Transform

This node is in preview. Its behavior may change in future releases.

The transform node reshapes data produced by upstream nodes. Choose a mode to match your use case: convert data to a standard format, map fields into a new structure, or write a custom script.

When to use transform

You need the output in a specific format: CSV for a data warehouse, Excel for a finance team, XML for a legacy integration. Use Format mode.
The downstream system expects a different field shape than extract produced. Use Schema transform mode to remap names and nesting.
You need to compute derived values (totals, normalized currencies, days overdue) that shouldn’t have come from the AI. Use Script mode to do the math deterministically.
Skip transform when the extract output already matches the downstream schema. A pass-through transform adds runtime without value.

Mode

Select the top-level Mode to switch between transform behaviors:

Mode	Description
Format	Convert data to CSV, JSON, XML, or Excel
Schema transform	Map input fields to a new output structure using field mapping and template expressions
Script	Write a custom script to transform data

Configuration

Format mode

Field	Type	Required	Description
Output format	select	Yes	Target format: `CSV`, `JSON`, `XML`, or `Excel`
JSON path	string	No	JSONPath expression to select a subset of the input data
Delimiter	string	No	Column delimiter for CSV output. Defaults to `,`
Include headers	boolean	No	Include column headers in CSV output. Defaults to `true`
Pretty print	boolean	No	Format JSON/XML output with indentation. Defaults to `false`
Sheet name	string	No	Worksheet name for Excel output
Root element	string	No	Root element name for XML output

Schema transform mode

Field	Type	Required	Description
Field mappings	mapping editor	Yes	Define output fields by mapping input field paths to output keys

Use > as the separator for nested field paths. For example, invoice > total refers to the total property inside the invoice object. The editor validates field references against the upstream node’s output schema and provides autocomplete suggestions as you type. You can use template expressions inside mapping values to concatenate fields, apply transformations, or insert literal text.

Script mode

Field	Type	Required	Description
Script	code editor	Yes	The script to execute. Reference upstream nodes by name, e.g. `extract.payload.field`

The script runs in an isolated environment. Each upstream node is exposed as a JS global with the same shape as {{nodeName}} in templates (success, payload, metadata, error). Return a value from the script to pass it to the next node.

// Combine an upstream extract with a variable node
return {
  customer: extract.payload.email,
  threshold: Number(vars.payload.amountLimit),
  flagged: extract.payload.amount > vars.payload.amountLimit
};

Inputs and outputs

Allowed inputs: Extract, merge, HTTP, loop, variable, store, prompt. Output: Data converted, mapped, or transformed according to the configured mode.

Extract action

Extract structured data before transforming

Callback output

Deliver transformed data via webhook

Email output

Send transformed data via email

Review action

Review data before transforming

Getting started

Learn

Guides

Reference

Administration

When to use transform

Mode

Configuration

Format mode

Schema transform mode

Script mode

Inputs and outputs

Extract action

Callback output

Email output

Review action

​When to use transform

​Mode

​Configuration

​Format mode

​Schema transform mode

​Script mode

​Inputs and outputs

​Related

Extract action

Callback output

Email output

Review action

When to use transform

Mode

Configuration

Format mode

Schema transform mode

Script mode

Inputs and outputs

Related