TABLES

Your business data.
Your AI agents.
Finally in the same place.

Tables is the structured data layer built into Turtle AI Coworker. Store your leads, deals, tickets, candidates, and operations data natively — then have AI agents enrich every row automatically, trigger on any data event, and write results back in real time. No Airtable. No Zapier. No sync issues.

7 import sourcesCSV, Excel, Google Sheets, REST API, Database, Webhook, Manual
4 trigger typesRow created, Field changed, Schedule, Condition met
6 AI column typesClassification, Scoring, Extraction, Generation, Translation, Analysis
app.turtleai.com/tables/deals
Turtle AI Coworker — Tables Deals view with AI-enriched columns
THE PROBLEM

Your data is in 5 places. Your AI is in a 6th.
Nothing talks to anything.

THE FRAGMENTATION PROBLEM

You’re already paying for tools that don’t connect.

Google Sheets

breaks on schema change

Zapier

5-min sync delay

Airtable

field mismatch

HubSpot

manual step

CSV Export

human error

Manual Paste

AI Tool (isolated)

The average enterprise ops team manages 4.3 data tools that don’t natively talk to each other.

3.2 hrs/week

per person spent on manual data syncing

~$840/month

average cost of Airtable + Zapier + enrichment tools

48 hrs

average delay between data arriving and AI acting on it

THE AI-DATA GAP

Your AI tools can’t see your data. Your data tools can’t run AI.

“A new lead fills out a form. You export it from HubSpot, paste it into a Google Sheet, run an enrichment API in a separate tab, copy the result into another spreadsheet, ask ChatGPT to qualify it, then manually paste the answer back into the CRM. Six steps. Four manual. Four hours before anyone responds.”

Current State:

Form

CRM

Export

Enrichment

Import

AI

Response

Steps: 6  |  Time: 4+ hours  |  Manual: 4

With Tables:

Form

Table (row created)

Agent fires

Done

Steps: 2  |  Time: 2 minutes  |  Manual: 0

THE PERMISSIONS PROBLEM

Your data has no guardrails.

“Your Lead Research Agent only needs to read company data — it should never modify or delete records. Your external form should create rows but never see existing ones. Your Finance AI shouldn’t touch the sales pipeline at all. But your current setup? Every tool with the API key gets full access to everything.”

RoleReadCreateUpdateDelete
Lead Research Agent
Sales AI Employee
Finance AI Employee
External Form User

Tables lets you assign granular read/create/update/delete permissions per agent, per employee, per external user.

Tables solves all three by making your data, your AI, and your automation the same thing — natively.

WHAT IT IS

A spreadsheet with a brain.
Your data layer with AI built in.

Imported ColumnsAI-Enriched Columns
Company NameContact EmailWebsiteNotesIndustry ✦Company Size ✦Lead Score ✦AI Summary ✦
Vertex SaaSjames@vertexsaas.iovertexsaas.ioMet at DataCon...SaaS280 employees87Series B company, hiring aggressively in sales...

You bring the data. AI fills in the intelligence. Every row. Automatically. In real time.

YOUR DATA LAYER

Store everything natively — leads, deals, tickets, candidates, invoices, inventory, content. Import from CSV, Google Sheets, databases, REST APIs, or webhooks. Or capture it directly with the built-in form builder. Your data stays inside the platform — no exports, no external databases, no sync jobs.

YOUR AI ENRICHMENT LAYER

Add AI-enriched columns to any table. Classify rows automatically. Score records against criteria you define. Extract structured data from messy text fields. Generate summaries, recommendations, and analysis for every row. The columns fill themselves — powered by whichever LLM you configure.

YOUR AUTOMATION TRIGGER LAYER

Connect tables to agents. When a new row is created, an agent fires automatically. When a field changes, an agent recalculates. On a schedule, an agent runs across all rows. On a condition, an agent triggers. Tables are the event source for your entire AI workforce.

AI-ENRICHED COLUMNS

Columns that fill themselves.
Powered by your agents.

This is what makes Tables different from every other spreadsheet tool. Add an AI-enriched column — define what you want it to do in plain language — and it populates automatically for every existing row and every new row that comes in.

TEXT GENERATION

Summaries, descriptions, recommendations, personalised messages based on row data

AI Outreach Draft

Hi James, saw Vertex SaaS just closed Series B — congrats on the growth. With 40 new sales reps joining, qualifying inbound leads becomes the critical bottleneck...

CLASSIFICATION

Automatically categorise rows — industry, sentiment, intent, topic, status, priority

Industry / Lead Intent

SaaS / HIGH — pricing page visited 3x, demo requested

SCORING

Numeric scores based on defined criteria — ICP fit, lead quality, risk level, engagement

Lead Score

87 / 100

Scored against: company size, funding stage, tech stack, engagement signals

EXTRACTION

Pull structured data from unstructured text — names, numbers, dates, entities

Deal Size Extracted

$52,000

Extracted from notes: 'James mentioned budget is around $50-55k for the annual contract'

TRANSLATION

Multilingual conversion for any text column — for global teams

Notes (Spanish)

Gran demo. James quiere traer a su Director de Ingeniería para una revisión técnica...

