Workflow Enhancements: New Actions and Transformations

Create HTML Tables in Workflows

We've added a new workflow action that allows you to generate dynamic HTML tables using looked up and connected data.

Generated tables can be reused in later workflow steps, including:

• Sending formatted emails
• Updating records
• Creating summaries and reports

This makes it easier to present structured data and reuse it throughout your workflows.

New Workflow Transformations

We've added a variety of new transformations to Workflows, making it easier to manipulate and format data before it is used in subsequent actions.

These transformations help reduce the need for complex equations and Pipes by allowing more data processing directly within the workflow.

As an example, the table can be added to an outgoing email like so: