionality to classify rows using AI.
For a full list of available functions, please read EXCEL functions.
Description
Use AI to automatically classify or categorize row data into a target column. Reads values from a source column, sends them to AI in batches, and writes the AI-assigned category into a target column. The target column is created automatically if it does not exist. Optionally constrain the AI to a fixed set of categories.
Setting it up
To use the EXCEL Classify rows using AI function, follow these instructions:
{{popups:rpas/add:action=excel-classify}}
Once on a process map:
- Navigate to the process where you would like to add the EXCEL Classify rows using AI function
- Click on the green button's drop-down (right side of the green button labelled "Process")
- On the menu that appears, click on the "+ Activity" item
- From here you can select the EXCEL Classify rows using AI option
- Click "Add" once you are done
Input parameters
| Parameter | Required | Type | Default | Description |
|---|---|---|---|---|
| File path | Yes | Text | – | Full path to the Excel file. |
| Sheet | Yes | Text | – | The sheet containing the data. |
| Source column | Yes | Text | – | The column containing the data to classify (e.g. 'Description', 'Product Name'). |
| Target column | Yes | Text | – | The column where AI classifications will be written. Created automatically if it does not exist. |
| Categories | No | Text | – | Comma-separated list of allowed categories. Leave empty to let AI decide. |
| Batch size | No | Text | 20 | Number of rows to classify per AI request. Lower values increase accuracy but take longer. |
| Variable | No | Text | classify | Name of the variable where the result summary will be stored. |
Output variables
The result variable contains:
- classified – Number of rows successfully classified
- total – Total number of rows processed
- success – Whether all classifications completed
Errors
| Error | Description |
|---|---|
| File not open | The Excel file must be open before using this function. |
| Sheet not found | The specified sheet does not exist. |
| Column not found | The source column does not exist in the sheet. |
| AI not configured | The AI API endpoint is not configured. |
Examples
- Classify expenses: Source column: Description, Target column: Category, Categories: Food, Transport, Entertainment, Utilities, Other
- Tag support tickets: Source column: Subject, Target column: Priority, Categories: High, Medium, Low
- Label products: Source column: Product Name, Target column: Department (leave Categories empty for AI to decide)