Get started with table

Create your account

Sign up with the email you want to use for table. This should usually be the email connected to the network you want to manage.

After signing in, table will guide you through a short onboarding flow. You can choose your role, intended use, appearance, and whether you want product updates. These settings help tailor the experience, but the most important step is connecting your account.

Connect your Google account

Google is the first active integration in table. When connected, table can sync people and relationship context from Google Mail, Google Calendar, and Google Contacts.

This gives table a useful starting point without requiring you to manually enter every person you know.

1. 1Open onboarding or go to Integrations.
2. 2Select Google Account.
3. 3Complete the Google OAuth flow.
4. 4Return to table and wait for sync to begin.

Approve your first contacts

table does not assume every synced person belongs in your CRM. Imported people can appear as pending contacts first, so you can choose who should become part of your table account.

Approve contacts when they are people you want to remember, search, organize, or follow up with. Archive or ignore contacts that are not relevant to your relationship network.

• People you recently met
• Customers, partners, investors, collaborators, or candidates
• Friends and professional contacts you want to keep warm
• Anyone you regularly email or meet with

Understand your workspace

Once contacts are approved, table becomes your relationship workspace.

Contacts are the core people in your network. Each contact can include names, emails, phone numbers, organizations, job title, location, notes, tags, groups, source evidence, and recent interaction history.

Groups and tags help you organize people in your own language. Use them for communities, investor lists, customers, friends, cities, industries, or any segment you want to revisit.

Activity and touchpoints show what has happened across your network, including meetings, emails, reminders, and other relationship events as table learns more from connected sources.

Try table AI

table AI helps you search and reason across your network without manually clicking through every profile.

• Who do I know in Berlin?
• Which of my contacts work at Linear?
• Find founders in my network.
• What do I know about Michael?
• Who have I not spoken to recently?

Record a meeting

The table desktop app can record meetings locally from your device audio and microphone, then create transcripts, summaries, and action items.

Use this when you want meeting context to become part of your relationship memory. After a meeting is processed, the summary and action items can help you remember what happened and what needs to happen next.

Set your first reminder

A personal CRM is only useful if it helps you follow through. Set a reminder for a contact when you want to follow up after a meeting, remember a birthday, check in after a launch or life event, or revisit a conversation later.

Reminders help turn relationship context into action.

If setup takes longer

Initial sync can take time. If contacts do not appear immediately:

• Check that your Google connection is active.
• Wait for sync to finish.
• Reconnect Google if the connection appears inactive.
• Contact support if sync does not progress.