> ## 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.

# Run Workflows in bulk

> Import CSV files or use Smart Import to extract data from unstructured documents and run a Workflow across an entire dataset.

Bulk runs let you execute a [Workflow](/workflows/overview) 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.

<Info>**Prerequisite:** You need a published Workflow with a Manual trigger. The trigger's input fields define the columns in your bulk run dataset.</Info>

## 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](/workflows/building#the-workflow-editor) the same Manual-style Workflow (next to **Workflow** and **Interface**). The **Interface** tab is documented in [Customize the Workflow run view](/workflows/interface).

<Steps>
  <Step title="Open the Bulk Run tab">
    Navigate to the Workflow you want to run in bulk and click the **Bulk Run** tab.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/bulk-run-tab.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=d06ddc65ef30cde773e24816c9855f09" alt="Bulk Run tab on a Workflow showing the data table" width="1231" height="768" data-path="images/workflows/bulk-run-tab.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/bulk-run-create-view.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=1ef98c4cdb1a09c79b3f4f0850b22ed3" alt="Create New View dropdown with naming field" width="461" height="180" data-path="images/workflows/bulk-run-create-view.png" />
    </Frame>
  </Step>
</Steps>

You can create multiple views for the same Workflow to keep different datasets organized.

## 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.

<Tabs>
  <Tab title="CSV Import">
    Use CSV Import when your data is already organized into rows and columns.

    <Steps>
      <Step title="Click Import CSV">
        At the bottom of the Bulk Run view, click the **Import CSV** button.
      </Step>

      <Step title="Upload your file">
        Select a CSV file from your computer or drag and drop it into the upload area.

        <Frame>
          <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/csv-upload-dialog.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=9a9dacef8ef1a25783fc2e1dcd30d700" alt="CSV file upload dialog with drag-and-drop area" width="2306" height="1000" data-path="images/workflows/csv-upload-dialog.png" />
        </Frame>
      </Step>

      <Step title="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**.

        <Frame>
          <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/csv-column-mapping.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=b73b94feee768dd5984d0e148b462c34" alt="Column mapping interface showing CSV columns matched to Workflow input variables" width="2282" height="912" data-path="images/workflows/csv-column-mapping.png" />
        </Frame>
      </Step>

      <Step title="Review the imported rows">
        Your rows appear in the bulk run table. Verify the data looks correct before running.

        <Frame>
          <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/bulk-run-imported-rows.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=a7ba3fdc703296c1bb5aaee31bdb961e" alt="Bulk run table populated with imported CSV data" width="2460" height="1536" data-path="images/workflows/bulk-run-imported-rows.png" />
        </Frame>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Smart Import">
    Use Smart Import when your data lives in unstructured documents, messy spreadsheets, PDFs, or images. Cassidy's AI extracts structured data from the file automatically.

    <Steps>
      <Step title="Click Smart Import">
        At the bottom of the Bulk Run view, click the **Smart Import** button.
      </Step>

      <Step title="Upload your file">
        Select the file from your computer or drag and drop it. Smart Import supports documents, spreadsheets, PDFs, images, and other common file types.

        <Frame>
          <img src="https://mintcdn.com/cassidy/fKT2RiTD5Kge6TLJ/images/workflows/smart-import-upload.png?fit=max&auto=format&n=fKT2RiTD5Kge6TLJ&q=85&s=32a4bf18b969bfa657f93b7fbfc7873d" alt="Smart Import file upload dialog" width="2288" height="1132" data-path="images/workflows/smart-import-upload.png" />
        </Frame>
      </Step>

      <Step title="Extract data">
        Click **Extract Data**. Cassidy's AI reads the file and produces structured rows mapped to your Workflow's trigger inputs.

        <Frame>
          <img src="https://mintcdn.com/cassidy/fKT2RiTD5Kge6TLJ/images/workflows/smart-import-extracted-data.png?fit=max&auto=format&n=fKT2RiTD5Kge6TLJ&q=85&s=7fc5d820134763f54fb0289edfb2aa3d" alt="Extracted data preview showing structured rows parsed from the uploaded file" width="2274" height="1316" data-path="images/workflows/smart-import-extracted-data.png" />
        </Frame>
      </Step>

      <Step title="Review and refine">
        Check the extracted rows. You can edit individual cells, delete rows, or click **Try Again** with additional instructions if the extraction needs improvement.
      </Step>

      <Step title="Save and import">
        When the data looks correct, click **Save & Import** to add the rows to your bulk run view.
      </Step>
    </Steps>
  </Tab>
</Tabs>

You can also add rows manually by clicking into the table and typing values directly.

## Run and monitor

<Steps>
  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/bulk-run-select-rows.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=ac379355b56aa7dd6c6725c951b900a8" alt="Bulk run table with row checkboxes and the Run All button" width="1172" height="420" data-path="images/workflows/bulk-run-select-rows.png" />
    </Frame>
  </Step>

  <Step title="Monitor progress">
    Multiple rows run simultaneously. Each row shows its status (running, completed, or failed) and the result updates in real time.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/bulk-run-in-progress.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=451e19a53a7269db0eeb19b3f8905290" alt="Bulk run in progress showing rows with mixed statuses" width="1169" height="417" data-path="images/workflows/bulk-run-in-progress.png" />
    </Frame>
  </Step>

  <Step title="Export results">
    Once all rows have completed, click **Export** to download the results as a CSV file for further analysis or sharing.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/bulk-run-export.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=0d369e4f250e3149d77946b084ae7697" alt="Export button on a completed bulk run view" width="857" height="591" data-path="images/workflows/bulk-run-export.png" />
    </Frame>
  </Step>
</Steps>

<Tip>Failed rows can be re-run individually without affecting the rest of the dataset. Click a failed row to see the error and retry.</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Run and test" icon="flask-vial" href="/workflows/running-and-testing">
    Learn about single runs, scheduled runs, and the testing interface.
  </Card>

  <Card title="Share and deploy" icon="share-nodes" href="/workflows/sharing-and-deployment">
    Manage permissions and deploy Workflows externally.
  </Card>

  <Card title="Structured output fields" icon="list-check" href="/workflows/advanced/structured-output-fields">
    Define consistent output formats for your Workflow results.
  </Card>

  <Card title="Fallback values" icon="shield-halved" href="/workflows/advanced/fallback-values">
    Handle errors gracefully so bulk runs keep processing.
  </Card>
</CardGroup>
