01Composition group

Headers & navigation

Page-level orientation, search, filters, tabs, switchers, and state-aware action bars.

Page header with tabs3×

Group Alpha

Reporting workspace · updated 4 minutes ago

Active records: 12,480+4.21%
Open reviews: 186 due today
Completion: 92.6%+1.8 pts

Command palette2×

↑↓ Navigate↵ Run

Segment query builder3×

Segment builder

Define a reusable group with readable rules.

1,248 matches

Active

AND

$10,000

AND

7 days

Page header with Heading type3×

Regional reporting

Updated 4 minutes ago

Group Alpha

A shared decision space for performance, data quality, and scheduled reporting.

Entity switcher in sidebar2×

Global search results2×

Search everywhere

Global results

4 matches

Sticky save bar4×

Workspace settings

3 changes

Your edits have not been published.

Table toolbar6×

Status: activeUpdated: 30 days

Entity switcher in header5×

GumdropOrganization console

Sub-nav with overflow4×

Group Alpha / Reporting

Workspace navigation

Live

Overview

Workspace health and recent totals

Updated 4 minutes ago

02Composition group

Metrics & charts

Compact KPI summaries and honest visualizations for trend, comparison, rank, and capacity.

Period comparison bars2×

Period comparison

Monthly completed records.

+12.4%

Current: 1,359
Previous: 1,195
Delta: +164

Trend chart card3×

Record volume

Processed records compared with the previous period.

+16.9%

166,240

30-day total

Usage meter2×

Workspace capacity

Current billing period.

78.4 GB

of 100 GB used · resets in 12 days

Storage used

Documents42.8 GB
Media28.1 GB
Exports7.5 GB

Approaching included capacity

At the current pace, usage will reach 90 GB in 9 days.

Ranked breakdown2×

Records by group

Share of 10,619 active records.

+8.2%

1Group Alpha4,28040.3%
2Group Beta3,19530.1%
3Group Gamma2,04619.3%
4Group Delta7427.0%
5Other3563.4%

Pipeline run progress2×

Daily consolidation

Run 24–0718 · 84,210 records received

Running

99.82%

records accepted

01:48

elapsed

00:22

remaining

Received

84,210

Normalized

84,196

Verified

84,182

Published

83,994

42 of 48 batches processed

KPI row4×

Total value

$482,190

+6.24%vs previous 30 days

Active records

12,480

+4.21%504 net additions

Average cycle

3.8 days

−0.42 dayfaster than prior period

Exception rate

1.84%

+0.03 ptwithin target range

Status distribution donut3×

Workflow distribution

Active records by current workflow state.

+2.6% complete

StatusRecordsShare

Complete74258.0%
In progress31824.8%
Awaiting review16412.8%
Blocked564.4%

Net change over 7 days+32 records

Goal vs target2×

Period target

Completion against the current reporting goal.

On pace

68,400

of 80,000 records

+10.5 pts

ahead of pace

Pace 60KTarget 80K

Forecast: 87,900
Projected margin: +7,900

8 days remain · pace updated 09:42 UTC

Distribution histogram2×

Value distribution

Records grouped into equal-width score buckets.

n=1,424

Selected range

20–49

826 records

58.0% of total

03Composition group

Tables & lists

Record tables, feeds, rosters, timelines, selection states, and master–detail views.

Timeline2×

Workspace timeline

Chronological events with their current state.

Live

done
Item North approved
Done
Avery Chen · 4 min ago
running
Bulk import in progress
Running
214 of 1,208 records · started 18 min ago
awaiting
Review required on Item South
Awaiting approval
Noor Patel · 1 hr ago
failed
Export failed
Failed
2,840 rows · Workspace archive · 3 hr ago
done
Saved view shared
Done
Mateo Silva · yesterday

Last 24 hours · 12 events

Records table4×

Top records

Highest value records in this workspace.

Record	Status	Value	Change
Item North Item North Group Alpha	Active	$18,240	+4.21%
Item South Item South Group Beta	Review	$14,850	+1.76%
Item East Item East Group Alpha	Active	$12,480	+6.08%
Item West Item West Group Gamma	Paused	$9,620	−2.34%

Item North
Item North
$18,240
Group AlphaActive+4.21%
Item South
Item South
$14,850
Group BetaReview+1.76%
Item East
Item East
$12,480
Group AlphaActive+6.08%
Item West
Item West
$9,620
Group GammaPaused−2.34%

Activity feed2×

Recent activity

Changes across this workspace.

