Workflow Examples
These examples demonstrate common workflow patterns using actual Vantage nodes. Each example shows a complete node chain you can recreate in the Workflow Editor.
Example 1: Sales Revenue Dashboard
Build a dashboard tile that shows daily sales revenue by region, updated on a schedule.
Node Chain
Schedule Trigger → Database Query → Aggregation → Sort → Dashboard Output
Configuration
| Node | Settings |
|---|---|
| Schedule Trigger | Run daily at 8:00 AM |
| Database Query | Connect to PostgreSQL. Query: SELECT region, amount, order_date FROM orders WHERE order_date >= CURRENT_DATE - INTERVAL '1 day' |
| Aggregation | Group by region, aggregate amount with SUM |
| Sort | Sort by amount descending |
| Dashboard Output | Output to a Bar Tile named "Daily Revenue by Region" |
Result
A bar chart tile on your dashboard that automatically refreshes daily with the latest revenue data, broken down by region.
Example 2: Low Inventory Alert
Monitor inventory levels and send a Slack notification when stock drops below threshold.
Node Chain
Schedule Trigger → Shopify Get Inventory Levels → Filter → Send Message (Slack)
Configuration
| Node | Settings |
|---|---|
| Schedule Trigger | Run every 4 hours |
| Shopify Get Inventory Levels | Connect to your Shopify store |
| Filter | Filter where available_quantity < 10 |
| Send Message | Slack channel: #inventory-alerts. Message: Low stock alert with product names and quantities. |
Result
Automated inventory monitoring that alerts your team in Slack when any product falls below 10 units.
Example 3: New Customer Stat Card
Display a real-time count of new customers added this month.
Node Chain
Schedule Trigger → Database Query → Aggregation → Display Number As Stat → Dashboard Output
Configuration
| Node | Settings |
|---|---|
| Schedule Trigger | Run every hour |
| Database Query | Query: SELECT COUNT(*) as new_customers FROM customers WHERE created_at >= DATE_TRUNC('month', CURRENT_DATE) |
| Dashboard Output | Output to a Stat Tile named "New Customers This Month" |
Result
A stat card on your dashboard showing the number of new customers this month, refreshed hourly.
Example 4: Social Media Sentiment Analysis
Pull recent posts from social media, analyze sentiment using AI, and display trends.
Node Chain
Schedule Trigger → Get Posts (Instagram) → AI Enrichment → Aggregation → Dashboard Output
Configuration
| Node | Settings |
|---|---|
| Schedule Trigger | Run daily at 9:00 AM |
| Get Posts | Connect to Instagram. Fetch posts from the last 24 hours. |
| AI Enrichment | Add column: sentiment with prompt "Classify the sentiment of this post as Positive, Negative, or Neutral" |
| Aggregation | Group by sentiment, count posts |
| Dashboard Output | Output to a Pie Tile named "Post Sentiment Distribution" |
Result
A pie chart showing the distribution of positive, negative, and neutral posts, updated daily.
Example 5: Compliance Audit Pipeline
Automatically audit data records against compliance policies and flag violations.
Node Chain
Schedule Trigger → Database Query → AI Compliance Check → Multi-Conditional → Dashboard Output (Pass) + Send Email (Fail)
Configuration
| Node | Settings |
|---|---|
| Schedule Trigger | Run weekly on Monday at 7:00 AM |
| Database Query | Pull records that need auditing |
| AI Compliance Check | Policy: "Check that all customer records have a valid email, phone number, and consent date" |
| Multi-Conditional | Route based on compliance_result: PASS → Dashboard Output, FAIL → Send Email |
| Dashboard Output | Show compliant records in a Table Tile |
| Send Email | Email compliance team with list of violations |
Result
An automated weekly compliance audit that surfaces violations to the right people and tracks compliant records on a dashboard.
Example 6: Open Support Tickets Tracker
Monitor open support tickets from Zendesk and display on a dashboard.
Node Chain
Schedule Trigger → Zendesk List Tickets → Filter → Aggregation → Dashboard Output
Configuration
| Node | Settings |
|---|---|
| Schedule Trigger | Run every 30 minutes |
| Zendesk List Tickets | Connect to Zendesk. Fetch all tickets. |
| Filter | Filter where status = 'open' |
| Aggregation | Count tickets, group by priority |
| Dashboard Output | Output to a Metric Tile named "Open Tickets by Priority" |
Result
A real-time metric tile showing open support tickets grouped by priority level.
Building Your Own Workflows
These examples use a small fraction of the 170+ available nodes. Explore the full Node Library to discover all available data sources, transformations, AI nodes, and output options.
Key tips:
- Start with a Trigger — Every workflow needs a starting point (Schedule, Logical, or AI Trigger).
- Connect nodes left to right — Data flows from output ports to input ports.
- Use Data Preview — Click any completed node to inspect its output and debug issues.
- Save frequently — Workflows auto-save, but you can also save manually from the toolbar.