185 Pre-Built Transforms, Ready to Chain
Every step you need to import, shape, allocate, and share enterprise data, configured with clicks instead of code. Full reference for each transform lives in the docs.
Import
Load data from files, databases, cloud storage, and APIs.
- Archive
- CSV
- Excel
- External Database Tables
- External Project Table
- Fixed Width
- Google Spreadhseet
- HDF5
- Import Alteryx YXDB
- Import Avro
- Import DB2 Extract
- Import dBASE
- Import Google BigQuery
- Import Parquet
- Import Sage AP
- Import Sage AP Lines
- Import Sage Intacct Query
- Import Singer Source
- Import SPSS
- Import Stata
- JSON
- Quandl
- SQL
- XML
Export
Send results to files, databases, and downstream systems.
Table
Shape, combine, and manage lakehouse tables.
Allocation
Driver-based cost assignment and allocation steps.
Machine Learning
Train, predict, and transform with built-in ML steps.
Text & NLP
Extract text, run OCR, and analyze language.
Spatial
Geospatial matching, trade areas, and shape operations.
Document
Move, convert, and manage files and documents.
- Compress PDF
- Concat Files
- Convert Document Encoding
- Convert File to ASCII Encoding
- Convert File to Unicode (UTF-16) Encode
- Convert File to Unicode (UTF-8) Encode
- Convert Images & PDFs to JEG
- Convert to PDF
- Copy File
- Copy Folder
- Create Folder
- Crop JPEG Image to Headshot
- Delete File
- Delete Folder
- Delete Remote File
- Directory Listing
- Document Text Substitution
- Exort to Remote File
- Fix File Extension
- Import from Remote File
- Merge Multiple PDFs
- Rename Document File
- Rename Folder
- Rename Remote File
Workflow Control
Branch, loop, schedule, and orchestrate workflows.
Notification
Alert your team by email, Slack, Teams, or SMS.
Reports
Generate and distribute packaged reports.
Macros
Reusable helper steps for common patterns.
SAP Profitability & Cost Management
Work directly with SAP PCM models and exports.
SAP ECC & S/4HANA
Extract from and post to SAP ECC and S/4HANA systems.
Agent (Through PlaidLink)
Reach on-premises systems through the secure agent.
BOM Application
Bill-of-materials costing steps.
- BOM: Load Makeup Volumes
- BOM: Load Part Master
Identity
Manage users and access from workflows.
- Deactivate Workspace Members
- Get Workspace Members
General
Utility steps that fit anywhere.
Frequently Asked Questions
What is a PlaidCloud transform?
A transform is a pre-built, configurable workflow step: import a file, allocate costs, reshape a table, extract from SAP, send a notification. You chain transforms into workflows visually, with no code required and SQL or Python available when you want them.
How many transforms does PlaidCloud include?
PlaidCloud ships 185 pre-built transforms across import/export, table operations, allocations, dimensions, documents, SAP, workflow control, and notifications, and the library keeps growing.
What if I need something that is not in the library?
Use the SQL and Python steps to build exactly what you need, or call any API with the unified REST step. Custom logic runs inside the same governed workflows as the pre-built transforms.
Where can I find detailed documentation for each transform?
Every transform links to its full configuration reference in the PlaidCloud documentation at docs.plaidcloud.com/reference/workflow-steps/, including options, examples, and tips.
See the transforms on your data.
Bring a real file or extract to a 30-minute session and watch a working workflow come together.