Docs

Use Tablize, not guesswork.

Start with a spreadsheet and a question. Everything else in here just shows you how to push that loop further — more sources, more automation, more things worth keeping.

Start the 5-minute tour Read core concepts
01 · Getting started

Getting started

What Tablize is and how the loop works.

  1. 01 What is Tablize A Data Agent that lives on your data — ask anything in plain English, keep the answers that matter. →
  2. 02 Quickstart Sign up, drop in a spreadsheet, ask your first question, and keep the answer — in five minutes. →
  3. 03 Core concepts Agent, workspace, four-state layout, Creator vs Viewer — the mental model in one page. →
  4. 04 The Keep loop Report, Script, Watch, Dashboard, App — the five shapes an answer can take, and when to reach for each. →
02 · Connect

Connect

Bring in files, databases, APIs, devices.

  1. 05 Upload files Drag CSV, Excel, Parquet, SQLite, or JSON into your workspace — schema auto-detected, ready to query in seconds. →
  2. 06 Connect databases Point Tablize at Postgres, MySQL, Supabase, or SQLite with a read-only connection string. No ETL. No replication. →
  3. 07 Webhooks & APIs Generate a Webhook URL for incoming events, or have the Agent call REST / GraphQL APIs on your behalf. →
  4. 08 Integrations 39 built-in connectors — Stripe, Shopify, GA4, HubSpot, Snowflake and friends — with OAuth, incremental sync, and schema evolution handled for you. →
  5. 09 IoT, MQTT & cameras Bring sensors, devices, and camera feeds into the same workspace as your tables — then ask questions that join both. →
03 · Ask

Ask

Work with the Agent day to day.

  1. 11 Asking questions The four shapes of a question — analyze, automate, build, watch — and how to phrase things so the Agent picks the right tool. →
  2. 12 Reading the answer Tool calls, charts, tables, citations — how to trust what the Agent tells you, and how to push back when it's wrong. →
  3. 13 Split view & artifacts When the panel slides in, how to pin it, and the Artifact Navigator for a whole-session view. →
  4. 14 Agent tools reference The ~100 tools the Agent has, grouped by domain. Useful when you want to know what's even possible. →
04 · Keep

Keep

Turn answers into reports, scripts, watches, dashboards, apps.

  1. 15 Reports Markdown answers with charts, shareable by link, and scheduled to re-run themselves. →
  2. 16 Scripts Save the code behind an answer, rerun it on new data with one click, fork per client, schedule. →
  3. 17 Watches Silent when fine, loud when it moves. Recurring checks with smart notifications and acknowledge/snooze. →
  4. 18 Dashboards A live view you can share with your team or embed in Notion. Built by asking, not by dragging widgets. →
  5. 19 Apps One-sentence CRUD tools your non-technical teammates can use without asking you. Generated by the Agent, served fast from Postgres. →
05 · Run it

Run it

Workspaces, billing, self-hosting, troubleshooting.

  1. 20 Workspaces & roles Owner, admin, member — plus Viewer seats for people who just read. How to invite, how to scope, how to bill. →
  2. 21 Billing & tokens Plans, the token wallet, top-up packs, and how the rolling allowances work. →
  3. 22 Federation Query across multiple workspaces from one place — Max plan and above. →
  4. 23 Self-hosted Run Tablize on your own box with Docker Compose — same binary as the cloud, your data never leaves your network. →
  5. 24 Troubleshooting Common errors — 503 on startup, sync failures, credential errors, Watch not firing — and how to read them. →
06 · Tutorials by industry

Tutorials by industry

Hands-on 15-minute walkthroughs with real sample data — pick your industry.

  1. 25 Tutorials by industry Pick your industry, download the sample data, spend 15 minutes answering the questions your business actually faces. →
  2. 26 E-commerce — profit, ads, inventory for a DTC brand 15 minutes. Three CSVs. You play the ops lead at a 7-person oat-milk brand and answer the four questions that actually matter. →
  3. 27 Advertising — multi-channel ROAS for a media-buying agency 15 minutes. Three CSVs. You play the senior account manager at a 5-person media agency and answer the four questions your clients ask every month. →
  4. 28 SaaS — MRR, churn, and cohort retention for a B2B app 20 minutes. Two CSVs. You play the head of growth at a $500K ARR B2B SaaS and answer the four questions the board actually asks. →
  5. 29 Finance — cash flow and AR aging for a small business 20 minutes. Two CSVs. You play the operations controller at a 10-person consulting firm and stop losing money to late-paying customers. →
  6. 30 Logistics — shipment tracking and on-time rate for a 3PL 15 minutes. Two CSVs. You play the ops manager at a third-party logistics company and find the hub that's killing your SLA. →
  7. 31 Manufacturing — OEE and defect tracking for a small factory 25 minutes. Two CSVs. You play the plant manager at a 3-machine job shop and find the machine whose defects just spiked. →
  8. 32 Quantitative trading — backtest, drawdown, factor exposure 30 minutes. Two CSVs. Run a momentum strategy on 20 tickers over 500 trading days and see how it would have done. →
  9. 33 IoT — cold-chain monitoring with 42 freezer sensors 25 minutes. Two CSVs. You play the night-ops manager at a cold-chain warehouse and find the freezer whose temperature has been spiking. →