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Integrations
- Overview
- AI coding agents
- PySpark
  - Getting Started with PySpark
  - PySpark and Spark Compute Clusters
Administration
- Overview
- Access management
  - Overview
  - Organization & workspaces
    
    Overview
    Organizations and Workspaces Explained
    Viewing and Managing Workspaces
    Managing Workspace Members
  - Member authentication
    
    Member Authentication
  - Member management
    
    Member Management
  - Member identity
    
    Member (User) Identity
  - Security groups
    
    Managing Security Groups and Assignments
  - Advanced (SSO/SAML)
    
    Advanced Operations
    Setting Up Auth0 SAML for Single Sign-On
    Setting Up AWS IAM Identity Center SAML for Single Sign-On
    Setting Up Microsoft Entra ID SAML for Single Sign-On
    Setting Up Google Workspace SAML for Single Sign-On
    Manage Organization Administrators
    Managing Single Sign-On for Organization
    Setting Up Okta SAML for Single Sign-On
    Setting Member Expiration Period
- Control plane
- Scheduled events
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Overview
Steps

On this page

Overview
Steps

Reference
Workflow Steps

Agent Steps

Workflow steps that operate through a PlaidLink Agent — for reaching databases, file systems, and other resources that sit behind a firewall or on-premises network.

Steps

Section titled “Steps”

Agent Remote Execution Of SQL
Agent Remote Export Of SQL Result
Agent Remote Import Table Into SQL Database
Document Remote Delete File
Document Remote Export File
Document Remote Import File
Document Remote Rename File

Last updated: May 30, 2026