Configuring a Workflow

Workflow actions execute sequentially from top to bottom.

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1. Adding Actions

• Each action block represents a step in the workflow.

• In the action block, you will be prompted to provide:

  • Segment names

  • Identifiers

  • Other necessary details based on the action type.

• Follow the onscreen instructions to configure the action.

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2. Building the Workflow

1. Click the plus (+) button to add another action.

2. Repeat the process until your workflow includes all required steps.

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3. Saving and Running the Workflow

• Click Save to store your workflow configuration.

• Click Run to execute the workflow and see it in action.

Your workflow is now set up to process data step by step automatically!