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Unlock the Power of AI in Your Workflows: Introducing AI Actions Pipelines Channel
4 MIN READ A few months back, I wrote about the OpenAI channel in Pipelines and the benefit it could have to expand on the use cases that can be solved with Quickbase. Now, I'm writing again, but for something even more exciting - AI Actions. With this new channel, you will be able to safely and securely connect with an AI provided by Quickbase and send any information (yes, including files) along with instructions for the AI to perform. No API keys and no AI model training. AI Actions allows Quickbase builders to automate complex text and data tasks — from summarizing emails to analyzing uploaded files — without leaving Pipelines. What is AI Actions? To put it simply, a new pipelines channel, but able to solve countless problems. The channel has a single step called "Custom Action" and it allows the builder to pass any information and instructions to the AI and request from the AI to return its answer in a structed manner, so it can easily be referenced in following steps. Step parameters: Response Format - Text (default) or JSON AI Persona - instructions for the AI to carry out Write your request - information that you'd like the AI to perform the instructions on File URL - Quickbase file attachment See it in Action I've picked my first use case to be a very simple one - extracting specific information from incoming emails. You can watch this next part as well here. This is very common for any business that has customer service. The pipeline looks like this (YAML at the bottom): A new email is received. The AI extracts key information from the email based on the pre-defined instructions. The information from the AI is recorded in a table. The interesting part is splitting the response from the AI, so it can be easily recorded in different fields. This is achieved by providing a JSON schema for the output for the AI to fill. The JSON schema tells the AI how to organize its answer — like a template it must fill in. JSON Schema: { "type": "object", "properties": { "Summary": { "type": "string" }, "Urgency": { "type": "string", "enum": ["Low", "Medium", "High"] }, "Customer": { "type": "string" }, "Case_id": { "type": "string" } } } Limitations Available for Business and Enterprise plans. Daily limit on amount of information sent to and received from the AI. Provided files need to be stored in Quickbase and up to 2 MB. The AI cannot recognize objects on images, but can extract text from them. PII data is not processed. To read the full list of limitations, check here. Conclusion The introduction of AI Actions opens up a whole new world of possibilities for Quickbase builders. From summarizing customer emails to analyzing uploaded files or automating data entry — the potential use cases are endless. If you’re already using Pipelines, give AI Actions a try and share what you build! I’ll be exploring more advanced examples in future posts, so stay tuned. Example pipeline YAML # Email summary # # Account slugs: # - microsoft-outlook[REDACTED]: Georgi Peev (gpeev@quickbase.com) # <None> # - quickbase[REDACTED]: Realm Default Account <None> --- - META: name: Email summary enabled: false - TRIGGER microsoft-outlook[REDACTED] email on_create -> a: FILTERS: - AND: - subject contains Test Case name: New Support Case - ACTION qb-ai-actions custom_action create -> b: inputs-meta: json_schema: "{\n \"type\": \"object\",\n \"properties\": {\n \"Summary\"\ : {\n \"type\": \"string\"\n },\n \"Urgency\": {\n \"type\"\ : \"string\",\n \"enum\": [\"Low\", \"Medium\", \"High\"]\n },\n \ \ \"Customer\": {\n \"type\": \"string\"\n },\n \"Case_id\":\ \ {\n \"type\": \"string\"\n }\n }\n}" response_format: json_schema inputs: system_message: 'You are an assistant that checks incoming emails from customers. Your job is to extract key information from the email in a JSON. - What is the urgency according to the tone of the email and severity of the issue? - Who is the customer? If you cannot find a company name, use the sender email domain. - Is there a case ID in the email? If not, write "No Case ID" - Write a short summary of the email with no more than 100 words.' user_message: 'Email content: From: {{a.from_address.email_address.address}} ----- Subject: {{a.subject}} ------ {{a.body}}' name: Extract Info - ACTION quickbase[REDACTED] record create -> c: inputs-meta: export_fields: '"original email, case ID, customer, summary, urgency" <10, 8, 7, 6, 9>' table: '"AI Actions - Georgi Peev: Email summary" <bviknueix>' inputs: case_id: '{{b.output_json.Case_id}}' customer: '{{b.output_json.Customer}}' original_email: 'From: {{a.from_address.email_address.address}} ----- Subject: {{a.subject}} ------ {{a.body}}' summary: '{{b.output_json.Summary}}' urgency: '{{b.output_json.Urgency}}' name: Create Case in QB ...The Qrew Monday Update
1 MIN READ We’re closing out October with two final EmpowerPro Product Talks this week. These Qrew Meetup sessions are your chance to connect directly with the Product team, hear what’s new, and share your feedback to help shape future updates. EmpowerPro Product Talks Tuesday, Oct 28 at 11 AM EDT – AI Spreadsheet Import: Feedback Session GeorgiGeorgiev, Product Manager, will do a live deep dive of the AI Spreadsheet Import tool, share best practices to help streamline your workflow, and gather feedback from the audience. Wednesday, Oct 29 at 11 AM EDT – Grid Reports: Update & Feedback Forum AliceRich, Sr. Manager of Product Management, will cover EmpowerPro Q & A questions on Grid reports, share latest development updates, and gather audience feedback for future iterations. Register once to attend either session here Office Hours Quickbase Office Hours: Tuesdays & Thursdays at 1 PM EDT. Customers have been enjoying the rotation of solution consultants filling in for Sam Trachy this month. Come meet them and bring your challenges for them to review. FastField Office Hours: Mondays, Wednesdays, and Fridays at 2 PM EDT (International Times Available) As a reminder, please make sure to check out the Qrew Events calendar on our discussion page or Quickbase Events page for November’s meetup schedule. Please remove any old calendar invites that are occurring for the rest of 2025. We will be launching new invite links for 2026. See you at the EmpowerPro Product Talks this week!
