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Creating and Editing Records with Terminal

Ask Terminal to add or update Records for you — and approve every change before it happens.

Terminal doesn't just answer questions about your data — it can help you build it. Ask it to add a person you just met, log an event, or update an organization's details, and it does the structuring for you. You stay in control the whole way: Terminal proposes, you approve. Nothing is written to your Workspace until you say so.

Asking Terminal to create or edit a Record

Just describe what you want in plain language:

  • "Add Dana Reyes to my network — she's the CTO at Meridian Labs, dana@meridianlabs.com."
  • "Create an event for the supplier summit on October 14."
  • "Update Meridian Labs' website to meridianlabs.com."

You can also paste in unstructured text — an email signature, meeting notes, a bio — and ask Terminal to turn it into Records. It pulls out the details and structures them into the right fields for you.

Review before anything is saved

When Terminal is ready to make a change, it shows you exactly what it's proposing before anything touches your Workspace:

  • New Records appear as a preview of the Record it wants to create, with every field filled in for you to check.
  • Edits to existing Records show you before and after — the current value and the proposed one, side by side — so you can see precisely what would change.

Each proposed Record gets its own decision. Approve the ones that look right and decline the ones that don't — approving one never approves the rest. Nothing is created or changed until you approve it, and declining a proposal leaves your data exactly as it was.

Duplicate warnings

Before proposing a new Record, Terminal checks whether something similar already exists in your Workspace. If it finds a likely match, it warns you in the proposal — so you can choose to update the existing Record instead of creating a copy. It's the same instinct as Record Lookup: reference what's already there rather than duplicating it.

What happens after you approve

An approved Record is immediately part of your Workspace — findable in your Network table, referenceable with @ in Terminal, and visible to your team like any Record created by hand. Edit access works the same as everywhere else: Terminal can only change Records you're allowed to edit yourself.

If Terminal asks you a question first

Sometimes Terminal needs one more detail before it can propose something sensible — which of two similarly named organizations you meant, or what type of event to create. When that happens, it asks a quick multiple-choice question instead of guessing. Pick an option, or type your own answer, and it continues from there.