From Chain Builder, workspace owners can create and manage sequences of tasks—known as Chains—to orchestrate workflows using the Workiva platform and across other data sources.
For example, you can create a chain to automatically:
- Refresh data from an external system to a table
- Refresh Connections to a presentation and spreadsheet simultaneously
- Send Email Alerts that Data has been Refreshed
Check out our Guide to Getting Started with Chains for an idea of what is required, as well as additional training, resources, and templates. Below are some more links to documentation to help throughout the process:
We know that Chains is a lot to wrap your head around on your own so reach out to us if you want to continue the conversation. Leave a comment here or email us at email@example.com
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