Formula Genius

Use this when the user wants to convert a bank statement PDF to Excel. Opens a private review workspace, optionally with an attached PDF. Does not download or analyze the file until the user consents and runs extraction. AI beta supports up to 3 MB, 3 pages, and 60 transactions. Every row must be reviewed before export. Keep your response brief; financial rows stay private in the widget.

open_statement_converter

Compare a candidate Excel or Google Sheets formula with up to three explicit user-supplied expected samples using the bounded Formula Genius simulator. Returns per-case actual results, mismatches or unsupported reasons. Requires sign-in. It does not generate expectations, execute a workbook, save data, or certify spreadsheet correctness.

check_formula_samples

Use this when the statement widget user explicitly consents to send one PDF to OpenAI for AI extraction. Consumes one advanced action from the existing shared allowance; returns unreviewed financial rows only in private widget metadata. Never call automatically on file selection.

extract_bank_statement

Compare two formulas and recommend which one is better. Evaluates formulas based on accuracy, performance, and readability. Use when the user has multiple ways to achieve the same result and wants to choose the best approach. Respond with a short confirmation only; full details render in the widget.

Create a private link for the current user's formula card. Widget-accessible only.

Find and fix errors in a spreadsheet formula. Use when the user has a formula that returns an error like #REF!, #VALUE!, #NAME?, #N/A, or isn't working as expected. Examples: - "Fix this VLOOKUP that returns #N/A" - "Why is my formula giving #VALUE! error?" - "This SUMIF returns wrong results" - "My formula worked but now shows #REF!" Respond with a short confirmation only; full details render in the widget.

Break down and explain an existing spreadsheet formula step by step. Use when the user pastes a formula and wants to understand what it does or how it works. Examples: - "What does this VLOOKUP formula do?" - "Explain =SUMIFS(B:B, A:A, ">10", C:C, "Complete")" - "Break down this INDEX MATCH formula" - "How does this array formula work?" Respond with a short confirmation only; full details render in the widget.

Generate Airtable automation scripts from natural language. Use when the user asks for Airtable automations or scripting. Respond with a short confirmation only; full details render in the widget.

Generate Google Apps Script for Google Sheets from natural language. Use whenever the user asks for Apps Script or Google Sheets automation. Respond with a short confirmation only; full details render in the widget.

Convert a natural language description into an Excel or Google Sheets formula. Use when the user wants to create a formula, calculate something in a spreadsheet, or needs help with spreadsheet functions like VLOOKUP, SUMIF, INDEX/MATCH, etc. Examples of requests this tool handles: - "Calculate commission on sales over $10K" - "Find duplicates between column A and column B" - "Count weekdays between two dates" - "Sum values where status is 'Complete'" - "Extract text after the last space in a cell" - "Calculate running total with conditions" - "VLOOKUP that returns multiple columns" Respond with a short confirmation only; full details render in the widget.