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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

Bulk runs let you execute a Workflow many times in parallel — once per row in a dataset. This is ideal for tasks like generating personalized emails for a list of contacts, enriching CRM records, or processing a batch of support tickets.
Prerequisite: You need a published Workflow with a Manual trigger. The trigger’s input fields define the columns in your bulk run dataset.

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Create a bulk run view

You can open Bulk Run from the Workflow’s tab bar on the Run view, or switch to the Bulk Run tab while editing the same Manual-style Workflow (next to Workflow and Interface). The Interface tab is documented in Customize the Workflow run view.
1

Open the Bulk Run tab

Navigate to the Workflow you want to run in bulk and click the Bulk Run tab.
Bulk Run tab on a Workflow showing the data table
2

Create or rename a view

Click the dropdown menu and select Create New View, then give it a descriptive name (e.g., “Q1 Leads” or “Support Backlog”). You can also rename the default untitled view.
Create New View dropdown with naming field
You can create multiple views for the same Workflow to keep different datasets organized.

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Import data

There are two ways to populate your bulk run view: CSV Import for structured tabular data, and Smart Import for unstructured files like PDFs, images, or messy spreadsheets.
Use CSV Import when your data is already organized into rows and columns.
1

Click Import CSV

At the bottom of the Bulk Run view, click the Import CSV button.
2

Upload your file

Select a CSV file from your computer or drag and drop it into the upload area.
CSV file upload dialog with drag-and-drop area
3

Map columns to variables

Cassidy maps each CSV column to the corresponding trigger input variable. Review the mappings and adjust if needed, then click Import.
Column mapping interface showing CSV columns matched to Workflow input variables
4

Review the imported rows

Your rows appear in the bulk run table. Verify the data looks correct before running.
Bulk run table populated with imported CSV data
You can also add rows manually by clicking into the table and typing values directly.

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Run and monitor

1

Select rows to run

Choose individual rows by checking their boxes, or use one of the batch options:
  • Run All — processes every row in the view.
  • Run This Page — processes only the rows visible on the current page.
Bulk run table with row checkboxes and the Run All button
2

Monitor progress

Multiple rows run simultaneously. Each row shows its status (running, completed, or failed) and the result updates in real time.
Bulk run in progress showing rows with mixed statuses
3

Export results

Once all rows have completed, click Export to download the results as a CSV file for further analysis or sharing.
Export button on a completed bulk run view
Failed rows can be re-run individually without affecting the rest of the dataset. Click a failed row to see the error and retry.

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Next steps

Run and test

Learn about single runs, scheduled runs, and the testing interface.

Share and deploy

Manage permissions and deploy Workflows externally.

Structured output fields

Define consistent output formats for your Workflow results.

Fallback values

Handle errors gracefully so bulk runs keep processing.