Documents
Books
Linked tables the agent keeps for one job, with your approval on every row it adds, changes or removes.
A Book is a set of tables the agent keeps for one job. A supplier register, an invoice ledger or a staff roster are typical. Books are in Beta.
The agent fills the Book as work comes in. Nothing it writes counts until a person approves it.
Book or Excel file?
| Use | When |
|---|---|
| A Book | Rows keep coming and you want to check each batch |
| An Excel file | A one-off table, or a file to send someone |
A Book's tables can link to each other. An invoice row can point at its supplier in a Suppliers table, so a name is typed once. For one-off spreadsheet work, see Excel/CSV.
Start a Book
The quickest way is to ask the agent:
"Start a Book for supplier invoices: supplier, date, amount, status."
The agent sets up the tables and columns. Any rows it adds wait for your approval.
To start an empty one yourself:
- On the Documents tab, click the ⊕ beside the Documents heading.
- Choose Book.
- Type a name and press Enter.
- Click New table.
The first table is called Sheet 1, with a Name and a Notes column. Click its name in the header to rename it. Tables and columns, below, covers adding columns and rows.
How a Book is laid out
On the Documents tab, a Book is one row. A Book with one table opens straight to it. With more, the row unfolds like a folder and lists its tables. Click a table to open it.
The agent can sort tables into groups, such as Payroll and Leave. Each group shows as a folder under the Book. Tables in no group sit in a folder called Other. Drag a table to reorder it inside its folder.
Small coloured counts beside a table say what needs you. Green, blue and red are rows waiting to be added, changed or removed. Yellow is failing checks. Click a count to open that list. The Book's row and each group add up the counts of the tables inside.
The Book row's ⋯ menu has the Book-wide actions:
- Move to… files the Book in a folder.
- Approve all… decides everything waiting in the Book.
- Table, under New, adds a table.
Inside a table
A table page has three parts, from the top:
- The header, with the Book's name, the table's name and the table's controls.
- A band of tiles: Approvals, Checks and any stat cards.
- The grid of rows.
The band only shows when there is something in it. A plain table with nothing waiting goes straight from the header to the grid.
Tables and columns
Each table in a Book is a grid you type into, like a spreadsheet. Every column has a type, so a date stays a date and an amount stays a number.
Add a table
Open the Book row's ⋯ menu on the Documents tab and choose Table under New. In a Book with group folders, use the folder's ⋯ menu to add the table to that group.
The new row opens ready to rename. Type a name and press Enter.
To rename a table later, click its name in the header. Formulas and links in other tables that name it are updated to the new name.
To delete a table, choose Delete from its ⋯ menu. The dialog says how many rows go with it. A deleted table and its history can't be brought back.
Rows
Click a cell and type. Press Enter or click away to save. Rows you type are saved straight away, with no approval.
To add a row, click the ⊕ in the header and choose Row. It lands at the bottom of the table.
You can paste a block of cells copied from Excel. Drag the small square at the corner of a selection to copy a value down.
To delete rows:
- Tick the boxes beside the row numbers.
- Click the red bin button in the header. It shows how many rows are ticked.
- Click Delete to confirm.
Deleted rows keep their values in the table's history, so you can bring them back with Undo.
Columns
Click the ⊕ in the header and choose Column. A panel opens beside the grid. Give the column a name, pick a type, then click Add column.
| Type | Holds |
|---|---|
| Text | Any words |
| Number | A plain number |
| Currency | An amount in one currency |
| Date | A calendar date |
| Yes / No | A tick box |
| Link | A web address you can click |
| An email address | |
| Select from data table | One row from another table |
| Multi-select from data table | Several rows from another table |
| Document | One of the agent's documents |
Some types ask for one more setting. Currency asks which currency, with SGD first. Date asks for a Format, such as dd/mm/yyyy or mm/dd/yyyy. The format changes how dates look and are typed, not the date stored.
