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The starting point for every Agent. Fetches records from a connected integration. Select the integration, entity, and fields you want to work with. All downstream nodes operate on the records returned by Get Data.

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Configuration

SettingDescription
IntegrationThe connected system to pull data from (e.g., Salesforce, Snowflake, CSV)
EntityThe specific object or table to query (e.g., Account, Contact, Order)
FieldsWhich fields to include in the output

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How It Works

1

Select an integration

Choose which connected system to pull data from.
2

Choose an entity

Pick the object or table you want to work with.
3

Select fields

Choose which fields to include. These become available as Mentions in all downstream nodes.
4

Add filters (optional)

Narrow the dataset with conditions before passing it downstream. See Building Agents for details on filter configuration.

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Output

A set of records from the selected integration, with the chosen fields available as Mentions for all downstream nodes.

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Best Practices

  • Select only the fields you need — smaller datasets process faster
  • Use filters to narrow the dataset early rather than filtering downstream
  • Every workflow needs at least one Get Data node as its entry point
  • Simple Filter — filter the records returned by Get Data
  • Bond Node — combine Get Data output with another entity