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How do live pages work?

Ask Bluedeer for a page that shows live data from your connectors, Gmail, Calendar, Drive, Sheets, Slack or the web, then open it, allow what it uses for that page, and share it.

A live page is a web page Bluedeer makes that shows live data, such as open tickets, today's numbers or your unread email. It's an ordinary HTML file in your File manager that is allowed to use some of your apps. These steps are for the web app. On the phone, your live pages are under LIVE DATA on Home, and in a project's Live pages. The page's Permissions and Comments buttons work there too.

Make one

In a chat, ask Bluedeer for it, for example "make me a live page of my open Linear issues and today's Sentry errors". Bluedeer writes the page, saves it in your File manager and shows it in the chat.

A page can read from:

  • Your connectors, from the list or ones you added by their address in Customization → Connectors. In a personal workspace, connectors need the Pro plan or above.
  • Bluedeer's own integrations: Gmail, Google Calendar, Google Drive, Google Docs, Google Sheets and Slack.
  • Web search.

A page can use tools that read and tools that change things, such as resolving an issue or sending an email, including tools that ask first in a chat: a connector tool whose rule is Ask first, or one of Bluedeer's own actions such as sending an email. Connectors and Bluedeer's own apps work the same way on a page. The only exception is an action your workspace requires approval for every time: a page can't run it.

Open one

Click the page in the chat, or find it under Live pages at the top of your File manager. On the web, Pages in the sidebar lists your live pages too, and offers templates to start from; read How do Pages and templates work?. Its data refreshes only while it's open.

Allow it once

When you open a page that needs something, one dialog lists all of it:

  • every app it uses, with the tools it Reads and the tools that Change things,
  • any app you still have to connect, or sign in to again, with its Connect or Sign in again button right in the dialog,
  • AI, if the page uses it.

It shows how many steps are done, such as 1 of 3 done. Select Don't ask on this page to allow everything at once. This applies only to this page, for you. It doesn't change your other rules, so a tool set to Ask first still asks in your chats. The page is then listed in Settings → AI & Chat → Action confirmations under Chats, pages and tasks with their own rules, where Remove takes it back. When every step is done, the dialog says All set and closes, and the page shows its data. Its buttons, such as Resolve or Save to Notion, then run without asking.

Select Not now to close the dialog. The page then asks part by part: each blurred part has its own Connect … or Allow … button, and when you select one of the page's buttons that isn't allowed yet, Bluedeer asks for that app and then runs it. The dialog shows again the next time you open the page, but only while something is still missing: an app not allowed, a sign-in that expired, or a new tool that a newer version of the page uses. For a newer version, the dialog marks the new tool, for example New: Update issue, and asks only for that.

A page shown as a preview inside a chat doesn't show the dialog. Its parts offer Allow … until you select one or open the page full screen.

Everything runs with your own accounts, in the workspace you have selected, and web searches and AI use your allowance.

See or remove what a page may do

Select Permissions above the page. It lists everything the page was given, each with a switch: each app (with the tools the page may use), and then, under On this page, AI, Comments, Saved data, Files, Your changes to its files, Your profile, Live presence (others see that you have the page open), Edit this page and Downloads, as far as the page uses them. Switch something off to take it back for this page only. An app, AI or Your changes to its files asks again the next time the page needs it; the others stay off until you switch them back on. While one is off, the page can still show what's there, but it can't do that thing as you: for example, with Comments off its comment buttons open nothing, and with Downloads off it can't offer you files. Remove all permissions switches everything off at once. Saving a file from the page always asks you first, whatever the switch says.

On a page that shows its creator's live results, the creator's panel says "Viewers of the page see these results too", and other people's panel says the page shows its creator's live results. Remove all permissions isn't offered there, because those results aren't run with your accounts. The phone app shows the same panel.

You can also see every page you allowed to use a connector or app in its settings, under Pages allowed to use it: for a connector, open Customization → Connectors and open the connector; for Gmail, Google Calendar, Drive, Slack and Bluedeer's other apps, look under the app's card in Built-in apps in the same list (on the phone, in Manage workspace → Connections). Select Remove next to a page to take its permission back.

