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Aggregate

Roll up matching records into counts, sums, and lists.

Aggregate · Activation

Rolls up the records that reach this step into a summary — counts, sums, and lists — instead of acting on each one individually.

When to use it

Use it to summarize a run: how many companies matched, the total of a value across them, or a list of names to drop into a notification.

What it does

It waits for the run's records to arrive, then computes the roll-ups you configure and produces them as fields. A following step — often Notify — can report the summary.

Configure it

  • Roll-ups — choose what to compute: a count of records, a sum or average of a field, or a list of a field's values.

Cost

No credit cost. See Credits in workflows.

Gotchas

  • Aggregate summarizes a whole run, so it produces its result once the run's records have arrived — not per record.

  • Pair it with Notify to post the summary to Slack.

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