Advanced Features

Features covers what goes inside a table — columns, actions, enrichments, exports.

This section covers everything around it: the toolbar above your rows, the table menu behind the ⚙️ icon, and the settings that apply to your whole account.

Table toolbar

The bar above your rows controls what you see and how the table runs.

• Views and Columns — switch views, hide columns, check the row count
• Sort — order rows by any column
• Filter — narrow rows to the ones you want to work on
• Search — find a value anywhere in the table
• Sync Agent — the AI assistant that builds and edits your workflow
• Auto-run — run action columns automatically as rows fill in

Table menu

The ⚙️ icon in the top-right opens table-wide tools.

• Auto Refreshing Columns — see which columns re-run on their own
• Dedupe — remove duplicate rows before you spend credits on them
• Table Webhooks — see the endpoints pushing data into this table
• Share as Template — package the workflow for someone else to import

Settings

• Organization — your company profile and the people in it
• Workspace Settings — rename, configure, or delete a workspace
• Knowledge Base — the context your AI actions and agents write from
• Plan & Billing — plan, renewal date, invoices
• Credit Usage — where your credits went
• Profile Information — your name, email, and avatar
• Security — password and account access

Where to next