Avery Chen approved Report 08

Group Alpha

4 min

Noor Patel updated 12 records

Region North

18 min

Mateo Silva shared a saved view

Quarterly review

1 hr

Jordan Kim exported 2,840 rows

Workspace archive

3 hr

Selectable table with bulk bar4×

Records

4 of 12,480 records in this workspace.

Select all rows	Record	Group	Status	Value	Change
Select Item North	Item North Item North R-101	Group Alpha	Active	$18,240	+4.21%
Select Item South	Item South Item South R-102	Group Beta	Review	$14,850	+1.76%
Select Item East	Item East Item East R-103	Group Alpha	Active	$12,480	+6.08%
Select Item West	Item West Item West R-104	Group Gamma	Paused	$9,620	−2.34%

Select Item North
Item North
$18,240
ActiveR-101 · Group Alpha+4.21%
Select Item South
Item South
$14,850
ReviewR-102 · Group Beta+1.76%
Select Item East
Item East
$12,480
ActiveR-103 · Group Alpha+6.08%
Select Item West
Item West
$9,620
PausedR-104 · Group Gamma−2.34%

Notification list2×

Notifications

Updates from people and workflows.

Today

Earlier

3 unread · select any item to mark it read

Master–detail list4×

Records

Master–detail view · 5 of 5 records

Q3 Regional Forecast

Active

R-101 · Group Alpha

Notes

Top-line projections for the twelve reporting regions. The August pull revised the northern cohort upward after the mid-quarter check; the southern figures are unchanged pending the September refresh.

Owner: Avery Chen
Created: 12 Aug 2026
Last updated: 2 hr ago
Value: $18,240
Change: +4.21%

Priority: highReviewed12 regions

Team roster2×

Team roster

24 members across 3 squads

Core

8 members

Review

5 members

Regional

11 members

Reviewer coverage6 / 8

Grouped table with subtotals4×

Records by group

7 records across 3 groups.

$73,720 total

RecordStatusValueChange

Item NorthR-101Active$18,240+4.21%

Item EastR-103Active$12,480+6.08%

Item South 2R-106Review$5,910−1.08%

Item SouthR-102Review$14,850+1.76%

Item North 2R-105Active$8,340+0.92%

Item WestR-104Paused$9,620−2.34%

Item East 2R-107Active$4,280+0.45%

All groups7 records$73,720100%

Subtotals update with each group's visible rows.

Leaderboard list2×

Leaderboard

Groups ranked by value added this period.

Share of total

$56,960

1Group Alpha
Group Alpha
+4.21%
$18,240
2Group Beta
Group Beta
+1.76%
$14,850
3Group Gamma
Group Gamma
−2.34%
$9,620
4Region North
Region North
+0.92%
$8,340
5Region South
Region South
−1.08%
$5,910

Updated 5 min ago · 24 groups

Environment status grid4×

Environments

6 of 6 environments shown.

Production

Region North · v2.14.1

Healthy

99.98% uptime · deployed 2 hr ago

Production

Region South · v2.14.1

Healthy

99.99% uptime · deployed 4 hr ago

Staging

Region East · v2.15.0-rc.2

Degraded

97.4% uptime · deployed 1 day ago

Development

Region West · v2.15.0-dev.7

Healthy

99.9% uptime · deployed 3 hr ago

Preview

Region Central · v2.14.2

Offline

86.1% uptime · deployed 6 days ago

Sandbox

Region Delta · v2.13.9

Healthy

99.96% uptime · deployed 2 weeks ago

4 healthy · 1 degraded · 1 offline

04Composition group

Media & gallery

Visual-asset surfaces: media grids, pickers, carousels, and previews.

Media library grid4×

Media library

6 assets · 2.1 GB used

Select release-summary.png
release-summary.png
1600 × 900 · 248 KB
Image
Select workspace-overview.png
workspace-overview.png
2048 × 1152 · 412 KB
Image
Select region-north-map.svg
region-north-map.svg
1200 × 800 · 64 KB
Image
Select onboarding-walkthrough.mp4
Processing 62%
x
onboarding-walkthrough.mp4
1920 × 1080 · 18.2 MB
Video
Select quarterly-report.pdf
quarterly-report.pdf
A4 · 24 pages · 1.4 MB
Document
Select group-alpha-chart.png
group-alpha-chart.png
1400 × 780 · 182 KB
Image

Media carousel4×

Featured media

Release assets in the current collection.

