Organizing Tables in Files & Data

When you hand recurring work to an AI employee, sometimes what it produces is worth keeping around, not just as an answer in the conversation, but as something you’ll come back to. Weekly orders, a list of accounts, daily competitor prices: things like that. When the employee organizes this kind of work into a table in your account’s own storage, you can find it again anytime on the Files & data screen, without scrolling back through the conversation.

How does a table get created?

Usually the employee proposes a table (you can also create one yourself on the web Files & data screen; see “Organization storage” below). If a task’s output takes the shape of several similar records, or if you say something like “I do this every week” or “keep this as a table,” the employee attaches a table proposal to its result after finishing the work. It appears as a choice card in a personal conversation or as an item on the result card in team chat.

Read the table name, fields, and changes in the reply and card. Select the table proposal you want, then press the card’s action button. A proposal alone does not create a table before you confirm your selection.
You can skip a proposal and ask again later. If a different approval card appears, use the approve or decline buttons on that card.
If the employee already had a way of doing this recurring work, approving the card can save both the table and “do it this way going forward” at the same time, and the card text says so when that’s the case.
In an organization space, employees also start at “Read & write,” so once you approve the card the employee can store its results in the table right away. If an employee started at “Read” earlier, or someone lowered it to “Read,” approving a card that also saves the workflow raises the employee handling that work to “Read & write.” The card says “This employee will be able to write results to this table” before you approve, and the new grade applies from that employee’s next task. For the full grade rules, see “Data access” in Managing employees.
In an organization space, members can add new tables and new fields. The employee proposes tables when you talk in team chat and during scheduled or recurring runs too, and any organization member can approve the card. Changing the structure of an existing table (removing or retyping a field, changing what identifies a record, making a required field optional, replacing all rows), turning a turned-off table back on, and adding a field to a table that has admin-only fields are for the organization owner (or an UpServe operator working through delegated access the owner granted). If a member taps one of those cards it is refused and the card stays open. Work started by outside text, such as a mail summary, doesn’t lead the employee to propose a table.
After you approve, the employee may separately ask whether it should keep the table up to date automatically. That’s a different approval (a scheduled run) with its own confirmation step. See Setting Up Scheduled Runs for details.

You can also attach an Excel file and ask the employee to turn it into a table. Older Excel files (.xls) are accepted too, and very large files are brought in a batch at a time instead of all at once. When that happens, the Files & data screen shows a note like ”○○ remaining rows haven’t been brought in yet.” Ask the employee to continue, and the rest of the rows follow.

On the web, uploading another Excel file with the same layout uses the saved layout and previews new, changed, and missing rows before loading. Confirming a replacement updates the table from that file. Rows missing from the file are marked gone rather than deleted. Check the preview before proceeding.

Checking rows that didn’t come in

If some rows don’t make it in after a file import, the Files & data screen shows a warning, “review the items that were not imported”. The list inside the warning shows which sheet and row was left out and why (the key value is empty, the same key appears on several rows, a value couldn’t be read, and so on), along with the row’s contents.

Rows the layout leaves out on purpose (such as category heading rows) aren’t failures, so they appear separately in a collapsed rows skipped by the layout group.
Once you’ve reviewed it, press Mark as reviewed to dismiss the warning. Pressing it once for a table clears it for everyone in that storage, and it comes back if a later import leaves rows out again. Only people who can edit data can press it, and not while an import is still running or rows remain to be brought in.
You can see this list on the web, the work portal, iOS, and Android. Mark as reviewed works only on the web and the work portal; the mobile apps tell you to do it on the web.
If the import was uploaded without keeping the source file, the source changed after the import, or the file is password-protected, the list can’t be rebuilt and the screen explains why. Some imports show only the location and reason, without the row contents.

Hidden rows in Excel

Rows hidden in Excel, or squeezed to a tiny height so they can’t be seen, are now told apart when the file is read. They are often items no longer in use, so when the employee builds the layout it decides whether to leave them out or bring them in. If the employee can’t tell why they’re hidden, it asks you.

If they’re left out, those rows appear under rows skipped by the layout with the reason “Skipped because the row is hidden in the spreadsheet” or “Skipped because the row is squeezed to a tiny height in the spreadsheet.”
With a saved layout, a column marks the rows that were hidden. When importing directly without a saved layout, choosing Include loads them alongside the other rows.
If you re-upload a file with the same layout on the web using a saved layout that hasn’t decided about hidden rows, they’re loaded as before. The preview then notes how many hidden rows go in as well and suggests asking the employee to fix the layout if you want them out. When an employee loads a file in conversation, it stops and settles this choice first rather than loading.

