Resource types
Models
Structured data tables that power your plays. Import from CRMs, APIs,
webhooks, or SQL queries.
Files
Unstructured content like documents, PDFs, and knowledge bases for semantic
search.
Warehouse
Configure your data warehouse (Snowflake, BigQuery) as the system of record.
Activities
Track and analyze workflow executions, node performance, and error rates.
Models vs Files
| Aspect | Models | Files |
|---|---|---|
| Data type | Structured (rows & columns) | Unstructured (text, documents) |
| Query method | SQL queries, filters | Semantic/vector search |
| Best for | CRM records, product data, analytics | Knowledge bases, playbooks, transcripts |
| Use in plays | Trigger workflows, record lookups | Use the dedicated File Search action |
| Use in agents | RAG with SQL | List as a resource for semantic search |
Getting started
Set up your warehouse
Connect your existing data warehouse or use Cargo’s managed Snowflake
instance. Warehouse setup →
Create data models
Import data from CRMs, APIs, or SQL queries into structured models. Data
models →
Add files (optional)
Upload documents or connect knowledge bases for semantic search in agents.
Files →
Use in workflows
Trigger plays from your data models, or give agents access to resources for
RAG. Storage actions →