6 slides

release-summary.png

Image1600 × 900

workspace-overview.png

Image2048 × 1152

region-north-map.svg

Image1200 × 800

group-alpha-chart.png

Image1400 × 780

campaign-banner.png

Image2400 × 800

product-tour.mp4

Video1920 × 1080

1 / 0

Gallery lightbox2×

region-north-map.svg

Image · 1200 × 800

3 / 6

Image picker2×

Cover image

Shown on the entry card and share previews.

release-summary.png

Recents

5 assets

Avatar upload2×

Profile photo

Shown on your profile and in workspace activity.

PNG or JPG · up to 2 MB · square works best.

Thumbnail strip2×

Attachments

6 media items on this entry

release-summary.png

workspace-overview.png

region-north-map.svg

onboarding-walkthrough.mp4

quarterly-report.pdf

group-alpha-chart.png

Hover a thumbnail to remove it · the strip scrolls when it overflows.

Media item detail3×

release-summary.png

Image · 1600 × 900 · 248 KB

4 entries

Type: Image
Size: 248 KB
Dimensions: 1600 × 900
Uploaded: 28 Jul 2026
Uploaded by: Avery Chen
Identifier: med-0412

Used in 4 entries

Quarterly product update
Getting started with the workspace
Design system principles

05Composition group

Forms & settings

Settings panels, field groups, uploads, permissions, save bars, and destructive controls.

Settings panel4×

Workspace settings

Group Alpha · shared by 50 members

4 presets

Workspace name

Primary region

Description

Data retention

Language

All changes saved

Sectioned form with save bar2×

Workspace settings

Defaults for every report Group Alpha publishes.

Workspace details

Workspace name

Shown in headers and shared reports.

Slug

Auto-derived from the name.

Defaults

Primary region

Where new sources are created by default.

Up to date

Settings rows2×

Workspace preferences

Applies to every member of Group Alpha.

Notifications

Activity digest

A daily summary of record changes.

Review reminders

A weekly nudge for pending reviews.

Review flow

Require two approvals

Blocks publishing until two reviewers confirm.

Default reviewer

Pre-selected for new review requests.

Data handling

Keep audit history

Retains every action for 365 days.

Changes save automatically.5 settings

Field validation states2×

Field states

Every state a field can be in, from one library.

Workspace key

Keys use lowercase letters and hyphens only.

Storage name

Close to the 100-character limit.

Sync frequency

Checking availability…

Endpoint URL

Verified. Last checked 4 min ago.

API key

Managed by the workspace administrator.

Secrets / key–value list2×

Environment variables

Production · 3 variables

DATABASE_URL••••••••••

NEXT_PUBLIC_APIhttps://api.example.com

SERVICE_SECRET••••••••••

File upload queue2×

Upload queue

4 files · 1 complete

Region-North-Q1.csv2.4 MB · CSVQueued

Region-South-notes.xlsx1.1 MB · XLSX

Region-East-archive.zip3.9 MB · ZIPDone

Region-West-overview.pdf0.7 MB · PDFFailed

41% overall

Multi-step wizard3×

New review run

Build a periodic review over a record set.

3 steps

1Step 1Configure
2Step 2Select fields
3Step 3Review3 fields

Step 1 of 3

Run name

Shown in the run history table.

Give this run a name.

Template

Field presets for the run.

Schedule

When the run starts.

Permission matrix2×

Access map

50 members · 4 roles

RoleViewEditManageAdmin

Owner

2 members

Editor

14 members

Reviewer

6 members

Viewer

28 members

Inherited from organization

Danger zone2×

Danger zone

Irreversible actions for this workspace.

Deleting a workspace cannot be undone.

Delete workspace

Permanently removes Group Alpha, its 12,480 records, and every saved view. All members lose access immediately.

Owner or admin access required.

Billing & plan2×

Billing & plan

Group Alpha · Enterprise seat

Professional

$49/ month

Billed annually · renews 1 Sep 2026

Records

Members

1 Aug 2026$49.00Paid

1 Jul 2026$49.00Paid

1 Jun 2026$49.00Paid

Next invoice 1 Sep 2026 · $49.00

Notification preferences4×

Notification preferences

Choose where each event reaches you. Applies to your account across workspaces.

