WorkflowsNode ReferenceFiles & Documents

Create CSV

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The Create CSV node takes a list of records and writes them out as a spreadsheet file. You choose which columns to include, what to call them, and which rows make the cut. The result is a .csv file later steps can email, upload, or hand off, so a workflow can produce a ready-to-share export on its own.

When to use it

  • You want to hand someone a spreadsheet of results, like a list of renewals or contacts, at the end of a run.
  • You need to reshape data from an earlier step into a clean file, keeping only the columns that matter and giving them friendly names.
  • You are exporting records to a system that expects a CSV upload.

Inputs

FieldWhat it’s forExample
RowsThe list of records to write, one per row. Often comes from an earlier step.A list of renewal records
File NameThe name to save the spreadsheet under.renewals.csv
Include HeaderWhether to write a header row of column names. On by default.On
FieldsWhich pieces of each record to include, in the order you want the columns.name, policy_number, premium
HeadersFriendly labels to show in the header row instead of the raw field names.Name, Policy Number, Premium
FilterA test applied to each record so only the rows you want are written.Keep only East-region records
Skip RowsA number of rows to drop from the start before writing.1
Max RowsThe most rows to write.500

The list of records usually comes from an earlier step written as an expression, and the filter is an expression too, so the file adapts to whatever the run produced.

Outputs

FieldWhat you get back
FileA reference to the stored spreadsheet (its name, type, and size) that later steps can attach or upload.

The node either produces the file or reports a problem, so you can route the run if something goes wrong.

Example

At the end of a nightly run, a workflow has gathered every policy up for renewal in the next thirty days. A Create CSV node writes them to renewals.csv, keeping just the policyholder name, policy number, and premium columns with friendly headers, and drops any record whose premium is blank. A Send Email step then sends the finished file to the team at Chen Insurance Group.

The Create CSV configuration panel, showing the rows source and file name fields.

When you supply both Fields and Headers, they pair up by position and must have the same count: the first field takes the first header label, and so on. If the counts do not match, the node reports a problem, so double-check the two lists line up before you rely on the output.

Parse CSV

Read a spreadsheet file into rows instead of writing one.

Create Text File

Build a plain text or binary file from content you supply.

Send Email

Attach the spreadsheet to an outgoing email.

For Each

Build the list of records step by step before writing the file.