Sequences are a powerful feature within Triple Whale's platform that enable you to automate the delivery of reports and insights, saving you time and effort while ensuring timely access to valuable information. In this guide, we'll explore how sequences work and how you can leverage them to streamline your data analysis workflow.
What Are Sequences?
Sequences in Triple Whale allow you to automate the process of generating and delivering reports on a recurring basis. Instead of manually requesting reports from your data analyst every week or month, you can set up a sequence to run at predefined intervals and deliver the insights directly to your preferred destination, whether it's your email inbox or a customized dashboard.
How Do Sequences Work?
Setting up a sequence is simple and straightforward:
Define Report Parameters: Start by specifying the parameters of the report you want to generate. This includes selecting the metrics, time frames, and segmentation criteria that are relevant to your analysis.
Schedule the Sequence: Next, choose how often you want the sequence to run. You can schedule it to run weekly, bi-weekly, monthly, or at any other interval that suits your needs. You can also specify the day and time when you want the report to be delivered.
Select Delivery Options: Decide how you want the report to be delivered. You can choose to receive it via email, add it to a dashboard for easy access, or both. Additionally, you can specify the recipients who should receive the report, ensuring that the right stakeholders have access to the insights.
Name and Save the Sequence: Give your sequence a descriptive name that reflects its purpose or content. This makes it easy to identify and manage multiple sequences within your account.
Review and Confirm: Double-check all the settings to ensure they align with your requirements. Once you're satisfied, confirm the sequence to activate it.
Benefits of Using Sequences
Time-Saving: Sequences automate the process of report generation and delivery, saving you time and effort.
Timely Insights: By scheduling sequences to run at regular intervals, you ensure that you have access to timely insights without having to manually request reports.
Customizable: Sequences are highly customizable, allowing you to tailor the reports to your specific needs and preferences.
Streamlined Collaboration: By delivering reports directly to your team members' inboxes or dashboards, sequences facilitate streamlined collaboration and decision-making.
Conclusion
Sequences are a valuable feature within Triple Whale's platform that empowers you to automate the delivery of reports and insights, enabling you to make informed decisions quickly and efficiently.
By leveraging sequences, you can streamline your data analysis workflow, save time, and ensure timely access to critical information. Explore the capabilities of sequences today and unlock the full potential of your data-driven decision-making process.