Add an Export as CSV action: While editing a Workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Export as CSV action to add it to your Workflow.

Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

Enter "Document Name": Provide a name for your CSV file. You can type the name directly or reference a variable from a previous step or the trigger to dynamically name your file.

Select "Data to Export": Choose the variable containing the data you want to export. This must be a list of objects, where each item in the list represents a row and each key represents a column. For example, if you're searching for and exporting case studies, your data might be structured as a list where each case study includes fields like category, description, and client name.

You can generate structured data using actions like Generate Text with structured output fields, Run Code, or Extract Information. For more information on creating structured outputs, visit the related article in the Workflows collection.

Configure "Columns to Export": Specify which columns to include in your CSV and their order. If no columns are specified, all available columns will be exported. You can drag and drop to reorder the columns as needed.

Variables are inputs from the trigger, or outputs from previous steps