The next wave of innovation is here—FileMaker’s AI capabilities are expanding rapidly, with new script steps and support for multiple providers like OpenAI, Cohere, and even self-hosted large language models (LLMs). For businesses that manage high-volume data, this opens up incredible opportunities to automate repetitive tasks, gain insights faster, and deliver smarter workflows.
This article explores a real-world example of how these tools could transform operations for a temporary employment agency and outlines how to set up a powerful AI-powered workflow in FileMaker.
The Use Case: Summarizing Candidate Work History Automatically
A temp agency receives hundreds of applications every week. Each candidate submits a detailed work history via an online form. Staff must then:
Review the submissions
Summarize them into a concise, professional paragraph for client-facing documents
Upload the summary into their database for future reference
This manual process takes hours of staff time each day. With FileMaker’s new AI capabilities, the process can be streamlined and largely automated. It’s a simple process of collecting data in gravity forms, storing them in Claris FileMaker, sending it to the AI of your choice, and then taking that information back to FileMaker.
Step 1: Collect Candidate Data via Gravity Forms
Candidates submit their experience and work history through a Gravity Forms web form. Fields such as previous jobs, skills, and certifications are automatically sent to FileMaker using Claris Connect.
Step 2: Store Raw Data in FileMaker
In FileMaker, the raw text from the form is stored in the candidate’s record. This serves as the source material for the AI.
Step 3: Send Data to an AI Model
Using FileMaker’s new AI script steps, the app sends the candidate’s work history text to an AI provider.
Example prompt template:
“Summarize this work history into a concise, professional paragraph suitable for client-facing documents.”
The system supports multiple AI providers—OpenAI for general summaries, Cohere for narrative-focused outputs, or a self-hosted model for organizations with strict data privacy requirements.
Step 4: Generate PDF with Summarized Experience
Once the AI returns the summary, FileMaker:
Inserts it into a PDF document template
Saves the PDF to the candidate’s FileMaker record
Notifies staff that the summary is ready
Step 5: Sync Back for Future Use
The summarized experience is now available in FileMaker for quick reuse in proposals, client presentations, and compliance reporting.
For a temp agency, this workflow can:
Save hours of manual writing each week
Improve consistency across candidate profiles
Ensure data security by keeping everything within FileMaker
Offer flexibility to choose between multiple AI providers
This workflow is equally valuable for legal firms summarizing case files, healthcare providers compiling patient histories, or sales teams generating lead summaries.
With FileMaker’s expanding AI feature set—including vector functions, semantic search, and retrieval-augmented generation (RAG)—this is only the beginning. Businesses can now build smarter, AI-enhanced workflows natively in FileMaker while using Claris Connect to tie their broader ecosystem together.
FileMaker’s AI integration and multi-provider support open new doors for automation and insight. From temp agencies to healthcare and beyond, businesses can now build intelligent systems that save time and deliver better outcomes. Interested to learn how Claris FileMaker can bring AI workflows to your operations? Reach out to Kyo Logic here.