What's New In FastField
3 MIN READ Hey Qrew! What an incredible couple of days we had at Empower Pro! Thanks to everyone who joined us! (And if you missed it, you can still tune in on demand here!) During the event, we announced that FastField is launching the Pro Plan with three exciting new features and as of yesterday, they’re officially live! If you’re new to learning about FastField, it’s our mobile data collection platform within the Quickbase family, and it just got a major upgrade. On October 13, 2025, FastField rolled out three powerful new features: Task Scheduler, AI Workflow, and Label Scanner OCR. Each one is designed to help field teams work smarter, faster, and with fewer errors. These tools are part of the brand-new Pro Plan, giving operations leaders next-level ways to automate tasks, cut down on mistakes, and keep every project running smoothly. What is FastField? FastField is a mobile-first platform that lets teams replace paper and spreadsheets with dynamic digital forms. With FastField, your teams in the field can: Capture rich data (photos, video, audio, QR/barcode scans) even offline. Dispatch and assign forms to the right people at the right time. Automate workflows and route data back into Quickbase or other systems. Reduce errors and improve compliance with structured, validated submissions. For Quickbase customers, FastField is the perfect way to extend your applications into the field, connecting frontline teams directly with your business processes. What’s New in the Pro Plan? The new FastField Pro Plan brings advanced automation and AI to the platform, giving growing teams the tools to scale operations with confidence. Here’s what just released: Task Scheduler Plan and assign jobs in advance, or set recurring tasks like inspections and maintenance. Schedule one-time and recurring tasks and eliminate last-minute coordination headaches. Real-time visibility into upcoming and overdue tasks to boost accountability. Automated recurring schedules and keep teams in sync. AI Workflow Turn data into action with custom AI-driven automations based on normal language prompts. Route form submissions automatically. Trigger alerts, assign follow-ups, and generate reports without manual setup. Flag anomalies and escalate urgent items instantly. Label Scanner OCR Capture data from labels like model, part and serial numbers with a quick scan. Auto-fill forms in seconds, reducing manual typing errors. Speed up inventory, asset management, and compliance reporting. Improve accuracy for data that’s critical in the field. Together, these features mean less manual work, fewer mistakes, and faster response times, so your teams can focus on the job, not the paperwork. Should you subscribe to Pro? The Pro Plan includes everything in the Core Plan plus these new AI and automation features, premium integrations, and advanced reporting. It’s designed for companies with growing field operations who need to scale without adding overhead. Save time with automation – Dispatch jobs in bulk, pre-fill data, and schedule recurring work. Get more accurate data – Scan, validate, and route submissions with fewer errors. Integrate your tech stack – Connect FastField seamlessly to Quickbase, ERP, and CRM systems. Empower your teams – Give field workers the tools to move faster and stay compliant. Want to try out the new features? You can start a free, 14-day FastField trial now! Every trial includes full access to Pro Plan features, so you can test out Task Scheduler, AI Workflow, and Label Scanner OCR right away. Start your FastField Trial Here! Already a FastField user and want to upgrade to Pro? Contact your account executive! FastField is built to help you connect your Quickbase apps with your frontline teams. With the new Pro Plan, you’ll unlock automation and AI tools that streamline operations, reduce errors, and keep your projects moving. We’re so excited to see how you’ll use these new FastField features to make your field operations even stronger. Have a favorite feature already? We’d love to hear about it! Share your experience here in the Qrew Community!Scaling with Control & Confidence
4 MIN READ At this year’s Empower Pro, we explored a topic that’s core to every Quickbase customer — how to scale with control and confidence. As organizations embrace no-code and AI-driven app development, governance is no longer optional; it’s the foundation that keeps innovation safe, compliant, and sustainable. Our session, Scaling with Control & Confidence, was led by Lyla Rozelle, Rayna Stoycheva, and Ventsislav Tasev. They unpacked the newest tools and upcoming features designed to help admins and builders collaborate, move faster, and stay in control. Why Governance Matters in the Age of AI No-code platforms have unlocked creativity across business lines, but they’ve also blurred the line between IT and operations. Builders