Saved automatically

Event

Comments & mentions

Replies to your comments and direct mentions.

Review requests

A new review is assigned to you.

Approval outcomes

Requests you acted on are finalized.

Failed syncs

A data source stops reporting.

Weekly summary

One digest of the past seven days.

20 preferences · 12 active

06Composition group

Dialogs & overlays

Inline-posed login, create, confirm, share, sheet, popover, and upload surfaces.

Sign in

Access your records, reports, and saved views.

Password

No account?

Create-record form dialog2×

Create record

Add a new record to this workspace.

Details

Record name

Group

Status

Notes

Notes(Optional)

Visible to every member with access to this record.

Destructive confirm dialog2×

Delete team 'North region'?

This action is permanent and cannot be undone.

12 members lose access immediately

3 saved views are removed with the team

248 records stay in Group Alpha, unassigned

Type the team name to confirm

Must match the team's current name exactly.

Detail sheet2×

Record details

R-2048 · Group Alpha

Monthly totals

Draft · Region North

Active

Owner: Ada Reyes
Created: 12 Jul 2026
Updated: 2 Aug 2026 · 14:32
Source: Import · Region North
Records: 12,480

Notes

Draft figures for the July close. Values are pending review by the regional leads before publishing.

Share & invite dialog2×

Share 'Group Alpha'

Invite people or copy a link to this workspace.

Ada Reyesada@company.com
Kai Tanakakai@company.com

Anyone with the link

Only people with workspace access can open the link. Invites apply within an hour.

2 invited

Multi-step dialog2×

New saved view

Build a reusable view over the records table.

3 steps

1Step 1Details
2Step 2Access
3Step 3Review

View name

Shown in the view switcher and shared reports.

Description(Optional)

Optional context for other members.

Step 1 of 3

Alert dialog2×

Your session expires soon

You'll be signed out in 5 minutes.

Keep working without interruption, or sign out now to protect this device.

· Unsaved changes stay in drafts for 24 hours.
· Signed-in sessions on 2 other devices are unaffected.
· You'll be asked to sign in again on this device.

Filter popover2×

Upload dialog3×

Import records

CSV, XLSX, or JSON · up to 25 MB per file.

Region-North-Q1.csv2.4 MB · CSV
x
Region-South-notes.xlsx1.1 MB · XLSXQueued
Region-East-archive.zip3.9 MB · ZIPDone
Region-West-overview.pdf0.7 MB · PDFFailed

35% · 3 pending

Dialog states3×

Import records

Bring records from a file into this workspace.

Notification popover2×

Notifications

Today

Earlier

3 unread

07Composition group

Feedback & states

Notices, empty results, loading geometry, retry paths, checklists, and access states.

System notices2×

Service status

Sync and export health for this workspace.

1 degraded

Sync is delayed on Region North

12 minutes behind the current window. Retrying automatically every 60 seconds.

Export maintenance tonight

Exports pause for five minutes at 02:00–02:05 UTC.

Last checked 14:32 UTC · auto-refresh every 60 s

Empty search result2×

Saved views

Reusable filters for recurring work.

No views match “Quarterly totals”

Try a shorter name or clear the search to view every saved filter.

Setup checklist3×

Report readiness

Complete each requirement before publication.

2 of 4

Completion

Connect data sources

Three sources are reporting normally.

Confirm field mapping

Required fields passed validation.

Invite reviewers

Assign at least one final reviewer.

Schedule publication

Choose a date after review.

Permission denied2×

Shared view

Access is scoped to the workspace owners.

You don't have access

This view is shared only with members of Group Alpha. The owner can add you.

Owned by Avery Chen

Owner · Group Alpha

Error & retry2×

Load a saved view

Error, retry, and recovery for one surface.

Couldn't load this view

The request timed out after 30 seconds. Your filters and saved settings are unchanged.

Request IDreq_8k3f2m9q

2 prior attempts · Last attempt failed at 14:31 UTC

First-run empty state2×

Workspace setup

Everything this workspace needs before its first record.

New

No records yet

Import a first dataset or create records manually — filters, views, and exports work either way.

Suggested next steps

Connect a data source
CSV, API, or a saved workspace export.
Confirm field mapping
Which columns become identity, value, and date.
Invite reviewers
Add teammates before the first publication.

Loading skeleton set4×

Loading states

Placeholders match the geometry of the content they replace.

