Workflow(Beta)

Automatically execute queries based on schedule settings and send notifications.

This feature is currently in beta and under development. Specifications may change without notice.

By configuring schedule settings, you can periodically execute queries and integrate data with external systems.

Codatum's workflow allows you to use query execution results in Liquid format for external notifications and other purposes.

Main Features

• Schedule Settings

  • Can be configured for the following intervals:

    • Every hour

    • Every day

    • Every week

    • Every month

  • Timezone configuration is available

• Codatum Actions

  • Query Execution

    • Select and execute queries saved in "Queries"

    • Up to 20 rows of executed query results are retrieved and can be used in subsequent processes in Liquid format

  • Email

    • Send emails to team members

    • Email body can be configured in HTML format

    • Emails are sent from [email protected] with a Codatum footer

  • LLM

    • Call LLM to perform natural language processing

    • By providing query execution results in Liquid format, you can use it for purposes such as having AI create data summaries for sending

    • The AI to be used can be configured in AI Profile

  • Execution Conditions (Optional)

    • You can configure conditions for whether to execute each action

    • By setting failure(), you can configure actions to be executed when an error occurs in the workflow

      • When an error occurs in the workflow, only actions with failure() configured will be executed, and other actions will not be executed

• Integrations

  • Slack

    • By creating and selecting a Slack integration, you can notify Slack of workflow execution results

    • The content to output in Slack messages can be configured in Liquid format based on query execution results

    • For detailed specifications regarding notation such as mention settings, please refer to Slack Developers: Formatting message text

Codatum actions and integrations other than those listed above will be added sequentially.

How to Use

• Creating a Workflow

  • You can create it in two ways:

    • Create from "Create Workflow" on the workflow screen

    • Create from the right sidebar of a query saved in "Queries"

      • It will be created with the saved query already selected for query execution

Workflow Management

From the workflow list, you can configure and check the following:

• Workflow Settings

  • Owner Permission Settings

    • Only members with owner permissions can view and edit workflows

  • Check Last Execution Time

  • Check Workflow Execution Details

    • You can check the executed queries and the content sent by integrations

• Execution History

  • Past execution history is displayed

  • Can be used to check at which step a failure occurred

Liquid Templates

In Codatum's workflow settings, you can select variables to use from the UI using "</> (Insert Variable)", but understanding the Liquid format enables more advanced configurations.

Most of the Liquid template is available, so please refer to Liquid Template Language for details.