Quickstart

1. Connect

Go to Connections and add a PostgreSQL connection — host, port, database, username, password. Test it before saving; credentials are encrypted at rest.

2. Import or connect directly

Either open the Import Wizard to upload a CSV/XLSX/XLS file as a dataset, or skip straight to the Designer and use your saved connection directly from an Input node.

3. Build a workflow

Open the Visual Designer. Drag an Input node onto the canvas and select your source. Add Filter, Summarize, or Sort nodes as needed, connecting each to the next.

4. Inspect results

Attach a Browse node to see the Table, Schema, Profile, SQL, and Messages tabs. Check the SQL tab if you want to verify exactly what ran.

5. Save the output

Attach an Output node to save the result to Platform Storage as a reusable dataset, which you can then use as an Input elsewhere.

What's not covered here

Scheduling a workflow to run automatically isn't available yet — see the roadmap. Every workflow today runs on demand from the Designer.