EstherLaVielle
Community Manager
Joined 4 years ago
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Realm Admin Qrew Breakout Session Recap June 2026
Thank you to everyone who joined the Realm Admin Qrew breakout sessions on Tuesday June 23rd. Here’s what we discussed. Georgi Georgiev: Why Quickbase Intelligence was built this way Shared the product team’s vision for QBI as workflow intelligence inside Quickbase, not just a generic chatbot. He explained how QBI is designed to understand app context, user intent, permissions, and data before helping users take action. Qrew tip: Start with one real business question your users already ask, then explore how QBI could help answer it in context. James Travaglini: How admins can manage AI access with Quickbase Intelligence Walked through AI Controls in the Admin Console and showed how admins can turn AI capabilities on or off at the realm and feature level. Highlighted permissions for specific users or groups, including controls for features like AI Smart Builder, Import Spreadsheets, AI Workflows, Quick Insights, and AI Agent actions. Qrew tip: Pilot AI with a small group first, enable only what they need, and expand access as your governance model matures. Josh Miller: How AI can support realm cleanup planning Shared how he used Realm Insights and Quickbase AI to review governance signals like inactive apps, app ownership, audit log activity, deactivated users, and cleanup opportunities. Showed how he used Claude to turn those findings into a leadership-friendly cleanup plan that could be shared with IT and leadership. Qrew tip: Use realm data to tell a clear governance story: what needs attention, why it matters, who should be involved, and what timeline makes sense. Missed the meeting? Here’s the recording. Helpful QBI resources: Quickbase Intelligence Pack: https://www.quickbase.com/intelligence-pack About Quickbase AI: https://help.quickbase.com/docs/about-quickbase-ai AI Actions help article: https://help.quickbase.com/docs/ai-actions AI Actions overview: https://www.quickbase.com/intelligence-pack/ai-actions AI Control Center: https://www.quickbase.com/intelligence-pack/ai-control-center Knowledge Layer: https://www.quickbase.com/intelligence-pack/knowledge-layer Thanks again to Georgi, James, Josh, and everyone who joined. We’re excited to keep learning together as the Qrew explores how to incorporate new QBI features and AI tools to make managing realms, apps, and workflows more efficient. The Qrew is on Summer Break July 2026! No virtual Qrew meetups next month, but we plan to be back in August with a new topics and cadence of meetups for us to get together on.4 Minutes with Qrew Legend Tammie King
In this quick 4-minute video, Tammie shares what she loves about being part of a community of Quickbase users who learn from and support each other. Take a few minutes to watch Tammie’s story and get inspired by what’s possible when Quickbase builders connect. Want to meet more folks like Tammie? Connect with the Qrew on the community and connect with your local Quickbase community. We can help make introductions when you share where you are located! Community Check Ins - Add Pin Quickbase is a web-site that lets you select, customize, and share online workgroup applications. The application you are using right now is powered by Quickbase. Chances are that your organization has purchased the Quickbase service, in which case you might be able to build and deploy your own web application for little or no additional cost. qbonboarding.quickbase.com Links Join the Qrew and participate in discussions Explore Qrew Groups Explore upcoming Qrew events Sign up for a calendar invite delivered each month to all the upcoming virtual Qrew Meetups!App Builder Qrew June 2026 Breakout Session Recap
Hello Qrew! Thank you to everyone who joined the App Builder Qrew meetup breakout session focused on QB Intelligence on Tuesday June 16th. Here’s what we discussed: AI Agents for Formulas — James Travaglini: James showed how AI can help builders create and refine Quickbase formulas faster, including examples like generating visual progress indicators and validating formula logic directly in Quickbase. Claude + QB Intelligence Prompts — Josh Miller: Josh shared how Claude can help turn business requirements into clear QB Intelligence prompts. He demonstrated how to structure prompts for tables, fields, relationships, and app validation so builders can move from idea to app structure more efficiently. Let me know if you need the skill file Josh mentioned and I will send it to you. AI Actions Use Cases — Jacob Buslewicz: Jacob walked through simple workflow examples using AI Actions, including how AI can extract key details from attachments like invoices and use that information to update or create Quickbase records. Unfortunately, we didn’t get a good recording of his session, but we do have an example of one of his use cases walking through in the recording. Missed the meeting? Here’s the recording of all three sessions Qrew tips: QB Intelligence can help reduce time spent on formula creation, app planning, and workflow setup. Strong prompts and clear requirements are essential to getting better AI outputs. Thanks again to James, Josh, and Jacob for sharing their examples and insights, and to everyone who participated in the breakout discussions. The next breakout sessions on QB Intelligence for Realm Admins will take place Tuesday June 23 rd at 12pm-1:30pm EST. James and Josh will be back to share use cases forQBI control center and QBI analysis + Claude to create a realm cleanup plan. Joining them is Georgi Georgiev who will share why the product team designed Quickbase Intelligence, how it works, and its governance capabilities. Come ready to learn, ask questions, and have fun moving from room to room. Be sure to register here. Thank you and hope you can join us next week!Congratulations Qrew Bingo Winners!