On the web and work portal, importing without a saved layout also lets you review the hidden-row count and choose Exclude / Include in the preview. If hidden rows exist, you must choose before importing. Excluded rows are skipped, not counted as failures. Rows hidden by an Excel filter are not counted as manually hidden rows and are still imported.

What can you do on the Files & data screen?

Once you’re on the Files & data screen (see entry points below), you can browse the tables that have accumulated so far. What you can do depends on the platform.

View: pick a table and browse its rows. Supported on web, iOS, and Android.
Search: search by name or content. Supported on web, iOS, and Android.
Narrow with filters: narrow the list by a choice-type column. Web only.
View one record in detail: tap a record (row) to see its field values one by one. Supported on web, iOS, and Android. On web, file columns can be previewed and downloaded; on iOS and Android, images preview inline and other file types offer download or open.
Add and edit records directly: use Add record above the list to create a record, or open a record and choose Edit to change values. Web only, and shown only in storage where you can edit data. Required fields can’t be left empty, and the field that identifies the record and file fields can’t be edited (files are handled in conversation or on the Files tab). If a record with the same identifying value already exists, you’re pointed to Open existing record. If a value changed elsewhere while you were editing, nothing is saved and the latest values are shown so you can review and edit again. On iOS and Android, Edit on the web in record detail opens the web screen.
Jump to linked records: in record detail, Linked records lists linked records by relationship name, the other table, and direction, and tapping one opens it. You can go back to the previous record afterward. Deleted records and records in tables that are turned off don’t open and show the reason. Supported on web, iOS, and Android.
Filter down to dates that need a second look: when the employee reads a date from the source text and can’t pin it down exactly (say, only a month was written, or the rules couldn’t settle it), the list and detail views show the original wording next to it. Turning on Needs checking only filters the list down to just those rows. Supported on web, iOS, and Android.
Confirm dates in bulk: on the web, with Needs checking only on, select several records and press Mark selected as checked. The date values stay as they are and are marked as checked against the original wording. The result reports confirmed, skipped, and failed counts, and failed records stay selected. If a value is wrong, open the record and fix it. Web only; iOS and Android give you a link to open the same screen on the web.
Show only records missing required values: for a table with required fields, turning on Missing required values only shows just the records where a required field is empty. Those rows get a Missing required mark that tells you which fields are empty. On the web you can combine it with the needs-checking filter. Supported on web, iOS, and Android.
Download as CSV or Excel: download the table you’re viewing as a file. Web only. If a table has more than 50,000 rows, only the first 50,000 are downloaded and the screen tells you so.
View change history: open a record to see when a value changed and who changed it (employee, you, an import, or the system). For values an employee changed with a tool, the history also shows which employee and which run made the change, with View conversation or Run history links, shown only to people who can see that employee and conversation to open that work. Supported on web, iOS, and Android. Older entries load with a “show more” action; on iOS and Android, entries the app can’t fit are noted as viewable on the web.
Restore a value: restore an earlier value from the history. Web only. Values used in the record key, files, and values that were originally empty cannot be restored. When that’s the case, the restore button shows why.
Stop managing a table: turn off a table you no longer want managed. Web only. See below for what this does.
Turn a table back on: reactivate a table you previously turned off. Web only.

The Files & data screen on iOS and Android is for browsing and following what’s accumulated. It covers viewing, searching, record detail, jumping to connected records, change history (including which run made a change), the needs-checking filter, the missing-required-values filter, and viewing the list of rows that didn’t import. For anything that changes data or tables (adding or editing records, confirming dates, marking an import warning as reviewed, restoring values, downloading, and turning tables off or back on), use the web screen.

On the web, Tasks connected to this table shows the employee, whether the task reads or adds/edits data, the fields used, and its last use. Open a task to see its workflow, then return through Tables in use. If the task has not run from the work portal yet, it shows No work portal runs recorded. Runs from chat and use before this record started are not counted, so it does not mean the table was never used. You can view a linked PDF in record details and link shared files you have access to.