crave freedom to experiment; admins need assurance that what’s built can scale securely. Governance is the bridge between those worlds — ensuring builders can innovate with confidence while admins can trust that the environment is safe. Three industry trends make this balance more important than ever: AI-driven development is accelerating app creation — and the risks that come with it. Distributed workforces are empowering citizen developers across every department. Enterprise-scale adoption means mission-critical systems are now built on no-code. Quickbase’s governance strategy rests on three pillars: Discover, Protect, and Control. Here’s what’s new across each one. Discover: Seeing Your Account and Apps Clearly A Revamped Account Summary Managing an account shouldn’t require detective work. The new Account Summary page gives realm and account admins a single, self-serve view of: Contract details and plan limits Usage data from Platform Analytics Admin contacts and support links Now you can track usage, drill into app details, and explore new features — all from one dashboard. It’s cleaner, faster, and designed for self-service. AI App Intelligence (Beta) Ever inherited an app and thought, “What does this even do?” AI App Intelligence answers that question in seconds. It scans your app and summarizes its purpose, key tables, roles, and most-used fields — perfect for new builders or anyone auditing an existing app. Paired with Visual Builder, it gives you a living blueprint of your app without digging into every setting. This feature is currently in open beta for Business and Enterprise plans. Protect: Safeguard Data Without Slowing Innovation Enterprise Malware Scanner As Quickbase apps handle more external documents — bids, contracts, vendor uploads — protecting that data becomes mission-critical. Our new Malware Scanner, powered by Amazon GuardDuty, scans uploaded files automatically via Pipelines. You can configure actions based on scan results: Restrict downloads of suspicious files Delete infected attachments Notify admins or security teams It’s quick to implement, easy to customize, and available now on the Enterprise plan. Control: Manage Access and Deploy Changes with Confidence REST APIs for App Access Managing who gets access to what just got easier. With new REST API endpoints, admins can: Add, update, or remove users, user groups, and email domains (trustees) programmatically Retrieve all app roles automatically These APIs make it possible to integrate Quickbase with your HR or identity systems — ensuring access changes sync instantly when people join, move, or leave. Governance Core Apps & Admin Console Connected tables For admins who want a single command center, the Governance Core Apps (available in the Exchange) provide out-of-the-box dashboards and workflows powered by Admin Console Connected (ACC) tables. New upcoming tables — User Groups/Email Domains and Group Access — make it even easier to spot external domains and track which apps groups can access. Once connected, these apps turn governance data into action. Application Lifecycle Management: Native and Intuitive Under the hood, our ALM capabilities are powered by Quickbase Language (QBL) — the foundation for all ALM workflows. QBL defines your app’s schema in a structured, portable format, enabling accurate deployments between environments. The latest version, v0.12, now covers nearly every solution component, including apps, tables, fields, reports, charts, dashboards, pipelines, and connected tables — with support for emails, additional pipeline channels, and document generation coming soon. Application Lifecycle Management (ALM) is evolving from a complex setup into a native experience built in experience right into Quickbase. With the upcoming ALM UX, you’ll be able to: Create Dev/Test/Prod environments Deploy changes with version control and approvals Review a full deployment history with audit trails The first beta version is focused on more experienced builders, with plans to make it even easier for nontechnical users. Availability: Business plan: Dev + Prod environments for smaller solutions. Enterprise plan: Adds a test environment, approvals, extended history, and solution APIs. Scaling Safely, Building Boldly Governance isn’t about restriction — it’s about enabling innovation without fear. From AI-powered insights to automated protection and native deployment workflows, these updates make it easier than ever to build fast while staying in control. Together, these innovations embody Quickbase’s belief for proper governance: Builders can move faster. Admins can breathe easier. And your organization can scale with confidence. Interested in exploring these features or joining a beta? Reach out to your Quickbase account team or visit the Community for follow-up resources from Empower Pro 2025.Open beta for grid reports has begun!
