⚡ Visual Workflows
Build powerful automation workflows with a drag-and-drop interface. Connect triggers, conditions, and actions without writing code.
Overview
Visual Workflows enable you to:
- Automate repetitive data tasks
- Create complex logic with visual nodes
- Connect multiple data sources and services
- Schedule workflow executions
- Monitor execution history and logs
✨ No-Code Automation
Build sophisticated workflows without writing a single line of code. Perfect for business analysts and data teams.
Workflow Components
1. Triggers
Workflows start with triggers:
- Schedule: Run at specific times (cron expressions)
- Webhook: External systems trigger workflows
- Data Change: Detect changes in your databases
- Manual: Run workflows on-demand
- Query Complete: Trigger after query execution
2. Conditions
Add logic to your workflows:
- If/Else: Branch based on conditions
- Filter: Process only matching data
- Loop: Iterate over datasets
- Switch: Multiple condition branches
3. Actions
Execute operations:
- Run Query: Execute database queries
- Send Email: Email notifications and reports
- HTTP Request: Call external APIs
- Transform Data: Format and manipulate data
- Generate Report: Create PDF/Excel reports
- Slack/Discord: Send team notifications
Building a Workflow
- Navigate to Workflows page
- Click Create Workflow
- Drag nodes from the palette onto the canvas
- Connect nodes by dragging from output to input
- Configure each node by clicking on it
- Test your workflow with sample data
- Save and activate the workflow
Example Workflows
Daily Sales Report
1. Trigger: Schedule (Every day at 9 AM)
2. Run Query: "SELECT * FROM sales WHERE date = TODAY()"
3. Generate Report: Create Excel file
4. Send Email: Email to sales team
Anomaly Detection
1. Trigger: Schedule (Every hour)
2. Run Query: Get latest metrics
3. Condition: If value > threshold
4. Send Slack: Alert channel
5. Create Ticket: Log in system
Data Sync
1. Trigger: Webhook from source system
2. Transform Data: Map fields
3. Run Query: Insert into target database
4. Log: Record sync status
Advanced Features
Error Handling
Build resilient workflows:
- Catch and handle errors
- Retry failed actions
- Send error notifications
- Fallback branches
Variables
Store and reuse data across nodes:
- Workflow variables
- Node outputs
- Environment variables
- Secret management
Sub-Workflows
Reuse logic across workflows:
- Create reusable sub-workflows
- Call from parent workflows
- Pass parameters
- Return results
Monitoring & Debugging
Track workflow performance:
- Execution History: View all execution logs
- Success/Failure Rates: Monitor reliability
- Execution Time: Track performance
- Debug Mode: Step-by-step execution
- Visual Logs: See data flow between nodes
Best Practices
- Start Simple: Begin with basic workflows
- Test Thoroughly: Use test mode before activation
- Handle Errors: Always add error handling
- Document: Add descriptions to nodes
- Monitor: Check execution logs regularly
- Optimize: Remove unnecessary nodes
⚠️ Rate Limits
Workflow executions count toward your plan's query limits. Monitor usage to avoid overages.
Permissions
Required permissions:
- workflows.create: Create new workflows
- workflows.execute: Run workflows
- workflows.read: View workflows
- workflows.update: Modify workflows