Integration guide
Windmill
Plan an analyst-owned review worksheet workflow.
Workflow assets require deployment and a real test run before delivery can be promised. Confirm the owner, permissions and a real acceptance test before relying on a connection.
Start with a retail decision
Choose the review
Plan a reviewed weekly trends worksheet update with preserved analyst edits.
Make the evidence comparable
Verify runtime inputs, worksheet permissions, update behaviour and failure handling.
Data scope to agree
These are planning fields, not a guarantee that every field is exposed or connected. Begin with the smallest useful sample.
Output scope to review: Configured workflow asset and a future worksheet test update
| Proposed fields | Operation | Access boundary |
|---|---|---|
| Approved BI resource · worksheet/range · workflow inputs · schedule · access owner | Deliver an agreed output | Confirm permissions and field availability before setup |
Before you begin
- Name the business owner and the person who can approve source access.
- Choose one market, a small sample and a concrete review question.
- Agree record IDs, date range, currency, privacy boundaries and retention.
From scope to a reviewed connection
01
Plan
Agree the fields, direction, delivery method and success criteria.
02
Authorise
Confirm the owner and permissions through the agreed secure setup process.
03
Validate
Compare a small sample with the source; check missing rows, duplicates and timestamps.
04
Review health
Agree a freshness threshold, failure contact and how to pause or revoke access.
Limits & support
Workflow assets require deployment and a real test run before delivery can be promised.
Do not send passwords, API keys or customer records through the contact form.