Tables & Databases¶
BotBoss gives every organization a structured data layer — a place to store, organize, query, and act on tabular data alongside your work. Tables live inside Databases (named groupings), sit alongside your connected data sources, and are accessible to both people and agents in your organization.
What you can do¶
Create tables from scratch. Create a table with typed columns — text, long text, number, date, date & time, checkbox, single-select, multi-select, and attachment — and add rows directly in the grid.
Import data. Upload a CSV, Excel (.xlsx), SQL dump, or XML accounting export to turn existing data into a BotBoss table in one step. The table name comes from the file; columns are inferred automatically.
Query across tables. Run a read-only SQL SELECT over any tables you have access to — your own tables and any connected data sources — using the built-in query console.
Organize into Databases. Group related tables into a Database. Databases can be private (visible only to people you explicitly invite) or shared with everyone in your organization.
Control access. Every table and database starts private. Share it with the whole organization, or grant specific people (or agents) read or write access individually. Data is always scoped to your organization — nothing crosses organizational boundaries.
Agents read and write table data. Any agent with the right permissions can list tables, read rows, run queries, and — when granted write access — insert or update rows, using the same access controls as people.
Kinds of tables¶
| Kind | Description |
|---|---|
| Table | An editable table created by you, your team, or an agent. Full read/write for the people and agents you grant. |
| Connected data (warehouse) | A read-only live view of data synced from a connected source such as QuickBooks. Browsable and queryable, but not editable in place — duplicate it to get an editable copy. |
| View | A saved slice of a source table — a subset of columns with optional row filters. Share just the slice without exposing the full table. |
Example¶
Connect your QuickBooks account and BotBoss surfaces your invoices, vendors, and accounts as browsable tables. Ask an agent — "summarize overdue invoices over $5,000" — and it queries the warehouse table directly, then writes a summary row into a separate tracking table your team maintains, all within your organization's data and visible only to those you've granted access.