How can I get the name of a product from the "Notes" field?

sangelov · 2025-05-15T21:53:54+00:00

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We have a bunch of missing product names, and I want to analyze the notes column and try to get the name from there.

I can create a dataset with all unique product names and start searching in the notes, and if there is a match, populate it in the product column.

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ArborRose

The obvious way is to use AI. Review some of the recent forum AI Academy recording for examples.

You could try something like stripping punctuation, [clean notes]:

LOWER(REGEXP_REPLACE(`notes`, '[^a-zA-Z0-9 ]', ''))

and then use a beast mode to scan for keywords

CASE

  WHEN `clean_notes` LIKE '%widget pro%' THEN 'Widget Pro'

  WHEN `clean_notes` LIKE '%turbo blender%' THEN 'Turbo Blender'

  WHEN `clean_notes` LIKE '%micro charger%' THEN 'Micro Charger'

  ELSE NULL

END

I have a process where I reclassify or standardize names. One example in particular is insurance company names. We get so many records with different abbreviations or spellings for an insurance company that I need to reclassify them to a single name. For that I do something like this:

WHEN `insurance_company` in ('name1','Name1','name_1') THEN 'Name - 1'

DavidChurchman

I like ArborRose's regex for cleaning the notes, but then the second part seems too manual, especially if you have a large number of company names.

If you have a list of clean names, you could join with an expression to see if those clean names are like the clean notes.

WHEN clean_notes LIKE concat('%', clean_names, '%') then clean_names