Skip to main content
Exports data from your workflow to a CSV file. Optionally send it to a connected integration (email, Slack, Google Sheets) or use it as input for an Upload File node.

​
Configuration

​
Grouping Options

​
How It Works

1

Define columns

Use + Add Column to add fields. For each column, set the source value (using Mentions) and the display name.
2

Configure sorting (optional)

Select a field to sort by and choose ascending or descending order.
3

Choose delivery (optional)

Select a platform and recipients to automatically deliver the CSV, or leave blank to use the file in downstream nodes.

​
Output

Produces a CSV file that can be:
  • Delivered to recipients via the configured platform
  • Passed to a downstream Upload File node for cloud storage
  • Downloaded from the Agent’s task log

​
Example

Generate a weekly account summary CSV:
  1. Get Data from Salesforce Accounts
  2. Add an Export to CSV node
  3. Add columns: Account Name, Industry, Revenue, Last Activity Date
  4. Sort by Revenue (descending)
  5. Deliver via Slack to #weekly-reports

​
Best Practices

  • Use Group by to generate separate files when data should be split (e.g., one file per sales rep)
  • Name columns clearly - these are the headers your recipients will see
  • Sort by the most important field for quick scanning
  • Private Export - exports to BonData’s internal storage for download
  • Upload File - upload the generated CSV to S3 or other cloud storage