Overview
Triple Whale's Workflows feature is a powerful automation tool designed to simplify and enhance your e-commerce data analysis and decision-making processes. By leveraging Workflows, you can automate complex tasks, generate actionable insights, and ensure that critical information reaches the right destinations—all without manual intervention.
This introductory guide provides a high-level overview of Workflows and its key components, including Tools, Rules, and Data-Out Capabilities. For a deeper dive into each feature, follow the links to our detailed articles.
What Are Workflows?
Workflows are automated sequences of actions within Triple Whale that process data, perform analyses, and execute tasks based on predefined conditions or AI-driven logic. They are designed to help you:
Automate repetitive tasks
Workflows were initially created to guide users toward successful outcomes within Moby, Triple Whale's AI assistant. By automating common analytical paths, Workflows help users unlock deeper insights without having to know the specific prompts or queries to input.
Analyze complex datasets
E-commerce businesses often face challenging questions like "Why did my conversion rate drop?" or "Why did my average order value (AOV) increase?" Workflows can process these complex queries by invoking relevant data analysis steps, allowing Moby to provide comprehensive answers that consider all pertinent data within Triple Whale.
Generate timely insights
Reports can be overwhelming due to the volume of data they contain. Workflows can automate the extraction of key insights from these reports, scheduling them to be delivered directly to you or your team. This ensures that critical information is highlighted and accessible without sifting through extensive data manually.
Distribute information efficiently
Workflows serve as a foundational layer for automation in Triple Whale, enabling the movement of data across different platforms. You can schedule data exports to Google Sheets or sync data with a data warehouse, facilitating seamless data integration and accessibility.
By setting up Workflows, you can focus on strategic decision-making while the system handles the heavy lifting.
Key Features of Workflows
1. Tools: Enhance Data Interaction with Specialized Functions
Tools are the building blocks of your Workflows, enabling you to perform a wide range of tasks, from data retrieval to advanced analytics. Each Tool is a specific function within Moby, Triple Whale's AI assistant, tailored to help you interact with your data effectively.
Available Tools Include:
Auto: Automate task execution based on predefined triggers or conditions.
Text to SQL: Convert natural language queries into SQL commands.
Insights, Recommendations, and Summarization: Generate insights and summaries for quick decision-making.
Web Search: Retrieve relevant web data for analysis.
Forecasting: Predict future trends using historical data.
Text to Python: Translate natural language into Python code for advanced analysis.
MMM (Marketing Mix Modeling): Analyze marketing performance to optimize spending.
Run SQL: Execute custom SQL queries directly.
For detailed information on how to use each Tool effectively, read our article on Understanding the Tools in Workflows.
2. Rules: Introduce Intelligent Decision-Making into Your Workflows
Rules add a layer of logic and control to your Workflows, allowing you to define conditions that trigger specific actions. There are two types of Rules:
Regular Rules: Deterministic conditions set using a no-code builder or SQL queries.
GPT Rules: AI-driven conditions that interpret complex, less deterministic scenarios using natural language prompts.
By utilizing Rules, you can create dynamic Workflows that respond intelligently to changes in your data, detect anomalies, and provide timely notifications.
Learn more about setting up and using Rules in our article on Mastering Rules in Triple Whale's Workflows.
3. Data-Out Capabilities: Distribute Insights to the Right Destinations
Data-Out Capabilities enable you to send the outputs of your Workflows to various destinations, ensuring that valuable information reaches the right platforms and people.
Supported Destinations:
Report: Integrate outputs into your existing Triple Whale reports.
Email: Receive data and insights directly via email.
Google Sheets: Export data for collaboration and further analysis.
Data Warehouse (BigQuery): Sync data for large-scale storage and advanced analytics.
Webhook: Send data to external systems or services.
For guidance on how to configure data outputs, refer to our article on Leveraging Data-Out Capabilities in Workflows.
Getting Started with Workflows
Identify Your Objectives: Determine the tasks you want to automate or the insights you need regularly.
Build or Select a Workflow Template: Use pre-built templates or create a Workflow from scratch.
Add Workflow Steps: Incorporate Tools and define the sequence of actions.
Set Up Rules (Optional): Add conditions to control the flow of your Workflow.
Configure Data Outputs: Choose where and how you want to receive the results.
Schedule and Run: Decide whether to run the Workflow on-demand or at scheduled intervals.
Monitor and Refine: Review outputs and adjust your Workflow as needed.
Benefits of Using Workflows
Efficiency: Save time by automating repetitive tasks.
Consistency: Ensure consistent analysis and reporting.
Timeliness: Receive insights and data when you need them.
Scalability: Handle complex data processes with ease.
Collaboration: Share information effortlessly across your team.
Additional Resources
Understanding the Tools in Workflows: Dive deeper into the various Tools available and how to use them.
Mastering Rules in Triple Whale's Workflows: Learn how to implement Rules for intelligent automation.
Leveraging Data-Out Capabilities in Workflows: Explore how to distribute Workflow outputs effectively.
Conclusion
Triple Whale's Workflows feature empowers you to automate your e-commerce data processes, generate valuable insights, and distribute information efficiently. By understanding and leveraging Tools, Rules, and Data-Out Capabilities, you can enhance your operational efficiency, make data-driven decisions, and focus on strategies that drive growth.