Vienna Calling
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Slide 1Seven AI Patterns
- Zoom Meeting ID
- 503 616 9422
Vienna is calling. Answer the damn phone
Matt Navarre · navarre.ai · free classes every Thursday

Slide 2About Me
- Passionate trainer, Expert developer
- Founded 3 companies
- FBA Awards, conference sessions, meetups, YouTube vids
- ClarisTalk AI podcast with Cris Ippolite
- 20 years of FileMaker Podcasts

Slide 3My One Request
- Make A free appointment with me to talk about AI in your solutions
- www.navarre.ai
Matt Navarre · navarre.ai · free classes every Thursday

Slide 4Agenda
- Hello World – Invoice Summary
- AI Models – Which, when and Why?
- fmSearchResults AI
- Basic Semantic Search
- ‘Enriched’ Search
- Error Finder – on Load
- Reporting – Can AI do math?
- Image Description (and PDF and URL)
- Building & iterating WebViewer layouts

Slide 5‘Perform Semantic Find’
Perform Semantic Find + Insert Embedding ship out of the box.
Great at
Quietly bad at
- Paragraphs of prose
- Product descriptions, notes, resumes
- Support tickets, meeting transcripts
- “What does this mean?” lookups
- Names (“Bob Smith”)
- Company names and addresses
- SKUs, short codes, tight labels
- Dates, prices, numeric ranges
Most data in a FileMaker solution lives up here ^ ^
Vienna Calling :: Navarre Training :: Navarre AI

Slide 6Semantically clever. Numerically blind.
THE HONEST LIMIT
Meaning, similarity, paraphrase
“law office audit” matches “Financial Audit Preparation Law Office” because the WORDS mean similar things.
Dates, amounts, ranges, exact strings
“Projects in Q2” vs a due-date of 2026-05-14 – a vector will not know those are the same thing. Numbers are not meanings.
Right tool rule:
semantic search for meaning + a plain WHERE clause for dates and amounts.
Stop trying to make one tool do both. That's the #1 mistake I see with new FileMaker AI work.

Slide 7Default Config
QUERY
DATABASE HAS
“Robert Smyth”
Bob Smith

Slide 8Enrich & Embed the data
STORED DATA
GENAI
ENRICHED TEXT
EMBED → STORE
Bob Smith
Generate variants
- Bob Smith
- Robert Smith
- Smith, Robert
- Bobby / Rob
- Smyth / Smithe
[0.13, -0.44, 0.88 ...]
SYSTEM PROMPT · person
“Generate realistic name variants for use in a semantic search index. Always include: the original name, LastName-FirstName form, accent-free spelling, common nicknames or diminutives, transliteration variants if relevant. Return a plain text list – one variant per line.”
Everything goes into the embedding. The record side is now fat with signal.

Slide 9Enrich & Embed the Query :: Set to Set Search
ENRICHED RECORD
ENRICHED QUERY
- Bob Smith
- Robert Smith
- Smith, Robert
- Bobby / Rob / Robb
- Smyth / Smithe
- ABC Technology
- bob@abctech.com
- Robert Smyth
- Rob Smyth
- R. Smyth
- Smyth, Robert
- robertt@abc-tech.com
- 237 More Park Dr, CA
- Alphabet Tek?
MATCH
Orthogonal variants meet in the middle. Typos, nicknames and transliterations fall on the same point in vector space.

Slide 10Expand to companies, projects, products, etc.
ENTITY → COMPANIES
WHAT WE EMBED
REAL-WORLD MATCH
User types:
- Original org name
- Abbreviations & acronyms
- With / without suffix
- List of staff names
- Project description
- Invoice Description
- Product info
PA Family Law
Finds:
Pennsylvania Divorce Resources
ACME secondary office update project
A C M E Satellite Lighting & Ergonomics update

Slide 11Teach the index what “cheap” means
ENTITY → PRODUCTS
Users search “cheap red shoes.” The database stores $39.99 / crimson / Nike.
PRICE TIERS
COLOR FAMILIES
CATEGORY SYNONYMS
- Shoes:
- < $50 → cheap, budget
- $50–150 → mid-range
- > $200 → luxury, premium
- Cars:
- < $20k → basic, economy
- > $50k → luxury, flagship
- Red →
- crimson, cherry,
- cardinal, burgundy,
- wine, garnet, brick,
- tomato, rose, maroon
- Silver → platinum,
- ash, pewter, titanium
- Shoes →
- sneakers, trainers,
- kicks, running shoes
- SUV →
- crossover, 4x4,
- sport utility
“Cheap” is not a price. It's a category-relative judgment. Bake that in at write-time.

Slide 12Re-enrich and re-embed
- Scheduled or
- triggered script
- Re-embed &
- store
Re-enrich
Nightly / weekly
Fresh variants
Insert Embedding

Slide 13Gen + Embed cost: basically free
~100
small
tokens in
tokens out
Dumb embed is fine
the search string + a compact system prompt
- gpt-4-mini, haiku, local models.
- No frontier needed.
5–10 name or query variants