Abstract: Exhibiting alphanumeric data as organized and segmented as graphical distinctions includes accessing a data structure including common objective items including a first and second characteristics, requesting that items from the data structure be graphically grouped for visualizing progress toward the common objective, analyzing the items to segment items in a first partitioning and a second partitioning, generating differently sized tiles associated with the items conveying magnitudes of the first and second characteristics, the second magnitude being greater than the first magnitude, wherein the second partitioning causes an organizational structure dividing tiles into distinct collections, wherein the tiles of the distinct collections visually differ based on the different sizes, and the distinct collections are presented on a common display.

Abstract: The invention relates to methods and systems for integrating generative artificial intelligence (AI) capabilities into Software as a Service (SaaS) platforms. It comprises maintaining AI agents with varying credentials, enabling their interaction with alphanumeric data in table structures, and implementing a hierarchical access control scheme. The system displays table structures, provides interfaces for user inputs, and allows AI agents to be added as platform users. The generative AI agents can analyze data, identify actions, and perform tasks autonomously. The invention also includes methods for proactive information gathering, interactive analysis of AI outputs, and management of AI resources as limited assets. This approach enhances SaaS functionality by enabling AI-driven task completion, data analysis, and decision-making while maintaining data security and user-specific access controls.

Abstract: Systems and methods for integrating generative artificial intelligence (AI) capabilities within Software as a Service (SaaS) platforms. One of the computer-implemented methods are for querying a generative AI model about structured data in a SaaS environment, enabling users to interact with and manipulate data through AI-assisted interfaces. One of the systems maintains a generative AI agent configured to interact with SaaS platform data as a virtual team member, capable of understanding context and nuances of project data. Also described are methods for color-context aware data analysis, generation of interactive elements in messaging sessions, and cross-application generative AI agent interactions triggered by user mentions. Also described is facilitating the creation of custom SaaS platform products by combining functionalities from existing products using generative AI. The systems and methods represent advancement in AI-driven SaaS customization and data analysis.

Abstract: Systems and methods for rendering static and dynamic data in tablature are disclosed. A system may include at least one processor configured to output a signal for rendering a table containing a plurality of cells, wherein at least a first cell may be enabled to contain static data and at least a second cell is enabled to contain dynamic data. The processor may provide access to a menu of values for inclusion in at least the second cell, wherein the menu of values identifies dynamic data values associated with selectable animations. The processor may enable selection of a dynamic data value to specify an associated selectable animation for inclusion in the second cell, and may cause the associated selectable animation in the second cell to dynamically display while the first cell displays static data.

Abstract: Systems and methods may include having an integrated unified filing engine. A system may include at least one processor configured to maintain at least one table containing a plurality of items and a plurality of asset designations, and to maintain at least one electronic whiteboard containing at least a subset of the plurality of asset designations. The processor may be further configured to maintain a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard, receive via a network access device, an activation of a particular link associated with a particular asset, alter a display of at least one electronic whiteboard containing an asset designation, and retrieving a presenting a corresponding asset in response to a received selection of a particular asset designation.

Abstract: A system and method for generating tagged column-oriented data structures, including: generating a column-oriented data structure that comprises a plurality of columns, wherein each column comprises a plurality of cells that are associated with a single data type, wherein at least one of the plurality of columns is a tag type column; and inserting at least one tag into a first cell of the tag type column, where the first cell further associated with a first row of cells.

Abstract: Systems, methods, and computer-readable media for facilitating SaaS platform element interconnections include maintaining SaaS platform elements and maintaining a permissions manager associating the SaaS platform elements with entities. Each element is associated with an entity utilizing the SaaS platform, and the permissions manager associates a first entity with first and second SaaS platform elements.

Abstract: Systems, methods, and computer-readable media for constructing nested workflows include a processor configured to display a canvas for enabling placement and interconnection of workflow blocks, and enable access to a workflow template. The workflow template includes ordered interconnected blocks agnostic to information the blocks are capable of processing. The processor is configured to enable access to a functionality description associated with the workflow template, enable inclusion of the workflow template downstream in a first workflow, enable permissions for blocks of the workflow template to access data associated with upstream workflow blocks of the first workflow in a same branch of the first workflow as the workflow template, enable inclusion of the workflow template downstream in a second workflow, and enable permissions for the blocks of the workflow template to access data associated with upstream workflow blocks of the second workflow in a same branch as the workflow template.

Abstract: Systems, methods, and computer-readable media are disclosed for providing a canvas for constructing a workflow having at least one block with Artificial Intelligence (AI) functionality. Operations include displaying a canvas for containing and interconnecting workflow blocks, and enabling placement of workflow blocks on the canvas. The workflow blocks include trigger blocks and action blocks. At least one of the at least one trigger block or the at least one action block is configurable to gain permissions to access a source of dynamic data, enabling placement of an AI block at a downstream location from the plurality of workflow blocks on the canvas. The AI block is enabled to access the source of dynamic data by virtue of the downstream location, and providing an output from the AI block. A prompt of the AI block includes data from the source of dynamic data.

Abstract: Systems, methods, and computer-readable media for facilitating SaaS platform element interconnections include maintaining SaaS platform elements and maintaining a permissions manager associating the SaaS platform elements with entities. Each element is associated with an entity utilizing the SaaS platform, and the permissions manager associates a first entity with first and second SaaS platform elements.

