Lists and connections
Tables a wizard keeps between runs, and accounts the person connects.
Lists
A list is a table the wizard keeps between runs, one for each person who runs it. A wizard has up to 12.
"lists": [{
"id": "contacts", "title": "Contacts", "key": "email",
"columns": [
{ "id": "name", "name": "Name", "type": "text" },
{ "id": "email", "name": "Email", "type": "text" },
{ "id": "since", "name": "Since", "type": "date", "format": { "kind": "date" } }
]
}]| Key | What it does |
|---|---|
columns | id, name (what people read), type and format |
key | The column that identifies a row. Saving a row with a known key updates it |
shared | One list for every run, such as leads or sign-ups |
check | The person goes through the rows one by one in a review |
Column types are text, number (integer, decimal, percent or currency), date
(date or datetime), select (with options) and boolean.
Agent steps read and write lists with their own tools. Templates read a list as
{{lists.<id>}}, conditions as lists.<id>.count. A list field shows it on a page, a review
shows it with lists.<id> in show.
A shared list is never shown to the person running the wizard, who would see what others gave.
It shows in the studio under Space → Data.
check has file, a text column holding the path of a kept file, which shows beside the row. It
has status, a select column whose options are the answers. Its first option means “not looked
at yet”.
Connections
A connection is an account the person connects during a run. It is kept for their next run. A wizard has up to 12.
"connections": [
{ "id": "inbox", "kind": "mail", "title": "Your mailbox" },
{ "id": "crm", "connector": "hubspot", "actions": ["search_contacts", "create_note"],
"policy": { "create_note": "ask" } }
]| Key | What it does |
|---|---|
kind | mail: any mailbox, over Gmail, Outlook or IMAP. Steps only read it |
connector | Instead of kind: a built-in connector or one imported into the space |
actions | The connector’s actions steps may use. By default those that only read |
policy | Per action: allow runs it, ask asks the person first. By default reading is allowed and writing asks |
A page field of kind connection asks the person to connect. The agent step lists the connection
in connections and gets its actions as tools.