Automate Salesforce Field Updates with our new Field Extractor.

Want to save time scanning emails to update fields in Salesforce? Field Extractor scans record data, Activity Timelines, and related list data for the fields most important to your team so updating fields can take a single click. Admins can customize Field Extractor for each object in your org to meet your team’s unique needs.

Field Extractor lives in RecordAI with our other AI tools.

Ask questions, summarize and extract key fields with RecordAI

The new and improved RecordAI is a compact component that allows your team to:

Ask questions about your records with the full context of your Salesforce data

Generate insightful summaries including Activity Timeline data

Extract key field data from Activity Timelines

RecordAI can be added to any Salesforce record or home page like any other Salesforce component. All three features run on the same lightweight component making setup take minutes not months.

The low-cost way to leverage AI in Salesforce.

RecordAI is included for all Match My Email customers, just pay OpenAI directly for the AI credits you use. No inflated AI model usage charges.

RecordAI is designed to deliver high-quality answers with GPT 5.4 nano (though you can choose any OpenAI model you want). Want an idea of the cost of RecordAI? In our testing, $1 worth of GPT 5.4 nano credits can process approximately 16,000 typical activities: emails, events, tasks, and call logs. (Actual usage may vary based on your activity length and volume.)

Designed with security in mind.

As you may know, Match My Email is SOC-2 Type 2 compliant. RecordAI lives within your Salesforce organization and sends data directly to OpenAI using Salesforce’s secure infrastructure. OpenAI is SOC-2 compliant and compliant with industry standards including HIPAA and GDPR. Our AI connection setup offers guidance to securely connect to AI and keep your company data safe.

If your company is not leveraging AI yet, do not worry, RecordAI is an opt-in feature. If you do not set it up, your data cannot reach OpenAI.