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Groups records by a field value. This controls how downstream action nodes process records - creating one action per group instead of one batch for all records. It’s also required before Aggregation to define what to aggregate over.

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Configuration

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Common grouping strategies

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How It Works

1

Choose a field

Select the field that defines how records should be grouped (e.g., group by Account ID, Region, or Status).
2

Connect downstream nodes

Action nodes after this will create one action per group. Aggregation nodes will compute summaries per group.

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Output

The data itself is unchanged - Group By only sets grouping metadata. Downstream nodes use this metadata to process records in groups rather than as a single batch.
Without a Group By node, action nodes (Slack, Email, Create Record, etc.) produce a single batch action for all records, with field values concatenated. Add Group By to control granularity.

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Example

Send one Slack message per account (instead of one batch message):
  1. Group By → Salesforce.Account.Id
  2. Slack → message template with account details
Without Group By, Slack would send one message listing all accounts.

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Best Practices

  • Group by primary key when you need per-record actions (updates, notifications, record creation)
  • Group by category field when you need per-category summaries or actions
  • Always use Group By before action nodes if you want per-record behavior
  • Use Split Group later in the workflow to remove grouping
  • Aggregation - compute summary statistics per group (SUM, AVG, COUNT)
  • Split Group - remove grouping to return to single-batch processing
  • Sort - order records within groups