Automations - Lookup Tables Tab

  • Updated

Lookup Tables are structured datasets that serve as reference sources within your automations. They allow you to store consistent, reusable information—such as employee email domains, job roles, internal classifications, or any standardized data that remains constant across many records.

This feature evolves from traditional spreadsheet-based references, offering a lightweight database directly inside Automations. Many automated workflows rely on Lookup Tables to enrich data, validate values, or correlate records using shared identifiers.

For example, if your automation only receives an employee’s email, but you also need their full name, birthday, and department, you can store these attributes in a Lookup Table and use the email as the key to retrieve the additional information.

The Lookup Tables tab provides all the tools you need to create, upload, and manage these datasets in one place.

Access the Lookup Tables Tab

To access the Lookup Tables tab:

1. Click Automations.
2. Click the Lookup Tables tab.

5 STEPS

1. To access the LOOKUP TABLE tab, the first step is to open Neostella: Control Center and click Process Studio.

2. Click Automations to open the automations workspace.

3. Then, click LOOKUP TABLE tab to view all existing automations in one place.

4. You have accessed the LOOKUP TABLE Tab.

5. You're done.

https://www.iorad.com/player/2665384/Automations---Access-the-Lookup-Tables-Tab?iframeHash=watchsteps-1&lang=en



Next step

Lookup Tables Tab Overview

The Lookup Tables dashboard provides a centralized location where tables can be created, viewed, and edited. The interface includes the following main components:

1. LOOKUP TABLES tab
2. + LOOKUP TABLE dropdown menu.

  • CSV Upload
  • Manual Creation

3. Toolbar

4. LOOKUP TABLES table 

  • Name column
  • Number of records column
  • Created At column

Each component plays a specific role in how Lookup Tables are created and maintained.

+ LOOKUP TABLE: CSV Upload

The CSV Upload option allows you to import a large amount of data at once. This is ideal when working with datasets already stored in spreadsheets or exported from other systems. CSV upload is the fastest way to bring bulk reference data into Automations.
 

+ LOOKUP TABLE: Manual Creation

Manual Creation allows you to build a table from scratch by defining its structure first. This is useful when creating small datasets or when the required columns are not yet defined. Manual creation is recommended for structured, small, or progressively built datasets.
 

Name Column

The Name column displays the table's title and serves as the entry point to the Lookup Table Editor. When you click the table name, you open the editor where you can:

  • Add or delete rows.
  • Add new columns.
  • Edit existing data.
  • Filter and sort records.
  • Manage table structure.

Number of Records Column

This column displays the total number of records currently stored in the table. It helps you quickly understand the scale of each dataset. This column is purely informative.
 

Created At Column

This column shows the exact date and time when the Lookup Table was created. It provides useful context when managing multiple datasets. The format used is the international standard for date and time representation, for example: 2025-09-17T14:24:21.500Z