Frequently Asked Questions

Answers to frequently asked questions about Formula Bot pricing, supported file formats, database connectors, data privacy, AI models, and account management.

Find answers to the most common questions about Formula Bot.

Getting Started

What is Formula Bot?

Formula Bot is an AI-powered data analytics platform that lets you analyze spreadsheets, databases, and documents using natural language. Upload your data, ask questions in plain English, and get instant insights.

Do I need technical skills to use Formula Bot?

No. Formula Bot is designed for anyone who works with data, regardless of technical background. You don't need to know SQL, Python, or any programming language.

What file formats are supported?

Formula Bot supports:

  • Spreadsheets: Excel (.xlsx, .xls), CSV, Google Sheets
  • Documents: PDF, DOCX, PPTX, TXT
  • Media: MP3, WAV, MP4, MOV, WebM

What databases can I connect?

  • Google Analytics (GA4)
  • Google Search Console
  • MySQL
  • PostgreSQL
  • Microsoft SQL Server
  • Google BigQuery
  • Snowflake

Pricing & Plans

Is there a free plan?

Yes! The free plan includes a limited number of messages per month so you can try Formula Bot before committing.

What's included in each plan?

Visit our Pricing page for current plan details including message limits, storage, and features.

Can I upgrade or downgrade my plan?

Yes. Go to Billing in the dashboard to change your plan. Changes take effect immediately.

Do unused messages roll over?

No, message allowances reset each billing period and don't roll over.

What payment methods do you accept?

We accept all major credit cards through our secure payment processor.

Data & Privacy

Is my data secure?

Yes. Your data is:

  • Encrypted in transit (TLS) and at rest
  • Processed in isolated environments
  • Never shared with third parties
  • Deletable at any time

Does Formula Bot train AI on my data?

No. Your data is never used to train AI models. Your information remains private and confidential.

Where is my data stored?

Data is stored on secure cloud servers in the United States with enterprise-grade encryption.

Can I delete my data?

Yes. You can delete individual files, chat history, or your entire account at any time. Deleted data is permanently removed.

Features

What's the difference between AI models?

  • Base: Fast responses for simple queries
  • Advanced: Better analysis for most tasks
  • Expert: Most capable for complex analysis

Can I export my analysis?

Yes. Export data tables as Excel, CSV, or PDF. Charts can be downloaded as PNG, SVG, or PDF.

What are Playbooks?

Playbooks are automated workflows you can create and schedule. Define analysis steps once, then run them daily, weekly, or monthly.

What are tool credits?

Some features (like PDF to Excel conversion) use tool credits instead of message limits. Check your plan for credit allocations.

Technical

Why isn't my connector working?

Common issues:

  • Credentials expired (re-authenticate)
  • Firewall blocking connection
  • Insufficient permissions

See our Troubleshooting guide for specific solutions.

Why are my query results different than expected?

The AI interprets your questions based on your data structure. Try:

  • Being more specific about columns or metrics
  • Clarifying time periods
  • Asking the AI to explain its approach

What's the maximum file size?

File size limits depend on your plan. Free accounts allow up to 10MB; paid plans allow larger files up to 1GB.

Can I use Formula Bot offline?

No. Formula Bot requires an internet connection to process your data and generate AI responses.

Account

How do I reset my password?

  1. Go to the login page
  2. Click "Forgot password"
  3. Enter your email address
  4. Check your email for reset instructions

How do I delete my account?

  1. Go to your profile menu
  2. Select "Delete Account"
  3. Confirm deletion

This permanently removes all your data, chats, and files.

Can I have multiple users on one account?

Currently, accounts are individual. Team features are coming soon.

Still Have Questions?