How to use Data Sets

How To
, , , ,
1

You can now use Data Sets to create a seamless, accurate flow of data into (and from) your workflows and out into other tools.

Watch this video to learn how to:

  • Create Data Sets
  • Create linked dropdowns in your workflows
  • Dynamically fill form fields to speed up workflow run completion
  • Use Data Sets in variables to pre-fill emails or text blocks
  • Integrate Data Sets with new Process Street automations, Webhooks and API endpoints
  • Use variables in the embed widget to surface images or files uploaded in your workflow runs in other tasks

For more info check out the guide in our knowledge base.

1 Like