What an assistant can do

A connected assistant uses a set of tools Sterodata offers it. Each tool does one thing the app's own screens do, through the same checks, as you. Here is what they cover, in plain words. Whatever it builds can be opened and changed in the app.

Find its way around

• List the workspaces you can open, and whether you own each.
• Describe a workspace: its databases, tables and fields with their types, its locale and where its exchange rates come from. It sees only what you may see.
• Describe one table in detail: its fields, select options, linked tables, each formula and rollup, and what you may do with it (read, add, change, delete, change its structure).

Answer questions from your records

• Read any table of the workspace's own database, and its views and summaries, with read-only queries: filter, sort, count, total, average, group, and work with dates and text.
• Follow a link from one table to the records it points at, such as an order's customer's name.
• Total amounts in several currencies the way the app does, converted at the workspace's exchange rates, and say which rows could not be converted and why.
• Read at most 500 rows in one query, and say when there are more. Fields hidden from you are left out.

Build tables and fields

• Create a table with typed fields: text, number, currency, percent, date, date and time, checkbox, email, phone, URL, single select, multiple select, linked record, user, calculation, rollup, attachment and JSON. Every table gets its key and its created and changed by and at fields.
• Add a field, including a calculation worked out from the table's other fields; rename a field or change its formula, currency settings, decimals or rollup; delete a field.
• Delete a table that holds no rows.

Bring data in

• Import CSV text: into a new table, with each column's type worked out from the data, or into an existing one, matching columns to fields by name and adding new ones. Optionally, rows that match on a field you name are updated instead of added.
• Turn a field of web links into files: each row's link is downloaded into an attachment field. A link to a product page keeps the photo the page names as its own. Only public web addresses, and images up to 15 MB each.

Add, change and delete records

• Add, change or delete up to 100 records in one request.
• Name a linked record by what it is called, and a person by their e-mail or name.

Views and summaries

• Make a view of one table (its rows that meet a filter, in an order, showing some of its fields), such as each person's own tasks; or stack several tables into one.
• Read how a view or a summary is defined; change it, rename it or delete it.

Dashboards and forms

• Create a dashboard (a filter bar, numbers, bar, line and pie charts, lists and text) or a form, as an unpublished draft; change it; delete it.
• Publish it to everyone in the workspace, to anyone holding a private link (with an end date if you want one), or to the public, and give you its address. Unpublish it again.
• Read what a dashboard shows, element by element, with values picked in its filter bar: each number, each chart's points, each list's total and first rows. It reads the draft, or what readers see.

Apps and workspaces

• List the apps in the app gallery and install one into the workspace's built-in database, optionally with up to 1,000 example rows. See Apps.
• Create a workspace that you own, with the locale of the business it is for.
• Change a workspace's locale, or where its exchange rates come from, if you are its admin.

For what stays in the app, see What an assistant cannot do.