A column's type is fixed once it is made. To change it, add a new column and move the values over.
Formula columns
Fill in the Formula field and the column becomes computed. Every cell shows the formula's result, and nobody can type over it. A formula reads other columns by their ID, which the panel shows under the name.
Edit a column
Each column's header ends in a small mark for its type. Point at the header and the mark turns into a pencil. Click the pencil to open Edit column. It holds:
- Name and Description, which the agent reads too.
- ID, the name formulas use.
- Sort, to order the rows by this column.
- Wrap text, to show long values over several lines.
- Freeze, to pin the column at the left while you scroll.
- Hide, to take the column off the grid.
- Type, which is fixed once the column is made.
- Currency, date Format or Data table, for columns of those types.
- Formula, to make the column computed.
Delete column sits at the bottom, beside Save.
With Wrap text on, each row grows to fit its own text in that column, up to 50 lines. Link and Email columns can't wrap. Freezing works from the left edge. Freezing the third column also pins the first two.
Drag a column's header to move it. Drag the edge of a header to make it wider.
Link tables together
A Select from data table column links each row to a row in another table. An Invoices table can point at Suppliers, so each supplier is typed once.
When you add one, pick the Data table it points into. Then pick which of its columns to show in the cell, such as the supplier's name. An optional second column is shown as "first - second".
Click a linked cell to pick from a searchable list of that table's rows. The arrow beside a row in the list opens it in its own table. A chosen value shows as a small table icon and the row's name.
In a Document column, click the document's name to open it.
Hide and show columns
Hiding a column only changes what the grid shows. Its values, formulas and checks keep working, and the agent still reads it.
To bring one back, click ⋮ in the header and choose Hidden columns. The Columns panel lists every column with a switch. Turn a column's switch on to show it again.
Find and sort rows
Click the magnifier in the header to filter rows. Type, and the grid keeps only rows with a match in any cell. It matches what a cell shows, so you can search an amount as it is formatted or a linked row by its name. Dates match in any common form, such as 16/03/2024 or March 2024.
Close the filter with the × beside it. Closing clears it, so the grid never hides rows without saying so.
To sort, open Edit column and pick Ascending or Descending under Sort. Sorting changes only your view. It resets when you open another table.
History and undo
Click ⋮ in the header and choose Version history. The panel lists recent changes to the table, with who made each one and the old and new values. Select a row in the grid to see only that row's changes.
Click Undo on an entry to reverse it. Undo is offered only where the change can be walked back. An approved removal and a deleted column can't be undone.
Press ⌘Z to undo your own last change in the table, and ⌘ ⇧ Z to redo it. On Windows, use Ctrl instead of ⌘. The keys only undo your changes, never the agent's or a colleague's.
If someone has edited a cell since your change, undo stops rather than overwrite their edit.
Values that don't fit
A value that doesn't suit its column, like words pasted into a Number column, is kept and coloured yellow. It counts as a failing check until someone fixes it. See Checks, below.
A table can grow large, but not without limit. See Limits, below.
Approvals
The agent never changes a Book directly. Every row it adds, changes or removes waits in the table until a person who can edit the Book decides. Rows you type yourself save straight away.
What the colours mean
The same four colours appear in the grid, the counts on the Documents tab and the tiles above the grid.
| Colour | Means |
|---|---|
| Green | A new row the agent wants to add |
| Blue | A change to a row that is already there |
| Red | A row the agent wants to remove |
| Yellow | A failing check, to look at |
A proposed change shows in the cell as ⇢ and the new value. The row number turns blue too, so you can spot it while scrolling.
Green, blue and red are decisions. Yellow is not. It points at something that may be wrong.
Waiting rows don't count yet
Stat cards and Excel exports use approved rows only. Approve a batch before you rely on the figures.
Approve or reject a batch
Each time the agent writes, its rows form one batch. A batch can add, change and remove rows at once. Your decision covers the whole batch.
