Bring values in from another table.

The lookup action finds the matching row in another table and copies its values into this row. The lookup can also count, add up or average the rows that match. The lookup uses no AI.

Get started

How actions work

Example 1

Find the customer

Each order gets the customer’s name and tier.

Example 2

Keep totals up to date

A live lookup counts and adds up each customer’s orders.

Example 1 · Find Customer

Find the customer for each order.

An order holds only the customer’s email. The lookup finds that email in Customers and copies the customer’s name and loyalty tier into the order. Each of these five orders took less than a tenth of a second.

Example 1 · Find Customer: five new orders get the customer’s name and tier

Demo: a live lookup, Customer Totals, updates Mia Clarke's order count and total spent when her new order arrives.

Example 2 · Customer Totals

Keep each customer’s totals up to date.

This lookup runs on Customers. Customer Totals counts each customer’s orders and adds up the order totals. The lookup is live, so when Mia’s new order got its total, her row in Customers changed by itself, 5 seconds later.

What you set on a lookup.

These settings belong to the lookup. Inputs, outputs, columns and conditions work the same as on every action: see Actions.

One table to read

Choose the table once. Its columns become the lookup’s inputs and outputs. To read a different table, make a new lookup.

Columns to match

A row must match every match column. A match is an equal value. A number or date column can compare by a range instead.

Values to bring back

The value of the first row that matches. Or, across all the rows that match, how many there are, their sum or their average.

Which row is first

The oldest row that matches, unless you sort by a column. Sort by a date, newest first, to get the latest row.

Live

Turn Live on for a table that uses the lookup. When a value in the source table changes, every row that used that value updates. Off: a row updates only when the row itself changes.

Good to know.

A blank match value stops the run.

The lookup does not search with fewer columns. Use a condition so the lookup runs only when the value is there.

The lookup only reads.

A lookup never changes the table it reads.

Cost.

1 credit a run.