Storage by UnifyApps

Overview

Storage by UnifyApps is a key feature of the UnifyApps Automation Builder, offering robust data management directly within your automations.

It allows users to easily perform a variety of data operations, including creating, reading, updating, and deleting records, as well as more advanced tasks like semantic search and metadata aggregation.

Key Features

• Create, read, update, and delete records.

• Export and import records in various formats.

• Aggregate metadata for advanced analysis.

• Perform semantic searches on stored data.

• Share records with specific users or teams.

• Count and fetch records based on various criteria.
  

Detailed Breakdown

Aggregate Metadata

The "Aggregate Metadata" action allows you to perform data analysis and summarization on your stored records. This can be useful for generating reports, gaining insights, or preparing data for further processing.

Count Records

Use the "Count records" action to get the total number of records in your storage. This is essential for reporting, pagination, or conditional logic in your automations.

Create Record

The "Create record" action enables you to add new data to your storage, which is fundamental for capturing information within your automation processes.

Delete Records

With the "Delete records" action, you can remove one or more records from an object in your storage, facilitating data cleanup and management.

Export Records

The "Export records" feature allows you to extract data from your storage in CSV, XLS, or XLSX formats. This is crucial for data portability, reporting, and integration with other systems.

Fetch Records

Use the "Fetch records" action to retrieve a list of records from your storage, bringing existing data into your automation for processing or decision-making.

Get Records by IDs

The "Get records by IDs" action fetches specific records using their unique identifiers from a predefined selected object, allowing for precise data retrieval.

Import Records

With the "Import records" action, you can bulk add data to your storage from external files, streamlining the process of populating your database or updating large datasets.

Semantic Search Records

The "Semantic search records" feature enables you to search through your data using natural language queries, providing more intuitive and flexible data retrieval options.

Share Records

The "Share records" action allows you to grant access to specific records for particular users or teams, enhancing collaboration and data security within your organization.

Update Record by ID

This action lets you modify an existing record or create a new one if the specified ID doesn't exist, providing flexibility in managing individual data entries.

Update Records by Query

The "Update records by query" action allows you to modify multiple records that match specific criteria, enabling efficient batch updates or data transformations.

Use Cases

1. Advanced Customer Relationship Management
   

   • Scenario: A sales team needs to manage customer data, interactions, and generate reports.

   • Solution: Utilize create and update actions for maintaining customer records, semantic search for quick information retrieval, and export features for generating reports.

2. Collaborative Project Management
   

   • Scenario: A project team needs to share and update task information across departments.

   • Solution: Use the create record action for new tasks, share records feature to control access, and update by query for batch status changes

3. Data-Driven Decision Making
   

   • Scenario: Executives need up-to-date aggregated data for strategic planning.

   • Solution: Implement automations using aggregate metadata and semantic search to compile and analyze relevant data points quickly.

4. Automated Data Cleansing
   

   • Scenario: An organization needs to maintain data quality across large datasets.

   • Solution: Create automations that use fetch records and update by query actions to identify and correct data inconsistencies periodically.

5. Dynamic Content Management
   

   • Scenario: A website needs to update content based on user interactions and external data sources.

   • Solution: Use import records to bring in new content, semantic search to categorize it, and update records to refresh displayed information dynamically.