Kanban board · reads note
Research board
Findings by status.
Cards in columns, one column per stage.
Confirm dietary needs
Send quote
Order langoustines
Deposit received
Site visit
How it works
- 1
A single field — status, stage, pipeline — decides the columns.
- 2
Every item becomes a card in the column its value names.
- 3
Dragging a card writes the new value back.
Best for
Anything that moves through stages: leads, orders, applications.
Not the right choice for
Data with no natural stages — you get one very long column.
Questions
What data does the Research board page use?
It reads note records the agent has collected. Findings by status. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a kanban board the wrong choice?
Data with no natural stages — you get one very long column. It is best for: anything that moves through stages: leads, orders, applications.
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in Knowledge & ideas
- Confirm dietary requirementsDue tomorrow
- Send quote to MarchandDue Friday
- Order langoustinesIn progress
- Book second serverNot started
Knowledge base
Reference the agent answers from.
- Confirm dietary requirementsDue tomorrow
- Send quote to MarchandDue Friday
- Order langoustinesIn progress
- Book second serverNot started
FAQ
Question/answer pairs.
Idea mapping
Ideas linked by relation.
Mind map
Branching concept map.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
Build your agent free