Thank you to everyone who participated in Qrew Bingo at Empower26. It was so fun seeing people connect, explore the event, and bring the Qrew energy. And now, our winners are: 🏆 Mike Tamoush AND 🏆 Jazmin Garcia Congratulations to you both! Each winner will receive a $100 e-gift card courtesy of the Community team. Thank you again to everyone who joined in the fun. We hope Qrew Bingo sparked new conversations, created meaningful connections, and added a little extra excitement to your Empower26 experience. Until next time, keep the Qrew energy going! 🚀Qrew Events Week of May 25th, 2026
Happy Tuesday, Qrew! We’ve got a full week of Regional Qrew meetups and office hours the week of May 25th: Regional Meetups Philly Qrew Portland Qrew Dallas Qrew Atlanta Qrew Virtual Wednesday, May 27 4:00–5:00 PM ET Register Virtual & In-Person Wednesday, May 27 3:00–4:30 PM PT Register Virtual Thursday, May 28 3:00–4:00 PM CT Register Virtual Thursday, May 28 4:00–5:00 PM ET Register Office Hours Quickbase FastField Quickbase Extensions M, W, F except holidays 1:00 PM ET Bring your Quickbase questions to this open Q&A session. Register Wednesday and Friday this week 2:00 PM ET Join a free Q&A session to learn more about FastField, Quickbase’s mobile data collection integration. Register Tuesday, May 26 12:00–1:00 PM ET Join Quickbase Extensions product experts to ask questions and learn best practices. Register Hope to see you there!April 2026 Pipelines Qrew Meetup Recap
Hi Pipelines Qrew! Thank you all who were able to join the Pipelines Qrew meetup On Wednesday. Wes McAda shared three use cases for using Pipelines and Jinja for Project Expense Summaries. Those three include: Using Jinja + namespace to pull unique Project IDs from an expenses table and upsert parent Project records Using a callable low-code pipeline to find expenses missing a related summary, create or find the matching Project Type Summary, and relate sibling expense records Using Jinja + regex + namespace to calculate scalar dollar values, handle null expense types, and distribute records into separate Food, Lodging, and Unallocated tables Qrew tips from the meeting: Wes McAda’s Qrew tip: Think about data volume, reporting needs, and performance when deciding between relational summaries and scalar values. The best approach really depends on the use case. Jim Harrison’s Qrew tip/example: Jim brought up another potential use case to replace “search” with buckets as they can be a very efficient way to pivot and transform data in a pipeline and shared an example to the Qrew to review. Missed the meeting? Here’s the recording. Want the YAML? Reach out to me via email [email protected] for copies of it. As a reminder, we will not be hosting any virtual Qrew groups in May. Instead, we will meet up in Houston on May 18 th at 7pm on the 6 th floor of the Marriott Marquis for a special Qrew Meetup the day before Empower 2026. Hope to see you there!Qrew Events Week of April 20th
Happy Monday, Qrew! We’ve got a full week of Qrew events the week of April 20 th : 🔁 Pipelines Qrew Meetup | Register Wednesday, April 22 | 12:00–1:00 PM ET Agenda: Wes McAda will share how Project Expense Summarization Pipelines with Jinja can be used to analyze flat transactional data, create summarized outputs, and distribute them. ✨ FIVE Regional Qrew Meetups this week! ✨ 📍 Philly Qrew Meetup: (Online) Register for Details | Wednesday April 22 | 4:00–5:00 PM ET 📍 Boston Qrew Meetup: (In-Person & Online) Register for Details | Wednesday April 22 | 4:00–6:00 PM ET 📍 Portland Qrew Meetup: (In-Person or Online) Register for Details | Wednesday April 22 | 3:00–4:30 PM PT 📍 Dallas Qrew Meetup: (In-Person) Register for Details | Thursday April 23 | 3:00–5:00 PM CT 📍 Denver Qrew Meetup: (In-Person) Register for Details | Thursday April 23 | 3:00–5:00 PM MT Webinar: From Fragmented Data to Real-Time Execution: How Quickbase & EdgeIQ are Partnering to Connect Manufacturing & Product Operations Register | Thursday, April 23 | 1:00–2:00 PM ET Agenda: Join Quickbase and EdgeIQ to see how real-time operational data can power automated workflows that reduce downtime, improve quality, and speed response across manufacturing operations. 🧠 Quickbase Office Hours Weekdays | 1:00 PM ET https://www.quickbase.com/office-hours ⚡ FastField Office Hours Monday, Wednesday, Friday | 2:00 PM ET https://www.quickbase.com/fastfield-office-hours Hope to see you there!April 2026 App Builder Qrew Meetup Recap