History tables and reference records (web and work portal)

Tables that keep dated values, such as price histories, offer Current values / Full history. Current values include the values in effect now and Scheduled values scheduled to take effect later. Full history also includes Past and Ended values. Open a record to check the dates, values, and statuses for the same item under Effective history. These views are available on the web and work portal; the iOS and Android apps do not have the same view switch.

For a field that refers to a record in another table, click its name to open that record. Editing or importing can show a warning if the referenced record cannot be found, and fields that require a valid reference block saving. Keeping an already stored reference unchanged while editing another field may leave only a warning. Fields you cannot read are also kept out of statuses, history, and reference names.

Work tables an employee made directly (web, organization storage)

If an employee has built a table on its own, without going through the table-proposal approval, and you’re the storage’s owner, a “Work Tables” section appears below the file and table lists on the web Files & data screen. If you’re not the owner, this section doesn’t appear at all.

Tap a work table’s name to see its columns and rows read-only. You can’t edit or delete values here.
If a work table was previously turned into a managed table, that’s noted next to it, and a link straight to the managed table appears too when that managed table is still available to open.
Tap Turn into a managed table to pick which employee to ask. Once you pick one and prepare the request, a request sentence asking to turn this work table into a managed table is filled into that employee’s conversation box automatically. It isn’t sent for you, so you can add anything you’d like and send it yourself. Once the employee reviews the setup and it’s approved, the rows are copied into a managed table; the original work table stays exactly as it was.

Choosing a storage: yours or your organization’s

Every account has its own personal storage by default. If you belong to an organization, you can also see that organization’s storage. A picker only appears at the top of the screen when there’s more than one option.

My storage: where tables you’ve handed to your employees accumulate. Every feature above is available here.
Organization storage: your organization’s data. Members can view, search, filter, open record details and history, download, restore values, and import files. Members can also add new tables and new fields with the New table and Add field buttons on the web Files & data screen. Settings such as required fields, admin-only fields, and choice lists are set by an organization owner. Only an organization owner can change the structure of an existing table (such as removing or retyping a field), stop management, or reactivate a table. A link to the Work portal appears when the organization has it enabled.

Members’ permission to edit data on this screen is separate from an employee’s data access. You can still ask an authorized employee in chat to add or edit records. Its table write access and each file’s edit access are separate permissions.

Files tab: folders and spreadsheets

On the Files tab of the web Files & data screen, you can organize stored files into folders and open Excel (.xlsx) files right in the browser to edit them. Older Excel files (.xls) can be previewed as a table, and you edit them by making an .xlsx copy.

You can browse files by User materials / Received mail / Employee results. Mail bodies and images embedded in a message, such as signatures, may be omitted from the file list; read them in the Mail tab. Omitting a file from the list does not delete it. Archived files and files in folders stay listed. Mail files whose assigned employee or team is gone also stay listed if a person explicitly set their sharing.

Organizing with folders

Create: open the New menu, choose New folder, and type a name. You can create folders inside folders. Names are 1-120 characters (no / or \), and two folders in the same place can’t share a name.
Rename and delete: use the menu next to a folder to choose Rename or Delete folder. Only empty folders can be deleted, so move or remove what’s inside first.
Move a file: choose Move to folder from the file’s menu, or drag the file onto a folder.
Folders are for tidiness only. Putting a file in a folder doesn’t pass on sharing or employee permissions. Those are set per file. Anyone in the storage can see folder names, but the files inside follow each file’s own sharing.
Apply to a whole folder at once: Apply to all files in this folder, in the folder menu, changes the sharing (and employee edit access) of the files directly inside that folder in one go. Files in subfolders and files you can’t manage are skipped, and the result shows how many were applied and how many skipped. Turn on Keep current employee edit permissions to leave edit access untouched.

How long are files kept?

Files you put in a folder, newly created spreadsheets, and files you’ve edited and saved are kept with no expiry. The screen labels them Kept permanently.
Other files (for example, files attached in chat) follow the existing rule and are deleted after 90 days. The list shows a scheduled deletion date. To keep one longer, move it into a folder. Files whose downloads are metered can’t be moved into a folder.
Deleting a file also deletes its earlier versions, and this can’t be undone.

Creating and editing spreadsheets

Choose New > New spreadsheet and name it. It’s created in the folder you’re viewing and kept so that only you can see it.
For an existing Excel file, click Open and edit to launch the editor. If it’s view-only for you, Open shows it in view mode.
After editing, click Save to store a new version. You can also Download an Excel file.

