Typed columns
Agent Serve Tables columns are text, number, boolean, date, select, currency or JSON, and can be required or unique.
Account · Owner · Renewal date · ARR (USD)
Agent Serve · Tables
Working data, right where the work is.
Keep account lists, review queues and case records in typed tables. Add a workflow column and watch it fill in, row by row.
Agent Serve Tables is the built-in database of Agent Serve, the AI workspace where teams build, deploy, and manage AI agents. Tables hold typed records that agents, workflows and dashboards use, with workflow columns that run on every row and access rules that limit rows and columns by person, team or role.
How it works
From a spreadsheet to a working queue.
Agent Serve Tables turns a pasted sheet or an imported file into records that agents, workflows and people keep current together.
- 1
Bring the data in
Paste cells from Excel or Google Sheets, or import a CSV, TSV or Excel file and map its columns.
- 2
Give every column a type
Text, number, date, boolean, select, currency and JSON columns keep each value meaning one thing.
- 3
Run a workflow per row
A workflow column runs a workflow on each row and writes its outputs back into the table.
- 4
Use it everywhere
Agents, Chat, dashboards and monitors read the same rows, under the same access rules.
Capabilities
A table your agents can actually use.
Workflow columns
Agent Serve runs a workflow on each row, with inputs from the row and outputs written to columns you choose.
Run cell · Run empty or failed cells
Enrichments
Agent Serve enrichments fill work email, phone, LinkedIn profile, company domain and company info, trying several data providers in turn.
Company info · matched on the second provider
Saved views
An Agent Serve view saves its filters, sort, column order, widths, pins and hidden columns, and one view is the default.
All · Open disputes · Past deadline
Live together
Agent Serve shows who else is in the table and what they have selected, so two people never edit blind.
Presence avatars · shared selections
Ask about this table
One click sends the table to Agent Serve Chat, which can query rows, add columns and build views for you.
“Which disputes are past 30 days?”
Access
Everyone sees only what they should.
Row limits narrow which rows a person or team sees, and restricted columns hide sensitive fields from everyone you do not name.
- Rules for users, teams or roles
- Applied to row reads, table reads and exports
- Workspace admins keep full access
- Admins can deny inserts, updates, deletes or schema changes
Examples
Queues financial teams run on Tables.
Three tables banks and insurers keep in Agent Serve, each one a queue that used to live in a shared spreadsheet.
Chargeback deadline queue
An Agent Serve table holds every open dispute with its network deadline, and a workflow column drafts the evidence summary for each one.
- Dispute row added
- Table Trigger fires
- Evidence summary drafted
- Analyst reviews
Periodic review backlog
Customers due for KYC refresh sit in an Agent Serve table; a workflow checks each file and marks what is missing.
- Due date reached
- Documents checked
- Gaps listed
- Case assigned
Claims intake register
New claims land as rows in an Agent Serve table, and a workflow column classifies severity before a handler picks them up.
- Claim received
- Row inserted
- Severity classified
- Handler assigned
Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.
Under the hood
Agent Serve Tables, in detail.
| Column types | Text, Number, Boolean, Date, Select (single or multi), Currency (ISO 4217) and JSON. |
|---|---|
| Columns | Up to 1,000 per table, each optionally required or unique. |
| Import | Paste from Excel or Google Sheets, or import .csv, .tsv, .xlsx and .xls files, appending or replacing rows. |
| Export | Export CSV from the toolbar. Large tables export as a background job. |
| Filters | Equals, contains, starts with, greater or less than, in a list, is empty and more, combined with and / or. |
| Workflow block | The Table block inserts, upserts, updates and deletes rows by ID or by filter, gets a row by ID and reads the schema. |
| Table Trigger | Starts a workflow on Row Inserted, Row Updated or Row Deleted, optionally for chosen columns. |
| API | A REST API with API keys covers tables, rows, columns, views, imports and exports. |
Governance
Rules that travel with the data.
