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All column types

Advanced column type

Generated

A Generated column uses AI to produce its value from other data on the record; summaries, extracted details, or composed text that would otherwise be written by hand. Use it where interpretation, not calculation, is the work.

Illustrative example

AI generated content produced from the record's own data.

  1. 01

    Table

    Documents

  2. 02

    Field

    Document summary

  3. 03

    Purpose

    Extracted type and dates from the uploaded file.

A suggested way to organize your information. This diagram is not a product screen.

When to use this type

  • 1Summaries of long notes or activity on a record.
  • 2Values extracted from uploaded files, such as dates or license numbers.
  • 3Composed text such as outreach snippets or report lines.

Column ideas for your team

Documents

Document summary

Extracted type and dates from the uploaded file.

Shifts

Shift recap

Summary of activity and notes for handoff.

Good to know

  • 1Use Formula for anything a calculation can produce; Generated is for interpretation.
  • 2Keep a human review step where the generated value feeds compliance or pay decisions.