Widgets and tables

Each agent keeps a dashboard of widgets up to date as it works. You don't build them: ask in plain words (“keep a table of the quotes”, “show me the fare over time”) and the agent picks the right kind. Pin any widget to Home.

• Size: drag a widget to reorder it, and choose Quarter, Half or Full width from the buttons in its header or its ••• menu. Your order and width are kept.
• Freshness: each widget says which agent keeps it and when it was last updated.
• New widgets an agent suggests in chat wait for you: Add all, Choose or Not now.

Tables

A table is the agent's working list: quotes, listings, bills, a budget, anything with rows and columns. It lives in the agent's Library, and a table widget shows it on the dashboard.

How an agent fills it

• The agent makes the table with the columns the job needs: text, numbers, money, dates, yes/no, a status, or a link.
• Each row has a key, like the item or the address. When the agent finds something new it adds a row; when it finds a change it updates just that cell.
• The agent never deletes. Rows that no longer apply are archived, and you can see and restore them.
• A table holds up to 500 rows and 12 columns, and an agent can keep up to 24 tables.

On the dashboard

• Click a column header to sort; the widget remembers it.
• A table widget shows the first 6 rows (8 at Full width) and as many columns as fit; more columns scroll sideways. “6 of 46 · Show all” opens the rest. At Full width, a total row adds up the columns that can be added.
• New rows get a blue dot. A cell the agent changed is tinted, and hovering shows what it was before.
• Copy as CSV copies the table for a spreadsheet.

Full screen: editing

• Edit any cell in place. Your value is marked You set, with Undo, and the agent won't change it.
• Add row for a row of your own. Ask {agent} puts a question about the table in the chat box for you to send.
• A column's menu: Sort A to Z, Sort Z to A, Hide column (it hides on the widget too), and Ask {agent} about that column.
• “N changes since you looked” shows only what's new; Mark as seen clears it. Status chips filter the rows.
• Copy as CSV, Export CSV…, or Open in Numbers if Numbers is on your Mac.

Click a row's first cell, or choose Show details, to see its details: every field, what the agent changed, the row's history, a status picker, and Your note, which only you write and the agent can read.

Three tables worth asking for

Moving budget

“Keep a table of everything the move will cost: item, vendor, estimate, paid and status. Add quotes as you find them.” Fix an estimate yourself and the agent keeps your number; the total updates.

Flat hunt

“Every morning, add new 2-bedroom listings under $2,400 to a table: address, rent, size, link, and first seen. Archive ones that disappear.” Sort by rent, add your notes, and ask the agent about the cheapest three.

Bills by month

“Each week, add any new bills from my water and power accounts to a table, with date, amount and whether it's paid.” Then: “show it as a chart”, which draws a chart widget from the same table.

Every kind of widget

Tasks

A checklist: each task with a note and a due date. Tick tasks off yourself, or type in Add a task. If you tick one, the agent keeps your tick.

Agents use it for a checklist. For example: “Before the trip”: renew the passport, tell the bank, book a ride.

List

Rows of people or messages, most important first, each with initials or a count, a line of detail and a time.

Agents use it for rows of people or messages. For example: the emails waiting on you, with who sent them.

Number

One figure, with what changed since last time and whether that's good or bad.

Agents use it for one figure. For example: “3 emails waiting on you, 2 fewer than yesterday.”

Note

A short written summary, with where it came from.

Agents use it for a short written summary. For example: where your heat pump research stands, from 4 sources.

Progress

Progress toward a goal, with a bar and the steps done and to come.

Agents use it for progress toward a goal. For example: 4 of 6 sources read, recommendation expected Thursday.

Files

Documents and links the agent found or saved; open any of them.

Agents use it for documents and links. For example: the guides, PDFs and quotes behind a decision.

Compare

A few options side by side, with the best value in each row marked and the agent's pick and why.

Agents use it for a few options side by side. For example: three installer quotes compared on price, running cost and efficiency.

Chart

Up to four lines or bars over time, drawn from one of the agent's tables. Expand it to choose the range (week, month or all) and which lines to show.

Agents use it for a table's numbers over time. For example: household bills month by month.

Price

A price over time: now, before, your target and the lowest seen.

Agents use it for a price over time. For example: a flight fare, with a target of $380.

Ticker

Stock or crypto prices. Click a symbol and choose 1D, 1W, 1M or 1Y.

Agents use it for stock or crypto prices. For example: a watchlist of four symbols.

Ledger

Payments with a total for the period, each with payee, category, amount and whether it's paid.

Agents use it for payments with a total. For example: September's bills, with one higher than usual.

Flight

One flight: airline, times, airports, seat, bags and fare.

Agents use it for one flight. For example: your flight to Lisbon, with the fare being watched.

Timeline

Events in order through a day, with the next one marked.

Agents use it for events in order. For example: a Saturday in Lisbon, hour by hour.

Week

A week of plans by day, with today marked and items you can tick.

Agents use it for a week of plans. For example: this week's garden jobs.

Forecast

Weather now and for the days ahead: highs, lows and chance of rain, with one day marked.

Agents use it for the weather ahead. For example: the week's forecast, with the agent's advice on when to plant.

Streak

How many days in a row something was done, with the best run and a grid of recent weeks.

Agents use it for days in a row. For example: watering the garden.

Packages

Deliveries on the way: ordered, shipped, out for delivery, delivered, with the expected day.

Agents use it for deliveries on the way. For example: four orders, one out for delivery today.

Ticket

One event or travel ticket: what, where, when and seats. Never the ticket's code itself; it says where to find it.

Agents use it for one event or travel ticket. For example: two seats at a concert.

Roster

People and who they report to.

Agents use it for who's who. For example: a team, with who's waiting on you.