Skeleton

Muted fill · no shimmer · identical geometry to the loaded state.

Offline / stale data4×

Region North

Consolidated pipeline metrics · 4 sources · 15-minute window

Stale data

2h 18msince the 12:14 UTC snapshot · auto-retry every 60s

Metric	Value	Change
Records processed	12,480	+4.21%
Items verified	12,462	+1.76%
Items rejected	18	+3
Pipeline duration	01:48	−0:06

Snapshot 02 Jul 2026 · 12:14 UTC · 4 sources

Per-row inline error4×

Import results

Employee roster upload · 2,840 rows across 6 files.

2 failed

2 rowsneed attention · 2,838 of 2,840 imported

Employee	Result	Retry
Marco Silva EMP-1851 · Engineering	Imported.
Ana Rivera EMP-1284 · Design	Unrecognized country code Row 128 · country “NX” is not in the region list.
Jonas Weber EMP-2617 · Finance	Imported.
Priya Nair EMP-2302 · Product	Duplicate employee ID Row 771 · EMP-2302 already exists in the destination.
Lena Ortiz EMP-2884 · Operations	Imported.

Showing 5 of 2,840 rows

08Composition group

AI & agents

Composers, chat transcripts, tool calls, artifacts, plans, live sessions, approvals, permissions, connections, prompts, and cost meters.

Search composer3×

quarterly-chart.png · 42 KB

totals.csv · 24 KB

region-notes.pdf · 18 KB

Type / for quick actions

Knowledge source list3×

Knowledge sources

What the assistant can cite from this workspace.

4 sources

Quarterly reports

reports/ · 4 files · 12,480 chunks · 2h ago

Indexed

Workspace notes

notes/ · 23 files · 8,214 chunks · yesterday

Indexed

API reference

api-reference.json · 3,902 chunks · 62%

Indexing

Archived exports

exports/archive.csv · 1,204 chunks · 3d ago

Failed

25,800 chunks · last sync 18 min ago

Streaming message2×

Assistant Model 4.5 now

The workspace shows 1,359 records for Q3, up from 1,195. Group Alpha alone accounts for 71% of the gain; Group Gamma is the only negative group. The delta is computed against the previous period, not the plan.

Total value grew 12.4% quarter over quarter. Group Alpha drove most of the change

Suggested prompts2×

Assistant is ready

Connected to this workspace.

Ask anything about records, reports, and changes. Start with one of these:

Prompt composer2×

2 of 4 files

quarterly-totals.csv24 KB
region-north-notes.md8 KB

47 characters

Tool-call trace3×

Run trace

4 steps · 2.2s · 12.8k tokens · $0.42

Run 24-0912

Step 1: Search knowledge base
Search knowledge base
Done
0.6s elapsed · 3.1k tokens
"tool": "search_knowledge"
"input": 3 keys
"output": 1 key
Step 2: Read workspace records
Read workspace records
Done
0.9s elapsed · 5.2k tokens
Step 3: Draft proposed change
Draft proposed change
Done
0.7s elapsed · 4.1k tokens
Step 4: Request approval
Request approval
Awaiting approval
— elapsed · 0.4k tokens

Approval gate2×

Approval required

Blocks 2 other agent tasks

Pending

Delete 14 records

The maintenance agent found 14 stale records with no downstream references.

Records affected: 14
Scope: Group Alpha
Recovery: Irreversible
Expires: in 4h

Requested by Scheduled maintenance · Run 24-0912

Answer with citations3×

Assistant answer

Cited from workspace sources.

4 sources

The workspace totals 1,359 records, up 12.4% from the previous period 1 . Three groups drove the change: Group Alpha added 214 records and grew 18.2%, the largest contribution 2 Region North held steady at +4.8% on 412 records 2 Group Gamma declined 2.3%, its second consecutive period down 3 The full per-record breakdown ships with the Q3 export, including the four records that fell below the review threshold 4 .

Sources

Proposed change diff3×

Proposed change

The agent updated the quarterly segment. Review each hunk.

config/segments.json+6 −2

@@ -13,8 +13,14 @@

"id": "quarterly-totals",

"name": "Quarterly totals",

"window": "90d",

"window": "120d",

"include": [

"Group Alpha",

"Group Beta"

"metrics": ["value", "count"],

"grouping": "region",

@@ -44,5 +47,5 @@

"filters": {

"updatedWithin": "14d",

"updatedWithin": "30d",

"minValue": 500

}

Applied hunks update the segment used by 6 saved views and 2 reports.

