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AgentsOrganizing Data into Tables

Organizing Data into Tables

When you hand recurring work to an agent, 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 agent organizes this kind of work into a table in your account’s own storage, you can find it again anytime on the Data screen, without scrolling back through the conversation.

How does a table get created?

You don’t create a table from a screen — the agent proposes one. 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 agent shows a confirmation card in the conversation asking whether to turn it into a table.

  • The card shows the table’s name and its columns, and nothing is saved until you approve it.
  • If you decline, the conversation continues and you can ask again later.
  • If the agent 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 — the card text says so when that’s the case.
  • After you approve, the agent may separately ask whether it should keep the table up to date automatically. That’s a different approval — a schedule — with its own confirmation step. See Scheduling Agent Runs for details.

What can you do on the Data screen?

Once you’re on the 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 row to see its 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.
  • 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 and restore a value — open a record to see when a value changed and who changed it (agent, you, an import, or the system), and restore an earlier value. Web only. Values that identify the record, files, and values that were originally empty cannot be restored.
  • 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 Data screen on iOS and Android is meant for browsing what’s accumulated so far — it covers viewing, searching, and record detail only. For downloading, change history, and turning tables off or back on, use the web screen.

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 agent accumulate. Every feature above is available here.
  • Organization storage — your organization’s data. This is read-only here: viewing, searching, filtering, record detail, history, and downloads all work the same as your own storage. Actions that change the table itself — stopping management, turning it back on, and restoring a value — are only available in the organization portal, which the screen links to directly when the organization has it enabled.

Where do you find it?

  • Web (desktop) — click 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 Data.
  • iOS app — tap More in the bottom tab bar, then choose Data from the list.
  • Android app — open the More menu and choose Data. On a wide screen like a tablet, Data appears directly in the side navigation bar.

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 automation 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 automation back on too.

Advanced

You don’t need any of this to use the 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 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 returns an instruction to show a validated ask_user confirmation card. 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 Data screen’s button), which deactivates the type and pauses any linked schedule without deleting the row data. Turning it back on reactivates the deactivated type with its original definition — any new columns imagined in the meantime aren’t applied automatically when you turn it back on.

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. Write requests to organization storage are always rejected — the organization portal is the only path for changing that data.

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 Data screen. The banner doesn’t say when things will be back to normal, so check back later if your storage is still being set up or has been closed.

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