Using the AI Formula Generator
Introduction:
Harness the power of AI to streamline your data integration tasks using the AI formula generator. This intelligent tool offers versatile data management functionalities ranging from running conditional integrations to extracting specific information from unstructured data. This guide will walk you through several use cases on how to use this tool effectively.
Step 1: Conditional Integrations Using AI Formula Generator
When dealing with large datasets, running a second integration only when the first one fails to yield results can conserve resources. Here's how to do it:
1. Click on the AI Formula Generator button.
2. Select the 'Find mobile number and social URLs' integration.
3. Set the condition to 'Run this column only if the Find Work Email column ran and did not return any results.'
4. Adjust and live-edit the formula until you get the desired results.
5. Save your changes.
Step 2: Selecting Results Using AI Formula Generator
The AI Formula Generator can help you determine the value of a column based on conditions. For instance, you may want to have either the email or phone number of a contact in one column:
1. Click on the AI Formula Generator button.
2. Set the formula to display the email if it isn't empty, and if it is, to display the mobile phone number.
3. Generate and check the formula to ensure it's correct.
4. Save your changes.
Step 3: Cleaning Data with AI Formula Generator
If you have unstructured data, such as information scattered in an email, you can extract specific data and clean it:
1. Create a new text column.
2. Go to the AI Formula Generator and input 'Pull out the information from [column name] between [first parameter] and [second parameter].'
3. Apply the formula to pull out the desired information, for example, a name.
4. Confirm that the output is correct and save the changes.
Step 4: Implementing a Scoring System Using AI Formula Generator
AI Formula Generator can help you filter and score your leads or data:
1. Go to the AI Formula Generator.
2. Set a condition to check a box if the company type equals your preferred type, e.g., 'privately held.'
3. If needed, add more conditions, like the founding year being greater than a specific year.
4. Correct any errors, run the formula, and save the changes once the output is satisfactory.
Conclusion:
The AI Formula Generator is a robust tool that offers powerful solutions for conditional data integrations, data selection, data cleaning, and implementing a scoring system. The more specific your prompts, the more accurate the results. Feel free to play around with it and explore its full capabilities.