Run queue table4×

Run queue

Agent runs in this workspace over the last 24 hours.

2 need attention

Run	Status	Duration	Tokens	Cost
Quarterly consolidation 24-0918 · Model 4.5 · 4 min ago	Done	02:14	10.5k	$0.41
Segment refresh 24-0917 · Model 4 Mini · 9 min ago	Done	01:02	6.8k	$0.18
Outlier review 24-0916 · Model 4.5 · now	Running	00:38	3.1k	—
Bulk update · 214 records 24-0915 · Model 4.5 · 12 min ago	Awaiting approval	01:47	8.9k	$0.34
Archive cleanup 24-0914 · Embedding 3 · 26 min ago	Failed	00:51	2.4k	$0.09
Weekly digest 24-0913 · Model 4 Mini · 1 hr ago	Interrupted	00:19	1.2k	$0.04

Quarterly consolidation
$0.41
Done24-0918 · Model 4.54 min ago · 02:14 · 10.5k tokens
Segment refresh
$0.18
Done24-0917 · Model 4 Mini9 min ago · 01:02 · 6.8k tokens
Outlier review
—
Running24-0916 · Model 4.5now · 00:38 · 3.1k tokens
Bulk update · 214 records
$0.34
Awaiting approval24-0915 · Model 4.512 min ago · 01:47 · 8.9k tokens
Archive cleanup
$0.09
Failed24-0914 · Embedding 326 min ago · 00:51 · 2.4k tokens
Weekly digest
$0.04
Interrupted24-0913 · Model 4 Mini1 hr ago · 00:19 · 1.2k tokens

Showing 6 of 8 runs

Token & cost meter2×

Usage & spend

This billing period.

$84.20 of $120.00

20.1M tokens · resets in 6 days

Monthly budget

Model 4.5$51.40 · 61% · 4.2M

Model 4 Mini$22.80 · 27% · 6.8M

Embedding 3$10.00 · 12% · 9.1M

Near budget forecast

At the current pace, spend reaches $118.00 — 98% of budget — by month end.

AI usage2×

AI usage

Token consumption and estimated cost.

Hourly

Today

2.6B tokens

30d cost

$1,459.97

Latest tokens

83.7M

Last 30 days

83.7M tokens

Top model: Model 4.5 · estimated from workspace logs; totals update hourly.

Chat with tool calls4×

Thread · Q3 comparison

2 turns · 3 tool calls · Model 4.5

2 of 3 tools done

Compare Group Alpha against Region North for Q3 and draft a summary.

Assistant Model 4.5 now

The user wants a comparison, so I need totals for both groups and their deltas. The records live in the workspace; I will read them directly rather than trust a cached summary.

I'll pull the Q3 records for both groups and compare them.

"tool": "draft_summary"
"input": 2 keys
"output":

Total value grew 12.4% quarter over quarter. Group Alpha drove most of the change: Group Alpha added 214 records at +18.2% Region North held steady at +4.8% on 412 records Group Gamma declined 2.3% — its second consecutive quarter down The full per-record breakdown ships with the Q3 export.

Message with artifact3×

Build a Q3 summary card I can share with the team.

Assistant Model 4.5 2m ago

Here's the Q3 summary as a shareable card — rendered from the same artifact spec the chat can regenerate.

q3-summaryv2

Total

1,359+12.4%

Group Alpha

214+18.2%

Region North

412+4.8%

Group Gamma

-48-2.3%

Records by group

Agent plan / todo3×

Plan · 5 tasks

Agent-authored · 2 of 5 complete

Working

1,355 of 1,359 records accepted
Skipped 4 records with null values
Comparing against the Q3 plan file

Plan updated 12s ago

Agent configuration2×

Agent configuration

Instructions, model, tools, and limits for one agent.

Draft

What the agent is for, and the rules it must not break.

Reasoning depth trades speed and cost.

2 of 4 enabled

Disabled tools never appear in the agent's tool list.

Web searchCurrent public pages
Read recordsWorkspace tables and exports
Write recordsCreate and update records
Send emailDraft and deliver messages

Hard stop per run.

When it runs unattended.

Saved drafts keep their tool permissions.

Tool permission matrix3×

Tool permissions

What each tool may do without asking first.

