Databases

A database is a table that lives inside a doc. Each row is a record, each column a property — text, number, select, people, date, checkbox, link, and more. Add one by typing / and choosing a database.

Views

A database can have several views of the same rows. Click + next to the view tabs to add one.

• Table — rows and columns, like a spreadsheet.
• Board (kanban) — cards grouped into columns by a property such as status. Drag a card to another column to change its value.

Each view keeps its own filters, sorting, and visible columns.

On a phone, a wide database scrolls sideways.

Turn a database into a table

A database in a doc is great for a team to track work by hand. When a workflow or Relay needs the same data, turn it into an Agent Serve table.

1. Open the doc's ⋯ menu and choose Databases and Tables. A side panel opens on the Tables tab.
2. Each database in the doc is listed with its row and column count. Click Convert to table.
3. Agent Serve creates a new table with the same rows and shows Created the table "<name>".

If the doc has no database yet, the panel says Add a database with / in the doc to turn it into a table.

Once linked, the card shows the table's name, when it was last synced, and three buttons:

• Open table — open the table in Agent Serve.
• Push — send changes from the doc to the table. You see Sent to the table: N updated, M added.
• Pull — bring changes from the table into the doc. You see Updated from the table: ….

How syncing works

• Syncing only happens when someone clicks Pull or Push. It is not automatic.
• Only people who can edit the doc see the buttons.
• Deleting a row on one side does not delete it on the other.
• A database can have up to 1,000 rows to be converted, and each sync moves up to 1,000 rows.

Columns map like this:

Other column types are not copied.