What are Actions?
Actions are built-in capabilities that allow your assistant to interact with your data. Rather than just storing information, your assistant can create, update, search, and manipulate records across all your databases.You don’t need to set up or configure actions—they’re automatically available for all your databases once you create them.
Core Actions
Your assistant comes with powerful built-in actions:Create Records
Add new items to any database with natural language“Add a task to review the quarterly report by Friday”
Update Records
Modify existing entries easily“Mark the design review task as complete”
Query & Search
Find information across all your databases“Show me all tasks due this week”
Delete Records
Remove items you no longer need“Delete all completed tasks from last month”
Link Records
Connect related items across databases“Link this task to the Website Redesign project”
Bulk Operations
Perform actions on multiple records at once“Mark all Q1 project tasks as archived”
How Actions Work
When you send a message to your assistant, it analyzes your intent and determines which actions to take:1
Natural Language Processing
You send a message in plain language: “Add a task to call the client tomorrow”
2
Intent Recognition
Your assistant understands you want to create a new record in the tasks database
3
Action Execution
The assistant executes the create action with the appropriate data
4
Confirmation
You receive confirmation that the action was completed successfully
Creating Records
Add new records to your databases conversationally:- Tasks
- Projects
- Contacts
- Notes
Updating Records
Modify existing records naturally:Status Updates
Status Updates
Field Changes
Field Changes
Adding Information
Adding Information
Querying Records
Search and retrieve information from your databases:- Simple Queries
- Filtered Queries
- Complex Queries
- Aggregations
Linking Records
Create relationships between records in different databases:1
Identify Related Items
You have a task that belongs to a project, or a note that relates to a contact
2
Request the Link
“Link the design task to the Website Redesign project”
3
Automatic Connection
Your assistant creates the relationship automatically
4
Query Connected Data
“Show me all tasks for the Website Redesign project”
Links work bidirectionally. If you link a task to a project, you can query tasks from the project OR query the project from the task.
Bulk Operations
Perform actions on multiple records simultaneously:Bulk Updates
Bulk Updates
Bulk Deletion
Bulk Deletion
Bulk Creation
Bulk Creation
Bulk Linking
Bulk Linking
Action Workflows
Combine actions to create powerful workflows:- Task Management
- Project Planning
- Contact Management
- Data Cleanup
Daily Review Workflow
- “Show me all tasks due today”
- “Mark the completed ones as done”
- “Reschedule any remaining ones to tomorrow”
- “Create a summary of what I accomplished”
Smart Context Understanding
Your assistant understands context and can chain actions intelligently:Best Practices
Be Specific
The more specific your request, the better the result. Include relevant details like dates, priorities, and categories.
Use Natural Language
Don’t worry about syntax or commands. Talk to your assistant like you would a human colleague.
Confirm Bulk Actions
Review what will be affected before confirming bulk operations, especially deletions.
Link Related Data
Create connections between records to build a rich, queryable knowledge graph.
Remember: Actions are just tools your assistant uses to help you. Focus on what you want to accomplish, not how to do it. Your assistant figures out the right actions to take.