Creating a Workflow
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Workflows allow you to automate data movements to different applications. To create a workflow, follow these steps.
Before creating a workflow, ensure you have:
At least Analyst-level permissions.
A dataframe that you want to move.
Credentials for the destination app.
Navigate to the Activations tab.
Click New Workflow.
Provide:
A name for the workflow.
A description explaining its purpose.
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.
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.