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Filters records based on field values and conditions. Use it to narrow your dataset to only the records that match your criteria - for example, accounts missing an email, contacts in a specific region, or deals above a certain value.

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Configuration

SettingDescription
ConditionsOne or more filter conditions to apply
LogicAND (all conditions must match) or OR (any condition matches) - default is OR
Each condition specifies:
SettingDescription
FieldThe field to evaluate
OperatorComparison operator (see table below)
ValueThe static value to compare against

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Supported Operators

OperatorDescription
equalsExact match
not equalsDoes not match
greater thanNumeric/date comparison
greater than or equalNumeric/date comparison
less thanNumeric/date comparison
less than or equalNumeric/date comparison
containsField value includes the text
not containsField value does not include the text
starts withField value begins with the text
ends withField value ends with the text
is nullField has no value
is not nullField has a value

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How It Works

1

Add conditions

Click + Add condition to define what records should match. Each condition compares a field against a static value.
2

Choose logic

Select AND to require all conditions, or OR to match any condition.
3

Chain filters

To combine AND and OR logic, chain multiple filter nodes sequentially - each node applies its own logic independently.

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Output

Records that match the filter conditions pass through to downstream nodes. Records that don’t match are excluded.
Use Filter Insights (button on the filter’s right side) to preview how many records match before running the Agent. Requires saving the Agent first.

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Example

Find Salesforce Accounts missing a website:
  • Field: Website
  • Operator: is null
  • Logic: OR (single condition)
Result: only accounts where the Website field is empty flow downstream.

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Best Practices

  • Place filters early in your workflow to reduce the dataset before expensive operations
  • Use Filter Insights to verify your conditions match the expected number of records
  • Chain filters for complex AND + OR combinations
  • For comparing fields against other fields (not static values), use the Field Comparison Condition instead
  • Or Filter - similar filtering with explicit OR logic across conditions
  • Basic Condition - branches into TRUE/FALSE paths instead of just filtering
  • Router Condition - routes records to multiple paths based on different conditions