Building Workflows — Walkthrough Guide

Overview

Workflows in Vantage are visual automation pipelines that let you connect data sources, apply transformations, run AI analysis, and output results — all without writing code. The Workflow Editor provides a drag-and-drop canvas where you connect nodes together to build powerful data pipelines.

Accessing the Workflow Editor

1. Click "Workflows" in the sidebar.
2. Click "New Workflow" to create a new workflow, or click an existing workflow to edit it.
3. The Workflow Editor opens, showing the canvas, the Node Library, and the Properties Panel.

Workflow Editor Layout

Adding Nodes

1. Open the Node Library on the left.
2. Browse categories or search for a specific node type.
3. Drag a node from the library onto the canvas, or click to add it.
4. The node appears on the canvas with input and output ports.

Node Categories

Connecting Nodes

1. Hover over a node's output port (right side, small circle).
2. Click and drag to another node's input port (left side).
3. A connecting line (edge) appears linking the two nodes.
4. Data flows from output → input along these connections.

Connection Rules

• A node's output can connect to multiple downstream nodes.
• Some nodes have multiple output ports (e.g., Conditional nodes have "true" and "false" outputs, Compliance Check has "pass" and "fail").
• The data preview shows what data is flowing through each connection.

Configuring Nodes

1. Click a node on the canvas to select it.
2. The Properties Panel opens on the right, showing all settings for that node.
3. Each node type has different settings (see the documentation for each specific node).
4. Common settings include:
   • Name — A label for the node.
   • Input columns — Which columns from upstream data to use.
   • Configuration — Node-specific settings (query, conditions, policies, etc.).
   • Batch size — How many rows to process at once (for AI nodes).

Running a Workflow

1. Click the "Run" button in the toolbar.
2. The workflow executes from trigger nodes through each connected node.
3. Each node shows a status indicator:
   • 🟡 Pending — Not yet executed.
   • 🔵 Running — Currently processing.
   • 🟢 Complete — Successfully finished.
   • 🔴 Error — Something went wrong.
4. Click any completed node to preview the output data in the Data Preview Panel.

Data Preview

The Data Preview Panel shows the output data at any point in the workflow:

• Click a completed node to see its output.
• View the data as a table with columns and rows.
• Use this to debug and verify your transformations are correct.

Saving & Managing Workflows

• Save — Click the save button in the toolbar. Workflows are auto-saved periodically.
• Rename — Edit the workflow name in the toolbar.
• Delete — Open the workflow list, click the delete icon on the workflow, and confirm.
• Duplicate — Create a copy of an existing workflow.

Example: Building a Simple ETL Workflow

1. Add a Database node — Configure it to query your PostgreSQL database for customer orders.
2. Add an Aggregation node — Connect it to the database node. Set it to group by region and sum revenue.
3. Add a Filter node — Connect it to the aggregation. Filter where revenue > 10000.
4. Add a Dashboard Output node — Connect it to the filter. Select the dashboard tile to display the results.
5. Add a Schedule Trigger — Set it to run daily at 8 AM.
6. Click "Run" to test. Verify the output at each step using Data Preview.
7. Save the workflow. It will now run automatically on the schedule.