In Zapier Agents, you can integrate data from specific apps directly with your agent or allow it to search for information using a search action.
BetaThis product is in open beta. It’s available for use but still in active development and may change.
What is a data integration?
A data integration is a document that is optimized for use with an agent. The agent can use that content to complete tasks or answer questions.
What is a search action?
Search actions allow the agent to look for data within a specific app based on specific criteria. They allow agents to get information from apps that are not available as data integrations.
When should I use each option?
Data integrations are generally preferable when using Zapier Agents because they allow the agent to make advanced queries and analyze the data right away. A search action works best when you need to find information and you're unsure of which document has it.
Example- You need to add product details and prices for social media posts. Because this product information is consistent, you can add the company product catalog, stored in Zapier Tables, as a data integration.
- You need the link to a Google Docs document that your team creates at the end of the week so that the agent can email it to you every Monday morning. Use a Find Document search action for Google Docs, which provides the link to the newest document.
Add a data integration or search action
You can add CSV and PDF files, as well as certain apps, as data integrations. Apps that can be used as data integrations have an icon beside their name. If the type of document you need is not available as a data integration, you can also use search actions for those apps.
beside their name. If the type of document you need is not available as a data integration, you can also use search actions for those apps. Add a file as a data integration
You can add CSV or PDF files as data integrations for your agent.
- From the agent Instructions field, click Insert tools.
- Click + Add tool.
- In the dialog box, select Upload CSV or PDF.
- Select a file from your computer and click Open.
- Click Add data integration.
Insert tools.The data integration will appear in the Instructions field, and you can reference it when chatting with the agent.
Add a data integration from an app
- From the agent Chat field, click Insert tools.
- Click + Add tool.
- In the dialog box, search for and select the app you want to use.
- Select Data integration from the list.
- Select a connection from the dropdown menu, or create a new connection by clicking the Settings icon .
- New fields will appear to let you select the specific document you want to use as a data integration. Learn more about what apps are available as data integrations.
- When you've selected your document, click Add data integration.
.The data integration will appear in the Instructions field, and you can reference it when chatting with the agent.
Use a search action
- From the agent Chat field, click Insert tools.
- Click + Add tool.
- In the dialog box, search for and select the app you want to use.
- Select an action from the list. Click the Find data tab to restrict the list to search actions.
- Select a connection from the dropdown menu or create a new connection by clicking the Settings icon .
- If you previously used your app account with Zapier Agents, the search action is ready to use.
- To change the action's fields, click the Settings icon beside its name.
- Fill out any other fields that may be required for the action.
- To see optional fields, click Show all options. For these fields, you can let the agent decide the content of certain fields.
- Click Save.
The data integration will appear in the Instructions field, and you can reference it when chatting with the agent.
Remove a data integration or search action
- From the agent Instructions field, click Insert tools.
- Click the three dot icon beside the data integration you want to remove.
- Click Remove from agent.
beside the data integration you want to remove.Synchronize your data integration
When you add an app as a data integration, Zapier will sync the specific document with the agent immediately. The agent will then resync consistently every 24 hours. Whenever possible, the agent will try to resync when a new row or record is added, but not more often than once per hour.
NoteIf there are any issues reaching an app, the agent will try to resync the data integration up to 10 times. If it still cannot complete the task after that, you can ask the agent in the Chat field to try again.
Manually sync a data integration
If you made changes and want the agent to catch up before the next sync:
- From the agent Instructions field, click Insert tools.
- Click the three dot icon beside the data integration you want to sync.
- Click Sync now.
Sync now.Data integrations stop syncing if they've been inactive for more than 90 days. You can use it again by manually syncing the data.
Limitations
- Zapier Agents can synchronize up to 75,000 rows/records at a time across all data integrations on your account.
- On Team and Enterprise accounts, this 75,000 record limit applies to each user individually.
Data integrations limitations
Below, you can see what apps are supported as data integrations and the different limitations related to each.
- To sync when changes are made, the table must have a column of type "Last Modified Time". Otherwise, each table will sync once a day.
- Formulas will be synced as the final evaluated value.
- Airtable views are not synced.
- Only visible fields are synced.
- Maximum synced columns: 50
- Maximum synced tables: 20
- You must connect a paid Asana account.
- You must select a date range for syncing, up to 2 months in the past.
- The agent can only sync project sections, tasks, and users.
- The agent can only pick from the 50 most recent pages.
- CSV files can be used with or without headers.
- Good header names can increase the agent's accuracy.
- The agent can only sync text.
- Maximum synced words: 96,000
- The spreadsheet must have headers.
- Formulas will be synced as the final evaluated value.
- Maximum synced columns: 50
- Maximum synced worksheets: 20 (shared across all synced spreadsheets)
- Maximum synced records: 50,000
- The agent can only sync Hubspot deals.
- If a deal is deleted, the agent will not automatically resync. It must be manually resynced.
- Maximum fields synced: 50
- You must select a date range for syncing, up to 2 months in the past.
- Only issues and their associated users are synced.
- You cannot select custom properties.
- Maximum synced words: 96,000
- Formulas will be synced as the final evaluated value.
- Maximum synced words: 96,000
- Only supports document file types (text, Word documents, PDF).
- The agent can only use pages or databases, added individually.
- The agent will sync all content visible on a database table, up to the account record limit.
- The agent can only sync text.
- Page Properties are synced along with content.
- Maximum synced child pages from a database: 100
- Maximum synced words: 96,000
- Maximum synced words: 96,000
- Zapier Agents works best with documents originally created as PDFs (an Amazon receipt, for example) or other file types exported as PDFs. It may not be able to recognize the content of scanned PDF files.
- Maximum synced columns: 50
- The agent cannot use views as a data integration.
- You must select a date range for syncing, up to 2 months in the past.
- Maximum ticket properties: 50
- Agents can sync up to one year of past meetings and transcripts.
- The agent can only sync scheduled meetings where the user is a host.
- To use transcripts, you must have a Pro or higher plan and cloud Recording enabled on your Zoom account.
- Maximum number of words synced: 96,000
Remove a data integration
You can remove a data integration from your agents at any time. You can remove it from a specific agent or from all agents that use it.
- From the agent Instructions field, click Insert tools.
- Click the three dot icon for your data integration.
- Click Remove from agent.
- Confirm by clicking Remove.
Remove from agent. 
- From any page in your Zapier Agents account, click Data usage at the bottom left of the sidebar. You'll be taken to the Data tab.
- Search for the data integration you want to delete and click the three dot icon.
- Click Delete from all agents.
- Confirm by clicking Delete data integration.
When you delete a data integration from your agents, the data is fully removed from Zapier Agents after 14 days.
Provide feedback and get help
Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team. You can also discuss Agents with other users on Zapier's Early Access Program Slack.