You can decide in two places. In chat, the agent's reply carries a card naming the table and what is waiting. It has Open, Reject and Approve buttons.
On the table itself:
- Click the › beside Approvals above the grid.
- Read each batch's line, such as "3 agent proposed adding". Removals are listed first.
- Click See items to scroll the grid to that batch's rows.
- Click Approve, or Reject to discard the batch.
A short note confirms what happened, such as "3 added · 1 updated". If you edited one of those rows after the agent proposed a change, that row is skipped rather than overwritten.
A blue count on the Documents tab opens the same list. So do the green and red counts.
Approving a removal deletes the row for good. It can't be brought back with Undo.
Decide a whole Book
When several tables have batches waiting, open the Book row's ⋯ menu on the Documents tab and choose Approve all….
A dialog says what approving would do across the Book, such as "adds 40 rows and removes 2 rows, across 3 tables". It warns when rows will be removed, and when some of the rows fail a check. Click Approve all to go ahead.
There is no Reject all on the Documents tab. To reject, decide each batch on its table.
Checks
Checks are rules a table must follow, such as "every invoice has a supplier" or "debits equal credits". The agent writes them when you ask:
"Add a check that every invoice has a due date."
There are two kinds. A row check looks at each row and marks the ones that fail. A table check looks at the table as a whole and either holds or fails.
A value that doesn't suit its column also counts as a failing check. Words in a Link column are one example.
Row checks run on waiting rows too. So you can see a problem before you approve the batch that brings it in.
Find what failed
The Checks tile above the grid reads Passed with a tick, or shows a yellow count of failing rows. Click the › beside it to open the list.
The list shows failing checks first. A row check shows how many rows fail. Use ‹ and › on that line to step through them. The grid scrolls to each failing row and marks it.
In the grid, a failing cell turns yellow. When a check is about the whole row rather than one cell, only the row number turns yellow.
A yellow count beside a table on the Documents tab opens the same list.
Checks don't block approval. Approving rows that fail a check adds them as they are, still failing. Fix the values in the grid, or ask the agent to.
Stat cards
A stat card is one figure about a table, shown above its grid. Total outstanding, invoices this month and highest claim are typical.
Book reports, their charts and the Book's Overview page are switched off for now. Reports made earlier are kept but not shown. Ask the agent for a breakdown in chat and it works it out from the rows.
Add a stat card
Ask the agent, naming the table and the figure:
"Add a stat card to Invoices: total amount of unpaid invoices."
The agent adds the card to the table. It sits in the band above the grid, beside the Approvals and Checks tiles. The figure updates by itself as rows are approved.
A card can total, count or average a column, or show its lowest or highest value. It can also name the row with the highest or lowest value, or count only some rows, such as invoices still unpaid.
Each card shows its name and its number. A sum of a Currency column shows as money. Hover over a card to see the full value when it is cut short.
What a card counts
A stat card counts approved rows only. Rows waiting for approval are left out until someone approves them.
A card with nothing to count yet shows zero, in money for a money column. A date card, or one that names a row, shows None. If the figure can't be worked out, the card reads Unavailable. Hover over it to see why, then ask the agent to fix the card.
Change or remove a card
Ask the agent, such as "rename the Unpaid card to Outstanding" or "remove the Invoices count". There is no button to add or edit a card yourself.
Breakdowns
For a breakdown, ask in chat:
"Total spend by supplier for September, from the Invoices table."
The agent reads the table and answers in chat. For a copy you can work on in Excel, see Export to Excel, below.
Auto-classifier
The auto-classifier is coming to Books. It isn't switched on in any workspace yet.
The auto-classifier fills a linked column for you. Give it a column that picks from another table, such as each expense's account from your chart of accounts, and it picks the right row for every line. In a column's settings it is called Auto-assign, and its labels call the classifier Jev.
Switch it on
- Click the pencil in the column's header to open Edit column. It must be a Select from data table or Multi-select from data table column.
