Workspace Settings

A workspace holds your table, its actions, and its data — see Workspaces for how to create one. This screen is where you manage an existing workspace after it is running.

What you can do

Rename the workspace
Review what it contains before handing it over or archiving it
Delete a workspace you no longer need

How to open it

Open Settings from your avatar in the top-right
Under Workspace Settings, click Workspace Settings

Naming that scales

Once you run more than three workspaces, names are your only navigation.

Name by motion, not by date — “Local business outbound”, not “New table 4”
Keep test workspaces obviously disposable — prefix them with TEST
Match the workspace name to the template it was built from, so the two stay traceable

Deleting a workspace removes its table and data. Export anything you want to keep first — credits already spent on those rows are not refunded.

Common use cases

Rename a workspace that has been repurposed for a different motion
Review what a workspace contains before handing it to someone else
Delete a test workspace once the real build has moved on
Keep client or brand workspaces cleanly separated

Best practices

Name by motion, not by date — “Local business outbound”, not “New table 4”
Prefix throwaway workspaces with TEST so they are obviously disposable
Export anything worth keeping before deleting; spent credits are not refunded
Check for webhooks and auto update columns before deleting — something may still be pointing at it
Keep the workspace name matching the template it came from

Where to next

Workspaces — creating one, and what it can hold
Team Members — the account that owns every workspace, and who has access to it
Knowledge Base — shared context your AI actions draw on