Configuration
| Setting | Description |
|---|---|
| Title | Name for the export |
| Fields | Columns to include — each with a value (field expression or Mention) and column name (display name in the CSV) |
| Order by | Optional field to sort rows by |
| Reverse order | Sort descending if enabled |
| Platform | Optional integration to send the CSV to (e.g., Slack, email) |
| Recipient | Recipients for the delivery (email addresses, Slack channels) |
| Message | Optional message to include with the delivery |
Grouping Options
| Setting | Description |
|---|---|
| Group by entity / field | Generate separate CSV files per group (e.g., one file per region) |
| Row group by entity / field | Aggregate rows within each group |
How It Works
Define columns
Use + Add Column to add fields. For each column, set the source value (using Mentions) and the display name.
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:- Get Data from Salesforce Accounts
- Add an Export to CSV node
- Add columns: Account Name, Industry, Revenue, Last Activity Date
- Sort by Revenue (descending)
- 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
Related Nodes
- Private Export — exports to BonData’s internal storage for download
- Upload File — upload the generated CSV to S3 or other cloud storage