Once your Workflow is created, the next essential step is to add one or more Datasets on the Datasets tab. These Datasets are the foundational inputs that your Workflow will transform, map, and ultimately send to output.
What Are Datasets?
A Dataset is a defined collection of data that enters your Workflow. Datasets can include:
Structured data from applications such as Salesforce, HubSpot, or other platforms via Nexadata’s Connection Manager
Semi-structured data such as spreadsheets (CSV, Excel, Google Sheets)
Unstructured data, including PDFs or scanned documents, processed via the Dataset Builder
Each Dataset is added individually and can be configured based on its source, format, and structure.
Using the Datasets Tab
In the Datasets tab, you'll see a list of all Datasets currently associated with the Workflow. For each Dataset, you’ll find:
Name – The label assigned to the Dataset (e.g.,
demo_Customers)Dataset Type – Indicates whether the data is Structured, Semi-Structured, or Unstructured
Actions – Options to edit, update, or remove the Dataset
You can add a new Dataset at any time using the “Add Dataset” button.
📌 Datasets can be searched using the search bar at the top of the table. The search is case-insensitive for convenience.
Best Practices
Use clear, descriptive names for Datasets so they are easy to reference in Pipelines
Ensure your source connections are tested and authorized before building Datasets
Combine multiple Datasets to bring together related data (e.g.,
Customers+Orders) in a single Workflow