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Overview

Workflows are visual data pipelines that transform, clean, and analyze data without writing code. Using a drag-and-drop canvas, you connect nodes together to create reusable data transformations—from simple filters to complex multi-source analyses. Think of workflows as:
  • A visual SQL builder that doesn’t require SQL knowledge
  • Reusable data transformation recipes
  • Production-ready ETL pipelines for business users
  • Automated data preparation for dashboards and reports
[SCREENSHOT: Workflow canvas showing a complete data pipeline]

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How Workflows Work

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The Workflow Canvas

Workflows are built on a visual canvas where you:
  1. Add Nodes: Drag nodes from the palette onto the canvas
  2. Connect Nodes: Link nodes together to create data flow
  3. Configure: Set parameters for each transformation
  4. Preview: See data at each step to validate transformations
  5. Run: Execute the complete workflow
  6. Export: Save results to Virtual Tables, Online Spreadsheets, or files
  7. [COMING SOON] Actions: Send email summaries and Slack alerts based on prompts, thresholds and real-time data
[SCREENSHOT: Workflow canvas components labeled (palette, canvas, preview pane)]

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Data Flow

Data flows from left to right through your workflow: 
Input → Transform → Transform → Transform → Output
Example Flow: 
Sales Data (Input) → Filter (Last 90 Days) → Join (Customer Data)
→ Aggregate (By Product) → Sort (By Revenue) → Output (Virtual Table)
Each node:
  • Receives data from the previous node
  • Performs its transformation
  • Passes results to the next node
  • Shows a preview of its output
[SCREENSHOT: Data flowing through nodes with preview panels]

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Creating a New Workflow

1

Navigate to your project

From the left sidebar, click Projects and select the project where you want to create the workflow.[SCREENSHOT: Projects list view with one project selected]
2

Create new workflow

Click + Add Workflow in the project page and give the workflow a name.[SCREENSHOT: Project detail page with Workflows tab highlighted]
3

Start building your workflow

Start by adding an Input node to the Workflow canvas.

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Understanding the Canvas Interface

The workflow canvas has several key areas:

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Nodes

On the right side, you’ll find the Node Palette with 26+ node types organized by category: Data Sources: Data Selection: Data Transformation: Aggregation: Data Combination: Data Reshaping: Analysis & Profiling: Machine Learning: Output: Text Operations: [SCREENSHOT: Node palette showing categorized nodes with icons]

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Node Configuration Modal

To configure a node, click on the pencil icon to open up the node configuration modal. [SCREENSHOT: Node configuration panel open for a Filter node]

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Top Toolbar

Contains workflow controls:
  • Settings: Workflow settings, including setting a recurring schedule for workflow runs
  • Schedule Enabled Toggle: Turn this toggle on to enable the recurring workflow job
  • Run: Execute the entire workflow
  • Publish: Publish workflow to a Team page
[SCREENSHOT: Top toolbar with buttons labeled]

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Connecting Nodes Together

Workflows flow from left to right. Data enters through an Input node and exits through an Output node.

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Creating Connections

  1. Click and drag from a node’s output handle (right side)
  2. Drag to another node’s input handle (left side)
  3. Release to create the connection
[SCREENSHOT: Connecting two nodes - showing drag line from output to input handle] Connection Rules:
  • Each input handle accepts one connection
  • Output handles can connect to multiple nodes (branching)
  • Connections show the data flow direction with arrows
[SCREENSHOT: Valid connection between Input → Filter nodes]

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Deleting Connections

To remove a connection:
  1. Click on the connection line
  2. Press Delete
[SCREENSHOT: Connection selected with delete option]

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Configuring Nodes

Each node needs configuration before it can process data. When you click a node, the configuration panel opens on the right.

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Previewing Data

Click on the eyeball icon on any configured node to preview the output of the query up to that point.

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Running Workflows

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Manual Run

To execute your workflow, click Run in the top toolbar. When the workflow run is complete, you will get a notification on the bottom left of your sidebar.

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Auto-Save

Go Fig automatically saves your workflow in real-time while you work

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Workflow Performance Tips

Filter Early: Add Filter nodes as early as possible in your workflow to reduce the data volume processed by downstream nodes.
Limit During Development: Use a Limit node (e.g., 1000 rows) while building workflows to speed up testing. Remove it before final run.
Select Necessary Columns: Use Select nodes to keep only the columns you need. Reduces memory and speeds up processing.
Avoid Nested Joins: Multiple joins can be slow. Consider aggregating before joining to reduce row counts.