Flows: Syncing Data to External Tools

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

• Pause: Toggle a flow to temporarily stop syncing
• Resume: Toggle it back on
• Edit: Change the source dataset, destination, or schedule
• 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