Creating and managing records

Add, edit, and organize Records to build knowledge bases and data stores for your Flows and Agents.

Create a Record

From the Records page, click Create Record to open a dropdown with three options:

• Quick create — Create a record from scratch

• Use template — Start with a pre-built structure (name, type, and metadata pre-filled)

• Import CSV file — Bulk upload records from a spreadsheet

Quick create

1. Click Records in the sidebar.

2. Click Create Record (the dropdown button with chevron).

3. Choose Quick create.

4. In the dialog, enter Name and Type (required). Optionally click Add Field to add metadata key-value pairs.

5. Click Create Record to save, or Create & Edit to save and open the record details.

Metadata fields

Metadata is stored as JSON. In the dashboard Quick create form you add key-value pairs and enter values as text. For complex types (object, array) you can use the API or Flows.

Example metadata:

• Field: customerName, Value: "Jane Doe"

• Field: orderCount, Value: 47

• Field: isPremium, Value: true

Bulk upload via CSV

Import many Records at once from a spreadsheet:

1. Click Records in the sidebar.

2. Click Create Record, then Import CSV file (or from the empty state, Import records).

3. Upload your CSV file (first row must be column headers).

4. Map columns: select Type Column and Name Column (required). All other columns are imported as metadata.

5. Click Upload to create the records.

Example CSV:

customerId,name,email,tier
12345,Jane Doe,[email protected],premium
67890,John Smith,[email protected],standard

Edit a Record

1. Find the record in the Records list.

2. Click the row or View Details to open the record details sheet.

3. Click Edit, then update name, type, or metadata fields.

4. Click Save to apply changes.

Delete Records

Delete a single record:

1. Open the record (click the row or View Details) or open the row Actions menu and choose Delete.

2. In the confirmation dialog, click Delete to confirm. Deletion is permanent.

Delete multiple records:

1. Select the records using the checkboxes in the table.

2. Click Delete Selected (N) in the selection bar.

3. Confirm in the dialog. Deletion is permanent.

Record types and organization

Organize Records by type:

• Filter the Records list by type

• Each type can have different metadata structure

• Types help Flows and Agents find relevant Records

The Records list uses cursor-based pagination (First / Previous / Next, rows per page 10/25/50/100).

View results and run Flows

From the record details sheet, click Results to view execution history for that record. From the Records table, use Run to execute a Flow or prompt on a selected record.

Semantic search and embeddings

For semantic search over your data, use Flows with Generate Embedding and Store Vector steps to index content. Record creation itself does not include embedding options; embeddings are handled in Flows and vector database configuration.

Updating Records from Flows

Flows can create or update Records using Upsert Record steps. See Using Record steps (upsert/retrieve).

Best practices

• Consistent metadata: Use the same field names within a Record type

• Descriptive types: Name types clearly ("customer_profiles" not "data1")

• Record IDs: Record IDs are generated by Runtype when you create a record; use the returned id when referencing records in Flows or the API

• Keep metadata lean: Only store data you'll actually query or use

Next steps

• Filtering and searching Records for query techniques

• Using Records in Flows for integration patterns

• Using Record steps (upsert/retrieve) for Flow step details

• What are Records? for conceptual overview