Workflows
Create and manage your data workflows
+ New Workflow
←
+ Create
▾
⚙ Sources
›
☍
Web Scraping
☷
Excel / Spreadsheets
⇪
Import File
☍
Connect to App
★
Integrations
$
Bank Data
▦ Tables
›
▦
Blank Table
☷
Use Template
Run All
⋯
Click green port & drag to connect
Blue port receives connections
· Scroll to zoom in/out
· Drag canvas to pan
· Drag node header to move
· Double-click title to rename
←
Export
+ Add Enrichment
✦
⌘K
Database
Your structured, queryable data store
+ New Table
Tables
Dashboards
Visualize and share your data
+ New Dashboard
✦
Start a new workflow
Cancel
Build Workflow →
or start from a template
Due Diligence
Draw Readiness
Reconciliation
Market Comps
Blank
Import Data
Drop a CSV or Excel file to create a new spreadsheet node.
⇪
Drop file here or
browse
CSV, XLSX — up to 50,000 rows
Cancel
?