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Overview

In this tutorial, you’ll create a pipeline that:
  1. Fetches data from your database
  2. Transforms it with SQL
  3. Runs on a schedule
Time to complete: 15 minutes

Prerequisites

Step 1: Create Tasks

First, let’s create the tasks our pipeline will use.

Task 1: Fetch Daily Orders

1

Go to Tasks

Click Tasks → + New Task
2

Write the Query

3

Save

Name it “Fetch Daily Orders” and save

Task 2: Calculate Summary

1

Create Another Task

Click Tasks → + New Task
2

Write the Summary

3

Save

Name it “Daily Summary” and save

Step 2: Create the Pipeline

1

Go to Pipelines

Click Pipelines → + New Pipeline
2

Name It

Call it “Daily Orders Report”
3

Add First Task

Drag “Fetch Daily Orders” onto the canvas
4

Add Second Task

Drag “Daily Summary” onto the canvas
5

Connect Them

Draw a line from the first task to the second
6

Save

Click Save

Step 3: Test Your Pipeline

  1. Click Run Now
  2. Watch the tasks execute in sequence
  3. Verify both complete successfully (green status)

Step 4: Schedule It

1

Open Schedule Tab

Click the Schedule tab
2

Enable Scheduling

Toggle on “Run on schedule”
3

Set Frequency

Choose “Daily” at 6:00 AM
4

Save

Click Save
Your pipeline will now run every morning at 6 AM!

What’s Next?

Automate Reports

Send results via email

Pipeline Best Practices

Learn advanced techniques