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.QrewTip: AI Actions Pipelines Channel
Today's installment is brought to us by Quickbase Pipelines Product Manager GeorgiPeev. In this QrewTip he demonstrates how to use the new AI Actions Channel in a Pipeline to automate reporting at regular intervals. Want to learn more? Check out the help article on the AI Actions channel. There you'll find example YAML and learn about channel limits. You can also read GeorgiPeev's other posts about the AI Actions channel: Unlock the Power of AI in Your Workflows Document insights with AI Actions summarizing a 10K filing in Pipelines The Power of AI in Your Workflows: Introducing OpenAI Pipelines ChannelQrewTip: Setting up SSO using Microsoft Entra
Welcome to Quickbase QrewTips! Today's installment is brought to us by a seasoned Technical Support Engineer: Elvis Agyemang!ElvisAgyemang_J has been with Quickbase for almost 5 years and has accumulated a solid knowledge of the platform in that time. In this QrewTip he walks us through the configuration and enablement of SSO to Quickbase using Microsoft's Entra (formerly Azure Active Directory) start to finish in less than 8 minutes!Qrew Tip #05: Pipelines 101
Whether you're syncing data between systems or automating onboarding tasks every time a new customer is added, pipelines are designed to save you time and reduce manual work. Key terms Knowing these terms will help you understand documentation and submit more specific support tickets: Pipelines: automated workflows for integrating systems or automating within Quickbase Channels: the systems you’re connecting with (e.g., Slack, Outlook, Quickbase) Steps: the building blocks of a pipeline. There are different types of steps, including: Triggers: events that start a pipeline (e.g., record changes, daily schedules) Actions: tasks the pipeline performs (e.g., create records, send emails) Queries: search steps to avoid duplication or check data before acting 💬 Are there any terms you would add to this list? Let us know in the comments! Types of pipelines There are three types of pipelines: Triggered: runs when an event occurs Scheduled: runs on a set timeline Manual: runs on demand or from another pipeline ✨ Whether you're just getting started or building advanced automation, pipelines give you the power to scale smarter. 👉 Want to see it all in action? Watch the full webinar here
