Workspace Technical Specifications

Notion-class collaborative workspace — real-time WebSocket sync (edit + presence + cursor broadcast; CRDT offline-merge roadmap), pgvector semantic search across 5 embedding providers, Notion / CSV / Excel / Markdown / JSON import, Puppeteer-rendered PDF export, deterministic canvas analysis, knowledge graph, and per-column field agents.

System Performance

Real-time sync

edit + presence + cursor broadcast over WebSockets (snapshot persistence; CRDT offline-merge is roadmap, not yet shipped)

Semantic search

< 500 ms via pgvector cosine similarity

Formula evaluation

< 100 ms for complex rollup chains

Import sources

Notion, CSV, Excel, Markdown, JSON

Export formats

Markdown, HTML, PDF (Puppeteer), JSON, CSV, ZIP

Embedding providers

5 — OpenAI, Anthropic, Cohere, Voyage, Local (all-MiniLM-L6-v2)

Workspace health

5 weighted categories — content 25%, tasks 25%, collaboration 20%, knowledge 15%, structure 15%

Architecture Overview

┌──────────────────────────────┐ │ Workspace Editor (UI) │ └──────────────┬───────────────┘ │ ┌───────────────────────┼───────────────────────┐ ▼ ▼ ▼ ┌─────────┐ ┌──────────┐ ┌───────────┐ │ WS │ │ Record │ │ Canvas │ │ relay + │◄──────────►│ + Field │ │ (2D/3D) │ │ snapshot│ │ types │ │ │ └────┬────┘ └────┬─────┘ └─────┬─────┘ │ │ │ ▼ ▼ ▼ ┌────────────────────────────────────────────────────────┐ │ Search / Knowledge layer │ │ │ │ pgvector cosine similarity • 5 embedding providers │ │ Hybrid keyword + semantic • Wiki links + backlinks │ │ Knowledge graph + network view │ └──────────────────────────┬─────────────────────────────┘ │ ┌─────────────────────┼─────────────────────┐ ▼ ▼ ▼ ┌─────────┐ ┌──────────────┐ ┌──────────┐ │ Import │ │ AI Assistant │ │ Export │ │ Notion │ │ + Field │ │ MD / PDF │ │ CSV/XLS │ │ Agents + │ │ HTML/CSV │ │ MD/JSON │ │ Canvas Lens │ │ JSON/ZIP │ └─────────┘ └──────────────┘ └──────────┘

Every layer is native to Aeion OS — the same relational database, event bus, and identity model your CRM and Commerce data already use. That's what lets a Rollup column aggregate live deal values or order totals without an export, a webhook, or a Zapier subscription in between.

Vector Search — 5-Provider Embedding Intelligence

ProviderModelDimensionsNotes
OpenAItext-embedding-3-small1536$0.02 / 1M tokens — best for most workloads
Anthropicvoyage-21024Anthropic-recommended embedder (Voyage model under the hood)
Cohereembed-english-v3.01024Strong on English content
Voyagevoyage-21024High-quality general-purpose
Local (Ollama)all-MiniLM-L6-v2384**FREE**, data never leaves your network — for HIPAA / GDPR-sensitive workspaces

Import — Multi-Source Ingestion

Supported sources: Notion, CSV, Excel, Markdown, JSON. Every import runs through the same pipeline regardless of source: parse, map fields, preview, commit.

  • Notion: Connect via OAuth, then pick specific pages/databases or your whole workspace. Aeion walks the full page and database tree — including nested sub-pages, synced blocks, and child databases — and preserves the original hierarchy. Supported block types: paragraph, headings, bulleted/numbered lists, to-dos, toggles, code, quotes, callouts, images, video, files, dividers, tables, columns, embeds, bookmarks, link previews, synced blocks, and templates.
  • CSV / Excel: Header detection with type inference, plus per-column transforms — date (with a custom format, e.g. MMM DD, YYYY), number, boolean, array (custom delimiter), JSON, or a custom mapping.
  • Duplicate handling: choose skip, update, or create for re-imports.
  • Dry-run mode: preview exactly what will be created or updated before committing anything.

Live progress tracking:

Job ID: import_1704067200000_abc123 Status: processing Progress: ████████████████░░░░░░░ 67% Total: 1,247 items Processed: 836 Succeeded: 829 Failed: 7 Current: Importing database "Product Roadmap" rows...

Workspace Health — Graded Reports

CategoryWeightLooks At
Content25%Stale pages, empty pages, orphan detection
Tasks25%Overdue, unassigned, missing due dates
Collaboration20%Unresolved comments, inactive pages
Knowledge15%Tag coverage, broken links, isolated pages
Structure15%Empty databases, empty teams, missing descriptions

Export — 5 Formats Including PDF

FormatNotes
MarkdownClean `.md`, one file per page or a combined bundle
HTMLOptionally embed styles for standalone viewing
PDFRendered via Puppeteer — choose page size (A4/Letter/Legal), orientation, margins
JSONFull structured export for programmatic use
CSVDatabase records as flat rows

AI Field Agents — Per-Column Automation

Assign an agent — summarize, classify, extract, sentiment, or translate — to any database column. The agent fires automatically whenever a record is saved: it reads a source field, runs it through AI with your custom prompt, and writes the result to a target field. Every run — and its timestamp — is tracked per column.

Example — auto-summarize meeting transcripts:

Source field: rawTranscript Target field: summary Prompt: "Summarize this meeting in 3 bullet points, highlighting key decisions" Result: When a meeting record is saved, the summary column auto-populates.

Agents run in the background with automatic retries, so a slow AI response never blocks saving a record.

Knowledge Graph + Synced Blocks

Two Notion/Tana-parity capabilities power connected knowledge work:

  • Knowledge Graph — pages and records form a backlink/node graph you can visualize and navigate. Surface what links to a doc, traverse relationships, and see the shape of a knowledge base rather than a flat folder tree.
  • Synced Blocks — a block of content can be mirrored across many pages; edit it once and every instance updates. Single source of truth for boilerplate, definitions, or status snippets that live in multiple docs.

Design Choices That Matter to You

Embedding dedup

Content-hash check — Unchanged pages never get re-embedded — no wasted AI spend

Import dedup

Tenant-scoped job identity — Re-running or retrying an import never creates duplicate records

Rate-limit handling

Automatic backoff + retry — A temporary AI-provider hiccup never silently drops a page from search

Notion import

Full recursive tree walk — Nested sub-pages and child databases import correctly, not just top-level pages

CSV / Excel transforms

6 built-in transform types — Dates, numbers, booleans, arrays, and JSON map correctly on the way in

Health scoring

Weighted category average — One overall score, not five you have to mentally combine

Health recommendations

Deduplicated by issue type — You see "fix broken links" once, not once per broken link

PDF export

Falls back gracefully — Export never hard-fails — you still get HTML/Markdown if PDF rendering is unavailable

Productivity Infrastructure