#5 Learning Module: Process Studio - Lookup Tables

A. What Are Lookup Tables?

Lookup Tables in Process Studio act like mini-databases. Use them to store static or reference data (e.g., names, departments, product codes) that your automations can retrieve and use.

For Example:
You have an employee’s email, but need their name and birthday. Store this info in a Lookup Table and reference it in your automation using the email as the key.

B. Accessing the Lookup Tables Menu

To open the Lookup Tables section:

1. Click the Process Studio (Beta) menu.
2. Select Lookup Tables.

You’ll arrive at the Lookup Table Dashboard.

C. Lookup Table Dashboard Overview

Here’s what you’ll see:

• + New Lookup Table button – to start a new table
• Toolbar – extra tools for managing tables
• Columns:
  • Table Name
  • Number of Records
  • Created At (EST)
  • Action (edit/delete)
    

D. Creating and Managing Tables

Create a Table

Click + New Lookup Table to:

• Upload a .csv file
• Add rows manually
• Define your table structure (columns and data types)
  

Lookup Table Builder View Includes:

1. Table name
2. Upload .csv File button
3. + Add Row button
4. Table display area
5. + Add Column button
   

E. Common Table Actions

Each column or row can be edited or removed.

Next Module: Process Studio - Executions Menu.