3 MIN READ We are happy to announce that our new grid reports are now available in open beta for all customers starting today, October 7. Read on to learn about how they can boost your team’s impact, and how you can try out the new experience now. Background At Quickbase, we never stop thinking about how we can better support your users. Because your team is the engine that helps your business grow and out-innovate your competition. And this has never been more urgent than it is today, when so many companies are being asked to do more with less. At the center of your everyday Quickbase experience is table reports. We understand that the need to quickly look up or review operational data is constant. And we have heard from many of you about the limitations of table reports, and the grid edit view that comes along with it. We heard about workers being slowed down, and the frustration many are feeling as they toggle back and forth between pages just to edit data. We heard that using grid edit in 2025 feels unintuitive. And we heard about performance slowdowns in some apps as well. That’s why we’re introducing grid reports. Available to all today as a beta feature, this marks a major milestone in the Quickbase experience, providing a more modern and intuitive way of viewing and entering data. Grid reports are the successor to both the table report and the grid edit features in Quickbase. It combines the familiarity and ease of a spreadsheet with the power of our operational platform. For example, with grid reports, all it takes to kick off a pipeline is double-clicking a cell, typing a new value, and hitting save – all done without leaving your report. We have turbocharged the performance of grid reports as well. Finally, for those who have been hesitant to make the jump to our newest drag-and-drop form building experience, I’m happy to say that grid reports are supported there as well – allowing quick edits of child records like you have on a legacy form. Don’t let them tell you that you have to choose between flexibility and power. Because with Quickbase, you really can enjoy the best of both worlds. Business insights, at your fingertips Control the height of your rows. And don’t worry, we’ll remember your choice. This setting impacts how the current report displays for you only. That way, each user can pick a different height as they please. App builders can also set a default height that best fits each report. Control the width of your columns. Like row heights, we will remember your choice and this setting only impacts how the current report displays for you. Filter data on-the-fly. And if you want to update the report for all users, click the … icon on the right side and save the report. Quicker edits, fewer clicks Edit data without leaving the report, simply by double-clicking. Once you’re done, hit Save. Fill down to update many records, in record time. Once you’re done, hit Save. On forms and dashboards too You can also add grid reports to your forms and dashboards, so your team can make quick edits without clicking away to another page. Using a legacy form or dashboard? You can create a new one, to take advantage of grid reports. (When making a new form or dashboard, it will use the latest version of each respective feature by default.) Try it out today Starting today, new apps you create will default to using grid reports. And app administrators can turn on grid reports for existing apps today as well. Open App Settings, then App Properties, and scroll down to find the new option under Advanced Settings. You can also give your app’s users the option to go back to the legacy table report if needed. If you set this to Yes, your users will be able to toggle between grid reports and the legacy table report which previously appeared with the “New experience” for table reports toggled off. What’s next for grid reports? We will be actively monitoring the impact of our new grid reports across the customer base and fixing any bugs as we find them. Stay tuned to our product release notes for details on when we will default all table reports to the new grid report experience. How are we doing? Have an idea for making grid reports better? We want to hear from you! Click the ? icon, then click Give feedback. Or you can open a support case to report a bug or get assistance.Customer Experience offerings
1 MIN READ Kelly Hall, our Chief Customer Officer, announced last week at EmpowerPro, that we’re redesigning our suite of Customer Experience offerings based on your feedback and needs—creating a clearer, more flexible, and tailored experience to better support you. Launching this month are Support+ and our dedicated Technical Account Management (TAM) services, designed to make sure you have technical support and peace of mind when issues arise, while also helping you unlock the full value of Quickbase. Keep an eye out as we continue to roll out the full suite of the reimagined Customer Experience Program at the beginning of 2026. Interested in more details? Reach out to your Quickbase Account Team. FAQ PDF can be downloaded here.The Qrew Monday Update
