Product updates

Our goal is to constantly improve Plecto by bringing you new and exciting features.
We will regularly update this page, so check back often to learn about the latest changes!

More product updates
June 28, 2024
New feature

Introducing The AI Formula Assistant (Beta) ✨

Meet the AI Formula Assistant (Beta)! ✨ Designed to make creating and editing formulas easier than ever, our AI Formula Assistant leverages a custom-trained GPT model to simplify your workflow. 💫

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How It Works

  1. Find the AI Formula Assistant in Formulas > + New formula with GPT.
  2. If your organization handles a large volume of data, you may need to specify which data sources the AI should use to generate the formula.

  3. Write a prompt – describe what you need in natural language. For example:

      "Count the number of booked meetings from Hubspot Meetings."

      "I want to see the value of won deals from Pipedrive."

  4. Click Create – the AI will generate a formula based on your prompt. It's always a good idea to review and adjust the details.

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Why Use the AI Formula Assistant?

  • Ease of Use: No need for complex syntax. Just write what you need in plain language.
  • Efficiency: Quickly generate formulas from multiple data sources.
  • Flexibility: Tailor the generated formulas to meet your exact requirements.

Start simplifying your work with formulas in Plecto today with our AI Formula Assistant! Try it out and let us know your feedback as we continue to improve this powerful tool.

For more instructions, follow our help guide: Create Formulas With AI Formula Assistant (Beta). If you have any feedback for this feature, feel free to leave a comment on our Product Portal: Answer the question at the bottom and leave your comment!
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