Getting Started

This guide walks you through creating a table, adding columns, entering data, and using different views.

Create a table

1. Click Table in the Quick Actions, or go to Assets → Tables
2. Choose a template (CRM Contacts, Sales Pipeline, Content Calendar, Project Tracker) or start empty
3. You'll land in the Grid view, a spreadsheet-like interface

Add columns

Click the + button at the end of the column header row. Choose from 37 column types:

• Short Text: single line of text
• Number: numeric values with formatting
• Single Select: dropdown with color-coded options
• Date & Time: date picker with optional time
• File Upload: attach documents, images, files
• AI Column: AI-generated content based on a prompt and other columns

Each column has a configuration panel with options for name, type, default value, and type-specific settings.

Enter data

Click any cell to edit it. Type values directly, or use the field-specific editors:

• Select fields: click to open dropdown, pick from options or create new ones
• Date fields: click to open calendar picker
• File fields: click to open file upload dialog
• Rating fields: click stars/icons to set the value

Add rows

• Click + Add row at the bottom of the grid
• Or press Tab from the last cell to create a new row

Expand a record

Click the expand icon on any row to open the full record view: all fields displayed in a form layout with more space.

Switch views

Click the view tabs at the top to switch between views:

Each view can have its own filter, sort, group, and hidden field settings; they don't affect other views.

Filter, sort, and group

Filter

Click the Filter button → add conditions → choose field, operator, and value. Nest conditions with AND/OR groups.

Sort

Click Sort → choose field and direction (ascending/descending). Add multiple sort levels.

Group

Click Group → choose a field to group by. Up to 3 levels deep. Groups can be collapsed/expanded.

Column statistics

Click the footer area below any column to see statistics:

AI features

AI Column

Add an AI-powered column that generates content for each row:

1. Add a new column → select AI Column
2. Write a prompt (e.g., "Summarize this company based on {name} and {description}")
3. Select source columns the AI should reference
4. Choose a model tier (Nano=1 credit, Mini=5, Pro=10, Max=20)
5. Generate; the AI fills each cell

AI Chat

Click the AI chat icon to open the conversational sidebar. Ask questions about your data:

• "How many deals are in the pipeline?"
• "Filter for records created this week"
• "Group by status and show totals"

The AI can apply filters, sorts, and groups automatically.

Comments

Click the comment icon on any row to add threaded comments. Features:

• Reply to specific comments
• Emoji reactions (6 types)
• Edit/delete your own comments

Import and export

• CSV Import: click Import → upload a CSV file → map columns
• CSV Export: click Export → select columns → download