Workflow Templates
Workflow Templates
AI for Database includes pre-built templates for common automation patterns. Templates give you a working workflow in seconds that you can customize for your data.
Daily Summary Report
What it does: Runs a set of KPI queries every morning and sends a summary email to your team.
Default configuration:
- Trigger: Daily at 8:00 AM
- Queries: Total revenue yesterday, new customers, open support tickets, key metrics
- Action: Email with an HTML summary table
Low Inventory Alert
What it does: Checks inventory levels and notifies the procurement team when items are running low.
Default configuration:
- Trigger: Every hour
- Query: Products where quantity < reorder level
- Condition: At least one low-stock product found
- Action: Email to procurement team + Slack message
New Signup Notification
What it does: Detects new user signups and notifies the sales team.
Default configuration:
- Trigger: Every 15 minutes
- Query: Users created since last run
- Condition: Row count > 0
- Action: Slack message to #sales with signup details
Failed Payment Alert
What it does: Monitors for failed payment transactions and alerts the finance team.
Default configuration:
- Trigger: Every 30 minutes
- Query: Payments with status 'failed' in the last 30 minutes
- Condition: Row count > 0
- Action: Email to finance team + webhook to payment recovery service
Weekly Performance Report
What it does: Generates a comprehensive weekly report with charts and sends it as a PDF.
Default configuration:
- Trigger: Every Monday at 9:00 AM
- Queries: Weekly revenue, top products, customer acquisition, support metrics
- Action: Email with PDF dashboard attachment
Custom Templates
On Enterprise plans, you can create and share custom templates across your organization. Save any workflow as a template from the workflow settings menu.