Equals

What is Equals?

Equals is an AI assistant designed to enhance productivity by handling various spreadsheet tasks. It generates formulas, executes SQL queries, offers advanced data summarization, real-time collaboration features, supports over 100 formulas, and provides professional-grade charting capabilities. This tool automates spreadsheets through data connectors, can create calculated columns, and offers features like formula auto-extension, advanced keyboard shortcuts, and in-tool SQL editor. Equals also includes a visual query builder, version history for reproducibility, scheduling queries for automation, and the ability to import scripts from APIs/tools.

The AI assistant, Equals AI Assist, improves spreadsheet tasks by automating processes, supporting over 100 formulas, providing advanced features for data visualization, real-time collaboration, and version history for reproducibility. It can assist in generating, editing, explaining, and fixing SQL queries directly within the spreadsheet environment, supporting visual query building, and can be integrated with GPT-4 Turbo for real-time SQL assistance and chart creation. Data security and user privacy are ensured as the tool is SOC 2 Type II compliant and does not require training on user data. Equals AI Assist can connect to over 10 data sources, automate data collection processes, and help users with insights generation and dashboard creation.

Who created Equals?

Equals was created by Jason Zoltak, who is also the CEO and Co-founder of the company. The app was launched on June 18, 2024. Equals provides AI-powered assistance for tasks like generating formulas, writing SQL queries, and real-time collaboration features. The platform boasts over 100 supported formulas, professional-grade charting capabilities, and data connectors for automated tasks.

What is Equals used for?

• Real-time collaboration features
• Generate and write formulas
• Write and execute SQL queries
• Perform advanced data summarization
• Utilize real-time collaboration features
• Support over 100 formulas
• Provide professional-grade charting capabilities
• Automate spreadsheets via data connectors
• Create calculated columns
• Automate workflow efficiency
• Assist in SQL command explanation and debugging
• Generates and writes formulas
• Writes and executes SQL queries
• Advanced data summarization
• Supports over 100 formulas
• Professional-grade charting capabilities
• Automates spreadsheets via data connectors
• Can create calculated columns
• Formula auto-extension during model refresh
• Advanced keyboard shortcuts
• Generating and writing formulas
• Writing and executing SQL queries
• Improve workflow efficiency
• Generate SQL queries directly within the spreadsheet
• Support over 100 types of formulas
• Build and visualize data through professional-grade charts
• Automate spreadsheets through data connectors
• Support real-time collaboration
• Assist in fixing SQL queries and formulas
• Handle user privacy and data security seriously
• Offer reporting capabilities like ARR reporting and sales funnel reporting
• Enable version history for reproducibility
• Perform data analysis without the need for a separate database platform
• Utilize a visual query builder to assist users unfamiliar with SQL
• Support more than 100 types of formulas for building models and analyses
• Automate spreadsheets through data connectors to connect to more than 10 data sources
• Support real-time collaboration for multiple users to view and edit spreadsheets simultaneously
• Offer SQL command explanation, debugging, and fixing functionalities
• Provide reporting capabilities including ARR reporting, sales funnel reporting, and SQL database reporting
• Improve workflow efficiency by generating insights, assisting with queries, and providing real-time actions
• Creating calculated columns

Who is Equals for?

• Data Analysts
• Database administrators
• Business analysts
• Financial Analysts
• Market research analysts
• Management Analysts
• Operations Research Analysts
• Quality Control Analysts
• Business Intelligence Professionals
• Data scientists
• Market analysts
• Accountants
• Financial Planners
• Marketers
• Sales professionals
• Operations Managers
• Consultants
• Researchers

How to use Equals?

To use Equals AI Assist effectively, follow these steps:

1. Formula Generation and SQL Queries: Equals AI Assist can generate formulas and execute SQL queries. Take advantage of its built-in SQL editor and support for over 100 formulas.

2. Data Summarization and Visualization: Utilize its advanced data summarization capabilities and professional-grade charting features to summarize and visualize data effectively.

3. Automate Spreadsheets: Connect to data sources, create calculated columns, and use data connectors to automate spreadsheet tasks. This includes automating model refreshes using calculated columns.

4. Real-time Collaboration: Benefit from real-time collaboration features that allow multiple users to edit and view spreadsheets simultaneously.

5. Version History and Scheduled Queries: Use the version history for reproducibility and schedule queries for automated updates. This ensures that analyses are consistently updated with the latest data.

6. Data Security: Rest assured that Equals AI Assist is designed to handle user privacy securely. It is SOC 2 Type II compliant, ensuring the safety of personal and sensitive information.

7. Dashboard Creation: Leverage Equals AI Assist to create customized dashboards within the spreadsheet, simplifying data visualization and insight generation.

8. Keyboard Shortcuts and Visual Query Builder: Utilize advanced keyboard shortcuts for efficient navigation and editing. If needed, the visual query builder can assist in writing SQL queries, especially for users not familiar with SQL.

9. Error Detection and Fixing: Benefit from proactive error detection, one-click fixes, and suggested prompts provided by Equals AI Assist to rectify SQL queries and formulas efficiently.

10. Workflow Efficiency: By automatically generating insights, assisting with queries, and providing real-time support, Equals AI Assist enhances workflow efficiency and productivity.

By following these steps and leveraging the various features and capabilities of Equals AI Assist, users can streamline their spreadsheet tasks, collaborate effectively, and enhance their data analysis and visualization processes.