FormulaBot
The single platform to analyze, visualize, transform and enrich your data, and so much more - powered by AI.
Introduction
FormulaBot is an AI-powered assistant for Excel and Google Sheets that translates plain-English requests into complex formulas, automates data cleanup, analysis, and visualization, and even handles SQL queries or PDF-to-spreadsheet conversions—all through a conversational chat interface. With over 750,000 users and deep integrations as an in-sheet add-in, it’s making spreadsheet mastery accessible without writing a single line of code.
Key Features
Natural-Language Formula Generation: Convert any plain-English instruction into Excel or Sheets formulas—VLOOKUPs, INDEX/MATCH, nested IFs, array formulas, and more.
Chat-Driven Data Prep: Clean, transform, and enrich your tables on the fly—remove duplicates, split columns, pivot data, and summarize with a quick message.
Advanced AI Tools: Generate SQL queries from schema descriptions, convert PDF tables into spreadsheets, perform sentiment analysis, and even auto-generate VBA or Apps Script.
File Upload & Analysis: Upload spreadsheets, CSVs, or PDFs into the chat and ask complex “what-if” questions or request custom reports.
Seamless Integrations: Native add-ins for Excel (via Microsoft AppSource) and Google Sheets (via Workspace Marketplace) let you stay in-sheet while AI does the heavy lifting.
Collaborative Workflows: Share your chat history and formula sessions with teammates to document logic, reproduce analyses, and ensure auditability.
Enterprise-Ready: Single sign-on (SSO), role-based access control, and data privacy compliance make it safe for corporate environments.
What It Does?
FormulaBot streamlines spreadsheet workflows across six pillars:
- Formula Creation: Auto-generate and explain complex formulas in seconds.
- Data Cleaning: Normalize data, split/join columns, handle missing values via chat.
- Analysis & Visualization: Build pivot tables, charts, and summary tables with simple prompts.
- File Conversion: Turn PDFs, images of tables, or CSVs into clean spreadsheet data.
- SQL & Scripting: Derive SQL queries or automation scripts for database or spreadsheet macros.
- Collaboration & Audit: Maintain a chat log of all steps for peer review and compliance.
How It Works?
1. Open the Add-In or Web App: Install FormulaBot in Excel or Sheets, or visit the web chat interface. 2. Type Your Request: Describe what you need—“Calculate running total in column C excluding zeros,” or “Generate SQL to join sales and customers.” 3. Receive & Insert: Paste the AI-generated formula directly into your cell, or download the script/SQL. 4. Upload Files (Optional): Drag in PDFs or CSVs to have FormulaBot parse and load the data for you. 5. Iterate & Tweak: Ask follow-ups—“Show me only warnings above 80%,” or “Visualize monthly trend as a line chart.” 6. Share & Export: Share the AI chat transcript with colleagues or export your cleaned workbook.
Use Case & Target Audience
Use Case
- Analysts rapidly prototyping financial models without memorizing complex Excel syntax.
- Consultants cleaning client datasets and producing dashboards in minutes.
- Product managers generating automated reports and SQL queries for data warehouses.
- Teachers creating dynamic gradebooks with conditional logic and pivot summaries.
Target Audience
- Business analysts and data professionals craving faster spreadsheet workflows.
- Small teams without dedicated BI tools—wanting an all-in-one solution.
- Enterprises looking for secure, auditable AI assistants for their finance and operations teams.
- Anyone intimidated by complex formulas but needing powerful spreadsheet capabilities.
Pros and Cons
Pros
- Drastically reduces time spent writing and debugging formulas.
- Handles both spreadsheet and SQL workflows in one chat interface.
- Seamless in-sheet experience with official add-ins for both platforms.
- Maintains a transcript of all your steps for audit and training.
Cons
- Free tier limits the number of formula generations per month.
- Occasional nuance in very bespoke Excel functions may require manual tweaking.
- Advanced enterprise features (SSO, audit logs) are only on higher-tier plans.
Final Thoughts
FormulaBot is a game-changer for anyone who lives in spreadsheets—bridging the gap between ideas and implementation. By removing the friction of manual formula writing, it empowers users of all skill levels to build sophisticated analyses, automate data workflows, and collaborate smarter. While power-users might still tweak edge-case formulas by hand, the time savings and ease of use make FormulaBot an indispensable addition to your toolkit.