Ask RowFold & AI tools

Ask plain-English questions and get cited, verified answers - and go further: Ask can build. It proposes saved views, tables and fields (including auto-computed Lookup and Rollup fields), batches of related records, dashboards, automation drafts, and a scheduled digest. Every proposal appears on a card showing exactly what will be created, and nothing exists until you confirm it. Ask a question about your data Click Ask RowFold in the top bar — or press Ctrl/⌘ + / anywhere — type a question in plain words, and press Ask. The assistant investigates with read-only tools and narrates as it goes: small chips like Querying Deals or Crunching numbers show each step while the answer streams in. Within a conversation it remembers what it already looked up, so follow-ups like “and which of those is biggest?” come back instantly instead of re-querying. It also knows your fields’ real option values and ranges, sample records, and saved views — so “who’s in the Overdue view?” resolves to exactly that view’s filters. An empty chat suggests questions written from your own schema — real table and field names, not generic examples — so the first thing you see is something worth asking. You can also just type a question into Ctrl/⌘ + K: once it reads like a question rather than a record search, the palette hands it to Ask for you. Ask about the rows you’ve selected Tick some rows in the grid and choose Ask about these on the bar that appears. Ask opens with those records attached, shown as a chip you can remove, and words like these and they mean exactly that set. The answer says which set it used — “Across the 12 you selected…” — so nobody mistakes it for an answer about the whole table. It reads the records you picked rather than surveying the table, and counts and totals across them are exact. Up to 200 go along; select more and it works from the first 200 and says so. It only compares them with the rest of the table when you ask — what makes these different?, are these typical? — and removing the chip takes you back to the whole workspace. A selection never widens what you can see: Ask still reads only the tables and fields open to you. Ask about what’s missing Questions about what didn't happen work too: which customers have no orders?, which invoices have no payment?, which products have never been on a purchase order? Ask follows the link backwards from the other table and counts over the whole table, exactly. The wording matters, and Ask keeps the difference. Customers with no open order includes customers who have never ordered at all; customers with an order that isn't open counts only customers who have ordered. And if two different links could answer the question, it says so rather than picking one. Tell it what your words mean An admin can give Ask a short note about how this workspace talks — Revenue means Amount minus Refunds, We call them jobs, not projects, Ignore the Archive table unless I ask. It lives in Settings, under What the AI should know about your workspace, holds up to 2,000 characters, and applies to every member's questions and to Build with AI from the next message on. It is vocabulary, not permission. Nothing written there can open a table or a field to somebody who can't see it, and an instruction to ignore the rules is itself ignored. It is written by a person rather than learned, so it is something you can read and correct. Read the answer, and check its working Every record an answer mentions is a link — click one to peek at it without leaving the chat. Underneath, the citation chips list the records the answer drew on; if there are more than six, the overflow is stated rather than quietly dropped. The chips above the answer are its working. Each names a step the assistant took — Crunching numbers in Visits, Opening a record — and clicking one shows the query that ran and the data it returned. The footer says whether the answer's figures survived being re-computed against your live data: ✓ N figures verified, ⚠ N figures unconfirmed, or no figures to check when the answer made no numeric claims. Click the badge to read the full receipt — each claim, the exact query replayed, and the live result it came back with. It opens inside the conversation, so nothing is lost. When an answer rests on a breakdown, a small chart is drawn under it from a fresh re-run of that aggregate — so the picture cannot drift from the data. You can Copy any answer, or Share the conversation: the link opens the same transcript for a colleague, under their own permissions. Keep typing — the chat keeps up You never have to wait for an answer to finish. Press Enter while one is streaming and your message is queued to send next; press Ctrl/⌘ + Enter to interrupt and steer — the assistant keeps what it had said and takes your correction on board. The send button doubles as a stop button while streaming, and if you scroll up to reread, the view stays put with a Jump to latest pill instead of pulling you back down. Create things by asking Describe what you want built and Ask proposes it on a card — nothing is created until you press the card’s button. • Tables & fields — “set up order intake with line items and inventory that tracks itself” designs connected tables, including subitem hierarchies and auto-computed Lookup and Rollup fields, so totals maintain themselves. (Admins only; Build with AI in the New menu starts this conversation.) • Records — “add a company with two deals and a contact” creates related records together, links included; batches go up to 40 at a time. • Saved views — “save deals over $200k as a view” turns the query it just ran into a view on the table. • Saved reports — “revenue by month as a report” becomes a shareable report page with a live chart and CSV export; answers that crunched numbers also grow a 💾 Save as report button. • Dashboards — “make me a pipeline health dashboard” designs a board of live tiles from your description. • Automations — “when a dispatch is created, reduce that product’s stock” drafts the rule; it arrives switched off for you to review and enable in the editor. • A digest — “send me a weekly digest” puts a short AI summary of what changed on your Home page on schedule. When something genuinely needs your call — an option that doesn’t exist yet, a theme, how tables should relate — Ask asks a quick question first instead of guessing. Confirm, and the flow continues Each card shows exactly what will be created. Not now dismisses it — nothing is lost; ask again any time. Confirming applies it through the same permission checks and audit trail as doing it by hand: schema, views, and automations need workspace Admin; record batches need the same per-table create permission you’d need in the grid. Multi-step work drives itself: confirm the schema card and the records proposal follows automatically; confirm one batch and the next appears — no “go ahead” messages needed. Your confirmation buttons are the steering wheel. Tips • If a proposal isn't quite right, just say what to change - "make the value field currency, not number" - and it re-proposes. • Ask can link new records to ones it created earlier in the conversation; for links across batches it looks up the real records first. • Answers only ever draw from tables you can see, and hidden fields never reach the AI. • Every figure is re-checked against live data after the answer is written - click the badge in the footer to read exactly which query was replayed and what it returned. Good to know • Proposal cards create nothing until confirmed. If a promised follow-up card doesn't appear, use the retry button on the notice - the assistant re-proposes with fresh record ids. • Automation drafts always arrive disabled; enable them in the editor after review. • The digest is personal - it summarizes what YOU can see, and each member subscribes for themselves. Who can do what • The Ask page and ask panel require signing in, and you can only ask about workspaces you are a member of — a workspace id in the address bar cannot reach someone else's data. • Answers are trimmed to what the asker may see: tables they cannot view are excluded entirely, and fields hidden from them are stripped before the AI or the analyzer reads anything. • Build with AI is Admin-only: the Build with AI entries only appear for workspace Admins, and the server rejects both proposing and creating schemas for anyone else. • Any workspace member can ask questions — asking only reads data and never changes it.