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Looks up matching rows from a reference entity and formats the results as a text field. Useful for enriching records with context from another dataset - for example, attaching related notes, activities, or linked records as formatted text.

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Configuration

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Exclusion Options

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How It Works

1

Select the reference entity

Choose which entity to look up matching rows from.
2

Define the match

Map the key field (in the reference entity) to the source field (in your workflow data).
3

Choose display fields

Select which fields from matching rows should appear in the output.
4

Format the output (optional)

Write a template using {FieldName} placeholders to control how matching rows are formatted.

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Output

A text field containing formatted matching rows from the reference entity. This is especially useful as input for AI Enrichment prompts or reports.

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Example

Enrich accounts with their recent support tickets:
  • Key Field: Zendesk.Ticket.AccountId
  • Source Field: Salesforce.Account.Id
  • Display Fields: Subject, Status, Created Date
  • Format Template: {Subject} ({Status}) - {Created Date}
  • Limit: 3
Result: each account gets a text field like:

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Best Practices

  • Set a reasonable Limit - too many matching rows creates very long text fields
  • Use Format Template for clean, readable output
  • Use the Exclusion options to skip irrelevant matches (e.g., exclude the record itself)
  • Reference Lookup output works well as input to AI Enrichment prompts
  • Dictionary Lookup - maps values using key-value pairs rather than returning formatted text
  • AI Enrichment - feed Reference Lookup output into an LLM prompt for analysis
  • Bond Node - creates relationships between entities (structured join vs. text lookup)