Teams Overview
Learn how Formula Bot Teams work — share data, collaborate on analysis, and manage access across your organization.
Formula Bot Teams let you collaborate with colleagues in a shared workspace. Share data, chats, playbooks, and connectors so everyone on your team works from the same source of truth.
Teams are available in two tiers — Max ($49/seat/month) and Enterprise ($149/seat/month) — with differences in AI Actions, file limits, embed capabilities, and support level. See Team Billing for a full comparison.
What You Can Share
When you create content inside a team workspace, it becomes visible to all team members:
- Chats — Ask questions and run analyses that your whole team can see and build on
- Files — Upload spreadsheets, PDFs, and documents to a shared library
- Data Connectors — Connect databases and analytics tools once, let everyone query them (note: connector credentials are protected — only the creator can update them)
- Playbooks — Build reusable analysis workflows the team can run and schedule
- Reports — Generate and share write-ups and visualizations
How Team Workspaces Work
When you join a team, your sidebar splits into two sections:
- Personal — Your private workspace, unchanged. Only you can see content here.
- Team — Shared workspace visible to all team members.
You can switch between personal and team contexts using the workspace switcher at the top of the sidebar. Content you create in each section stays in that section.
Roles
Teams use three roles to control what members can do:
| Role | What They Can Do |
|---|---|
| Owner | Full control — billing, settings, members, and all content |
| Admin | Manage members and content, but no billing or ownership changes |
| Member | Create and view shared content |
See Roles & Permissions for the full permissions breakdown.
Getting Started
- Create a team — Go to your dashboard and create a new team workspace
- Invite members — Send email invites with the appropriate role
- Start collaborating — Create chats, upload files, and connect data sources in the team workspace
Teams require a Max plan subscription. See Team Billing for pricing details.