Welcome to Formula Bot

Formula Bot documentation hub covering AI chat analysis, data connectors, chart creation, Playbook automation, and more.

Welcome to Formula Bot! This documentation will help you get the most out of our AI-powered data analytics platform.

What You Can Do

Formula Bot helps you analyze data, create visualizations, and automate workflows without writing code. Here's what you can accomplish:

  • Analyze spreadsheets and databases - Upload Excel files, CSVs, or connect directly to your databases and ask questions in plain English
  • Create charts and visualizations - Generate professional charts and graphs from your data with simple prompts
  • Convert PDFs to Excel - Extract tables and data from PDF documents automatically
  • Generate Excel formulas - Describe what you need and get the exact formula
  • Automate with Playbooks - Create reusable workflows that run on schedule

New to Formula Bot?

Start with the Quickstart Guide to analyze your first dataset in under 5 minutes.

Documentation Sections

Get Started

Learn the basics of Formula Bot and get up and running quickly.

AI Chat

Master the AI chat interface to analyze data, create visualizations, and export results.

Data Connectors

Connect your databases and analytics platforms to analyze data in real-time.

Help Center

Find answers to common questions and troubleshooting guides.

Need Help?

Ready to get started? Head to the Quickstart Guide to analyze your first dataset.