Agent Serve enforces table access wherever rows are read, so a person, an agent and an export all see the same slice.
Security and governanceRow limits and restricted columns
Agent Serve limits a person or team to the rows they own and hides restricted columns from everyone not listed.
Table Security
Agent Serve admins can deny inserting, updating or deleting rows, or changing the schema, on every surface at once.
Recorded and restorable
Agent Serve records table creation, changes, deletion, restore and export in the audit log, and deleted tables can be restored.
Row-level access
Row-level policies narrow what each person sees in tables, dashboards, exports and scheduled reports.
Roles and permission groups
Admin, write and read roles per workspace, plus permission groups that limit which models, blocks and integrations a team can use.
Self-hosting
Run Agent Serve in your own cloud or data centre, next to the systems it reads.
GDPR ready
Retention from one day to five years, deletion and access controls support GDPR obligations. Ready means the controls are in place, not a certification.
Before and after
One table instead of five spreadsheets.
| Work | Before | With Agent Serve |
|---|---|---|
| Where the queue lives | BeforeA shared spreadsheet, copied into email and renamed “final_v3”. | With Agent ServeOne Agent Serve table with typed columns and saved views for each team. |
| Filling in the blanks | BeforeSomeone works down the rows by hand, one lookup at a time. | With Agent ServeA workflow column runs on every row and fills the result in. |
| Who sees what | BeforeSeparate copies for each team, already out of date. | With Agent ServeRow limits and restricted columns on the one table. |
| Acting on a change | BeforeSomeone notices a new row the next morning. | With Agent ServeA Table Trigger starts a workflow the moment a row changes. |
Works with
Tables feed the rest of Agent Serve.
- TablesWorkflows
Read and write rows with the Table block, and start runs from row changes with the Table Trigger.
- TablesDashboards & BI
Chart table data on dashboards that respect the same row limits.
- TablesRules
Flag, classify or score rows with reusable rules, and filter dashboard tables by the result.
- TablesSemantic model
Map each entity to a table so measures and joins mean the same thing everywhere.
- TablesRelays
Give a Relay a table to work from, or have it watch a table for new rows.
Further reading
Solutions built on Agent Serve Tables.
- Solution deep dive
Reconcile failed card disputes before the chargeback deadline
Disputes that fail reconciliation tend to sit in a side queue until the chargeback window has closed. Here is an end-to-end setup that finds them early, ranks them by deadline and drafts the pack, with an analyst signing every filing.
Cards and payments operations · 12 min read - Solution deep dive
Clear the KYC periodic review backlog without adding analysts
Periodic reviews pile up because every file starts from scratch, even when nothing has changed. Here is a setup that refreshes the data, drafts the file and routes it by risk, so analysts spend their time on the reviews that need judgement.
Retail and business banking · 12 min read - Solution deep dive
Catch missing risk warnings on recorded advice calls within 24 hours
Sampled call reviews find a missing risk warning weeks after the client acted on the advice. Here is a setup that checks every recorded advice call within a day and puts the quote in front of a compliance reviewer.
Wealth and advice · 12 min read
Questions
About Tables
Can agents use workspace tables?
Yes. Agent Serve tables hold structured records that agents, workflows and Chat can read and write, subject to the access of the person or workflow using them.
What is a workflow column?
A workflow column runs an Agent Serve workflow on each row, using values from the row as inputs and writing the outputs to the columns you choose. You can run one cell, the empty or failed cells, or the whole column.
How do I get data into a table?
Paste cells from Excel or Google Sheets, import a CSV, TSV or Excel file, or insert rows from a workflow, Chat or the Agent Serve API.
Can I limit which rows each person sees?
Yes. Agent Serve row limits narrow the rows a person or team sees, and restricted columns hide fields from anyone not listed. The limits also apply to exports.
Can a table start a workflow?
Yes. The Agent Serve Table Trigger starts a workflow when a row is inserted, updated or deleted, and can watch only the columns you choose.
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