Enrichment Tool
AI Column lets you add a new, derived column to any table by describing what you want in plain language — no formula syntax required to get started. The AI proposes a formula, shows you a live preview of the calculated values, and only creates the column once you confirm it looks right.
1. When to Use AI Column
Use it when:
- You want a calculated field derived from existing columns (totals, counts, groupings, lookups)
- You'd rather describe the result you want than write the formula yourself
- You want to see the actual output on your real rows before committing to a new column
Common scenarios include:
- Summing amounts grouped by another column (e.g. "sum total amounts for matching GL Codes")
- Counting related records
- Combining or reformatting existing fields into a new display column
AI Column proposes a formula — it is a calculation over your existing data, not a classification or external lookup service.
2. How to Add an AI Column
Step 1: Open the Table
Go to the table you want to add a column to.
Step 2: Open AI Column
Open the AI Column chat panel from the table view.
Step 3: Describe What You Want
Type your request in plain language, e.g. "sum total amounts for matching GL Codes."
Step 4: Review the Proposed Formula and Preview
The AI proposes a formula (for example, a GROUP_BY + SUM combination) and shows a live preview table with the calculated values applied to your real rows.
Step 5: Confirm or Refine
If the preview looks right, confirm to create the column. If not, refine your prompt and the AI will propose an updated formula and preview — nothing is added to your table until you confirm.
3. Best Practices
Be Specific
- Name the exact columns you want the calculation to use
- Describe the grouping or condition clearly (e.g. "grouped by," "where status is")
Always Review the Preview
- Check the calculated values against a few rows you already know the answer for
- Look for null or unexpected values before confirming
- If the formula doesn't match your intent, rephrase and try again rather than confirming and fixing later
After Adding a Column
- New derived columns default to a role in Configure AI Search — review whether it should be Vectorize, Filter, Display, or Ignore
- Re-sync the table's AI search configuration if the new column should be searchable or filterable
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