✔️ Monitor metrics, track and react to critical business events
✔️ Deliver dynamic data updates periodically
In this article we are going to cover the following topics:
In this article we are going to cover the following topics:
How to get to the workflow creator 🗺️
You can access the workflow creator by clicking the "Create workflow" buttons located in the Dashboard and Workflow Manager tabs.
To pre-select an asset for your workflow trigger, navigate to the "Assets" tab and click the "Create workflow" button in the corresponding asset row.
What can be found in the Workflow screen 🔎
Follow the workflow to easily set your workflow. You can always save as draft and test the workflow before setting it live.
Workflow creation workflow - 3 simple steps
** Drafts: You can save your workflow as a draft at any time during the creation process and continue working on it later. Ensure you give it a title for easy identification. Drafts can be found in the Workflow Manager.
1️⃣ Configure the trigger
Select trigger type 🔔
There are two main types of triggers you can set for your workflow:
Scheduled Report: Send dynamic data reports periodically.
Data-Based: Trigger workflows based on data events or changes in a metric over time.
Note: You can change the trigger type after selection by clicking it to show other options (see image below).
ℹ️ Learn more about trigger types in this article
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Pick / create an asset 📊
If your trigger is data-based (data events/metric over time), you'll need to use an asset on which the trigger will be set.
After clicking "Pick an asset," search for the asset you want to use.
Note: This is only possible if you have a data source connected to Rupert. If not, you can experiment with our demo asset.
Creating Assets: Asset creation is available only with SQL-based data sources. To create a new BI asset, use your BI tool and refresh the data source in Rupert. This can be done by clicking "Pick asset" and then opening the menu on the right side of the search bar (see image below).
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Set the conditions and sample frequency 📅
Depending on the trigger type chosen, you'll define specific filters, breakdowns, conditions, and rules for the alert to be triggered.
Scheduled Reports: Set the frequency at which the alert will be sent to recipients.
Data-Based Triggers: Set the frequency at which Rupert will check if all conditions are met to send the alert. The alert will only be delivered if all conditions are met at the sampling time.
You can choose to sample the data hourly, daily, weekly, or monthly. For scheduled reports, there's also an option for a one-off alert, which will only trigger once unless manually triggered again.
2️⃣ Create the content 🖌️
The left side of the screen is the editor where all content is added, while the right side allows you to preview the alert with dynamic data from your source.
Alert Title: Start by giving the alert a title. This provides context for recipients and helps you find and monitor the alert and its deliveries later on.
Type "/" in the editor for all options
Or use the quick suggestions:
AI Assistance: In some triggers and configurations, Rupert offers automatic content generation to help you build your workflow.
Add Breakdown Results: Include results from your configured trigger.
Embed Dynamic Data: Add data from a different asset than the one chosen for the trigger or include dynamic data from an asset if the workflow is a scheduled report.
3️⃣ Add recipients 📨
Delivery options
Rupert can deliver your workflow via Slack and/or email. Switch between email and Slack to select your recipients.
Dynamic Recipients: Available for data-based triggers (data events or metric monitoring). Your asset needs a column with recipient emails, even for Slack delivery. Rupert dynamically sets the recipient list from the unfiltered data rows.
Content Delivery: Choose to deliver the same content to all recipients or personalize the workflow, showing only the rows associated with each recipient based on the workflow trigger and content evaluation.
After configuration
Use the Home tab for a summary of the workflow and trigger configuration.
You can save the workflow as a draft to continue working on it later (find it in the Workflow Manager).
Test Your Workflow: Preview how recipients will receive it.
▶️ Set It Live: When ready, activate your workflow. Rupert will notify you of deliveries and recipient engagement. Currently, notifications are available only in Slack, but you can always check engagement and delivery status in the Workflow Manager.
What’s next? Check out these articles to learn more