Abstract: Systems, methods, and computer-readable media for improving dataset state determinations using artificial intelligence (AI) are disclosed. Systems, methods, devices, and non-transitory computer-readable media may involve at least one processor configured to: access a data structure including a plurality of differing datasets, wherein each of the plurality of datasets is associated with a user-determined dataset status, and wherein the user-determined dataset status is selected from a plurality of dataset statuses; for each of the plurality of datasets: input the dataset into an AI agent configured to analyze the dataset to automatically determine an associated AI-determined dataset status; compare the user-determined dataset status with the AI-determined dataset status; and when the comparing results in a determination of a difference between the user-determined dataset status and the AI-determined dataset status, institute a remedial action.

Abstract: Categorized display of discrete graphical elements associated with project-related data involving accessing a data structure including data on a plurality of differing projects, wherein each project has one of a plurality of project statuses; receiving a request for a status-level summarization of the plurality of projects; in response to the request for the status-level summarization, scanning the data structure; based on the scanning of the data structure, aggregating project status level categorization data associated with the plurality of projects, thereby defining a set of status groups; generating a plurality of interactive aggregate project graphics, each interactive aggregate project graphic including a plurality of interactive project elements, and each of the plurality of interactive aggregate project graphics being associated with a differing one of the status groups in the set; and displaying each of the interactive aggregate project graphics on a common display.

Abstract: Exhibiting alphanumeric data as organized and segmented as graphical distinctions includes accessing a data structure including common objective items including a first and second characteristics, requesting that items from the data structure be graphically grouped for visualizing progress toward the common objective, analyzing the items to segment items in a first partitioning and a second partitioning, generating differently sized tiles associated with the items conveying magnitudes of the first and second characteristics, the second magnitude being greater than the first magnitude, wherein the second partitioning causes an organizational structure dividing tiles into distinct collections, wherein the tiles of the distinct collections visually differ based on the different sizes, and the distinct collections are presented on a common display.

Abstract: Enhanced data representations involving accessing a data structure including items associated with a common objective, each including first and second alphanumeric values, receiving a trigger requesting that items be graphically grouped for visualizing progress toward the common objective, analyzing alphanumeric values to segment the items in partitioning groups, based on a first partitioning, identifying first visual characteristics for non-alphanumerically expressing the first alphanumeric values, based on a second partitioning, identifying second visual characteristics different from the first, for non-alphanumerically expressing the second alphanumeric values, generating tiles associated with the items, each of the tiles adopting a first and second visual characteristics, arranging the plurality of tiles in groupings based on at least one of the first visual characteristics or the second visual characteristics, and causing the groupings to be presented on a common display.

Abstract: Toggling between different arrangements of discrete graphical elements conveying representations of alphanumeric data in a non-alphanumeric manner includes: causing an initial arrangement of tiles on a display. The tiles are associated with items including first and second characteristics having first and second alphanumeric values, and each item is associated with a common objective. Each tile adopts first and second visual characteristics. The tiles are grouped based on the second visual characteristics, and are arranged to visualize progress toward the common objective. In response to a trigger, underlying first alphanumeric values of each item are aggregated on a grouping-by-grouping basis, and the groupings are merged into an associated merged tile expressing the second visual characteristic. The merged tiles have different sizes based on the aggregating of the underlying associated first alphanumeric values.

Abstract: Operations for arranging discrete graphical elements representing alphanumeric data in a non-alphanumeric manner include causing an arrangement of a plurality of tiles on a display, the tiles being associated with items associated with a common objective and including a first and second characteristics having first and alphanumeric values. Each tile adopts first and second visual characteristics, has a unique position within the initial arrangement, and the tiles visualize progress toward the common objective. Changes in the first or second alphanumeric values cause: re-sorting the tiles to an updated arrangement differing from the initial arrangement; a first visual change in the first visual characteristic or the second visual characteristic of the first tile; and a second visual change in the first visual characteristic or the second visual characteristic of a second tile.

Abstract: Systems, methods, and computer-readable media for expediting workflow construction and revision are disclosed. A canvas is displayed for containing workflow blocks of a workflow, enabling generation of the workflow blocks associated with data sources, and enabling, during generation of the workflow blocks, assignment of global variables to the workflow blocks. A global variable repository linked to the workflow is constructed that includes, for each of a plurality of global variables, a linkage field. The operations also include enabling construction of the workflow using the workflow blocks with the plurality of global variables defined in the global variable repository, wherein during a construction process, linkage fields are permitted to remain empty. Following construction of the workflow, data is received to fill the at least some empty linkage fields, where the empty linkage fields are mapped to the at least one of the plurality of data sources.

Abstract: Systems, methods, and computer-readable media for a workflow building module utilizing a canvas are disclosed. A configuration phase includes enabling workflow construction via selection of preconstructed workflow blocks interconnectable with logical connections, and enabling placement of a first workflow block on a canvas. The first workflow block has an input field having a static subfield, and a subfield URL for retrieving dynamic subfields. Upon placement of the first block on the canvas, the subfield URL is invoked to retrieve the dynamic subfields. Placement is enabled of a second workflow block on the canvas, in a same branch as the first workflow block. The second workflow block has an input field utilizing a subset of the dynamic subfields of the first workflow block. During a runtime phase, values of the subset of the dynamic subfields of the first workflow block are fetched and used as inputs for the second workflow block.