Help center
Agents

Use table AI

Search your network, understand contact context, draft outreach, create reminders, prepare for meetings, and turn relationship information into next steps.

What table AI can help with

table AI is designed for relationship work, not generic chat.

  • Search across your contacts
  • Find people by company, location, title, tags, or groups
  • Summarize what you know about a person
  • Recall recent touchpoints
  • Draft intro emails or follow-ups
  • Create reminders and action items
  • Prepare before meetings
  • Turn meeting transcripts into summaries

Ask questions about your network

Use natural language when you do not want to manually filter or inspect contacts.

  • Who do I know at Stripe?
  • Which contacts live in London?
  • Find founders in my network.
  • Who are my favorite contacts in Berlin?
  • Show people I met recently.

Understand a contact

Ask about one person when you need context before reaching out.

  • What do I know about Sarah Chen?
  • When did I last interact with Michael?
  • What company does Daniel work at?
  • What notes do I have on this person?
  • Summarize my relationship with this contact.

Find people by context

table AI can answer broad discovery questions using structured contact data like location, organization, title, tags, groups, favorite status, and recent interaction data.

For broad questions, table AI searches for a set of contacts. For specific-person questions, it resolves the person first.

Draft intros and outreach

table AI can help draft messages using the context in your table account.

  • Write a warm follow-up to Alex after our last meeting.
  • Draft an intro between Maya and Jordan.
  • Help me reconnect with Sam after a few months.
Always review drafts before sending. table AI can help with context and wording, but you stay in control of what leaves your account.

Use AI meeting notes

With the desktop app, table can record meetings, transcribe them, summarize them, and extract action items.

Meeting notes are especially useful because they turn conversations into durable relationship context.

How table AI handles uncertainty

table AI should not guess when the answer depends on identity or evidence.

If several contacts match a name, it should ask which person you mean. If it cannot find a contact, it should say so. If table does not have enough source context, it should explain that the answer may be limited.

This behavior is intentional. A personal CRM is only useful if users can trust the difference between known context and missing context.

Privacy and data use

table AI processes your table data to help you use the product. It is not meant to train external models on your personal data.

AI may use relevant context such as contact profile fields, groups and tags, notes, mail and calendar context, meeting summaries, action items, and recent interaction history.

AI should not expose another user's data, raw provider payloads, credentials, or private system details.

FAQ

No. table AI is connected to structured relationship data in table. It is meant to help with contacts, context, reminders, meetings, intros, and follow-through.

Because more than one contact matched your request. Clarifying avoids answering about the wrong person.

Review and control outbound messages. Use AI to draft, but make sure the final message says what you want before sending.

Because table could not find enough grounded evidence. Connect integrations, approve contacts, add notes, or record meetings to improve context.