Formulas
Get the timing right.
“How many days until this account renews?”
TodaySep 28
RenewsOct 05
Days until renewal7 days
Start the renewal journey on time. Date arithmetic becomes a field you can use in an audience condition.
Evaluated attributes
Five concepts. One evaluated attribute.
Describe the field you need. AI writes the logic and connects the right records.
- Formulas
- Calculated values
- Rollups
- Relationships
- Cross-record queries
One evaluated attribute
You describe it
What percentage of people in this account created a project in the last 30 days?
Your reusable field
Account activation
37.5%3 of 8 people created a project.
Example dataAI builds the logic
Find the account’s people Count who created a project Calculate the percentage
Review the generated definition. Use the field in audiences, workflows and emails.
Describe the answer. Skip the setup.
Calculations, counts and connected records. Describe what your campaign needs, and save it as one reusable field.
Example data · Studio North · 8 people · Evaluated September 28, 2026
Calculated values
Give a number business meaning.
“Mark renewal readiness ‘Needs attention’ when activation is below 50%. Otherwise, ‘Ready’.”
Account activation37.5%
Below 50%Needs attention
50% or moreReady
Choose the adoption-help message. Apply your own rule consistently, without writing conditional formulas.
Rollups
See adoption across the account.
“Count the people in this account who created a project in the last 30 days.”
MMaya
LLena
SSam
Daniel
Alex
Ines
TTheo
NNora
6 projects.
3 different creators.3 of 8 people
3 different creators.3 of 8 people
Measure team adoption, not just activity. Multiple projects by one person still count as one activated member.
Relationships
Bring the account into the conversation.
“Find the account that matches this person’s account ID.”
M
Mayaaccount_id: studio-north
Matching account ID
Studio NorthPro plan · Renews October 5
Use the right plan and renewal details. Return the account record without copying its fields onto every person.
Cross-record queries
Find who needs a hand.
“Find the three longest-waiting people in this account who joined over seven days ago and haven’t created a project.”
Make the account owner’s follow-up specific. Return the people to help, with the record details your message needs.
People + projects
PersonJoinedProject?
Maya20 days agoNo
Lena16 days agoNo
Sam10 days agoNo
Daniel18 days agoYes
Daniel already has a project. The two newest members haven’t reached seven days.
People needing a first projectMaya, Lena, Sam3 Person records · Longest waiting first
Turn those answers into a useful follow-up.
The same account context tells you who to contact, what to check and what their email should say.
Choose the audience
Account owners with a renewal coming up and low team adoption.
Renewal in 0–7 days and Activation < 50%Find who needs help
Request the waiting members in the workflow’s customer context.
Maya, Lena, Sam · 3 Person recordsGive Adaptyle the details
Select those fields for the email. Write instructions for the follow-up, then review the recipient preview.
Illustrative emailTo Alex · Account owner
SubjectA first project for the rest of Studio North
Hi Alex,
Your Studio North account renews in 7 days. So far, 3 of your 8 team members have created a project in the last 30 days.
Maya, Lena and Sam joined over a week ago and haven’t created one yet.
Invite each of them to create a small project for their next piece of work and add a first task before your team check-in.
Details supplied by evaluated attributes
The definition stays. The answer changes.
A copied campaign field keeps its last value until you update it. An evaluated attribute calculates again when requested.
Example data
Source recordsMaya hasn’t created a project.
Three other members have created one.
Same saved definition
People who created a project in 30 days
÷ people in the account
Next requested evaluation37.5%
3 of 8 people · Needs attention
Uses the records currently available in Maxclicks. Previously prepared emails and saved workflow context keep their original values.
AI writes the logic.
You keep control.
AI generates the definition once. Each requested evaluation runs the saved logic against your records, without a new model inference.
Read the evaluation detailsDescribe the field.
Say what to return, which records matter and any exclusions. AI builds the definition using the records and identifiers you have connected.
Review real examples.
Check a match, an exclusion and a missing-data case. A missing renewal date should not become “0 days”; choose the result you want for that case.
Save it. Use it again.
Use the definition in an audience condition. Select the field when requesting email or workflow context. Ordinary Records API reads do not include it automatically.