AI formula builder
Using AI formula builder
In addition to the existing formula builder, the AI add-on simplifies computing and managing formulas. Enterprise plan users can effortlessly incorporate computed fields using prompts.
Note
The AI formula builder does not support Integrations.
Generating formulas using prompts
To add a formula to a field using prompts:
Navigate to the field’s settings and enable the Is this a computed field? toggle button.
In the AI-powered space within the formula builder, enter your prompt and click the Generate button (). The formula will be automatically generated and displayed in the builder.
Review the formula and click Save to apply it.
Evaluating formulas using AI
Once you’ve generated the formula using AI or entered it manually, you can test it using AI Evaluate.
A list of fields with auto-filled data entries and results will appear in the AI evaluate popup. You can either use the auto-filled inputs or modify them as needed. If modifying the inputs, click Test under Results to verify the output.
For more information, refer to the guide on input behaviors for different field types.
Generating description for formulas
If you have existing formulas or prefer to write them manually, you can view their descriptions in the AI-powered space.
To access the formula builder, click the formula preview below the Is this a computed field? toggle button. When the formula builder opens, the formula's description automatically loads in the AI space.
If you manually change an existing formula, you can refresh the prompt to generate an updated description.
