AI in Boards

Copera's board AI helps you work faster with your structured data — describe a row, a formula, a whole board, or an automated action in plain language and let AI handle the details. Instead of filling fields one by one, fighting with formula syntax, or building tables from scratch, you tell Copera what you want and it does the setup. Boards can also act on your data automatically with AI steps inside Automations — summarizing, classifying, extracting, and even turning meetings into assigned tasks.

AI Row Creation

AI Row Creation lets you describe a new row in natural language and have the AI automatically determine the correct values for each column in your table.

How It Works

1. Open the row creation dropdown in your board table.
2. Select the AI option (marked with a sparkles icon).
3. Describe the row you want to create in the text field. For example: "New task for Maria to review the Q3 budget report, due next Friday, high priority."
4. Press Enter or click the Generate button.
5. The AI analyzes your table structure — column names, types, and existing data — and generates appropriate values for each field.
6. A new row is created with the AI-generated values already filled in.

Voice Input

If typing is inconvenient, you can use voice input to describe your row:

1. Click the microphone button in the AI Row Creation input field.
2. Speak your description naturally. The speech is transcribed in real time and appended to the text field.
3. Click the microphone button again to stop recording.
4. Review the transcribed text and click Generate to create the row.

Voice input supports your workspace language (English, Spanish, or Portuguese) and works with the browser's built-in speech recognition.

Tips for AI Row Creation

• Be specific — Include the values you want for key fields. "Marketing task due tomorrow" is good; "New task for the marketing team to prepare social media assets for the product launch, assigned to Carlos, due December 15, status In Progress" is better.
• Reference columns — The AI understands your column names. If you have a column called "Priority," mentioning "high priority" in your description will map to that field.
• One row at a time — Describe one row at a time for the most accurate results.

AI Formula Assistant

The Formula Assistant helps you create board formulas without needing to memorize function names or syntax. Describe the calculation you want, and the AI will write the formula for you.

How It Works

1. Open the formula editor for any formula column in your board.
2. Click the Ask AI button (sparkles icon) below the formula input field.
3. Describe what you want to calculate in plain language. For example: "Calculate the total cost by multiplying quantity times unit price."
4. Press Enter or click the send button.
5. The AI generates a formula using the correct function syntax and column references for your table.
6. The generated formula appears with a typewriter animation, and once complete, it is automatically inserted into the formula editor.

Refining Formulas

If you already have a formula and want to modify it, the AI Formula Assistant understands your current formula and can help adjust it:

• "Add a 10% tax to this calculation"
• "Round the result to 2 decimal places"
• "Change this to only count rows where status is Complete"

The assistant sees your existing formula and all available columns (with their types), so it can make precise adjustments.

What the AI Understands

When generating formulas, the AI has access to:

• All columns in the current table, including their names and data types (text, number, date, status, etc.).
• The current formula (if you are editing an existing one).
• Available formula functions — Copera boards support 100+ formula functions for math, text, dates, logic, and aggregation.

tip

The Formula Assistant works best when you describe the desired outcome rather than the technical implementation. Instead of "Use IF and SUMPRODUCT functions," try "Show the total revenue only for deals marked as Won." The AI will choose the appropriate functions automatically.

AI Board Templates

When creating a new board, you can use AI to generate a complete board structure from a description. Instead of starting from scratch or selecting a pre-built template, describe what you need and AI will create the board with appropriate columns, field types, and sample data.

How It Works

1. Click Create Board in your workspace.
2. Select the AI option to generate a board from a description.
3. Describe the board you need. For example: "A project tracker for a marketing team with columns for task name, assignee, priority, status, due date, and budget."
4. AI generates the board structure with the columns, field types, statuses, and labels that match your description.
5. Review the generated board and customize as needed.

AI Board Templates save significant setup time, especially for common board types like project trackers, CRMs, content calendars, and inventory management.

AI Actions on Your Data

Beyond filling in single rows and formulas, Copera can act on your board data automatically with AI steps inside Automations. These AI steps run as part of a workflow — triggered by a row change, a form submission, a schedule, or a finished meeting — and can read, write, and reason about your text.

AI Text Steps

When you build a board automation, you can drop in AI steps that work on the text in your rows:

AI step	What it does
Generate	Write new text from a prompt and your row's data.
Summarize	Condense long text into a short summary.
Classify	Sort text into labels you define.
Extract	Pull structured fields out of free-form text.
Sentiment	Detect the tone of text.
Translate	Translate text into another language.

For example, an automation can read a long customer message in a row, classify it into a priority label, extract the requested due date, and write a one-line summary back into another column — all without anyone touching it.

Turn Meetings into Board Work

Board automations can also start from a finished meeting and create board work for you. A meeting automation can load the transcript, run an AI step, and deliver the result as rows in a chosen table — for example, extracting every action item, assigning the right people, and marking each new row with a status like "AI-Created." The same flow can also post a summary to a channel, email participants, or create a document, delivered automatically, as a draft for review, or behind an approval step.

This is the modern way AI acts on your data in Copera. For the full builder — triggers, conditions, every action and AI step, delivery modes, and usage — see the Automations guide.

tip

When automations create rows from a meeting transcript, set a status like "AI-Created" so your team can quickly spot and confirm AI-generated rows before they act on them.

Frequently Asked Questions

How do I create a board row with AI?

Open the row creation dropdown in your board table, choose the AI option, and describe the row in plain language. AI reads your table's columns and types, fills in each field, and creates the row. You can also dictate the description with the microphone button.

Can AI write a board formula for me?

Yes. Open the formula editor for a formula column, click Ask AI, and describe the calculation you want. AI writes the formula using the correct functions and column references — and it understands your current formula, so you can ask it to refine an existing one.

What are AI actions in boards?

AI actions are AI steps inside Automations that read, write, and reason about your board data — generate, summarize, classify, extract, sentiment, and translate. A meeting automation can also turn a transcript into assigned tasks, a summary, an email, or a document.

Can AI build a whole board from a description?

Yes. When you create a board, choose the AI option and describe what you need. AI generates the columns, field types, statuses, and labels to match, and you can customize from there.

Related Features

• Automations — Visual workflow builder with native AI steps and meeting automation
• Formulas — Write board formulas, with or without AI help
• Ask Copera AI — Conversational AI assistant for questions and content
• AI in Documents — AI writing assistant inside the document editor
• AI Features Overview — The full Copera AI surface