Why they exist
Automations usually need somewhere to remember things: which leads you already contacted, which invoices are unpaid, what the agent decided last week. Without that, every flow starts from nothing.Fields and records
Five field types, and how data gets in.
Use in flows
Read, write, and start flows when data changes.
Use with agents
Turn a table into an agent’s knowledge base.
Import and export
Bring a CSV in, take your data out.
A shape that comes up often
- A flow collects something, such as inbound leads, and writes a record
- A new record trigger starts a second flow to enrich or route it
- An agent uses the same table as a knowledge base when answering questions about it