Hi App Builders Qrew! Thanks again to everyone who joined the April App Builder Qrew meetup. Here’s what we discussed: Jenna Kotyk walked us through how Michaels moved away from a very manual, siloed process and built a more connected workflow with Quickbase at the center. Key highlights include: Quickbase is the source of truth Jenna shared how Michaels uses Quickbase to centralize data across teams and systems like SharePoint, Service Channel, Workday, and SQL, helping create more visibility, clearer ownership, and more reliable data. Document templates that pull everything together She showed how their Dealmaker app pulls deal details, financials, photos, site plans, and market info into a standardized PDF for each store. What used to be a very manual process is now much faster and more consistent. Real time savings and strong adoption One of the biggest takeaways was the impact. This process has saved hundreds of hours, reduced manual work, and helped teams get ahead of committee prep. Jenna also shared that adoption has been strong because the old process was so painful. Qrew Tips from the meetup: Qrew Tip #1: One button can generate multiple templates Jenna shared that you can use a formula for the template ID, which allows one button to generate different templates depending on the scenario. Qrew Tip #2: Break big doc gen templates into smaller sections A great tip Jim Harrison who suggested to break larger doc gen templates in smaller pieces first, get each section working, and then combine them into the final version. Missed the meeting? Here’s the recording: https://quickbase.zoom.us/rec/share/kPOikdyo6E_wl9ERaFyMZ3TyykP-7K0slNm85hwAAjyP_bvzf9DF4td2HGQqOfA4.ZCyFqslICYwlzu1k Thanks again to Jenna for a great session and to everyone who brought thoughtful questions to the conversation. Hope to see you next week for the Pipelines Qrew Meetup with Wes McAda on April 22 nd at 12pm EST.Monday Update Week of April 13th
Happy Monday, Qrew! Here’s what’s happening the week of April 13 th : 📅 Tuesday, April 14 at 12PM EST Webinar: Quickbase Customer Experience Catalog: Services to Help You Build and Scale Agenda: Join Quickbase Customer Experience leaders for a live overview of the new Customer Experience Catalog and discover services designed to help you build faster, scale confidently, and get more value from Quickbase. Register here 💬 Tuesday April 14 th 12PM EST App Builder Qrew Meetup Agenda: Jenna Kotyk from Michael’s will be sharing how she uses Quickbase Documents to create summary reports, invoices, and more. Register Here 🧠 Quickbase Office Hours with Sam Trachy Weekdays at 1 PM ET ⚡ FastField Office Hours Mon / Wed / Fri at 2 PM ET Thank you and hope to see you all this week!Qrew Events for Week of April 6th
Happy Monday, Quickbase Qrew 👋! For the week of April 6 th , we don’t have any Qrew meetups, but there’s still plenty of opportunities to get hands-on help and unblocking challenges fast. If you’ve got questions, bring them to live one of three Office Hours Quickbase currently hosts: 🧠 Quickbase Office Hours (Mon–Fri) Ask anything app-related (formulas, dashboards, workflows, governance, you name it). ⏰ 1–2 PM ET https://www.quickbase.com/office-hours 🔌 Quickbase Extensions Office Hours (Tuesdays)* NEW Offering! Best practices + setup help from Extensions experts. ⏰ 12–1 PM ET https://www.quickbase.com/extensions-office-hours 📱 FastField Office Hours (Mon/Wed/Fri) Get support on mobile data collection, forms, workflows, and troubleshooting. ⏰ US: 2 PM ET | https://www.quickbase.com/fastfield-office-hours Thank you and hope to see you there!
Groups
App Builder Qrew
Are you a builder? This Qrew is for you. Come discuss all topics builder focused here.Boston Qrew
Boston based Quickbase enthusiasts connect here.Construction Qrew
Where Qrew Members within Construction can meet and discuss industry challenges.Manufacturing Qrew
A Qrew focused on Manufacturing use cases and solutions.Mobile Qrew
For your mobile based use cases, there's no better space to discuss Quickbase mobile than in the Mobile Qrew.
