Building formula columns

[!NOTE] Formulas run after prompts for the same document group. Make sure the columns you reference already have data before you start a run.

Overview

Formula columns help you calculate totals, differences, or flags using the data already captured in your workpaper. They live in the Custom columns panel next to AI prompts and refresh whenever you run the workflow.

Step 1: Plan the calculation

1. Decide what you want to measure—variance, totals, counts, or simple checks.
2. Confirm which existing columns (matched data, prompts, or other formulas) should feed the calculation.
3. Click Add formula in the Custom columns panel to create a new column.

Step 2: Reference the right columns

• Use @ mentions to insert matched values, prompt outputs, or engagement variables.
• Keep dependencies simple. Two or three linked formulas are easier to review than long chains.
• Rename the column with a clear label so reviewers understand the result.

Step 3: Write the expression

1. Start with an equals sign (=).
2. Use the supported functions listed in the editor helper (for example, SUM, IF, ROUND).
3. Separate arguments with commas and wrap text values in quotes.
4. Keep numbers dynamic by referencing variables or other columns instead of typing hard-coded values.

Step 4: Check for errors

• The editor highlights issues as soon as you stop typing. Follow the message to fix missing parentheses or unknown functions.
• Errors need to be cleared before the formula will run, so resolve them right away.
• If you are unsure which part failed, simplify the expression and reintroduce complexity step by step.

Step 5: Run formulas and review results

1. Use the play icon beside the formula to test it on the current documents.
2. Choose Run AI prompts or Run all automations from the workflow toolbar to refresh every prompt and formula in one go.
3. Review the values in the grid. Adjust the formula if something looks unexpected and rerun it.

Keep formulas easy to maintain

• Use descriptive names instead of abbreviations.
• Document your logic in the column description when it helps future reviewers.
• Replace placeholder images with real screenshots before publishing.