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12 available actions
What your AI agent can do in Flatfile
Flatfile is a data exchange platform for collecting, validating, transforming, and managing structured data across collaborative workflows. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 12 actions.
Common starting points
- Get JobGet detailed status, outcome, result, and diagnostic information for one Flatfile asynchronous job.
- Get SheetGet one sheet's field configuration and record counts before reading or writing records.
- Update RecordsUpdate one or more existing Flatfile records by ID using simple field-key to value objects.
- Delete RecordsPermanently delete one to 100 explicitly identified records from one Flatfile sheet.
- Insert RecordsInsert one or more rows into a Flatfile sheet using simple field-key to value objects.
Browse all 12 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 9 actions
- Get JobGet detailed status, outcome, result, and diagnostic information for one Flatfile asynchronous job.
- Get SheetGet one sheet's field configuration and record counts before reading or writing records.
- Get SpaceGet safe metadata for one Flatfile space without exposing transient access credentials or token-bearing guest links.
- List EnvironmentsList Flatfile environments visible to the connected environment secret key and return the IDs needed to find spaces.
- List FilesDiscover import or export files and their processing status, optionally within a Flatfile space.
- List JobsFind asynchronous Flatfile jobs by environment, space, workbook, file, or parent job and inspect progress at a glance.
- List RecordsRead one page of records from a Flatfile sheet, optionally filtering by validity, field, record ID, search value, or FFQL expression.
- List SpacesFind Flatfile spaces by environment, text, namespace, archive state, or template status.
- List WorkbooksList workbooks, optionally within a space, with their nested sheets so an agent can continue to sheet and record tasks.
Update & manageChange and manage existing recordsView 1 action
- Update RecordsUpdate one or more existing Flatfile records by ID using simple field-key to value objects.
Remove & cancelRemove records or cancel supported workView 1 action
- Delete RecordsPermanently delete one to 100 explicitly identified records from one Flatfile sheet.
Other actionsSpecialist and administrative actions.View 1 action
- Insert RecordsInsert one or more rows into a Flatfile sheet using simple field-key to value objects.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Flatfile
How does the agent connect to Flatfile?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Flatfile?
The page above lists the 12 actions currently available through the Flatfile connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Flatfile included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Flatfile is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Flatfile to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.