AI fields (smart columns)
Every list lets you add custom columns via the “+” at the end of the column row. One column type is an AI field: instead of you typing the value, AI reads the row and fills the cell on demand, the same idea as ClickUp’s AI fields.
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Add an AI field
Click “+” on any list ▸ choose AI field ▸ name it ▸ pick what AI should put there: Summarize (a one-line summary), Categorize (choose one of your categories), Sentiment (Positive/Neutral/Negative), or a Custom prompt you write.
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Generate values
Each cell shows a ✨ Generate button. Click it and AI fills that cell from the row’s contents; use ↻ to regenerate. The result is saved like any other field, so you can sort, group, filter and export by it.
AI fields use your connected AI key (Console ▸ AI assistant). Without a key the column still exists but Generate will ask you to connect one. An AI field only reads the row and writes its own cell, it never changes other data.
Another column type is Relationship, link each row to a record from another module (Projects, Clients, Deals, Contacts, Tasks or People). Add it from the same “+” ▸ Connect ▸ Relationship, choose the module, then pick the linked record inline in the cell. It shows the record’s name and links to it. Tick “Allow multiple” to link several records in one cell, which a Rollup can then aggregate.
A Rollup column shows a value pulled from the record a Relationship column links to, e.g. link a Project, then roll up its Status, Progress or End date into this list. Add it from “+” ▸ Connect ▸ Rollup: pick the relationship field, then the field to show. It’s read-only and reflects the linked record, or, across several linked records, aggregates them (count, sum, average, min, max).
A Formula column computes a value from your other columns, e.g. {Budget} * 0.1, or IF({Progress} >= 100, “Done”, “Open”). Add it from “+” ▸ Advanced ▸ Formula, then write the expression (click a field to insert it). It supports + - * / %, comparisons and SUM / AVG / MIN / MAX / ROUND / IF / CONCAT / LEN / UPPER / LOWER, can reference Rollup columns, and is read-only, it recomputes from the row.