In the editor, press Ctrl+F (Cmd+F on Mac) to find cell contents and Ctrl+H (also Ctrl+H on Mac) to replace them. To sort, right-click a cell and choose Sort > Custom Sort. The editor asks whether to expand to the whole table and lets you keep the header row out of the sort.

Which files can be edited

It must be an Excel (.xlsx) file, up to 2MB and 200,000 cells. Larger files can only be downloaded.
Older Excel files (.xls) can be viewed as a table preview, and the original stays untouched. To edit one, click Edit as .xlsx copy in the file details. A confirmation explains that formulas are removed and only their calculated values remain, that some formatting such as fonts, colors and number display may be lost, and that the copy is saved in the same folder while the original stays as it is. Click Make copy and edit and one .xlsx copy is created and opened in the editor right away. The copy is kept so that only you can see it (same as a new spreadsheet), and it can be made only from an .xls of 2MB or less that is still within 200,000 cells after conversion. A damaged or password-protected file can’t be copied; open it in Excel, save it as .xlsx, and upload it again. The button appears only for members who can upload files, and each click makes a new copy.
If the file contains charts, pivot tables, macros, images, or defined names, the original can’t be overwritten, because saving would drop them. These files open in view mode, and Edit a copy creates a copy you can edit.
Conditional formatting, data validation (such as dropdowns), notes, hyperlinks, and filters show up in the editor as they are and stay in the file after you save your edits. The work portal editor works the same way.
Filters keep only their range. Any filter conditions in the file are cleared when the editor opens it, so rows the filter was hiding show again. Saving keeps the conditions cleared.
If the file has parts of these elements the editor can’t carry over (for example, icon-style conditional formatting, checkboxes, or Excel’s threaded comments), the editor warns you about what will be partly dropped up front. To protect the original, choose Edit a copy at that point.
If you create something in the editor that can’t be written to an Excel file (for example, filter conditions you set in the editor, icon-style conditional formatting, or checkboxes), the editor tells you what saving drops before you save or download, and asks whether to continue.
Files you don’t have edit access to open in view mode. In view mode you can’t change filters, notes, hyperlinks, conditional formatting, or data validation either, not just cell contents. Whether a member can edit depends on whether they can see the file. Changing sharing, employee access, moving to a folder, and deleting are limited to the file’s managers.
If you try to leave with unsaved changes, you’ll be asked to confirm.

When someone else saved first

There’s no live co-editing. If another member or an employee saves a new version while you’re editing, you’ll see “Another version was saved first”, and your changes remain unsaved. You can then choose:

Save my changes as a copy: keeps your edits as a new file and leaves the original alone.
Load version N (discard my changes): loads the newly saved version. Your changes are lost.
Keep editing: dismisses the notice. If you save as is, you’ll see the conflict notice again.

Editing tables managed by a source spreadsheet (web)

If a table says it is managed by a file, change its values in the linked source spreadsheet. Use Open file, edit the original, and save it. Adding or editing records, importing into the table, cannot write a value that differs from the source. This notice applies to tables already linked to a file; this screen does not create new links.

Each save creates a file version, and the versions are applied to the table in order. In the file details and the editor’s notice after saving, check whether application is in progress, the result, and the sheet, cell, and reason for values that were not applied. Saving the file does not mean the table has finished updating. Records with errors keep their previous values, so fix the file and save again. Valid records removed from the file are marked absent rather than deleted, and deliberately cleared cells can also clear their values in the table.

Edit the source file on the web. On mobile, use the existing file viewer and Edit on web link. If the work portal tells you to edit a table’s linked file, continue in the web file editor.

Per-employee read and write access

A file’s sharing (only you, specific employees, a team, or the whole organization) decides which employees can read it. Employees who can read it are read-only by default. You can give Can edit only to the employees you trust to change the file directly.