1 MIN READ Hi Qrew, Happy EmpowerPro Product Talks week! Instead of our usual Qrew meetup schedule, we are hosting a special series with the product team where you can hear the latest updates from features launched at EmpowerPro. Join to share your feedback on the Quick Insights & Data Analyzer, AI Spreadsheet, and Grid Reports tools and help shape the future product roadmap. Thursday, Oct 23 @ 11am ET Quick Insights & Data Analyzer Tuesday, Oct 28 @ 11am ET AI Spreadsheet Import Wednesday Oct 29 @ 11am ET Grid Reports You can register once to join the sessions you can attend. Need help or want to brainstorm something you’re building? Drop into Office Hours: Quickbase Office Hours: Tuesday & Thursday in October @ 1pm ET Join here FastField Office Hours: Tuesday & Thursday @ 2pm ET Join here See you at our first EmpowerPro Product Talk this Thursday! Resources from the Qrew... Sam Trachy’s Office Hour: M-F @ 1pm ET *Currently with guest hosts while Sam is on leave FastField Office Hours: M,W,F @ 2pm ET Quickbase University The Qrew Discussions Page Customer-led Quickbase Discord Check the new Qrew CalendarKeep The Party Going... Attend Product Talks
2 MIN READ What a couple of days EmpowerPro 2025 gave us... EmpowerPro 2025 brought the heat with new ideas, big product reveals, and tons of inspiration. From AI that builds apps out of messy spreadsheets to predictive tools that help you spot problems before they even show up, to that moment I know you all have been waiting for with Quickbase revealing Grid Reports (yay!). But the event isn’t the finish line, it's the starting block. That’s why I’m so excited about what’s next: Product Talks with The Qrew. Why I’m Excited for These Talks These are the first Qrew meetups after EmpowerPro, which makes them special. They’re your chance to dive right into the features you just saw, like: Grid Reports that make updating data feel like editing a spreadsheet, only much more powerful. Quick Insights that help you see what’s really driving your results. The new Data Analyzer, which helps you move from “what happened?” to “what’s about to happen?”. And the AI Spreadsheet Import, where we'll take your spreadsheet and all that goes into it, and we'll use AI to import your data in, create an app, and keep all your formulas in tact. Think of these talks as the afterparty to EmpowerPro. A chance to test-drive the new tools, swap stories with other builders, and see how these updates can make a difference in your day-to-day work. Product Talk Dates Here’s what’s coming up: October 23: Quick Insights October 28: AI Spreadsheet Import October 29: Grid Reports One hour for each feature. Let's dive in to each one together. Why Your Voice Matters Here’s the part I’m most excited about: our product managers will be live at these talks. They’ll be there to listen, learn, and hear directly from you. Over the next few weeks, I want you to try these new features. Kick the tires. See what works for your team, and bring that feedback to your Product Talk. The insights you share will help us make these features even better. Let’s Do This Together The Qrew has always been the heartbeat of Quickbase. Product Talks are another chance for us to learn from each other, shape what comes next, and keep building something incredible together. 👉 Register now for Product Talks with The Qrew. I can’t wait to hear what you’ve discovered and what ideas you’ll bring to the table. See you there,EmpowerPro Product Talks
2 MIN READ One registration covers all three events — join the product team for a community style Q & A session, and share feedback on features launched at EmpowerPro. After the recent launch of our latest features at EmpowerPro, we’re inviting the Qrew to connect directly with the product team. These interactive sessions are your chance to hear short updates on each feature, share your feedback, ask questions, and help shape what’s next. Session 1: Quick Insights & Data Analyzer: Open Q&A Session 2: AI Spreadsheet Import: Feedback Conversation Session 3: Grid Reports: Update & Feedback Forum Thursday October 23rd, 2025 11:00 AM EST Tuesday October 28th, 2025 11:00 AM EST Wednesday October 29th, 2025 11:00 AM EST Hear the latest development notes and tips for Quick Insights and Data Analyzer, then participate in an open Q&A. The product team will answer your questions and discuss possible enhancements based on your feedback. The Product team will share a quick status update on the AI Spreadsheet Import tool since its release, then open the floor for your experiences, challenges, and requests. Your feedback will directly help us refine this feature. Get a quick post-launch update on Grid Reports and how customers are using it so far. Then, take the mic — tell us what’s working for you, what you’d like to see improved, and your ideas for the future. 💡 Note: Your single registration includes access to all three live sessions. Attend one, two, or all to make your voice heard and help guide the future of Quickbase features.The Qrew Event Calendar
1 MIN READ October 2025 Click on the visual above to enlarge your view. EmpowerPRO Oct 7 th & 8 th Virtual Event, Free Admission! EmpowerPRO Product Talks: Oct 23 rd Quick Insights & Data Analyzer Oct 28 th Update on the AI Spreadsheet Import Tool Oct 29 nd Grid Reports Meetups: Oct 16 th Philly Qrew - Virtual Oct 22 nd Portland Qrew Oct 22 nd Boston Qrew Oct 23 rd Atlanta Qrew - Virtual Webinars: Oct 30 th FastField Tools for Automation, AI, & Efficiency
