Formulas

What a formula is

A formula fills a column for you. It reads each row and writes the answer, for example `{{First name}} {{Last name}}` gives Jane Doe. Formulas work on your own data and follow the row when it changes.

Settings, Formulas (under Account settings) teaches formulas with popular examples, a cheat sheet and a place to try them on a pretend person called Jane. Nothing you type there is saved.

Add a formula column

1. Open a table and click + Add column, then Formula.
2. Type the formula. Type / to pick a column, or press Ctrl + Space for suggestions of functions and what comes next.
3. Or describe what you want in your own words and let the AI write the formula (Ctrl + Enter, or Cmd + Enter on a Mac, in the description box). Spelling mistakes are fine.
4. Check the answer on the first rows, then save the column.

Popular formulas

• Full name: `{{First name}} {{Last name}}`
• The best email: {{Verified Email}} ?? {{Work Email}} ?? {{Email}}
• Website from an email: domain({{Email}})
• Big or small company: {{Company size}} >= 500 ? "Big" : "Small"
• Fill in when empty: {{Phone}} ?? "No phone yet"
• A hello line: `Hi {{First name}}, how is {{Company}}?`
• Is the email missing? isEmpty({{Email}})
• Neat capital letters: titleCase({{First name}})
• Is it a sales job? {{Job title}}.toLowerCase().includes("sales")
• Days since added: daysSince({{Created At}})
• Revenue in millions: round({{Revenue}} / 1000000, 1)
• One part of an AI column: {{Company Research}}.summary

Cheat sheet

• Use a column: {{ }}, for example {{First name}}.
• Write some words: " ", for example "Hello". Mix words and columns between back quotes: `Hi {{First name}}`.
• Use something else when it is empty: ??, for example {{Phone}} ?? "No phone".
• If yes, give this, otherwise that: ? :, for example {{Company size}} > 100 ? "Big" : "Small".
• Both must be true: &&. One of them is enough: ||. Is the same as: ==. More than or less than: > and <.
• Check if it is empty: isEmpty( ). Get the website from an email: domain( ). Count the days since a date: daysSince( ).

Try it yourself

1. On Settings, Formulas, scroll to Try it yourself.
2. Type what you want in your own words and press Generate, or type a formula, or press Try on any card.
3. Jane gets shows the answer for the pretend person. Click a column pill (First name, Last name, Company, Email, Job title, Company size) to add it.
4. Click Copy on a formula, then paste it into a formula column in your table.

Tips

• Column names go between double curly braces, exactly as they are written in the table header.
• A formula that reads an AI column can take one part of its answer with a dot, for example {{Company Research}}.summary.
• Ask ZicAgent "Add a formula column that..." and it adds the column for you after you confirm.