Projects & Databases
Table of Contents
Overview
Projects & Databases are the Memory pillar of your Workspace DNA — one of three pillars (Memory/Projects, Intelligence/Agents, Execution/Automations) forming the Tree of Life architecture. They store, structure, and persist the information that powers every Genesis app, AI agent, and automation flow.
DNA Impact: Each project adds +2 points to your Intelligence Score (up to 10 projects = 20 points max from the Memory pillar).
What Are Database Projects?
Database projects are structured data containers that serve as your app's persistent memory. Unlike regular documents, they have:
Custom fields
Define field types: text, number, date, select, multi-select, checkbox, URL
Relationships
Link records across databases (e.g., customers ↔ orders)
Views
List, board, table, calendar, and more
Filters & sorts
Find and organize data dynamically
Permissions
Control who can view and edit data
API access
Programmatic access for integrations (Business+) — see the REST API reference
Real-time sync
Changes reflect instantly across all connected apps and agents
Revision tracking
Every change tracked via operational transform (OT)
Genesis-Generated Databases
When Genesis builds an app, it automatically creates the database structures your app needs:
Customer Feedback
Feedback entries, Contacts
Rating (number), Comment (text), Category (select), Status (select), Photo (media), Contact info (text), Timestamp (date)
Booking System
Appointments, Clients, Services
Date/time (date), Client (relation), Service (select), Status (select), Price (number), Notes (text)
CRM
Leads, Deals, Contacts
Name (text), Email (text), Stage (select), Value (number), Source (select), Last contact (date), Score (number)
Inventory
Products, Suppliers, Orders
SKU (text), Name (text), Quantity (number), Reorder level (number), Supplier (relation), Price (number)
Help Desk
Tickets, Agents, Categories
Title (text), Description (text), Priority (select), Status (select), Assignee (relation), SLA (date)
Course Platform
Courses, Students, Enrollments
Title (text), Content (text), Progress (number), Grade (number), Status (select), Certificate (checkbox)
Fully automatic: You don't need to define these structures. Genesis infers them from your prompt and creates optimized schemas.
8 Project Views
Every project database supports 8 different views — switch between them without changing your data:
Table
Structured spreadsheet-like format with filtering, sorting, grouping, and aggregations
Data management, CRM, inventory
List
Vertical list/to-do format with checkboxes and hierarchy
Task management, checklists, notes
Board
Kanban columns for workflow stages (drag-and-drop)
Pipeline management, sprints, status tracking
Calendar
Events on calendar grid for deadline tracking
Scheduling, appointments, content calendars
Gantt
Timeline with task duration, dependencies, and progress tracking
Project planning, timelines, milestones
Mindmap
Connected nodes radiating from center for visualization
Brainstorming, concept mapping, planning
Orgchart
Hierarchical organizational structure
Team structure, process hierarchy
Action Sheet
Compact action-oriented format
Quick task management
Tip: In Genesis apps, you can specify which view to use: "Display the customer database as a kanban board with columns for Lead, Qualified, Proposal, Won."
Manual Database Creation
You can also create databases manually:
Step-by-Step Tutorial
1
Create a new project in your workspace
2
Switch to Table view for structured data
3
Click "+" on column headers to add custom fields
4
Define field types and options (see table below)
5
Add records manually, via import, or via automations
6
Switch between views (Board, Calendar, Gantt, etc.) as needed
7
Set permissions (who can view, edit)
Available Field Types
Text (String)
Names, descriptions, notes
Customer name, product description
Plain text
Number
Quantities, prices, scores
Stock level, deal value, rating
Decimal, currency ($, EUR), percent (%)
Currency
Pricing, invoices, budgets
Product price, invoice total, budget cap
Pre-formatted as USD; numeric field with currency symbol and decimal precision
DateTime
Deadlines, timestamps, schedules
Due date, appointment time
Date only, date + time
Select
Single-choice categories
Status, priority, category
Color-coded options
Multi-select
Multiple tags/categories
Skills, interests, tags
Color-coded options
Checkbox
Boolean yes/no states
Completed, approved, active
Toggle
URL
Web links
Website, profile link
Clickable link
Person
Team member assignment
Assignee, reviewer, owner
Workspace member picker
Task Addons (Beyond Custom Fields)
Due dates
Start and end dates with optional times
All views
Assignees
Assign tasks to team members
All views
Labels/Tags
Color-coded tags for categorization
All views
Timers
Track time spent on tasks
List, Table views
Custom fields
Any field type from the table above
Table view (configurable per view)
Comments
Thread discussions on any task
Task detail view
Task Content Types
h1
Heading 1
Section titles
h2
Heading 2
Sub-sections
text
Paragraph
Descriptions, notes
checkbox
Checkable task
To-do items
circle-check
Circle checkbox
Alternative task style
bullet
Bullet list
Unordered lists
number
Numbered list
Ordered steps
alpha
Alphabetical list
Lettered items
Importing Data
Bring existing data into your projects:
File upload
CSV, XLSX
Bulk data import from spreadsheets
Copy-paste
Structured text
Quick data entry
API import
JSON via API (Business+)
Programmatic data migration
Automation
From connected tools
Ongoing data sync from Google Sheets, CRM, etc.
