New Workflow Actions: Run Report & Screenshot
We've added two new actions to Workflows: Run Report and Screenshot. You can now build workflows that automatically refresh your reports with the latest data and deliver the images via email or Slack.
Key Features
Run Report: Execute any saved report directly from a workflow. Enable "Use default parameters" to reset parameters to their defaults before execution, or enable "Update report after execution" to save the results back to the report.
Screenshot: Capture a specific page of a report as a PNG image. You can configure the theme (light/dark) and locale (English/Japanese). When placed after a Run Report step, the screenshot reflects the latest data. The generated image can be attached to downstream Email or Slack actions.
Use Cases
Automatically run your daily sales report and post the screenshot to a Slack channel
Refresh weekly KPI reports and send the image to your team by email
Run and capture multiple reports in sequence to automatically distribute materials for recurring meetings
For setup instructions, please refer to the support documentation.
Specifications are subject to change without notice.
We hope this helps take your data analysis even further!
We'd love to hear your thoughts and feedback on this feature.