Building a Workflow

Watch this video tutorial or follow the steps below to build your first workflow.

To start, try creating this workflow to get a monthly email with an attachment of the report you just created. Navigate to the workflows tab and click New Workflow to get started.

Give the workflow a name that indicates what it does.

Tip: It can be helpful to note that this workflow is for learning/testing, and/or you could add your name or initials to the report name to help identify it.

Next, choose a time trigger.

For this example, set the interval to every 1 month, on day 1.

When choosing the time of day, make sure to hit "OK" before saving.

Skip the criteria section for now—we'll come back to that.

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