ANALYSIS

Insights, patterns, risk flags, recommendations based on the full row context

Deal Risk Analysis

⚠ MEDIUM RISK — Orion Health evaluating 2 competitors, decision deadline March 5. Recommend accelerating proposal timeline.

These columns don’t exist in your CRM. They’re AI analysis that runs automatically on every deal — informed by everything in the row.

AUTOMATION TRIGGERS

Your table is not a static spreadsheet.
It’s a live event source.

Connect any agent to any trigger on any table. When your data changes, your agents act — automatically, immediately, without manual intervention.

ROW CREATED

New data arrives → Agent fires instantly

The moment a new row enters your table — from a form submission, webhook, import, or manual entry — a connected agent runs automatically. Zero delay between data arriving and AI acting on it.

New lead form
Row created
Lead Qualifier
Score: 87, HOT
Slack notify
CRM updated
Under 2 minutes from form submission to CRM update

FIELD CHANGED

A value changes → Agent recalculates

Watch a specific column for changes. When Company Size updates, recalculate Lead Score. When a deal moves to ‘Proposal Sent’, trigger the follow-up sequence agent.

Size updated: 50→280
Score Agent
Score: 65→87
Priority: High
AE alerted

SCHEDULED (CRON)

Every morning at 9 AM → Agent runs

Run agents across all rows on a recurring basis. Every morning, generate deal summaries. Every Sunday, update competitive intelligence. Configured with a simple cron expression.

Mon 7:00 AM
Deal Assistant
10 deals processed
Summaries generated
#sales-team Slack

CONDITION MET

When your data hits a threshold → Agent acts

Define a rule. When a row meets the condition, the agent fires. Lead Score drops below 40? Trigger re-nurture. Deal stale for 7 days? Alert account executive.

Days Stale > 7
Revival Agent
Re-engagement email
Rep approval
Sends if approved
Full Pipeline Example

All 4 triggers working together on a single lead pipeline

1

NEW LEAD FORM SUBMITTED

Row Created trigger

2

Lead Qualifier Agent runs in 32 seconds

AI columns populate: Industry, Score, Summary

3

Score: 87 — HIGH PRIORITY

Field Changed trigger — Score column

4

Sales Sequence Agent fires

Personalised email drafted

5

Scheduled trigger — 9AM daily

Deal Assistant reviews all active deals

6

Condition trigger — deal stale >7 days

Revival Agent fires

One table. Four trigger types. A fully automated lead pipeline — from first touch to closed deal.

AGENT INTEGRATION

Every agent you build reads from tables.
Every agent you run writes back to them.

Tables aren’t just data storage. They’re the shared memory layer for your entire AI workforce — readable by any agent, writable by any agent, with granular permissions controlling exactly who can do what.

SEQUENTIAL AGENTS + TABLES

Sequential Agents

Any Sequential Agent can be granted read or write access to any table — with per-table permissions (Read, Create, Update, Delete). The Lead Research Agent reads your Prospects table. The Lead Qualifier Agent writes scores back.

Prospects Table
ReadCreate
Deals Table
ReadUpdate
Customer Leads
ReadCreateUpdate

AGENTIC TEAMS + TABLES

Agentic Teams

Each specialist agent within a team can have different table permissions. The Account Management Agent can read and update customer records. The Billing Specialist can read invoice data but cannot delete records. Per-agent, per-table, per-permission.

CustomersInvoicesDeals
BillingReadRead
AccountReadUpdate
TechnicalRead

AI EMPLOYEES + TABLES

AI Employees

An AI Employee uses tables as its persistent operational memory. Sarah (Sales AI Employee) has access to Leads, Deals, and Prospects tables. She reads from them to plan tasks, writes results back when she completes work.

Sarah — Sales AI Employee

Active tables

Leads Master
ReadCreate
Deals
ReadUpdate
Prospects
ReadCreateUpdate

Today: Updated 12 deal stages, enriched 8 new leads

THIS IS WHAT MAKES TABLES DIFFERENT FROM AIRTABLE OR GOOGLE SHEETS.

When your data lives inside the same platform as your agents, there’s no sync job, no API call, no webhook to maintain. The agent just acts on the data — in real time, with full permission control, and a complete audit trail of everything it touched.

DATA COLLECTION FORMS

Every table is also a form.
Embed it. Share it. Capture data anywhere.

Turn any table into a data collection form with one toggle. Generate a shareable link — public, private, or password-protected. Embed it on your website. Share it with partners. Every submission becomes a row. Every row can trigger an agent.

app.turtleai.com/tables/settings/form
Table Settings - Data Collection Form

One toggle. Any table becomes a public-facing form.

Generate a unique link. Share publicly, privately, or with password protection.

Customise the form title, description, and success message.

