Aggregation (data)
Combining data from multiple sources into a unified output. Example: pulling revenue from Stripe, deal data from HubSpot, and hours from Harvest, then aggregating into a single weekly P&L report sent automatically every Monday.
Expert insight
Aggregating data (summing, averaging, counting) inside a workflow instead of in the source system means the aggregation logic exists in two places if anyone later needs the same number elsewhere, and the two calculations will eventually disagree once someone changes one without knowing about the other.
In a real workflow
Daily orders are aggregated by product to produce a single reorder suggestion per supplier.
Common mistakes
- Aggregating before cleaning data, which hides duplicates.
- Losing the detail needed to explain the totals.
Complexity level
Requires some familiarity with automation concepts.
Related terms
See it in action
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