If a part of the page is blurred, its button says why:

  • Sign in to use: you aren't signed in.
  • Connect …: that app isn't connected in this workspace. Popular connectors and Bluedeer's apps connect right there; others open Connectors beside the page. The page loads again once it's connected.
  • Sign in to … again: the app's sign-in expired.
  • Needs Pro or Turned off in this workspace: the plan or the workspace's settings don't allow it.
  • Allow …: you haven't allowed that app for this page yet. Select it to allow it, and the data shows at once.

When a page offers you a file (Export CSV, for example), Bluedeer shows its name and size and saves it only if you click Save.

Saved data

A page can keep its own data, such as a list or a set of notes. Its creator decides who may read and write each part of it, by the viewer's level: anyone who can open the page, people who can interact with it, admins, or the owner. Each person also has a private part of the page's data that only they can read and write.

Pages over your files

A page can show one of your own files and keep up with it: an Excel workbook (each sheet), a CSV or TSV file, a JSON list of records, or a text file. Send the file in a chat, or name one in your File manager, and ask, for example "make me a dashboard for this Excel". Bluedeer links the file to the page instead of copying its numbers into it, so even a file with thousands of rows works, and nothing goes stale:

  • The page follows the file. When a new version of the file arrives (you upload one, change it in the File manager, or Bluedeer edits it), every open view of the page updates by itself.
  • The page can change the file, if it was made to (edit a cell, add or delete a row). The first time, the page asks whether it may save your changes into the file: choose Don't ask on this page to let it, for you, on that page only. Your changes are saved under your name, so Version history shows who changed what and you can go back. The edits one person makes in a row, without a pause of more than a minute or so, make one version; another person's edit, or a pause, starts the next one.
  • Formulas keep up. In an Excel file, the formulas your change feeds (a row's total, a sum on another sheet) are worked out again as soon as it is saved, so the page, the File manager and anyone who downloads the file see the new totals. A cell that holds a formula can't be changed from the page, and a deleted row is emptied rather than removed.
  • Versions don't take a copy each. A version made on a page keeps only what changed, so editing a big file many times barely adds to your storage. Opening or downloading an older version still gives you the whole file.
  • When two people change the same cell, the second change isn't saved over the first: the page says the value was changed by someone else and shows the new one.

Who may change the file from the page is set when the page is made: anyone signed in who can open the page, the people who can edit the page, or only you. If you'd rather the page only shows the file, say so when you ask for it. Each person can also switch Your changes to its files off in the page's Permissions: the page still shows the file, and asks again before it changes it as them.

Inside the page, the file has the page's access, not its own: anyone who can open the page sees the file's data and its changes through it, even if they can't open the file in your File manager. The file itself stays as private as it is there. The Share dialog of such a page names the files it shows.

A page can only link files of its own workspace, and only files you can open (and edit, if the page may change them). If a linked file is deleted or moved to another workspace, its part of the page says so.

Comments

If the page has comments, click Comments above it. Threads show beside the page. You can reply to any thread. You can resolve or delete the threads you started, and a page admin can resolve or delete any thread. Deleting asks "Delete this thread for everyone?" first, because the thread goes for everyone. Without a seat in the workspace, you can read the threads but not comment: the panel says "You need a seat in this workspace to comment." This works the same in the phone app.

Share one

Share it like any other file: open it and click Share. As its creator you also choose Live data:

  • Viewers use their own accounts (the default): people sign in and connect their own apps, and see their own data. Each person allows the page for themselves when they open it, with the same dialog. Someone who isn't signed in sees the page with its live parts blurred and a Sign in to use button.
  • Viewers see my data: anyone who can open the page sees the results your own view of it reads, live and read-only. They can't run its actions. Refreshing its apps and its web searches use your accounts and allowance; AI the page runs for them uses their own allowance. Only choose this if everyone with access may see that data.

The Share dialog of every page also says: "Viewers see the data inside this page, including values copied from your files." Anything written into the page, such as numbers Bluedeer copied from a spreadsheet you sent, is visible to everyone who can open it, even when that spreadsheet itself is private. A page that shows your files (see Pages over your files above) is named in the dialog too, for example "It also shows sales.xlsx: anyone who can open this page sees that file's data and its changes, even without access to the file."

Who can open it follows the file's usual access: anyone with the link, your workspace, or only you and the people you invite. A link shared at one version keeps showing that version, with live data.