Set up operations

Build workspaces, workflows, and inboxes for your team’s daily operations

Collections and actions are the foundation. Workspaces, workflows, and inboxes are how you turn them into a tool your team actually uses to get work done.

Create a workspace

Workspaces are custom pages that combine data from multiple collections into a single view. They’re useful for operational processes that span several tables, a KYC review, an incident response, a supplier onboarding.

To create a workspace:

1. Click + next to Workspaces in the left sidebar
2. Use the drag-and-drop editor to add components: tables, detail views, charts, action buttons
3. Connect components together, selecting a row in one table can filter another

See Workspaces for layout patterns and advanced configuration.

Set up a workflow

Workflows automate multi-step processes that require human approval or sequential actions, for example, a refund request that goes through a manager approval before being executed.

To create a workflow:

1. Go to Workflows in the left sidebar
2. Click New workflow
3. Define the manual trigger
4. Add steps: actions, approvals, notifications

Scheduled and event-based triggers are on the roadmap, workflows are currently triggered manually.

See Workflows for the full reference.

Set up an inbox

Inboxes let your team manage tasks and review queues, records that need attention, approvals waiting, issues to resolve. They bring a task-management layer on top of your data.

To create an inbox:

1. Go to Inbox in the left sidebar
2. Click Configure
3. Select the collection and filters that define what appears in the inbox
4. Assign it to a team

See Inbox for configuration options.

What’s next

Your operators have everything they need. The same data and actions can now be exposed to AI agents, under the same permissions and audit trail.

Next: Expose to AI agents →

Turn on the MCP server and connect Claude