2 allow · 2 ask · 2 deny

Ask pauses the run for a human decision; deny blocks the call before it starts.

Search knowledgeQuery ingested sources
Read recordsOpen workspace tables
Write recordsCreate and update records
Send emailDraft and deliver messages
Propose changesSuggest edits for review
Delete recordsRemove records permanently

Applies to all agents using this workspace.

Connections & MCP servers2×

Connections

2 of 4 servers healthy.

Workspace files3 scopes · 42msConnected
Web search2 scopes · 180msConnected
CalendarReconnect to refresh access
Code repositoryHandshake failed · 12m ago

Scopes are granted per server.

Prompt library3×

Prompt library

Reusable prompts with tags and version history.

4 of 4

Quarterly summaryPinned
Summarize a period's totals with group deltas and plan comparison.
SummarizeReportv4 · used 48×
Compare groups
Side-by-side comparison of two groups with signed changes.
Analyzev2 · used 31×
Draft review notes
Write review comments for a proposed change, per hunk.
ReviewWritev1 · used 17×
Audit permissions
Check role-by-capability access and flag risky grants.
Auditv3 · used 9×

Prompts keep their own version history.

Eval side-by-side4×

Side-by-side · case 12

“Summarize Q3 for Group Alpha and Region North.”

Run 24-0912 · 3 of 24 cases rated

Model 4.5

Correct

1.9s · 3.4k tokens · $0.04

Total value grew 12.4% quarter over quarter. Group Alpha drove the change, adding 214 records at +18.2%; Region North held at +4.8%. Group Gamma declined 2.3%.

Model 4 Mini

Partial

0.7s · 1.1k tokens · $0.01

Total value grew 12.4% this quarter. Group Alpha added 214 records. Two groups were flat or down; details are in the export.

Review note

Case 12 of 24 · ground truth attached.

Next case

09Composition group

Pricing & billing

Plan selection, limits comparison, budgets & alerts, payment methods, payment history, invoices, upgrade states, billing FAQ, and product updates.

Change plan4×

Change plan

Plan changes apply at the end of the current billing cycle.

Starter

For small teams getting started.

$0/ month

Free forever

Up to 3 members
1,000 records / month
Standard reports
Community support

Growth

Your plan

For teams scaling their workflow.

$39/ month

Billed annually · $468 / year

Up to 15 members
50,000 records / month
Advanced reports & exports
Priority support

Enterprise

For organizations with custom needs.

$159/ month

Billed annually · $1,908 / year

Unlimited members
Unlimited records
Dedicated account manager
SSO & audit log

Downgrades credit the unused portion to your next invoice. Data above a plan's limits stays readable but stops syncing until you upgrade or trim.

Plan comparison matrix4×

Plan comparison

Every capability across tiers, with your current plan marked.

Capability	Starter	GrowthYour plan	Enterprise
Platform
Members	3	15	Unlimited
Workspaces
API access
SSO & audit log
Data & records
Records / month	1,000	50,000	Unlimited
Historical retention	12 months	3 years	Unlimited
Advanced exports
Dedicated data region
Support
Support channel	Community	Priority	Dedicated manager
Response target	5 business days	4 hours	1 hour
Onboarding session

Platform

Members
Starter3Growth15EnterpriseUnlimited
Workspaces
StarterincludedGrowthincludedEnterpriseincluded
API access
Starternot includedGrowthincludedEnterpriseincluded
SSO & audit log
Starternot includedGrowthnot includedEnterpriseincluded

Data & records

Records / month
Starter1,000Growth50,000EnterpriseUnlimited
Historical retention
Starter12 monthsGrowth3 yearsEnterpriseUnlimited
Advanced exports
Starternot includedGrowthincludedEnterpriseincluded
Dedicated data region
Starternot includedGrowthnot includedEnterpriseincluded

Support

Support channel
StarterCommunityGrowthPriorityEnterpriseDedicated manager
Response target
Starter5 business daysGrowth4 hoursEnterprise1 hour
Onboarding session
Starternot includedGrowthincludedEnterpriseincluded

Growth is your current plan — 8,240 of 50,000 records used this period.

Payment history4×

Payment history

Charges to the workspace billing account.

