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Databases
Apps → Databases lists the databases the assistant and your workflows can query. There are two kinds:
- Internal databases — table databases the data extractor built here from your documents. A workflow with a table-building node (data extraction, row analysis) creates one; every run adds or updates rows.
- External databases — databases you run elsewhere, connected read-only: PostgreSQL, MySQL, MariaDB or SQL Server. They are set up in My Data → Databases and appear here with their engine and address.
Internal databases
Open an internal database to see its tables. A table looks like a spreadsheet and is edited like one:
- Double click a cell to edit it (Cmd+Enter to save · Esc to cancel).
- Column settings — click a column header to rename it, change its Output Type, add an Instruction the extractor follows for that column, drag to reorder, duplicate or remove it. Removing a column removes its data from every row.
- Delete selected rows; Delete table removes the whole table.
- Export as .xlsx downloads the table; Save a copy duplicates it (you can include the latest output rows in the copy).
- Table Chat — ask questions about the table in plain language ("total by supplier", "which rows are missing a date?").
Tables built by extraction keep a link to their sources. Select a row (or a cell) and open Extraction sources to see where each value came from: the source PDF opens with the extracted fields highlighted on the page, each marked Located, Approximate or Not located. Sources are recorded at extraction time; re-run the extraction to record them for rows that predate the feature. Highlighting works for PDF files.
Row analysis workflows write to a separate result table rather than changing the source table.
Tables are shared with workflows
A table used as the Table Source of a workflow node is overwritten by that node's runs. Editing a cell by hand is fine, but a later run can replace it — put permanent rules in the column Instruction instead.
External databases
Open a connection to see its Connection details and the Tables the connection is allowed to see; pick a table to preview its first rows. Connections are read-only — only SELECT queries are ever run — and the owner can restrict them to an allowed tables list and a max rows per query. Deleting a connection stops the charts built on it from refreshing.
Using databases elsewhere
- In Chat AI, attach a database or a connection table from the paperclip picker and ask questions — the assistant writes and runs the queries.
- In Workflow AI, the Database nodes read from and write to tables; Data Sources on a table node choose where its rows come from.
- In Studio, pick up to 3 connections as the data behind a live page.
Do it with the API
Internal tables: Tables (GET /microservices/data-extractor/tables/, row updates by source_uid, highlights, table-chat/). External connections: My Data → data sources (/data-sources/, test/, tables/, preview/).