See everything in one precise workspace.
Scan rows, sort fields, and update detailed records without losing the bigger picture.
Ideal for operations teams that need filtering, structured data entry, and confidence across many fields.
Platform features
Everything your team needs
to run operations.
Structured tables, flexible views, role-based access, and 38+ field types — no code needed, no engineer required.
38+
Field types
3
View layouts
5
Core features
Zero
Code required
01
Tables
Create structure for any recurring workflow.
Tables are the starting point for registers, sales tracking, collections, attendance, approvals, inventory, and internal operations.
Build a table around a real business process instead of a rigid template
Keep records organised with statuses, owners, dates, and files
Scale from solo workflows to team-managed systems
02
Column types
Capture the right kind of data from the start.
Column types are what turn free-form entries into reliable operational data. That makes filtering, grouping, and reporting much easier later.
Use 30+ field types including text, amount, date, dropdown, attachment, and more
Reduce messy records by matching each field to the job it needs to do
Make tables easier for teams to update consistently
03
Permissions and custom roles
Give every teammate the right level of access.
As teams grow, not everyone should be able to edit, export, approve, or manage everything. Recordbook lets you shape access around actual responsibilities.
Separate viewers, operators, managers, and admins
Reduce accidental edits and process breakdowns
Keep collaboration high without losing control
04
Teammates
Collaborate from one workspace instead of disconnected tools.
Teammates make shared workflows practical. Everyone works from the same records, but with role-aware access and clearer ownership.
Invite teams on Business plans
Coordinate handoffs and responsibilities inside one system
Keep updates visible without duplicating work
05
Custom home page
Make the workspace home reflect how your team runs every day.
A custom home page gives teams a focused starting point with priority tables, recent activity, shortcuts, and the information they need first.
Surface the most-used tables for each workflow
Highlight the actions and updates that matter most
Reduce friction at the start of every workday
Multiple views
See your data the way your team thinks.
Switch between Table, Kanban, and List views in one click. Every view reads from the same data — no duplication, no sync issues.
Move work forward with clear status progression.
Track what is blocked, what is moving, and what needs attention without reading every field.
Ideal for approvals, sales workflows, fulfillment, and any process where stage visibility matters most.
Scan high-volume work at speed.
Use a compact layout when the goal is fast review, quick action, and minimal visual overhead.
Ideal for field teams, queues, checklist-style workflows, and day-to-day execution.
Table - Wide visibility
See everything in one precise workspace.
Scan rows, sort fields, and update detailed records without losing the bigger picture.
Ideal for operations teams that need filtering, structured data entry, and confidence across many fields.
Kanban - Pipeline flow
Move work forward with clear status progression.
Track what is blocked, what is moving, and what needs attention without reading every field.
Ideal for approvals, sales workflows, fulfillment, and any process where stage visibility matters most.
List - Fast daily review
Scan high-volume work at speed.
Use a compact layout when the goal is fast review, quick action, and minimal visual overhead.
Ideal for field teams, queues, checklist-style workflows, and day-to-day execution.
Field types
38 field types for every kind of data.
Every column type is purpose-built so data stays clean and structured from the moment it's entered.
System Metadata
Record IDAuto NumberCreated AtCreated ByData Source
Textual Input
TextLong TextEmailURLPassword
Numeric Input
NumberAmountPercentageNumber SliderUnit
Date & Time
DateTimeDate & TimeDuration
Selection & Boolean
DropdownYes / NoStatus
Contact Information
Phone NumberPhone (Contact)
Govt Identifiers
Aadhaar NumberPAN NumberGST NumberPin Code
Geolocation
CountryStateLocation
Relationships
LookupMember
Computed & Logic
Formula
UI Elements
LabelSignatureScanner
Media & Files
Photos & Files
Permissions
Role-based access built for real teams.
Not everyone should see or change everything. Assign roles per workspace to control exactly what each teammate can do.
Owner
Full access to all tables, records, settings, and teammates.
- Create & delete tables
- Manage teammates & roles
- Edit all records
- Configure workspace settings
- View everything
Editor
Can work with data across tables without touching settings.
- Add & edit records
- Create columns
- View all tables
- Cannot change roles
- Cannot delete workspace
Viewer
Read-only access. Ideal for clients, approvers, and observers.
- View tables & records
- Cannot edit records
- Cannot add columns
- Cannot manage teammates
- Cannot access settings
Custom Roles
Beyond Owner, Editor, and Viewer — create your own roles with a name and a precise permission set. Define exactly which tables a role can access, whether they can add records, edit fields, or only view specific columns.
- Name your role anything
- Set per-table access
- Mix read and write permissions
- Assign to any teammate
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