Workflows Overview

Workflows are SQL-based data transformation pipelines. They are the core mechanism for querying your data sources, transforming data, and preparing results for visualization in dashboards.

What workflows do

A workflow lets you:

• Write SQL queries against your connected data sources
• Organize multiple queries that execute in a defined order
• Accept input parameters that make queries dynamic and reusable
• Apply spatial enrichments like buffer zones and isochrone analysis
• Publish stable versions that dashboards can reliably reference

Multi-query structure

Unlike a single SQL statement, a workflow can contain multiple named queries. Each query has a name and an execution order, allowing you to build multi-step data pipelines within a single workflow.

For example, a workflow might contain:

1. A query that fetches raw transaction data
2. A query that aggregates transactions by region
3. A query that joins the aggregated data with geographic boundaries

Each query produces its own result set, and dashboards can reference any of these queries individually as data for their widgets.

Key concepts

• Cells - Workflows use a notebook-style editor where queries are written in cells (code and text)
• Parameters - Input variables that users provide when running a workflow, making queries dynamic
• Enrichments - Spatial analysis tools (buffer zones, isochrones) applied to query results
• Versioning - Publishing and version history for stable, trackable workflow releases
• API Access - Running published workflows programmatically via API keys

Sharing workflows

You can share workflows with members of your organization to control who has access. From a workflow's sharing settings, you can share with:

• Everyone - makes the workflow available to your entire organization
• Groups - share with specific groups (e.g., a "Data Team" group)
• Individual users - share with specific people by name or email

Workflows and dashboards

Workflows provide the data behind dashboards. A dashboard links to one or more workflows, and its widgets display the results of specific workflow queries. When a dashboard loads or refreshes, it executes the linked workflows and renders the updated data.