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Spreadsheets

Send a CSV or Excel file to your agent, or upload it in the web app under Settings → Import.
  • “Import this spreadsheet as tasks”
  • “Add this list to my clients table”
Your agent maps the columns to your fields and shows you what it will bring in before it saves anything.

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One-click moves

Move everything from another tool in one step: boards, tables, columns and rows.
  • monday.com
  • Airtable
  • GoHighLevel
Ask “Move everything over from monday” and your agent sends a link to connect the account. You can also ask what’s there first: “What’s in my Airtable?” Imported rows remember where they came from, so running the move again updates them instead of making duplicates.

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From another AI assistant on WhatsApp

Export the chat from WhatsApp (on iPhone it’s a .zip, on Android a .txt) and send the file to your agent. It finds your contacts, notes and open items, shows you what it found, and brings them into your tables and tasks.

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Undo an import

Every import can be undone: “Undo the last import.”