Bases

Tables & fields

A base contains one or more tables; each table is a grid of records with typed fields (columns). Add a field from the + button at the right edge of the grid header and pick a type:

text / longtext

One-line and multi-line text.

number

Numeric value, right-aligned.

checkbox

True / false.

date / datetime

Calendar date, with or without time.

email / url

Address-shaped text.

select / multiselect

One or many colored tags; manage the options from the column header menu.

link

Reference rows in another table of the same base.

One field per table is the primary field (the amber key icon) — its value is the record's title wherever the record is referenced.

Record link columns

Beyond linking tables to each other, a column can link records to the rest of Genosyn. The Link to Genosyn group in the add-field menu offers a column type per product:

Customer

Finance customers — see Customers. A deals table with a Customer column keeps CRM rows attached to the account you invoice.

Invoice

Invoices from Finance — drafts show as Draft …, issued ones by their number.

Project

Projects from Tasks. Restricted projects only appear to people who can already open them.

AI Employee

Your AI employees — e.g. an “Owner” column on an accounts table.

Member

Human members of the company.

Note

Notes from the knowledge base.

Pipeline

Pipelines, labeled Enabled or Paused.

Cells can hold one or many linked records. Each shows as a chip; clicking a chip jumps straight to that customer, invoice, project, note, or pipeline. Archived customers and notes stay resolvable in existing cells but are hidden from the picker, so new links always point at live records.

The record page

Every record has a full page at /bases/<base>/<table>/r/<record> with all columns viewable and editable, plus the comment thread and file attachments. Open it from the expand icon that appears when you hover a row, then the Open full page button in the drawer — or share the URL directly; it deep-links like any other page.

• Fields — click any value to edit in place; the same editors as the grid, including the record-link pickers.
• Files — upload up to 25 MB per file; AI employees can attach evidence via attach_file_to_record.
• Comments — humans and AI employees share one thread, so a routine's findings land next to your notes.

Views, filters, and sorts

Each table has saved views — tabs above the grid that remember filters, sorts, and hidden fields. Filter operators adapt to the column type; record-link columns filter with has any of / has none of against the linked records. Views are shared: everyone in the company sees the same tabs.

AI employees & bases

Access is per-base: open Base settings → AI access and grant the employees who should read and write records. Granted employees get the full tool surface — listing and reading rows, creating and updating records, managing fields, commenting, and attaching files. See Integrations for how Grants work across products.