Workflows

Create and manage PlaidCloud workflows to load, transform, schedule, and automate data processing across your projects.

Navigate to and manage PlaidCloud workflows within your projects using the workflow interface and project navigation tools.

Use the PlaidCloud Workflow Explorer to view workflow details, step configurations, execution history, and dependency information.

Create a new workflow in PlaidCloud to define a sequence of data processing steps for loading, transforming, and exporting data.

Duplicate an existing PlaidCloud workflow to create a copy with all steps and configuration for reuse or modification purposes.

Copy and paste workflow steps between PlaidCloud workflows to reuse step configurations and speed up workflow development.

Reorder steps within a PlaidCloud workflow using drag-and-drop or manual ordering to control the data processing sequence.

Run a PlaidCloud workflow manually or on demand to execute all enabled steps in sequence for data processing and transformation.

Run a single step within a PlaidCloud workflow to test, debug, or selectively execute individual data processing operations.

Run a specific range of steps within a PlaidCloud workflow to selectively execute portions of your data processing pipeline.

Handle and manage step errors in PlaidCloud workflows including error notifications, retry logic, and failure recovery options.

Configure PlaidCloud workflow steps to continue execution on error, allowing subsequent steps to run despite earlier failures.

Skip specific steps in a PlaidCloud workflow to bypass operations during testing, debugging, or selective processing runs.

Configure conditional execution for PlaidCloud workflow steps to control which steps run based on variable values and logic.

Control parallel step execution in PlaidCloud workflows to optimize performance by running independent steps simultaneously.

Manage workflow variables in PlaidCloud to store and pass dynamic values between steps for flexible data processing logic.

View PlaidCloud workflow execution logs to monitor step progress, review output messages, and troubleshoot processing issues.

View PlaidCloud workflow reports to review execution summaries, step completion status, timing, and processing statistics.

View dependency audit information for PlaidCloud workflows to understand data lineage and step-to-step dependencies in detail.