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Tables and dashboards

Tables that run your operations.

Track anything in Insight On Demand, linked to your customers, with Otto and your agents working inside and live dashboards on top.

Set up in a minute. Shaped to how you work.

  1. Describe what to track

    Otto builds the table, its fields and its views.

  2. Bring the data in

    Import a spreadsheet, connect an app or collect it with a form.

  3. Let agents work in it

    AI columns fill themselves in, and agents update rows as work happens.

  4. See it on a dashboard

    Live numbers from the same records, no spreadsheet.

More than a spreadsheet.

Track anything

Text, numbers, dates, files, people, links, formulas and rollups.

Every view

Grid, board, calendar, map, gallery and form, all on the same records.

Linked records

Customers, jobs, invoices and visits, connected both ways.

AI columns

Ask a question of every row and Otto fills in the answer.

Automations

When a row changes, send a message, create a task or start an agent.

Access you control

Choose who can see and edit each table.

Today's numbers, without a spreadsheet.

Dashboards read from your tables, so what you see is what happened. Break it down by person, by source or by week.

  • Live from your records
  • Charts, totals and lists
  • Shared with your team

Agents work in your tables. You see every change.

Access you control

Choose who can see and edit each table, and what Otto and your agents may change in it.

Every change on the record

Every edit by Otto, an agent or your team lands on one log, with the reason, next to the row it touched.

The same work. In one place.

MomentWithout itWith it
Where it livesSpreadsheets on three laptops.One table, linked to the customer.
Keeping it currentSomeone updates it on Friday.Updated as the work happens.
A question about itFilter, sort, export and count.Ask Otto.
ReportingBuilt by hand at month end.A dashboard that is always current.
A new processAnother tool to buy.Another table, in a minute.

The rest of the platform.

Questions owners ask.

Can I import my spreadsheets?

Yes. Bring in a spreadsheet and Otto maps the columns to fields.

How is this different from a spreadsheet?

Rows link to real customers, jobs and invoices, automations and agents act on them, and every view stays in step.

What are AI columns?

A column where you ask a question of every row, like whether a client needs attention. Otto fills in each answer and keeps it current.

Can agents change my data?

Only the tables you allow, and every change is on the log.

What can I track?

Anything with rows: projects, orders, stock, applicants, vendors and assets.

Track it your way.

Describe what you need to track. Otto builds the table.