Skip to main content
A collection is a structured home for related business records. It turns scattered information into data your team can search, review, connect, and use with Layest agents.

​
What belongs in a collection?

Examples include:
  • portfolio companies
  • investment projects
  • invoices
  • properties
  • contracts
  • reporting periods
  • custom business processes unique to your organization
Some collections are managed by Layest features or agents. Others can be created by your workspace administrators for your own processes.

​
Build a useful collection

1

Name the business concept

Use the term your team already uses, such as “Investments” or “Projects.”
2

Define the information

Add fields for the facts you need, relationships to connected records, and file links for supporting documents.
3

Add or import records

Create records manually or use a compatible agent to prepare them from source files.
4

Review and improve

Check whether the structure supports the decisions, reports, and workflows your team needs.

​
Collections and agents

During agent setup, a Data Collection requirement connects the agent to an appropriate collection. This tells Layest where reviewed output belongs.
Use one clear collection for each business concept. A well-structured collection makes reports, dashboards, Finlay conversations, and agent reviews more reliable.

Understand individual records

Learn how records store one project, invoice, investment, or other business item.