Latest Releases

Auto-Named Steps Based on Connector Operation

Steps are now automatically named based on their operation, giving you a clear, at-a-glance understanding of what each step does.Here’s what’s new:

• Instead of generic names like “Gmail” or “Text Helpers,” steps are now auto-named by their specific operations, e.g. "Send message", "Concatenate" or “List reports”.

• When you change the operation of a step, its name updates automatically to reflect the new operation - unless you’ve given it a custom name, which we preserve.

Workflows now essentially document themselves, making it easier to understand their functionality at a glance. This means less time spent naming steps and more time building powerful automations

This feature is currently being rolled out incrementally and may not yet be available to all users. Full availability is expected soon. If you're interested in using this feature, please reach out to your Customer Success Manager or Account Executive.

Building schemas from JSON

We’ve introduced a faster way to define and edit complex data structures in step properties, callables, config, and API schemas: Building schemas from JSON.

• Step Properties: Quickly generate objects and arrays by pasting JSON.

• Callable Workflows & APIM Schemas: Easily create input/output schemas with a JSON sample.

• Project Config: Edit your configuration directly with the new Raw JSON tab.

For more details, please see the feature's documentation.

Merlin Agent Builder Beta

Merlin Agent Builder is now available to users who attend one of our Agent Workshops Live or you can join the waitlist through your account manager.

Merlin Agent Builder is native tooling that sits on our iPaaS foundation to help you build agents securely that can take actions across your technology stack.

This feature includes a new UI to build and manage your agents as well as a set of connectors to invoke and power the agent.

We have three accelerators available alongside our workshops to help you get started.

Agents are a new paradigm for automation and we are just getting started.

Read more in our docs.

Merlin Guardian Generally Available

Now Generally available!

You can use Merlin Guardian to

1. Tokenize sensitive PII data

2. Identify the presence of PII data

3. Unmask tokenized payloads generated from AI inference for use in downstream automations

4. and more

Read more in the docs

Merlin Intelligent Document Processing (IDP) Generally Available

Now Generally available!

You can use Merlin IDP to

1. Convert files to markdown and make unstructured data available to AI services and Agents

2. Run queries against invoices, receipts, contracts, and more to get specific data points with confidence intervals

3. and more

Read more in the docs

Vector Tables Generally Available

Overview:

Copy

We added the ability to delete all vectors and filter via metadata. This feature set is now Generally Available and you can read more in our docs here.

Inline Functions: Transform Data in a Single Step

Overview

Copy

Inline Functions brings the familiarity of function-based transformations directly into your Tray workflows, enabling powerful data manipulation without leaving your connector steps. This game-changing feature optimises workflow efficiency whilst reducing complexity and task usage, allowing you to focus on building value-adding integrations.

Key Features

Copy

• Simple Syntax: Familiar function-based syntax makes data transformation accessible to users of all technical backgrounds (based on lodash library)

• In-connector Transformations: Transform data directly within connector steps, eliminating the need for additional helper connectors

• Comprehensive Function Library: Rich set of string, number, date, and boolean functions to handle complex data manipulation needs

• Dynamic Arguments: Use data from previous steps and project configuration seamlessly as function parameters (using Tray's jsonpaths)

• Intuitive Function Discovery: Built-in function search and syntax assistance helps you find and use the right transformations

Benefits

Copy

• Optimised Task Usage: Consolidate multiple helper steps into single transformations, reducing overall task consumption

• Enhanced Workflow Readability: Cleaner, more maintainable workflows with fewer steps and clearer data flow

• Reduced Technical Barrier: Perform complex transformations without requiring JavaScript or Python expertise

• Faster Execution: Streamlined workflows lead to quicker execution times and improved performance

Getting Started

Copy

Access Inline Functions through the f(x) input type option in any string-type field within your connector steps.

Visit our documentation to learn more about leveraging Inline Functions in your workflows, or watch this demo for a live walk-through of the current functionality.

Note: The current iteration supports string-type fields with date/time capabilities. Numbers and booleans are supported as string types. Additional type support will be introduced in future releases based on customer feedback.

Role capabilities update: Viewers can export workflows and projects

We’ve updated our Roles and Permissions models to provide more flexibility. Viewers now have the ability to export workflows and projects.