Overview
The Filter Data action allows you to set conditions within your automations to ensure actions are performed only when specific data criteria are met.
๐ก Note: You can define multiple conditions for each action.
Action Settings
Connector options give you full control over the Filter Data action:
| ๐ท๏ธ Field | ๐ค Description |
|---|---|
| Data | Choose the input data. |
| Condition | Specify conditions for the data filter. |
| Value | Enter the value to compare against. |
Filter Custom Fields
The Filter action automatically populates the Data filter with custom fields if any are present in a connected project. Here's how to set it up:
Use one of the available actions/triggers to provide the data to filter.
e.g. You can precede the filter with the Task Completed trigger.
Choose one of the detected custom fields in the Data filter.
Use Cases
Not sure where to start? Explore this use case for the Filter Data action first:
| ๐ช Use Case | ๐ญ Scenario | โฉ Action Flow |
|---|---|---|
| Support escalation | Escalate customer issues when urgent keywords are detected. | A customer sends an email or submits a support ticket. The system checks if it contains urgent keywords. If found, the issue is automatically escalated by notifying the support lead and reassigning the task to a higher priority team member. |
| Lead enrichment | Automatically enrich new form submissions with lead data. | When a new form submission is received, the system extracts the email address and fetches additional lead data from Apollo. The enriched data is then saved in a Google Sheet for future use. |
| Auto-response | Auto-respond to user questions using a trained AI agent. | When a user submits a query, the AI agent processes it, generates a structured response, and sends it back to the user automatically without manual intervention. |
| Intelligent task routing | Distribute incoming tasks based on keywords and custom fields. | New tasks are evaluated based on keywords or custom fields, and based on those criteria, the task is routed to the appropriate team member, with a notification sent to inform them. |
| Daily report generation with AI | Summarize and share daily progress across tasks. | Every day at 5 PM, the system collects the tasks completed during the day, generates a summary using AI, and sends it out to the team via Slack or email. |