Workflows

Custom Solutions for Every Challenge

Workflows turns repetitive, multi-step tasks into streamlined automations—like syncing budgets, transforming data, or triggering alerts—so teams can move faster and stay focused on the work that matters. Whether you’re leveraging prebuilt templates or scaling bespoke solutions, workflows empowers teams to move faster, work smarter, and deliver better outcomes.

Breaking Down a Workflow

Workflows
A workflow is a series of tasks that run in order to complete a process—like pulling data, transforming it, and pushing it to another platform. You can keep it simple with one task or chain multiple tasks together to handle more complex processes.

Templates
Templates are the blueprints for each task. They handle the heavy lifting with repeatable, well-tested code—so you don’t have to start from scratch. Customize them to fit your use case.

Credentials
Credentials securely store things like login details and API keys. They’re saved once and reused across tasks, so workflows can connect to platforms without needing sensitive info every time.

Key Benefits:

• Faster Starts
  Jump in with prebuilt templates for common tasks - like pulling data from a Google Sheet, sending a Slack message, or running more complex processes like Social Data Consolidation or Anomaly Detection.

• Repeatable Automation
  Turn multi-step, manual processes into streamlined workflows that run the same way every time.

• Custom Solutions at Scale
  Build flexible workflows tailored to client or team needs, then scale and share them across accounts.

• Flexible for All Users
  Whether using drag-and-drop or writing custom code, Workflows supports both media teams and technical users.

• Secure and Connected
  Store credentials safely and reuse them across tasks—so platforms stay connected without manual logins.

Built to Solve, Built to Scale

From quick-start templates to deeply customizable workflows, you have flexibility to innovate while staying focused on delivering value. Whether scaling media strategies or solving unique technical challenges, you’re empowered to execute efficiently and drive results.

Getting started →

1. Learn the basics of building workflows → Tutorial: Getting Started With Workflows

2. Select Templates in the side navigation ro discover new & exciting templates to integrate in your workflows → review the template documentation

3. Learn about Credentials → How-To: Creating and Managing Credentials and how to apply them → How-To: Applying Credentials to Tasks

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