Sample Workflow: SQL Query DB & FTP Upload Excel Report

by Dallas Li, in Task or Workflow of the Month, posted 8/28/12
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We handle data in all kinds of formats on a daily basis. We retrieve, process and deliver data from different sources both internally and externally. Making sure data can be processed and delivered properly is a critical part of many organizations. And with the different types of applications and platforms we work with, it’s essential that we deliver data in a compatible format in the most efficient way.

This month’s sample workflow demonstrates how to schedule an automated process to connect and retrieve data from a database, generate a date-stamped Excel report from the retrieved data and upload it to an FTP server. The sample workflow utilizes several groups of AutoMate actions and it also demonstrates how to send an email notification to the administrators on error.

Sample Workflow

AutoMate’s built-in actions support the ability to integrate and process data from different applications. AutoMate can integrate with any standard databases and process data from any standard file formats, such as Excel and Text. In addition, AutoMate BPA Server also offers the capability to automate a business process in a graphical workflow, letting users design flow processes to execute different tasks and handle exceptions and errors. To see this workflow in action, you can download it here