Using Natural Language for Crafting TeamDesk Formulas

As part of the OpenAI integration, we have empowered the formula-building functionality. Now, you can simply express your intent and watch as our AI-powered system translates your words into powerful formulas.

Creating a Formula With AI

Imagine you’re managing an invoice table with an array of columns, ranging from due dates to payment details.


Traditionally, crafting formulas to perform specific actions or highlight certain data points required a degree of technical expertise. However, with TeamDesk’s new feature, you can now communicate your formula requirements in plain, natural language. For instance, let’s say you want to highlight past due invoices in red.

Suggest Formula

Instead of navigating complex syntax and function names, you can simply input: "Highlight past due invoices in red".

Text Input Example

The AI-driven system takes this command and provides you with a ready-to-use formula that achieves your desired outcome.

AI Suggested Formula

The magic behind this innovation lies in our deep integration with OpenAI services. Our AI-powered system understands your intent and translates it into actionable formulas.

Improving a Formula With AI

Formulas can evolve and often require additional layers of logic to suit your precise needs. TeamDesk goes above and beyond by offering an AI-driven pathway to refine and improve your formulas.

For example, if you’d like to exclude already paid invoices from the colorization, you can express this requirement: "Exclude already paid invoices from the colorization".

Text Input For Formula Update

In response, the AI system provides an enhanced formula that takes into account the "Paid" column status as well:

Suggested Improved Formula

This refined formula ensures that only unpaid invoices with past due dates are highlighted in red, aligning perfectly with your intent.

Formula Error Resolution

Formula creation and modification can sometimes lead to errors, causing frustration and delays. Our AI-powered system doesn’t just excel in crafting formulas—it’s also a valuable aid in resolving formula errors.

Formula Error

With TeamDesk’s new feature, you can receive assistance in fixing formula errors by explaining the issue in plain language.

Error Explanation

The AI system analyzes the problem and offers step-by-step solutions, helping you overcome challenges and keep your workflow running smoothly.