Formula AI by Retable

Create a leads table with columns for 'Budget', 'Industry', and 'Response Time'.

Open Formula AI.

Prompt: 'If budget > 10000 and industry is Tech, score 10; else if budget > 5000, score 5; otherwise 1.'

Apply to 'Lead Score' column.

Import sales data.

Prompt: 'Calculate 5% commission on sales if target met, plus a 2% bonus if volume exceeds 50 units.'

Validate output against manual spot checks.

Lock column for payroll processing.

Setup 'Stock Level' and 'Min Threshold' columns.

Prompt: 'Return "REORDER" if Stock Level is less than Min Threshold, otherwise "IN STOCK".'

Use the output to trigger an automated email via Retable Automations.

Input 'Due Date' and 'Status' columns.

Prompt: 'If Status is not Done and Due Date is past, return "OVERDUE"; if Due Date is within 3 days, return "URGENT".'

Apply conditional coloring to the formula output.

Define 'Weight' and 'Zone' columns.

Prompt: 'If Zone is Local, multiply Weight by 2.5; if Zone is International, multiply Weight by 7.5 plus a 10 dollar flat fee.'

Execute and link to checkout summary.

Track 'Last Login Date' and 'Subscription Type'.

Prompt: 'If Last Login was more than 30 days ago and plan is Pro, flag as "High Risk".'

Review generated segments for marketing outreach.

Select 'Created Date' and 'Priority'.

Prompt: 'Add 2 days to Created Date if Priority is High; add 7 days if Priority is Low.'

Apply to 'Target Publish Date' column.