Advanced Concepts

Workflow Data

Task Data

In a workflow, a task will sometimes need data from a previous step in order to get started. An example could be information from a spreadsheet being sent as a report to a Slack channel. Without the data from the spreadsheet, we of course cannot post it to Slack. To determine what data is used in a task, we open the Step options and use the ‘select source’ button. This will list all of the data that is available to use for this task.

Filtering and Manipulating Data

The data from a previous step may not be in a format we can use or may just need to be changed in some way. Not a problem. Once we’ve selected the source of data we want to use, we can just describe in the field how we want that data to be changed or added to.
A Simple Walkthrough