Custom Objects

Creating Object Types

Object types define the schema for your custom data. Each object type gets its own section in the sidebar, its own table view, and its own set of attributes.

How to Create an Object Type

1. 1

   Open the object type creator

   Click the "+" icon in the sidebar under the Objects section, or use the AI assistant ("Create a Venues object type with name, address, and capacity fields").

2. 2

   Configure the object type

   Enter a name (singular, e.g., "Venue"), plural name ("Venues"), and select an icon. A URL slug is auto-generated from the name.

3. 3

   Define attributes

   Add attributes (columns) to the object type. Each attribute has a name, type, and optional settings. Supported types: text, number, date, select, multiselect, currency, URL, email, checkbox, and rating.

4. 4

   Save and start using

   The new object type appears in the sidebar immediately. Click it to open the table view where you can start creating records.

Working with Records

Records are individual entries within an object type. They work exactly like People records — the same spreadsheet-style table, inline editing, slide-out detail panel, and context menu.

How to Create Records

• From the table — click "New Record" above the table. A new row appears with the cursor in the Name field.
• From the AI assistant — describe the record in natural language (e.g., "Add a venue called The Grand Ballroom at 123 Main St with capacity 500").
• Via CSV import — use the Import button and map CSV columns to object attributes.
• Via automations — use the "Create record" action to automatically create records when triggers fire.

Bulk Operations

Select multiple records using checkboxes and use the bulk action bar to:

• Update a field value across all selected records
• Add or remove tags
• Export selected records to CSV
• Delete selected records (with confirmation)

Views: Grid and Kanban

Custom objects support two view modes, switchable from the toolbar.

Grid View (Spreadsheet)

The default view. All records are displayed in a spreadsheet-style table with inline editing, sorting, filtering, and column management. Identical to the People table experience.

Kanban View (Board)

Switch to Kanban view to see records as cards on a board, grouped by a select field. This is ideal for tracking pipelines (e.g., deal stages: Lead → Qualified → Proposal → Won).

1. Click the view switcher in the toolbar and select "Board."
2. Choose the select field to group by (e.g., "Status" or "Stage").
3. Records appear as cards in columns. Each column represents one option value.
4. Drag cards between columns to update the field value.
5. Click a card to open the slide-out detail panel.