Formula Generator

Formula Generator writes the formula for you — describe the transformation you want, and it builds a formula column that applies it to every row.

What it does

• Takes a plain-English description of how to reshape a column’s value
• Generates a formula and applies it as a new column
• Saves hand-writing formula logic for common reformatting tasks — capitalizing a name, pulling a domain out of an email, reformatting a date

How to use it

1. Click Add Action and search “Formula Generator”
2. Describe the output you want, referencing the source column
3. Review the generated formula
4. Run the row, then the column

Common use cases

• Fix capitalization on names scraped from a directory
• Pull the domain out of an email column
• Reformat dates into what your CRM or sequencer expects
• Strip www., paths, and tracking parameters down to a clean domain
• Build a simple score or flag without writing the syntax yourself

Best practices

• Describe the output with an example: “turn JANE DOE into Jane Doe”
• Name the source column explicitly rather than saying “the name column”
• Read the generated formula before running it on the column — it is a starting point, not a guarantee
• Test it on a row where the input is empty; a formula on a null input returns something that looks real
• For anything complex, chain two simple generated columns instead of asking for one long formula

Where to next

• Separate Name, Get First Name, Get Last Name — purpose-built name formatters, no formula needed
• Actions — dynamic variables and how columns chain together