- Turn on Auto-assign.
- Under Reads, tap any column it shouldn't be sent, such as an ID, a phone number or a note.
- Set Fill when at least, the confidence it needs before it writes a value. The default is 60%.
It starts on the rows already there. A star after the column's title shows it is on. Click the star to Re-classify the column.
How it decides
It reads the column's name and description, the other cells in the row, and the rows of the table it picks from. Values people have picked in the column teach it by example.
It works out a row once the row is approved. It runs again when a column it reads changes, or when the table it picks from changes. Rows waiting for approval wait.
Its values don't wait for approval. To catch weak picks, ask the agent for a check on the classifier's confidence, such as "every account is at least 80% sure".
Read what it picked
- Show confidence puts a % beside each value it filled: green from 90%, amber from 60%, red below.
- The small pill at the cell's right reads auto or manual.
- Below the bar, the cell stays blank. Its top three guesses wait at the top of the cell's list, each with its %.
For a Multi-select column, At most sets how many values it may pick. The default is 5. Keep a value until stops a filled cell going blank when a re-run scores it a few points lower.
Your picks stay yours
A value someone picks, or an agent's value you approve, is manual. The auto-classifier never overwrites it. Click a cell's pill to hand it back to the classifier. Flip manual to auto, from the star, hands back every manual cell in the column.
Version history records what it filled. Editors see the star and the pills. Viewers see the values and their confidence.
Import and export
Import and export both go through the agent. There is no import or export button on the Book.
Import from Excel
- Upload the .xlsx file to the agent's Documents tab. See Creating and uploading.
- In chat, ask the agent to import it, mentioning the file with @.
- Read the agent's report of what matched and what didn't.
- Approve the rows on each table, or with Approve all… on the Book.
"Import @Old ledger.xlsx into the Payables Book."
Each sheet goes into the table with the same name. Each column goes under the column with the same header, ignoring capitals and punctuation. Formula columns are filled by their formulas, not from the file.
Nothing is guessed. A sheet with no matching table, a header with no matching column and numbers that won't read are listed in the agent's reply. Fix the file or the Book, then import again.
If the Book has no matching tables yet, ask the agent to set them up from the file first.
The imported rows arrive as one batch waiting for approval, like any rows the agent adds. Nothing is in the Book until someone approves it. An import has no approval card in chat, so decide it on the tables. See Approvals, above.
Export to Excel
Ask the agent for a copy, such as "export this Book to Excel". It replies with a download link.
The file has one sheet per table, with the column names as the header row. It holds values, not formulas. Dates are written as text, like 2026-10-12.
Only approved rows are exported. Rows waiting for approval are left out, and the agent says so. The link expires soon after, so download the file straight away.
Limits
| Limit | What happens |
|---|---|
| 20 typed-in columns | The agent suggests a second, linked table |
| 60 typed-in columns | A new typed-in column is refused |
| 100 columns in all | A new column is refused |
| 10,000 rows in a table | The table gets slower to open |
| 20,000 rows in a table | New rows are refused |
Typed-in columns are the ones people or the agent fill. Formula columns don't count toward 20 or 60.
Rows waiting for approval count toward the 20,000. Past 10,000 rows, formulas in other tables may stop reading the table in full.
When a table nears a limit, split it. Two tables linked by a Select from data table column work as well as one wide one. For a ledger, start a new Book each year.
Imports have their own limits:
| Limit | What happens |
|---|---|
| A file over 8 MB | The import is refused before the file is read |
| More than 5,000 rows on one sheet | Only the first 5,000 rows are read |
| 30,000 rows a minute for your workspace | The agent waits a minute and sends the rest |
Split a large sheet into several files of up to 5,000 rows each.
Who can change a Book
Anyone who can edit the Book can type in it, add tables and columns, and approve the agent's rows. People who can only view it see the tables without the ⊕, the column editor or the Approvals tile. They can still open Version history.