Workflows

The workflow builder provides a visual canvas for composing steps such as querying a data source, transforming results, sending a notification, or calling an external system. Steps run in the order you connect them, and each step's output is available to the steps after it. Workflows built visually are backed by the same resource model exposed through the REST API, so a workflow created in the UI can be executed or inspected programmatically.

A workflow can be started manually, on a schedule, or in response to an event such as new data arriving in a connected source. Once triggered, its actions can range from refreshing a dashboard to generating a report or posting a message to another system. Combining triggers and actions lets a workflow replace a manual, repetitive task with something that runs reliably in the background.

Scheduled workflows run automatically on the cadence you define, from every few minutes to a recurring monthly job, without requiring anyone to trigger them manually. Each run is logged with its outcome, so you can confirm a schedule executed successfully or investigate a failure. Scheduling can be adjusted or paused at any time from the workflow's settings, and the same schedule can also be managed through the API.