Switch each employee between read-only and can edit under Employee access in the file details or the editor. If no employee can read the file yet, you’ll see “Widen the sharing scope to let employees edit.” Only people who manage the file (the organization owner and whoever uploaded it) can change this. Other members can view it.
If you narrow the sharing so an employee can no longer read the file, their edit access is released too. A confirmation tells you how many before you change it.
This is separate from an employee’s data access grade (table access).
If you ask a read-only employee to “update this file,” they leave the original alone and hand you a copy. If you want them to change the original, give them edit access.
An employee with edit access changes the original and saves it as a new version. The earlier content stays in the version history.
When an employee saves, the server recalculates formulas. If recalculation doesn’t finish or fails, nothing is saved, and the employee is guided to deliver a copy instead of overwriting. If someone else saved a newer version after the employee fetched the file, the employee fetches the latest file again, redoes the edits, and then saves.
Even with edit access, a file beyond the edit limits (.xlsx, 2MB, 200,000 cells) is read-only for employees. The same goes for older Excel (.xls) files. To let an employee edit one, make the .xlsx copy described above and give edit access to that copy.

Version history and restoring

Every save creates a new version, and you can browse earlier ones under Version history in the file details. The most recent 20 earlier versions are kept, and older ones are removed. Each entry also shows who saved it (you, another member, or an employee).

Restore saves that version’s content as a new version. Your current content also stays as an earlier version, so you can go back again.
If a new version was saved elsewhere while you were restoring, the restore doesn’t go through. The history reloads, so pick again.
Renaming and moving to a folder don’t create a new version.

On the mobile apps

The file screens on iOS and Android are for viewing. You can move through folders, open files read-only, and see the sharing, per-employee access (can edit or read-only), and version history. Creating folders, moving files, changing employee edit access, and editing spreadsheets are done on the web. Editable files show an Edit on web button that takes you to the web editor.

Where do you find it?

Web (desktop): click Files & data in the top navigation menu. It’s always visible, even before you have any tables, so you know your account has its own storage from the start.
Web (mobile screen): open the profile menu in the top right and choose Files & data.
iOS app: tap More in the bottom tab bar, then choose Files & data from the list.
Android app: open the More menu and choose Files & data. On a wide screen like a tablet, Files & data appears directly in the side navigation bar.

The web Files & data screen has Files and Tables tabs, and a Mail tab appears too when you’re viewing an organization’s storage. If your organization has customers’ mail conditionally forwarded to it, that mail accumulates here. Your organization’s inbound address, the one to give customers so they can set up their forwarding rule, opens from the Our mail addresses button at the top right of the Mail tab (it shows right away while no mail has arrived yet); anyone in the organization can see and copy it. If you have more than one inbound address, pick one under Received at to see only the mail that arrived there, and each opened message shows the address it actually arrived at as Received at (the message’s “To” is the customer’s original address, so it can differ). Owners can also pick Employee addresses to see mail sent straight to an employee’s own address, and switch Sender to “Include our members” to see mail our members sent. Creating a new address or assigning who handles it is owner-only, and that management link only shows up for the owner. (If you land on the old, separate mailbox page address, it now takes you straight to this Mail tab.)

The organization owner can keep an intake address without an assignee or clear its assignee to stop automatic handling. Later mail stays in the Mail tab without waking an employee.

Use mail processing statuses to check the outcome. Needs attention means you should open the linked team task to review its question or blocker. Canceled means that task was canceled, and Processing failed means execution failed. A message marked as delivered to an employee is not necessarily complete. Check the work shown in the mail details and the linked task before deciding what to do next.

Turning a table off keeps your data

Stopping management of a table does not delete the data that’s accumulated; it stays exactly as it was. If an automatic run (scheduled run) was linked to that table and paused along with it, turning the table back on later restores it with its original columns and turns that automatic run back on too.

Storage status notices

If the storage itself is still being set up, has been closed after a long period of inactivity, is full, or has a problem, a status banner appears at the top of the Files & data screen. If it’s still being set up or has been closed, check back later. If it’s full, clearing out data you don’t need or moving to a larger plan lets saving resume.

Advanced

You don’t need any of this to use the Files & data screen day to day. It’s here for anyone curious about how promotion and demotion work under the hood.

Availability

This feature is currently open to every plan, including Free, with no conditions. The Files & data screen’s entry points are always shown even for an account with no tables yet; in that case the screen simply renders an empty state.

