Adding and managing columns

Updated Markdown

Beyond the columns your import created, you can add three kinds of columns — a regular data column, a Formula Column, or an AI Column — and show, hide, reorder, rename or delete any of them.

Adding a column#

Open the list's ⋯ menu in the header and choose Add Column... (you can also start this from a column's own header menu, which inserts the new column right next to it). Pick one of three modes:

  • Column — search or browse column types (Email, Phone, Company, and dozens more) or fall back to a generic Text, Number, Date or Boolean column. The name auto-fills from the type; you can overwrite it before creating.
  • Formula Column — computes a value from other columns using a formula you write (see below).
  • AI Column — generates a value per row from an AI prompt you write (see below).

Show, hide and reorder columns#

Open More → Columns to show or hide columns with a checkbox and drag them into a new order. Column order and visibility are list-level settings, not tied to your unsaved edits.

Renaming a column#

Open the list's ⋯ menu → List Settings... → the Schema tab, click a column to expand it, and edit its Title field. Click Apply Changes at the bottom of the tab to save the rename. This tab also lets you adjust a column's content type and data type.

Formula columns#

A formula column computes its value live from other columns in the same row — it's free and never calls the AI. Reference another column by its name in curly braces, e.g. {Price} * {Quantity}, {First Name} & " " & {Last Name}, IF({Revenue} > 1000, "Enterprise", "SMB"), ROUND({Amount} * 1.19, 2), or COALESCE({Mobile}, {Phone}, "N/A"). The editor shows a live preview on your first sample rows as you type, and flags an invalid formula before you can create the column. Because the value is always recalculated from the current row, there's nothing separate to save for the formula itself — it simply reflects whatever is in the referenced columns, saved or not.

AI Columns#

An AI Column runs your own prompt through the AI for every row, using {Column Name} placeholders to pull in that row's values — for example Classify {Company} in {Industry} as B2B or B2C or What seniority level is "{Job Title}"? Reply: Junior, Mid, Senior, or Executive. The editor previews the rendered prompt on your first sample rows before you create the column.

To run it, click Run in the column's header (next to the purple AI badge) — or Run AI Column from the column's header menu. It processes only the rows currently visible (respecting any active filter), and — the key saving — it first groups rows that share the exact same input values and only asks the AI once per unique combination, applying that one answer to every row in the group. A 10,000-row list with only a few hundred unique job titles, for example, is billed for a few hundred AI calls, not ten thousand.

AI Columns are billed by usage, the same way as other AI commands (see "How credits work") — there's no fixed price and no cost preview before you run it; the exact charge depends on how many unique combinations it actually processed. Unlike AI commands, a run shows no credit note afterwards; the charge is deducted from your credit balance (see Account). The results land in the grid as regular unsaved cell edits, so you still need to click Save to keep them (see "Saving is manual").

Editing or deleting a column#

Click the menu icon in a column's header for Edit Formula (formula columns), Edit AI Column and Run AI Column (AI columns), or Delete Column — available for every column except the built-in system columns such as Tags.

Related topics: saving-is-manual · segments-and-tags · ai-commands.

FAQ#

How do I add a new column to my list?#

Open the list's ⋯ menu in the header and choose Add Column..., then pick Column (a data type like Email or Phone, or a generic Text/Number/Date/Boolean), Formula Column, or AI Column.

How do I hide or show columns?#

Open More → Columns and use the checkbox next to each column to show or hide it; drag a column in that list to reorder it in the grid.

How do I rename a column?#

Open the list's ⋯ menu → List Settings... → the Schema tab, click the column to expand it, edit the Title field, then click Apply Changes.

What is a Formula Column and does it cost credits?#

A Formula Column computes a value from other columns in the same row, for example {Price} * {Quantity} or IF({Revenue} > 1000, "Enterprise", "SMB"). It's free — it runs in your browser and never calls the AI — and it recalculates live, so there's nothing to save for the formula itself.

What is an AI Column and how much does it cost?#

An AI Column runs a prompt you write (using {Column Name} to pull in row values) through the AI for every row, grouping rows with identical inputs so each unique combination is only asked once. It's billed by usage like other AI commands, with no fixed price shown in advance — see "How credits work" for how usage-based AI pricing works.

Do I need to click Save after running an AI Column?#

Yes. The generated values appear as regular unsaved cell edits, exactly like a manual edit or an enrichment fill — click Save in the list header to keep them.

Does an AI Column run on every row or only the ones I can see?#

Only the rows currently visible in the grid, so an active filter narrows what it processes. Clearing the filter and running it again covers the rest of the list. Rows where every referenced column is empty are skipped and not billed; a single run handles up to 5,000 unique combinations.

How do I edit or delete a Formula Column or AI Column later?#

Click the menu icon in that column's header for Edit Formula or Edit AI Column (to change the formula or prompt) and Run AI Column (AI columns only); Delete Column is there too, available for every column except the built-in system columns such as Tags.