When to use this workflow
Create a table when you already know the analysis you want to perform and want to build the structure yourself instead of starting from a saved template. This is the right option when:
you want to name and scope a new analysis from scratch
you need custom columns for a specific matter
you want to add your own sources before running anything
you expect to refine the prompt design as you work
If you want a prebuilt structure, use the template-based creation path from the Tables page instead.
Start from the Tables page
Open the Tables page for the project, then use the New Table menu. Choose New Table to open the blank-table creation modal.
The list page also lets you search existing tables, so it is worth checking whether the project already has a reusable table before you create a new one.
Create the table shell
In the Create New Table modal:
Enter a required value in
Table Name.Optionally add a description that explains the purpose of the table.
Select
Create Table.
After the table is created, &AI takes you directly into the new table detail page.
Add the first sources
A newly created table is just the container. To make it useful, add rows through Add Sources.
The dialog lets you select:
processed project documents
project products
You can add both in the same action. Existing rows are excluded from the picker so you do not accidentally add the same source twice. If the project does not yet contain the document or product you need, the modal links you back to the project sources area so you can add those items first.
Add the first columns
Use Add Column to define the questions or searches that the table should run for each row. The column modal supports three setup patterns:
Create a new prompt
If your workspace allows new prompt creation, the Create New Prompt tab lets you define a brand-new prompt for the column. This is the most flexible option when your question is unique to the current project.
From that tab you can configure:
the prompt content
the output type
output constraints
the mode selector for Lite, Regular, or Max
whether web search is enabled
whether deep research is enabled
If your prompt references other columns for context, the modal can carry those column references into the execution configuration.
Select from the prompt library
Use Select from Library when a saved prompt already exists and fits the analysis you need. This is helpful when your team wants consistent columns across matters.
Use a search-backed column
Use the Search tab to set up a search execution instead of a direct prompt. The modal currently supports:
prior art search
product search
You can set how many results to return and add optional context to steer query generation.
For product-search columns, the modal also supports Minimum Annual Product Sales, Public companies only, and Include standards so you can narrow the search before you run it.
When Max Mode is available, turn it on if you want reranked results with richer reasoning and attribution in the returned matches.
Adjust the setup to fit your workspace
If your workspace does not allow creating new prompts, use saved prompts from the library or search-backed columns instead.
Prepare the table for analysis
Before you run anything, make sure the table has:
enough rows to compare meaningful sources
columns that clearly ask for the output you need
output types that match the review task
search, web, or deep-research settings only where they are actually needed
After creation
Once the table has sources and columns, use Run All or Resume All to begin token-consuming analysis. You can keep refining rows, columns, and prompts until the structure is ready.