Genesis prompt
Natural language
"Import the customer data from the uploaded spreadsheet"
Automated App Workflows
Genesis databases work as live data stores within automation flows:
Booking System Example
New booking form submitted
Create appointment record
Appointments database: new row added
Payment confirmed
Update status to "Confirmed"
Appointments database: status field updated
24 hours before appointment
Send reminder notification
Read from Appointments database
Appointment completed
Request feedback
Create entry in Feedback database
CRM Example
Lead form submitted
Create lead record with score
Leads database: new row with AI-scored qualification
Lead unresponsive 48 hours
Send follow-up email
Read from Leads database, update Last Contact date
Lead qualified
Move to deals pipeline
Create record in Deals database, link to Lead
Deal closed
Update status, notify team
Deals database: status to "Won", Slack notification
Inventory Example
Stock below threshold
AI agent calculates optimal reorder
Products database: read stock level
Reorder approved
Email supplier, create PO
Orders database: new purchase order record
Shipment received
Update stock levels
Products database: quantity updated
Sales data captured
Analyze patterns
Products database: sales history enriched
AI Agents in App Databases
AI agents interact with your databases as living knowledge:
Knowledge source
Connect project as agent knowledge
Support agent trained on ticket history database
Data entry
Agent creates records via tools
Agent logs customer interactions to CRM database
Data retrieval
Agent queries databases for answers
Agent looks up order status from Orders database
Analysis
Agent identifies patterns in data
Agent analyzes feedback trends from Feedback database
Updates
Agent modifies records based on logic
Agent escalates tickets by updating priority field
Dynamic knowledge: When agents are connected to project databases, they always have the latest data — no re-training needed. See Agent Knowledge & Memory.
How Memory Powers Your Entire Workspace
Project databases
Genesis app UI, forms, dashboards
Apps display and interact with real data
Project databases
AI agent knowledge
Agents answer questions with current data
Project databases
Automation triggers
Workflows fire based on data changes
Automation results
Project databases (writes back)
New data from automations enriches memory
Agent conversations
Project databases (logs)
Interaction data becomes new memory
User interactions
Project databases (captures)
App usage generates valuable business data
The feedback loop: Every interaction with your Genesis app writes data back to projects, which agents read, which improves automations, which captures more data. This is the self-reinforcing feedback loop in action.
Best Practices
Keep data focused
Prevents bloated, confusing databases
One database per entity type (Customers, Orders, Products)
Plan for growth
Databases scale with your business
Define fields that accommodate future data
Control access
Protects sensitive information
Set permissions per project (who can view, edit)
Use relationships
Connects data meaningfully
Link Customers ↔ Orders ↔ Products via relation fields
Name fields clearly
Makes agent queries more accurate
"Customer Email" not "Field 3"
Clean data regularly
Prevents stale knowledge
Archive old records, update outdated entries
Connect to agents
Maximizes DNA value
Every important database should be agent knowledge
Use automations to write
Keeps data current automatically
Form submissions → auto-create records
What's Next
Build workflows that read/write to your databases
Connect databases as agent knowledge
Import data files to kickstart your databases
Understand how Memory fits in the Tree of Life
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