Update Record

Writes data back to a connected integration. Use it to update existing records with enriched, normalized, or computed values.

Configuration

Setting	Description
Entity	The target entity to update (e.g., Salesforce Account)
Description	A human-readable summary using Mentions (shown in task logs)
Fields to Update	Map target fields to source values using Mentions
Do it automatically	Toggle to execute immediately when the Agent runs, or queue for manual approval

Select the target entity

Choose which entity’s records to update in the connected integration.

Map fields

Use + Add Column to add field mappings. For each field, select the target field and use Mentions to set the value from upstream data.

Set execution mode

Toggle Do it automatically to execute immediately, or leave it off to queue tasks for manual approval.

Each matched record creates one task. Tasks are visible in the Agent’s task log after execution.

Start with manual approval to verify updates before enabling automatic execution
Use a clear Description with Mentions so task logs are easy to scan
Map only the fields that need updating — avoid overwriting unchanged data