A question, an answer with its sources.
A chat inside your workspace, with nothing to install or connect: ask how much is due this month, which leases end before March, or to read a new field from every invoice. Answers come from your tables and documents, with the rows they rest on — and changes go through the same columns and playbooks as by hand.
Coming soon. Talk to us to hear when it opens for your workspace — or to tell us how you would use it.Talk to us
Ask your documents, with nothing to set up
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Ask in plain words
From any page, in your language: a total, a list, a document you can't find, a question about a contract.
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See where it comes from
Every answer links to its rows and documents, so a number can be checked in one click.
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Let it do the work
Add a column to extract, run a playbook, prepare a view — always shown to you before it is done.
What you get
Ask your workspace in plain words: the month's totals, a field to read from every document, a payment to record — answered from your data. Coming soon.
Nothing to set up
No connector to configure, no key to create: the chat is part of the workspace.
Within your access
It sees what you can see, and nothing more.
Statuses stay honest
It never types a status: to settle an invoice, it runs the playbook that records the payment.
Grounded in your data
Totals come from your tables, quotes from your documents — with the page they come from.
AI reads each document, decides what it is and which table it belongs to, and pulls out the fields you care about — line items included. Every value stays linked to the spot on the page it came from and is checked against its field's rules, and Form view sets each document beside its fields for a quick review.
Used in
Frequently asked questions
When will the AI chat be available?
It's on our roadmap. Talk to us to hear when it opens — and tell us the first question you would ask it.
Will it change data on its own?
No. It proposes a change — a column, a playbook to run — and nothing is written until you confirm it.
Can I question my data today?
Yes: search finds a document by what's written in it, views filter and total any table, and dashboards keep the numbers in sight.
