Workflows

Workflows & scheduling

Save any prompt as a named workflow, re-run it in one click, and schedule it to run automatically on an hourly, daily, or weekly basis.

Saving a workflow

After running a prompt, click Save as workflow in the sidebar to name and store it. Saved workflows appear in the Workflows tab and can be re-run with one click or set to run on a schedule.

See Getting Started step 7 for a walkthrough of saving your first workflow.

Output destinations

Each workflow writes its results to one destination. Choose the destination before saving.

Google Sheets™Default destination
Data lands directly in your active spreadsheet. Choose the target sheet and starting cell in Output Settings, and optionally filter or reorder columns before the write.
CSV downloadOne-click export
Download the current result set as a CSV file from the preview panel. Available on any workflow run — no extra configuration required.
PostgreSQLDirect database write
Push rows into a Postgres table via a saved connection. Supports append mode. Credentials are stored encrypted and reused across scheduled runs.
View setup guide →
Power BIPush Dataset · Azure AD OAuth
Push rows directly into a Power BI push dataset. API Import auto-creates the dataset if it doesn't exist. Authorize once with Azure AD and the token is stored for scheduled runs.
View setup guide →

Scheduling

Open a saved workflow and click Schedule to set a recurrence: hourly, daily, or weekly. Scheduled runs use the same credentials and destination configured when the workflow was saved. You can pause or delete a schedule at any time from the Workflows tab.

Want to act on your data automatically?

Add a Flow to any saved workflow to trigger email, Slack, or sheet-write actions when a condition is met — describe it in plain English with Scout AI, or set a numeric threshold.

Learn about Flows →