Autobound's Formula Builder helps you dynamically create custom columns, streamlining your workflow by automating data relationships and calculations without manual effort.
Accessing Formula Mode
To edit the formula of a column:
Click the 3 dots icon in the column header.
The basic formula-view setting will load, allowing you to combine static text with values from other columns.
To reference other columns, type / to open a selection modal and choose the field you want to include in your formula.
Example Use Case
You can use formulas to automatically surface relevant CRM or CSV data inside your outreach context.
Example:
Import meeting notes from your CRM or a CSV file into Autobound.
Create a formula in your Additional Context column that references the Meeting Notes column.
Add logic to control how the AI leverages these notes in your messaging. For instance:
"Use the meeting notes from my last call with this prospect to tailor the output. This isn’t a cold email—recap key points from our discussion: MEETING NOTES"
Advanced Formula Builder (CEL)
For more advanced functionality:
Click the settings wheel and select "Formula" to access the advanced formula builder.
This action automatically converts your formula into Common Expression Language (CEL).
With CEL, you can set detailed conditions and logic to determine how column values populate.
AI-Assisted Formula Creation
To simplify creating complex CEL formulas:
Click "Write formula with AI".
Enter a plain-language description of your desired formula logic.
Click Generate.
The AI will translate your description into a valid CEL formula.
Examples
Formulas help automate data enrichment and logic-driven assignment within your campaigns. Here are practical examples:
Personalized Text Concatenation:
Example:
"Hello "#{{ContactFirstName}}", welcome to Autobound!"
Conditional Column Values:
Example:
#{{Region}} == "West" ? "Daniel Wiener" : "Kyle Schuster"
Fallback for Missing Data:
Example:
has(#{{OwnerEmail}}) ? #{{OwnerEmail}} : "default@company.com"
Clickable URLs:
Example:
"View LinkedIn: "#{{LinkedInURL}}
These examples demonstrate how formulas streamline campaign management by automating text generation, conditionally assigning values, and enhancing data clarity.
Best Practices
Avoid circular references (the system will block and notify you).
Test complex logic incrementally.
Regularly review formulas for readability and maintainability.
Leveraging the Formula Builder ensures your Autobound campaigns remain accurate, dynamic, and efficient.