Features / An AI Assistant That Queries Your Data and Builds With You
AI Assistant

An AI Assistant That Queries Your Data and Builds With You

Ask questions of your data, and build fields, calculations, and automations in plain language — with every change shown before it's applied.

Put an assistant next to your tables that can answer questions and make changes you approve.

Why this matters

Most teams have questions their data could answer and changes they'd make if it were easy — but pulling a report, adding a calculated field, or building an automation means learning the tool deeply or waiting on whoever can. So the questions go unasked and the improvements never ship.

InfoLobby's AI assistant lives beside your tables and understands your data. Ask it a question in plain English and it queries your records and answers. Ask it to build — a new field, a calculation, a workflow — and it proposes the exact change for you to review, approve, or undo. Nothing is altered until you say yes.

AI that proposes, so you stay in control.

The assistant is genuinely useful because it acts on your real data and structure — but it never acts behind your back. Ask it to add a "Days Overdue" field and email clients when it passes 14, and it shows you the field, the formula, and the flow it will create. You approve what's right and undo what isn't.

  • Answers come from your actual records, not a generic model
  • Changes arrive as a reviewable proposal with a clear diff
  • Undo reverses any applied change in one click

What changes for the team

  • Ask questions in plain language and get answers from your live records
  • Build fields, calculations, and flows by describing what you want
  • Every change is proposed first — review the exact diff before it applies
  • One-click undo on anything the assistant does
  • Works inside the table you're already looking at, with its full context

Feature details

  • Query records conversationally ("which invoices are overdue and how much do we owe?")
  • Propose new fields and calculation formulas on the current table
  • Draft and edit workflow automations — visual bricks or PHPScript
  • Suggest integrations and record updates, always as an approvable proposal
  • Keep you in control: approve, tweak, or undo — the assistant never changes data silently

How teams usually start

  1. Open the assistant beside any table and ask a question about the data you're looking at.
  2. When you want a change, describe it — a field, a calculation, a reminder flow — and review the proposal it drafts.
  3. Approve what's correct, undo anything that isn't, and keep iterating in plain language.

FAQ

Does the AI change my data automatically?

No. The assistant proposes every change — a new field, a formula, a flow, a record update — and shows you the exact diff. Nothing is applied until you approve it, and you can undo anything in one click.

Can it actually answer questions about my records?

Yes. It queries your live data in the table you're working in, so answers reflect your real records rather than a generic response.

Do I need to know formulas or code to use it?

No. You describe what you want in plain language and the assistant drafts the calculation, field, or workflow for you to review.

Want this feature in a system your team can actually run?

Start with the workflow this feature supports, then add the records, views, tasks, comments, and automations around it.