USE CASE FLOW

1

You enable the form on your Customer Leads table

2

Share the link at your conference / website / email

3

Lead fills in Company Name, Contact, Website, Industry

4

New row created in Customer Leads table

5

ON ROW CREATED trigger fires Lead Qualifier Agent

6

Agent enriches: scores lead, generates outreach, updates HubSpot

7

Total time: 90 seconds from form submission to qualified pipeline entry

EXTERNAL LEAD CAPTURE

Embed the form on your marketing website. Every visitor who fills it in becomes a row — and triggers your Lead Qualifier Agent within 90 seconds.

Website embed

PARTNER DATA COLLECTION

Share a private link with distribution partners. They submit monthly pipeline data. It lands in your Deals table. Your Finance Agent processes it overnight.

Private link, password-protected

INTERNAL DATA COLLECTION

Share the link with your sales team. They fill in deal notes from phones after meetings. Your Deal Assistant generates next-step recommendations by morning.

Internal link, authenticated users only

DATA MANAGEMENT

Full data management.
Native to the platform.

Tables isn’t a stripped-down data tool. It’s a complete data management layer — with everything your operations team needs to work with business data at scale.

app.turtleai.com/tables/import
Table import interface

IMPORT FROM ANYWHERE

Import from 7 sources

CSV upload today. Google Sheets sync, REST API, PostgreSQL/MySQL/MongoDB, and webhook ingestion coming soon. Import once or sync continuously.

CSVExcelGoogle SheetsREST APIDatabaseWebhookManual Entry
app.turtleai.com/tables/export
Table export interface

EXPORT IN ANY FORMAT

Export in any format

Export your full table or filtered view — in CSV, JSON, Excel, or PDF. Board report? Export as PDF. Data handoff? Export as JSON. Full data portability — always.

app.turtleai.com/tables/filter
Table filter and sort interface

FILTER AND SORT

Filter, sort, and search

Create multi-condition filters on any column combination. Sort by any field. Search across all rows instantly. Filters affect only your view — not the underlying data.

app.turtleai.com/tables/columns
Table column management interface

MANAGE COLUMNS

Full column control

Add, rename, reorder, or delete columns at any time. Column types: Text, Number, Date, Select, Email, URL, Boolean, and Agent Output (AI-enriched). Your table schema evolves with your process.

Use Cases

One data layer. Every department.

Tables replaces the fragmented collection of spreadsheets, Airtable bases, and CRM exports that every department currently uses to manage their operations data.

Lead Enrichment Pipeline

Sales

Company Name, Email, Industry✦, Size✦, Score✦, Summary✦

Row created → Lead Qualifier Agent

From form submission to qualified lead: 90 seconds

Deals

Sales

Company, Stage, Deal Size, Owner, Next Step, Days Stale

Days Stale >7 → Deal Revival Agent

Zero stale deals go undetected for more than a day

Prospects

Sales

Company Research, ICP Score✦, Outreach Draft✦

Row created → Company Research Agent

Pre-call research generated automatically for every prospect

Customer Support Tickets

Support

Ticket text, Category✦, Priority✦, Resolution✦, SLA Status

Row created → Ticket Triage Agent

60% of Tier-1 tickets auto-resolved without human handling

Customer Health Scores

Support

Customer, Usage data, Support history, Health Score✦

Score drops below 60 → At-Risk Alert Agent

At-risk accounts identified before they churn

Candidate Pipeline

HR

Candidate, CV text, Role, Score✦, Recommendation✦

Row created → Candidate Screener Agent

First-pass screening in 20 minutes per candidate

Onboarding Tracker

HR

Employee, Start Date, Provisioning Status, Checklist✦

Row created → Onboarding Orchestrator Agent

Day-1 onboarding initiated automatically on hire

Invoice Processing

Finance

Invoice text, Vendor, Amount✦, PO Match✦, Approval Status

Row created → Invoice Processor Agent

Invoice processing: 20 min manual → 2 min automated

Inventory Monitoring

Operations

Item, Current Stock, Reorder Level, Status✦

Stock < Reorder Level → Purchase Order Agent

Out-of-stock incidents reduced by 85%

Enterprise Controls

Your data. Your rules. Full visibility.

Granular Permissions

Control exactly what each agent, AI Employee, user, and group can do with each table — Read, Create, Update, Delete. Per-table. Per-entity. Full CRUD permission control at every level.

Per-table permissions: Read · Create · Update · Delete

Full Audit Trail

Every row change is logged — who changed what, when, what the previous value was, and whether it was a human or agent. Full version history. Exportable. SOC 2 compliant.

Every change tracked · Human or agent identified

API Access

Every table has a REST API endpoint. External systems can read and write programmatically at 1,000 requests/minute. Build custom integrations or trigger agents from outside the platform.

REST API · 1,000 req/min · Full CRUD

Scalable Storage

100,000 rows per table (Enterprise: Unlimited). Unlimited columns. 25MB file attachments. Real-time to 24-hour sync frequency. Tables scales from a 50-person team to a global enterprise.

100K rows · Unlimited columns · 25MB attachments

Replace your spreadsheets with a data layer that thinks.

Create your first table in 2 minutes. Import your data. Add AI-enriched columns. Wire it to an agent. Watch your pipeline run itself.

Granular permissions from day one · Full audit trail on every change · API access included on all plans