Video tutorial · 6:33

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TriggerFlow tutorial: Build a report-export workflow Play tutorial 6:33
Recorded in TriggerFlow with a fictional Northstar Reports app and sample data. Includes a complete run and a saved-file check.
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  1. What we’ll build
  2. Prepare the workspace
  3. Create and save the profile
  4. Find the reporting window
  5. Enter both dates
  6. Find and click Generate
  7. Capture the Export target
  8. Wait for readiness
  9. Click the matched Export button
  10. Set one run
  11. Run the profile
  12. Verify the saved file
  13. Adapt and review

Why the export is still manual

The reporting application may have no useful API, yet someone still opens it every morning, sets the dates and saves a file. A visible Windows workflow can repeat those steps. The important result is a fresh report in the right folder, not merely a click on Export.

Build it once

Find the reporting window, enter both dates and wait for the Generate and Export targets. The report-export tutorial shows this sequence in a fictional application, followed by a complete run and a saved-file check. Use it as a starting point for your own window, fields and output path.

Schedule the work

Test one complete export before scheduling it once, on an interval or on a calendar. Queue several profiles in order when a later job depends on an earlier one finishing. Check the session and display conditions on the PC that will actually run it; a schedule alone does not guarantee the application is ready.

Check the file

Confirm that the expected saved file exists and belongs to the current run. An old file with the same name is not proof of a fresh export. Include a clear stop path when the result cannot be verified.

Alert when it does not happen

Set up a notification for the failure state and test the destination. Bound retries so a slow or unavailable application does not become an endless sequence of clicks. Use the screenshot and run history to investigate the failed step.

Run it across several PCs

Pro brings the fleet dashboard, alerts and remote control together. Give each device its own correct application settings, dates and folder permissions, then check a representative run on each one before expanding the schedule.