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.
5-Step Workspace Setup
Create Your Workspace
Navigate to Home and click "New Workspace." Give it a name, choose an icon, and invite your team. Workspaces can be personal or shared—each has its own pages, databases, and automation rules.
Build Your First Database
Click any page → type `/table` → hit Enter. You now have a relational database. Add columns by clicking the `+` header—try Text, Number, Select, Date, Relation, Formula, and Rollup types. Click `+` in any cell to add records.
Link to Real Business Data
Create a Relation column and select "Connect to another database." Choose any collection in Aeion OS—CRM Contacts, Commerce Orders, or Helpdesk Tickets. The relation performs a native SQL JOIN, so Rollup columns can aggregate live data from those connected systems.
Add Formulas and Automations
In a Formula column, type `=` and use functions like `sum(related.tasks.hours) * {hourlyRate}`. For automations, click the `⚡` icon on any database view, define a trigger (e.g., "When Status changes to Done"), and chain actions (e.g., "Notify @channel", "Create task in Sprint backlog").
Collaborate in Real-Time
Invite a teammate to the workspace. Open the same page—watch their cursor appear live. Use `[[Wiki Links]]` to create a knowledge graph. Press `Cmd+K` to perform semantic search across all your content.
typescript
// Everything above is also scriptable through the workspace REST API.
// Import a Notion export (preserves nested pages & structure)const importJob = await aeion.api.post("/workspace/import/notion", {workspaceId: "ws*abc123",notionToken: "secret*...",includeSubpages: true,duplicateHandling: "update",dryRun: true, // preview before committing});
// Import a CSV with column-to-field mappingsawait aeion.api.post("/workspace/import/csv", {workspaceId: "ws_abc123",content: "DueDate,Revenue,Tags\n2026-07-01,42000,priority;renewal\n",hasHeader: true,fieldMapping: [{ sourceField: "DueDate", targetField: "dueDate", transform: { type: "date" } },{ sourceField: "Revenue", targetField: "revenue", transform: { type: "number" } },{ sourceField: "Tags", targetField: "tags", transform: { type: "array" } },],});
// Export a workspace (Markdown, HTML, PDF, JSON, CSV, or a ZIP bundle)const exportJob = await aeion.api.post("/workspace/export/workspace/ws_abc123/export",{ format: "pdf", includeComments: true, includeSubpages: true },);
// Regenerate stale semantic-search embeddings (5 providers: OpenAI, Anthropic,// Cohere, Voyage, or a local model)await aeion.api.post("/workspace/embeddings/workspace/ws_abc123/regenerate", {limit: 100,});
// Generate a workspace health report (20+ checks across 5 weighted// categories, rolled up into an A-F grade)const health = await aeion.api.post("/workspace/health-report/ws_abc123");
// Health categories:// content (25%) — stale pages, empty pages, orphan detection// tasks (25%) — overdue, unassigned, no due date// collaboration (20%) — unresolved comments, inactive pages// knowledge (15%) — untagged pages, broken links, isolated pages// structure (15%) — empty databases, empty teams, no description
// Attach an AI field agent to a database column.// Fires on record save: reads source column → AI processes → writes target column.await aeion.api.post("/workspace/field-agents/database/db_abc123", {name: "Meeting Summarizer",type: "summarize",sourceFields: ["rawTranscript"],targetField: "summary",prompt: "Summarize in 3 bullets: key decisions, action items, next 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.