Creating a workflow

Workflows let you automate responses to events in your data. When a metric crosses a threshold, a new row arrives, or an action changes status, a workflow can send a notification, create a task, or call an external service - automatically.

Create a workflow

1. Go to Setup > Configuration > Workflows in the sidebar.
2. Click Create Workflow.
3. Give your workflow a name (e.g., "Alert on NPS drop below 30").
4. Choose a trigger - the event that starts the workflow. See the trigger types reference for all options.
5. Configure the trigger conditions (e.g., which metric, what threshold, which dataset).
6. Add one or more action steps - what should happen when the trigger fires. See the action steps reference.
7. Click Save. Your workflow is created but starts disabled by default.
8. Toggle the Enable switch to activate it.

Example: Slack alert on low NPS

Here's a practical example. You want a Slack message whenever your NPS drops below 30:

1. Create a new workflow named "Low NPS Slack Alert".
2. Set the trigger to Data threshold with metric = NPS, operator = less than, value = 30.
3. Add a Slack message step. Select your Slack connection and choose the channel.
4. Write the message template: "NPS dropped to for . Time to investigate."
5. Save and enable the workflow.

Test your workflow

Before relying on a workflow in production, you can test it:

1. Open the workflow detail page.
2. Click Run Now to trigger it manually with sample data.
3. Check the execution history to verify each step completed successfully.

Enable and disable

Toggle a workflow on or off at any time from the workflow list or detail page. Disabled workflows don't fire, even if their trigger conditions are met.

Next steps

• Explore all trigger types
• See every action step you can add
• Learn about conditional branching for complex logic