This is a YouTube video titled "Workflows Data Panel" containing a monologue or presentation from June 20, 2023, explaining a new beta feature in workflows that enhances data source control and property value settings. The speaker demonstrates how to use the new interface and invites feedback from viewers.
Hey friends, got a great new beta feature inside workflows that gives you a lot more control over where you pull data from. So check this out here. I am building a new workflow and we're going to add an action right here. And this panel is now on the left. But if we scroll down and find for example, set property value, I'm going to just choose a text property. I've got this cleverly named multi line text property here and you can insert values. What used to be just like simple tokens is now this whole long list of things. And look, you can actually add more data sources. So there's all kinds of things associated with contacts. But look down here near the bottom above a couple of my custom objects, we have meetings and we if there's more than one meeting associated with the contact going through this workflow, you can choose which one you want. So if we want to look at the most recently created meeting, we now have this whole new section down here and we can pull in all these values from the meeting. Again, this is now in beta. Check it out. Opt yourself in. Let me know what you think. Let me know if you have any questions.
