Write formulas with AIRO
AIRO leverages Large Language Models (LLMs) to enhance your experience in formula mode. This AI-powered feature provides assistance based on your formula requirements. You can create complex data transformations or fine-tune your formatting by directly prompting AIRO, which offers tailored suggestions and examples.
FORMULA MODE ASSISTANCE
Formula mode enables AIRO to focus on formula-related requests like data transformations, calculations, and function suggestions. Switch to text mode for text composition and general data mapping.
Prerequisites
- Ensure that you have AIRO enabled for your workspace. Enabling AIRO requires an Admin system role. If you are not assigned this role, contact your workspace administrator to enable this feature. For more information, refer to our AIRO documentation.
PERMISSIONS
AIRO does not have granular permission settings. When you enable it in your workspace, all collaborators within your workspace can access it, regardless of their role.
Get started with AIRO
AIRO offers various ways to assist you in formula mode, depending on your specific situation in the recipe.
Direct assistance from AIRO
When starting a new or empty formula field, complete the following steps to get direct help from AIRO:
Navigate to any trigger or action step within your recipe that requires data transformation.
Click on the Formula tab in the input field to dynamically set values based on your recipe data.
Navigate to the Formula tab
Select the Ask AIRO to fill field button within the formula box for empty fields to allow AIRO to generate your formula.
Ask AIRO to fill the input field
Overcome formula creation challenges
If you encounter difficulties while creating a formula, complete the following steps for additional assistance from AIRO:
Click on the Formula tab and begin formulating your input.
Click Ask AIRO for help if your input results in no function matches, indicated by No functions match your search.
Ask AIRO for help when no function matches
Hide AIRO
Click Hide at any point to minimize the AIRO dialog. To restore the AIRO interface, press Shift + Space.
Press Shift + Space to restore the AIRO interface
Quick formula editing with AIRO
When fine-tuning formulas, you can click the AIRO icon within any formula field to activate AIRO. This feature ensures AIRO is readily accessible to streamline your formula editing process.
Click the white box to activate AIRO for formula assistance
Generate formula suggestions
After you activate AIRO in formula mode, you can start generating specific formula prompts.
HOW AIRO INTERPRETS DATA
When generating formulas, AIRO adjusts its approach based on the data present in the formula field:
- No input or generation: AIRO only takes into account the prompt and the recipe.
- Input present: AIRO takes into account the existing input, the prompt, and the recipe.
- Generation present: AIRO takes into account the generation, the prompt, and the recipe.
- Input and generation present: AIRO only takes into account the generation, the prompt and the recipe.
Type your formula requirements or a description of the transformation you require directly into the prompt. Select the Back option if you plan to revise your input or view previous suggestions.
Generate a formula prompt in AIRO
Click the send button to begin the formula generation process. The system displays Generating input…, indicating that it is processing your input for suggestions. You can also select Stop to cancel the process.
Generate the formula in AIRO
Examine the formula suggestion that AIRO generates to ensure that the formula meets your transformation requirements.
Insert the suggested formula directly into your formula field or click Copy to clipboard to use it in another part of your recipe.
Insert the generated formula into the input field
Use the provided suggestion or refine it to ensure it aligns with your specific data needs and preferred output format.
Refine existing input or AIRO-generated formulas
If you already have input in the formula field or need to refine a formula generated by AIRO, complete the following steps to tailor the suggestions to your requirements:
Activate AIRO by clicking Fill field with AI in the formula box. This step is crucial whether you're starting with a datapill, have existing input, or are refining a formula previously generated by AIRO.
Activate AIRO for updating the formula prompt
Enter your specific requirements in the prompt to customize the formula suggestion.
Type the new requirements for the formula
Examine the AI-generated formula suggestion to ensure it matches your intended output.
Review the updated formula suggestion
Select Replace to adjust the formula.
Replace the formula
Map step outputs with formula mode
Workato's formula mode allows you to map outputs from one step to another within your recipes:
Switch to Formula mode in the input field where you plan to map the output from a previous step.
Type your mapping requirements in the prompt to automatically select the corresponding datapills from previous steps.
Type your mapping requirements in AIRO
Click Insert to map them to your current step’s field or click Copy to clipboard for use in another part of your recipe.
Insert mapped output into the formula field
Edit the formula directly in the formula box or click Ask AIRO for help if you need assistance to refine the mapping.
Edit the mapped formula in AIRO
Remap unknown datapills
If AIRO does not find similar datapills for your formula, complete one of the following options:
- Delete the unmatched datapill and manually select a replacement from the data tree.
- Select Ask AIRO for help to get AI-assisted suggestions for remapping the datapills.
Remap unknown datapills in AIRO
Following these steps ensures that your formula accurately references the correct datapills within your recipes.
Use formula recommendations
When you insert a datapill in formula mode, AIRO provides recommendations for functions in the input field. If you type a recognized function, such as .where, the footer displays a direct link to that function's detailed explanation in Workato's formula documentation. For additional support, you can click Fill field with AI in the footer to prompt AIRO to generate a relevant formula for your needs.
Link to a function in Workato’s formula documentation
Limitations
AIRO is designed to support a wide range of automation tasks, but there may be complex scenarios that require manual setup. For these cases, refer to Workato's formula documentation.
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