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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

🏁 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.

Inputs

🛠️ 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.

🔢 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

Separator Options for Append

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

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

🚀 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

✨ 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.

⚠️ 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.

📝 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.

💰 Pricing

The Group Data node is free — no credits required.

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