Skip to main content

Step #3 - Create a Workflow

⏱ <2 mins — Set up a Workflow to organize and manage your datasets, pipelines, and schedules

Updated over 3 weeks ago

🔍 What You’re Doing

In this tutorial, you'll create a Workflow in Nexadata and add the input and output datasets you previously created. This setup is required before using the Agentic AI Copilot to generate a transformation pipeline.

✅ Summary of Steps

  1. Click Create a Workflow on the homepage

  2. Click Create Workflow in the Workflows tab

  3. Name your workflow (e.g., Quick Start Guide Workflow) and click Create

  4. Open the Datasets tab within the workflow

  5. Click Add Dataset

  6. Add the Sample Data and Sample Output Goal datasets

  7. Confirm both datasets are listed in the workflow

Back | Next

Related Articles
Step #7 - Execute the Workflow
Step #4 -Create a Workflow and add Datasets
Step #5 – Build a Pipeline with the AI Copilot
Step 4 - Create a Workflow and add Datasets for Anaplan
Step 5 - Build a Pipeline with the AI Copilot to integrate with Anaplan
Did this answer your question?