Create a workflow

Workflows let you save a series of analysis steps so they can run automatically at scheduled times. Ideal for reports you repeat on a regular basis.

Create a workflow

1. Go to Workflows in the portal.
2. Click Create workflow.
3. Give the workflow a name and description.
4. Click Create.
5. Add nodes and configure them. See Add nodes for an explanation per node type.
6. Click Save to store the configuration.
7. Click Activate to run the workflow at the scheduled time.

Edit a workflow

Click the name of a workflow to open and edit it. Changes are only saved after clicking Save.

Delete a workflow

Click the menu on a workflow and choose Delete. This cannot be undone.

Next step

Go to Add nodes for an explanation of the available node types.