Payment	Date	Method	Amount	Status
Growth annual + usage overage INV-2026-0142	1 Aug 2026	Visa •••• 4242	$61.40	Paid
Growth annual INV-2026-0138	1 Jul 2026	Visa •••• 4242	$49.00	Paid
Usage overage · 1,880 records INV-2026-0135	24 Jun 2026	Visa •••• 4242	$9.40	Refunded
Growth annual · retry of 15 May charge INV-2026-0131	1 Jun 2026	Visa •••• 4242	$49.00	Paid
Growth annual INV-2026-0127	15 May 2026	Visa •••• 4242	$49.00	Failed

Growth annual + usage overage
$61.40
PaidINV-2026-01421 Aug 2026 · Visa •••• 4242
Growth annual
$49.00
PaidINV-2026-01381 Jul 2026 · Visa •••• 4242
Usage overage · 1,880 records
$9.40
RefundedINV-2026-013524 Jun 2026 · Visa •••• 4242
Growth annual · retry of 15 May charge
$49.00
PaidINV-2026-01311 Jun 2026 · Visa •••• 4242
Growth annual
$49.00
FailedINV-2026-012715 May 2026 · Visa •••• 4242

Billing FAQ2×

Billing FAQ

Invoices, payments, and plan changes.

Invoices & receipts

Open Billing in workspace settings and choose Invoices. Every invoice has a downloadable PDF receipt, and email copies go to the billing owner.

Payments & plan changes

We retry the charge for five days. Your workspace stays fully accessible during that window, and you're notified after each attempt.

Upgrade to unlock3×

Upgrade to unlock

Capabilities that open up when you move off Starter.

On Starter

API access

Read and write records through the REST API with per-key rate limits.

On Growth

Advanced exports

Full-history exports to CSV, JSON, and your own warehouse targets.

On Growth

Priority support

A 4-hour response window and a named support engineer.

On Growth

SSO & audit log

SAML sign-in and a complete audit trail of workspace actions.

On Growth

All four unlock with Growth · $39 / month billed annually

Invoice card2×

Invoice INV-2026-0142

Billed 1 Aug 2026 · Group Alpha

Paid

Growth — annual base$49.00

Usage overage · 2,480 records$12.40

Tax · 0% VAT reverse charge$0.00

Total · paid with Visa •••• 4242$61.40

Product updates2×

Product updates

Recent releases and improvements.

v2.4.012 Aug 2026
Scheduled exports
Enterprise plans can now push exports to their own data region on a schedule.
v2.3.229 Jul 2026
Faster bulk operations
Applying changes across 10,000+ records now completes in under a minute.
v2.3.015 Jul 2026
Comparison views
Period-over-period deltas are available on every report and table.

Budget & alerts3×

Budget & alerts

Monthly spend cap with threshold notifications.

Active

$127.40of $200 budget

64% used · resets 1 Sep 2026

Spend this period

Forecast $150 by 31 Aug — $50 under budget

Notify at 50% spent

Email the billing owner · fired 18 Jul

50%Triggered

Notify at 80% spent

Email billing owner + webhook to #billing

80%Active

Hard stop at 100%

Pause automated exports and new API keys

100%Hard stop

Alerts go to the billing owner · Group Alpha

Payment methods3×

Payment methods

Cards used for subscription and usage charges.

Group Alpha

Visa •••• 4242

Expires 08/28 · United States

Default

Mastercard •••• 8817

Expires 03/27 · United States

Headers & navigation

Group Alpha

Global results

Workspace settings

Overview

Metrics & charts

Period comparison

Record volume

Workspace capacity

Records by group

Daily consolidation

Total value

Active records

Average cycle

Exception rate

Workflow distribution

Period target

Value distribution

Tables & lists

Workspace timeline

Top records

Recent activity

Records

Notifications

Records

Q3 Regional Forecast

Notes

Team roster

Records by group

Leaderboard

Environments

Production

Production

Staging

Development

Preview

Sandbox

Media & gallery

Media library

Featured media

Cover image

Profile photo

Attachments

release-summary.png

Forms & settings

Workspace settings

Workspace settings

Workspace details

Defaults

Workspace preferences

Notifications

Review flow

Data handling

Field states

Environment variables

Upload queue

New review run

Access map

Danger zone

Billing & plan

Notification preferences

Dialogs & overlays

Details

Notes

Notes

Filter records

Feedback & states

Service status

Sync is delayed on Region North

Export maintenance tonight

Saved views

Report readiness

Shared view

Load a saved view

Workspace setup

Loading states

Region North

Import results

AI & agents

Knowledge sources