Use case: sales lead capture — this matters a lot for us
We run our entire sales pipeline in Teable. A Leads table holds every prospect: company, industry, contact, source, notes. The moment a new lead lands, our sales reps want the AI assistant to open a new conversation automatically, seeded with that lead, and produce an instant brief — who is this, what industry, likely pain points, suggested next step.
Current gap
recordCreated automations can run scripts, but scripts are fixed logic — they can't "think" about the new lead the way an AI assistant conversation does (AI fields help, but they only fill a cell; they don't synthesize a sales brief with next steps).- The AI assistant is passive: it only responds when a user messages it. There is no way to auto-open a conversation with a record as context.
Requested behavior
- When a new record is created in a chosen table (e.g. Leads), a new AI assistant conversation is opened automatically.
- The conversation is seeded with the new record's content, ideally including linked records.
- The assistant proactively produces a brief: background, industry, likely pain points, suggested approach / next step — and optionally delivers it to a channel (webhook / email / IM), so the rep sees it without opening anything.
Why it matters
For outbound sales and lead collection, response time to a new lead is everything. An auto-brief means reps get context the instant a lead arrives, instead of manually pasting and asking. This turns Teable from a passive database into a proactive sales cockpit. Closely related to #3631 (send current record to the AI assistant from the board card) — same family: making the AI assistant proactively reachable from record data.
Use case: sales lead capture — this matters a lot for us
We run our entire sales pipeline in Teable. A Leads table holds every prospect: company, industry, contact, source, notes. The moment a new lead lands, our sales reps want the AI assistant to open a new conversation automatically, seeded with that lead, and produce an instant brief — who is this, what industry, likely pain points, suggested next step.
Current gap
recordCreatedautomations can run scripts, but scripts are fixed logic — they can't "think" about the new lead the way an AI assistant conversation does (AI fields help, but they only fill a cell; they don't synthesize a sales brief with next steps).Requested behavior
Why it matters
For outbound sales and lead collection, response time to a new lead is everything. An auto-brief means reps get context the instant a lead arrives, instead of manually pasting and asking. This turns Teable from a passive database into a proactive sales cockpit. Closely related to #3631 (send current record to the AI assistant from the board card) — same family: making the AI assistant proactively reachable from record data.