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What It Does

  • Groups rows by one or more columns
  • Applies aggregation logic like Sum, Count, Average, Append, and more
  • Lets you join multiple values into a single field using a defined separator
  • Auto-generates clean output column names (e.g. sum_revenue, append_names)
  • Returns a grouped dataset — perfect for summaries, deduplication, and reporting

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🏁 Getting Started

Group Data node configuration
1

Add the Node

Drop in the Group Data node from the panel.
2

Pick Grouping Keys

Select one or more fields to group by — e.g., email, domain, rep, or tier.
3

Define Aggregations

Choose a field to aggregate and how to combine it: Sum, Count, Max, Average, Append, etc.
4

Choose Separator (if using Append)

Select how to join values: comma, space, newline, or list.
5

Run the Node

You’ll get one row per group — with calculated metrics in the output.

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Inputs

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🛠️ Required Fields

  • Grouping Keys (✅)
    One or more fields used to group your dataset.
    Why it matters: This defines the level at which rows will be grouped — like account, region, or person.
  • Aggregations (✅)
    For each column you want to summarize, choose how it should be combined.
    Why it matters: Defines what’s returned for each group.
You must define at least one aggregation. Otherwise, the node won’t configure.

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🔢 Supported Aggregations

AggregationDescriptionSeparator Required?
SumAdds numeric values❌
AverageReturns mean value❌
MaxReturns the largest value❌
MinReturns the smallest value❌
CountCounts rows per group❌
Count UniqueCounts unique values in the column❌
AppendJoins all values into one✅

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Separator Options for Append

  • Comma
  • Space
  • New Line
  • Create List (returns values like ["a", "b", "c"])

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Output

You’ll receive one row per group.
  • Grouping columns are preserved
  • Aggregated columns are added as new fields (e.g., count_email, sum_revenue)
  • Original individual rows are not retained — this is a summary view
Group Data output

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🚀 Example Use Cases

ScenarioGrouping KeysAggregations
Notes per emailemailAppend of note_text, newline separator
Revenue by regionregionSum of revenue, Count of deals
Most recent title by contactperson_idMax of title
Count by domain + tierdomain, tierCount of rows

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✨ Pro Tips

Want readable summaries in one cell? Use Append with a newline, comma, or even a list — your future self will thank you.
Want a multi-dimensional view? Group by multiple fields like region + stage, or rep + month.
Not loving names like sum_revenue or append_notes? No problem — rename them right in the preview panel after you run the node.

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⚠️ Important Considerations

All selected columns must exist in your input. If any are missing, the node will return a clear error.
Using Append? Be sure to select a separator — without one, the node won’t configure.
If grouping on a column with blanks, those rows will still be grouped together.

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📝 FAQ

Yes — select multiple columns from the dropdown.
Absolutely. Use Append and pick a separator like newline, comma, or list.
Nope! We’ll handle it for you with clean names like sum_revenue and count_notes. Rename later if you’d like — no pressure.
No agg, no action — the node can’t even configure without at least one aggregation. You’ll see a friendly reminder right away.

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💰 Pricing

The Group Data node is free — no credits required.

Group it. Summarize it. See the big picture — without digging through rows. 📊🧠