Quickstart: Your Team's Second Brain
Go from an empty workspace to relational databases joined to live CRM data, formulas, AI field agents, and automated approval workflows — in five steps.
The Relation field performs a native SQL JOIN on shared primary keys. When you link to "CRM Contacts," you get access to contact fields directly—enabling Rollup formulas like `count(related.deals.where(status == "won"))` or `sum(related.orders.total)`. No API polling or middleware required.
A Formula computes values from fields on the same record (e.g., `{quantity} * {price}`). A Rollup aggregates values across a Relation (e.g., `sum(related.tasks.hours)`). Formulas run on every record update; Rollups run when related records change.
Yes. The visual Automation Builder lets you design multi-stage approval chains with drag-and-drop. Set approvers by user, team, or role. Configure due dates, escalation paths, and automated reminders. Rejection can trigger field rollbacks or Slack notifications.
Regular search matches exact keywords. Semantic search uses AI vector embeddings to find concepts by meaning. Searching "revenue projections" might also surface pages about "sales forecasts" and "financial outlook" even if those exact words don't appear.
Yes. Aeion OS supports self-hosted deployment. Your Workspace data lives entirely in your own PostgreSQL database with full `pgvector` support. Export all content as Markdown, CSV, or HTML at any time.
One-click import from Notion / CSV / Excel / Markdown / JSON, a 2D infinite canvas with six layout algorithms, database records with 15+ field types and virtual scrolling, graded A–F workspace-health reports, 50+ third-party integrations, and five-format export (including PDF). See Aeion Workspace for the full tour and tech specs for the architecture deep-dive.