Flows: Syncing Data to External Tools

Flows let you send processed data from BEEM back to your external tools. This is also known as Reverse ETL: taking clean, transformed data from your warehouse and pushing it where your team needs it.

Step 1: Open Flows

1. Click Flows in the left sidebar
   2. You will see a list of all existing flows and their statuses

Step 2: Create a New Flow

1. Click Create Flow
   2. Select a Source: Choose any dataset in your workspace
   3. Select a Destination: Choose a connected integration that supports write-back
   4. Choose a Trigger:
      • Manual: Run on demand
      • Scheduled: Daily, weekly, monthly, or custom cron expression

Step 3: Enable the Flow

1. Toggle the flow to Enabled
   2. The flow status changes to LIVE
   3. Data begins syncing on the configured schedule

Step 4: Monitor Flow Execution

1. Check the flow status: LIVE or PAUSED
   2. View the last run timestamp and execution state
   3. Use the Monitor section for detailed event logs if troubleshooting is needed

Managing Flows

1. Pause: Toggle a flow to temporarily stop syncing
2. Resume: Toggle it back on
3. Edit: Change the source dataset, destination, or schedule
4. Delete: Remove flows that are no longer needed

Common Use Cases

• Push KPI summaries to a CRM
• Sync cleaned data back to an operational system
• Feed processed metrics to a reporting tool
• Automate data delivery to stakeholders