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Create Workflows

DataChat workflows describe all of the steps taken on your datasets, from data ingestion to transformation to analysis, and are recorded as step-by-step instructions that can be used to reproduce an entire session. The workflow can then be edited, replayed, and shared as needed.

save workflow

Save a Workflow

To save your current session as a workflow:

  1. Click Save in the skill menu.
  2. Select Session as a workflow.
  3. Enter a name for the workflow.
  4. Click Submit.

save form

This saves your session as a workflow object, which you can access from the homepage.

Save Active Datasets

Optionally, you can instead save only the active datasets from your session.


Saving only the active datasets does not include the charts or models created in your session, only the datasets used to create them.

This saves your active datasets in a folder under My Work on the homepage. These datasets can then be refreshed and edited or loaded into a new session.

Save a Copy of a Workflow

From the homepage, navigate to either My Work or Workflows, then:

  1. Select the workflow to copy.
  2. Click More options or use the right-click menu.
  3. Click Save As and then enter a new name for the copy.

save a copy