Workspace controls

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 Update Columns — see which columns re-run on their own
• Dedupe — remove duplicate rows before you spend credits on them
• Auto Delete Old Rows — drop the oldest rows when the table hits its limit (Pro plans and above)
• Webhooks — see the endpoints pushing data into this table
• Share as Template — package the workflow for someone else to import

Settings

• Team Members — your company profile, invites, roles, and the shared credit balance
• 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

Common use cases

• Make a 20-column sourcing table readable again with views and hidden columns
• Work a subset — filter to the rows you want, select them, run one action
• Remove duplicates before they cost you twice
• Find the column quietly draining your credit balance
• Hand a table or workspace over to a teammate or an agency
• Package a workflow that works so someone else can run it

Best practices

• Filter before you run anything paid — it is the cheapest saving in the product
• Save the layout you keep rebuilding as a view instead of rebuilding it
• Dedupe after every import, before any enrichment
• Read the Est. per lead figure before turning Auto-run on
• Audit auto update columns monthly — they charge again every time they fire
• Keep API keys and webhook URLs out of shared docs and published templates

Where to next