Smart Table Manager Toolkit

The Smart Table Manager Toolkit is a workflow node. Its tools include List Tables, Describe Table, Create Smart Table, and Delete Table, plus 14 more listed below. These tools run in the workflow and do not use a third-party account. Type @ in a field when the value should come from an earlier step.

Authentication

Smart Table Manager tools use the Smart Tables already in the workflow's project. They do not use a connected third-party account. Most tools accept an optional Target Project ID when the table lives in a different project.

Tools

List Tables

Lists the Smart Tables available in the project, including IDs and descriptions.

Field	Required	Description
Target Project ID	No	Project to list tables from. Default is the workflow's project. Type @ to select a variable.

Describe Table

Returns the schema and metadata for one Smart Table.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Create Smart Table

Creates a new Smart Table.

Field	Required	Description
Table Name	Yes	Name of the table to create. Type @ to select a variable.
Description	No	Description stored with the table. Default is empty. Type @ to select a variable.
Columns Schema	No	Columns to create with the table. Default is null.
Target Project ID	No	Project to create the table in. Default is the workflow's project. Type @ to select a variable.

Delete Table

Deletes a Smart Table and all of its data.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Validate Smart Table

Checks that the table schema matches the database, that the table can be queried, and that sample rows can be read.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Add Column

Adds a column to a Smart Table.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Column Name	Yes	Name of the new column. Type @ to select a variable.
Column Type	No	Column type: text, number, boolean, or date. Default is text. Type @ to select a variable.
Description	No	Description of the column. Default is null. Type @ to select a variable.
Default Value	No	Default stored on the column. Default is null. Type @ to select a variable.
Options	No	Extra column options. Default is null.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Update Column

Updates a column's description or options.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Column Name	Yes	Column to update. Type @ to select a variable.
New Description	No	Replacement description. Default is null. Type @ to select a variable.
New Options	No	Replacement options. Default is null.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Delete Column

Deletes a column and the values stored in it.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Column Name	Yes	Column to delete. Type @ to select a variable.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

List Columns

Lists columns and their metadata (name, type, description, and options).

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Configure AI Extraction

Configures AI extraction on a column so uploaded files fill that column from an extraction prompt.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Column Name	Yes	Column that receives extracted values. Type @ to select a variable.
Extraction Prompt	Yes	Instructions for what to extract. Type @ to select a variable.
Source Column	No	Column that holds the source file. Default is null. Type @ to select a variable.

Add Rows

Adds one or more rows. Each row is a dictionary of column values. Maximum 1000 rows per call.

Field	Required	Description
Table Name	Yes	Table ID or exact title. Type @ to select a variable.
Data	Yes	List of row dictionaries, for example [\{"name": "Ada"\}].
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Update Rows

Updates one or more rows. Maximum 100 rows per call.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Updates	No	One update or a list of updates. Each item is \{"row_id": "123", "updates": \{"field": "value"\}\}. Default is null.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Delete Rows

Deletes one or more rows. Maximum 100 rows per call.

Field	Required	Description
Table Name	No	Table ID or exact title. Type @ to select a variable.
Row Ids	No	One row ID or a list of row IDs. Default is null. Type @ to select a variable.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Query Smart Table

Returns rows that match filters. Without filters, a requested limit above 200 is capped at 200. With filters, the maximum limit is 1000.

Field	Required	Description
Table Name	Yes	Table ID or exact title. Type @ to select a variable.
Filters	No	Equality filters (\{"col": "value"\}) or range filters (\{"col": \{"$gte": "2024-01-01"\}\}). Supports $gte, $lte, $gt, and $lt. Default is null.
Limit	No	Maximum rows to return. Default is 100.
Page	No	Page number. Default is 1.
Sort By	No	Column to sort by. Default is null. Type @ to select a variable.
Sort Order	No	asc or desc. Default is asc.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Set Table Scope Policy

Creates or replaces the row filter applied to one project role for a Smart Table. Use \{"$all": true\} for an explicitly unrestricted role.

Field	Required	Description
Table Name	Yes	Data type ID or exact table title. Type @ to select a variable.
Role ID	Yes	Project role ID. Type @ to select a variable.
Row Filter	Yes	Filter object for the rows that role can see.
Target Project ID	No	Project that owns the table. Default is the workflow's project. Type @ to select a variable.

Set Scope Policy

Creates or replaces a data-scope policy for a Smart Table, a Knowledge Base folder or document, or a manual graph resource. Requires Build Mode.

Field	Required	Description
Resource Kind	Yes	Kind of resource the policy applies to. Type @ to select a variable.
Resource ID	Yes	ID of the resource. Type @ to select a variable.
Role ID	Yes	Project role ID. Type @ to select a variable.
Row Filter	Yes	Filter object for the rows or items that role can see.
Target Project ID	No	Project that owns the resource. Default is the workflow's project. Type @ to select a variable.

List Scope Policies

Lists data-scope policies for the project.

Field	Required	Description
Target Project ID	No	Project to list policies for. Default is the workflow's project. Type @ to select a variable.

Get Scope Audit

Lists data-scope denial events for the project.

Field	Required	Description
Limit	No	Maximum events to return. Default is 100.
Target Project ID	No	Project to read. Default is the workflow's project. Type @ to select a variable.

Related

Agents can use this integration from chat. See Smart Table Manager.

See all integrations on the toolkits overview.