Now that you know how to use auto generate formulas effectively, let's talk about how to combine it with other approaches and how to maintain the formulas you create.
Combine auto generate with manual edits
You don't have to use the AI-generated formula exactly as it is. Think of auto generate as a starting point, not necessarily the final answer.
Common scenarios for manual editing:
AI got you 90% of the way there, and you just need to adjust a field name or value.
You want to add additional error handling with
DEFAULTorIFfunctions.You want to optimize the formula for better performance.
You want to combine multiple generated formulas into a single, more complex formula.
This hybrid approach leverages the speed of AI generation with the precision of manual control. Use whichever combination makes sense for your situation.
💡Note
Document formula logic
Whether you use auto generate or write formulas manually, documentation is important, especially for complex transformations. Future you (or your teammates) will thank you!
Utilize the action’s Description section or a Note tile to explain:
What the formula accomplishes
Why you built it this way
Any edge cases or special handling
The original prompt you used (if it helps explain the intent)
🪄Tip
Performance considerations
Most formulas execute very quickly, but if you're working with large datasets or complex nested functions, performance can become a consideration. Auto generated formulas are generally efficient, but they might not always be optimized for very large-scale operations.
If you notice a formula is slow:
Consider whether there's a simpler way to accomplish the same goal.
Break complex formulas into multiple steps across different actions.
Look for opportunities to filter or reduce data earlier in your story.
Check if you're processing large arrays that could be handled more efficiently.
Performance issues are rare with formulas, but it's worth keeping in mind as your workflows scale.
❗️Important
Maintain consistency across your team
If you're working with a team, collaborate to establish some conventions around auto generate and formula creation in general:
When to use auto generate versus writing formulas manually
How to document formulas usage
Standards for testing formulas before deploying stories
Guidelines for refining prompts to match your team's style
Consistency makes it easier for team members to understand and maintain each other's work. It also helps new team members learn your team's approach to building stories.