Creating a Workflow

Workflows allow you to automate data movements to different applications. To create a workflow, follow these steps.

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1. Requirements

Before creating a workflow, ensure you have:

• At least Analyst-level permissions.

• A dataframe that you want to move.

• Credentials for the destination app.

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2. Starting a New Workflow

1. Navigate to the Activations tab.

2. Click New Workflow.

3. Provide:

   • A name for the workflow.

   • A description explaining its purpose.

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3. Understanding Workflow Blocks

• A workflow consists of blocks, each representing a step in the process.

• A starting block is created for you automatically.

• In this block, select the dataframe you want to move.

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4. Adding an App to the Workflow

• Click the plus (+) button on the first block to add a new app block.

• After you choose an app, click the plus (+) button on this block. If this is your first time using a particular app, you'll be prompted to provide authentication credentials. You only need to do this once for each app.

• After authentication, you can click the plus (+) button to add an action block.