How promotion and demotion work internally

The proposal is produced by the object_promote tool. It doesn’t create a table or rows itself; it only stores the validated proposal on the server. The server attaches the confirmation card to the reply after the employee has finished the work it was doing. Who can approve is decided by the organization role of the person who taps the card (members for a new table or field, the owner for structure changes and turning a table back on). The table is actually created only after you tap approve on that card, when a separate execution path applies exactly what was approved. Stopping management is done by the object_demote tool (or the Files & data screen’s button), which deactivates the type and pauses any linked scheduled run without deleting the row data. Turning it back on reactivates the deactivated type with its original definition, and any new columns imagined in the meantime aren’t applied automatically when you turn it back on.

Record editing and confirmation details

Adding, editing, and confirming dates are open only in storage where you have data-editing permission; read-only storage rejects them. There is no separate feature flag.
Bulk date confirmation handles up to 200 records at a time.
The run source in value history is attached only to values an employee changed with a tool. Values changed by you, an import, or the system don’t show one.
The list of rows that didn’t import is rebuilt from the source file for imports read with a saved layout; other imports show only the location and reason recorded at load time. Column names and values include only the columns visible to the viewer. The work portal shares the same list and review logic.
The hidden-row policy is stored in the layout as hidden_rows (EXCLUDE or INCLUDE). INCLUDE needs a column that marks hidden rows. On a sheet with a filter applied, rows hidden by the filter aren’t counted as hidden rows.

Download limit

CSV and Excel downloads carry a maximum of 50,000 rows per file. Beyond that, only the first 50,000 rows are included and the response is marked truncated, which the screen surfaces as a notice.

Reading organization storage

Seeing an organization’s storage requires membership in that organization (and, if you’re acting on someone’s behalf, being within the delegated scope), plus the organization’s own read gate. If any of these isn’t met, that storage simply doesn’t appear in the list. Members can restore values, import files, and add new tables and new fields; only organization owners can change the structure of an existing table, stop management, or reactivate a table. Asking an employee in chat to add or edit records follows that employee’s data access permissions.

When Work Tables shows up

The Work Tables section only renders for someone confirmed as that storage’s owner. If you’re not the owner, or the feature isn’t enabled for that storage, the server quietly returns nothing and the section simply doesn’t appear, with no error shown. Turning a work table into a managed table only happens through the conversation’s confirmation card; there’s no way to create or delete rows directly from this screen.

When the Mail tab appears

The Mail tab only shows up when the storage you’re viewing is an organization space and that organization has inbound mail turned on. It never appears for personal storage. While the organization list is still loading, there isn’t enough information yet to decide which tab to show, so landing on a mail link briefly shows an empty state before settling on the right tab.

Spreadsheet storage and editing details

Permanently kept files are stored in a separate storage container with no expiry rule, and each save gets a new storage path. The container used by chat attachments has a global 90-day deletion rule.
Edit limits: 2MB per file, 200,000 cells, and 50MB total once unpacked. The server recalculation time limit is 10 seconds. Beyond that, the save is rejected.
Elements treated as lost on save: charts, pivot tables, macros, and images (decided by the server). The editor also leaves the original untouched when the file has defined names.
What the web and work portal editors keep after saving: conditional formatting, data validation, notes, hyperlinks, and filter ranges. What they can’t carry over: filter conditions, icon-style conditional formatting, checkbox and time data validation, custom-formula data validation spanning several ranges, number or date data validation set by a formula, extended data validation from newer Excel (such as lists pointing to another sheet), links on number, date, or formula cells (the value stays, only the link is dropped), borders and number formats in conditional formatting, and threaded comments.
A conflict (409) happens when the base version sent with the save differs from the current version. Restoring goes through the same base-version check.
Each file carries a per-employee READ or WRITE grant. Employees with WRITE save the original as a new version through the file tool. Up to 500 edit-access employees can be set per file.
When an employee fetches a file, its base version is recorded. If a new version is saved afterward, the employee’s save is rejected as a conflict.
Version history keeps the latest 20 per file and doesn’t count toward storage usage.
Older Excel (.xls) copies: the server decides table-preview eligibility and copy eligibility with a single check. A file that is only named .xls but is really .xlsx inside is not converted; the copy keeps its content as it is. The copy keeps the name with only the extension changed to .xlsx (quote.xls → quote.xlsx) and goes through the same storage limit check as a normal upload.
Direct editor link: /data?store=<storage>&view=files&file=<file>&edit=1

Setting Up Scheduled Runs: how automatic runs linked to a table work
Handling Approvals: how to respond to table proposal and stop-managing confirmation cards