The Research Like a Pro Genealogy Podcast

RLP 340: Using AI to Analyze Tax Data

Jan 13, 2025
Dive into the intriguing world of AI applied to genealogy as experts unveil how they extract insights from tax records. Discover the process of exporting data into CSV files and utilizing AI tools like Claude for efficient analysis. Hear fascinating case studies on Jefferson and Henderson Weatherford, showcasing the profound connections revealed through tax data. The podcast emphasizes the balance between technology and human input, detailing how AI enhances research efforts while still requiring careful oversight to unravel family histories.
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ADVICE

Export Airtable To CSV Before Using AI

  • Export your Airtable research table to CSV before feeding it to an LLM.
  • Diana exported the Dallas County tax Airtable view to CSV so Claude could reliably read 126 rows of tax-data columns.
ADVICE

Split Large AI Outputs When They Truncate

  • Upload the CSV file into Claude (or another LLM) and prompt it to build chronological tables, splitting output if truncated.
  • Claude created the tax table but had to be prompted again and split into three portions to include all years.
ADVICE

Use Markdown To Preserve AI Tables

  • Use Markdown as an interchange format to keep AI-generated tables intact when pasting into Word or Google Docs.
  • Diana asked Claude for Markdown then used the Writeage plugin (or Google Docs' Paste from Markdown) to import a cleanly formatted table.
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