How to integrate your Agent with NocoDB

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Overview

NocoDB is an open-source backend that enables structured data management without writing code. When integrated with a Release0 agent, it allows for dynamic, data-driven interactions that enhance the functionality and personalization of your automated experiences.

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Advantages of Using NocoDB with Release0 Agent

Connecting NoCodeDB to your Release0 agent allows you to:

• Fetch and display content based on User Inputs.
• Create responsive flows with database-driven logic.
• Adapt dialogs in real-time based on database values.
• Create new records (e.g., form submissions).
• Read data for personalization or decision-making.
• Update fields based on conversation outcomes.
• Delete entries if needed.

Example: Display product options based on the user’s selected category using {{user.selected_category}}.

This guide explains how to use the NocoDB block to interact with your NocoDB tables in an Agent Dialog. You can create, update, or retrieve data from your NocoDB tables. This includes identifying the Table ID and configuring the Search Records action effectively.

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How to Find Your Table ID

To locate your Table ID in NocoDB:

1. Navigate to your NocoDB dashboard.
2. Locate your desired table in the left-hand sidebar.
3. Click on the three dots icon (...) next to the table name.
4. Find the Table ID in the pop-up menu (as shown in the image). Copy it for use.

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Using the Search Records Action

The Search Records action in NocoDB allows you to retrieve specific records from your tables. This action requires:

• Table ID (mandatory)
• View ID (optional, for filtering specific views)
• Additional configuration such as filters and response mapping.

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Steps to Configure

1. In your Agent Dialog editor, select the NocoDB block.
2. Choose the Search Records action.
3. Input the following fields:
   • Table ID: Paste the copied Table ID.
   • View ID: If you want to filter data by a specific view, add its ID here.
   • Filter: Set conditions to retrieve All, First, Last, or Random records.
   • Response Mapping: Map retrieved data fields to variables for use in your agent.

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Example Setup

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Input

{
  "Table ID": "pl0jailghvv7x",
  "View ID": "awyy0nk17stiqr",
  "Filter": "First",
  "Response Mapping": {
    "Name": "VariableName",
    "Email": "VariableEmail"
  }
}

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Workflow Example

In this simple example we are going to create a work order record for a repair company. To keep the example simple we will only ask for the user name, email and serial number of the device.

The first step is to create a Text Block to greet the user and ask for their name, emial and serial number.

We are also creating a Date field and a Order Status by using variables.

Next we can head to NocoDB site to create a new table. We will create a table called Orders with the following fields:

• Name: Text
• Email: Text
• Serial: Text
• Date: Text
• OrderStatus: Text

Next we can connect the NocoDB block to the Create Record action. We will use the Table ID from the table configuration and the Response Mapping to map the variables we created in the previous step.

Now we can map the variables we created in the previous step to the NocoDB fields. We will map the Name variable to the Name field, the Email variable to the Email field, and so on.

Then we complete the records creation with a confirmation message.

We cant test this scenario by running the agent and entering the data.

Once we have entered the data we can check the NocoDB table to see if the record was created.

Next scenario is to change the order Name. We can do this by creating a new Text Block to ask for the Serial Number and change the order name. For this scenario we add a new NocoDB block and select the Update Existing Record action. We will use the Serial Number from the table configuration and the Response Mapping to map the variables we created in the previous step to look for the record we want to update.

We can check the data before and after the update by running the agent and entering the data.

Before the update:

Update order by running the agent and entering the data.

After the update:

Now we can test the last scenario by searching a record by the Serial Number.

We can do this by creating a new Text Block to ask for the Serial Number and display the order.

For this scenario we add a new NocoDB block and select the I want to search for my request status. We will use the Serial Number from the table configuration.

In the NocoDB configuration block we will enter the search field as the serial field from our NodoDB table and map it to the serial variable we have taken from the input field.

Next we will fill in the Response Mapping to map the variables we created in the previous step to look for the record we want to seach for.

Now we can check the data by running the agent and entering the data of the serial number to search for the order.

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Validation and Testing

Before deploying, ensure:

• The correct Table ID and View ID are used.
• Filters return the expected results.
• Mapped variables work correctly within the agent’s workflow.