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Automating tasks in Parabola with steps

Automating tasks in Parabola with steps

Parabola flows are composed of steps. Every step does a specific task, like find and replace or filter your data. We can place steps anywhere on our canvas. Drag them around and connect them to each other to pass data. That's the basics and in this video we'll cover how steps are categorized, how to find steps, how to configure steps, and some other helpful features that are available within steps.

Let's get started. Steps can either bring tables of data into Parabola, transform those tables in some way, or send data out of Parabola. When building a flow, start with a source to bring in data, then use transforms to make changes, such as removing columns. Finally, flows end with exporting the data, like updating a Google Sheet or sending an email. Next, let's talk about finding a step.

Steps live in the sidebar on the right. We can search for a step, pull from a list of suggested steps which updates as we build, or pick from a category. The categories look familiar: importing data, exporting data, and the rest are all different ways of transforming data. Each of the category names relate in general tasks that we can do in Parabola, along with a catch-all at the bottom for the more obscure steps.

With some steps on our canvas, we can talk about configuring a step. We can connect to our Google account and select a Sheet to get data imported. This process is the same for any import. Opening this Google Sheets import, we see some settings on the left and a place for our data on the right. To make a change to the settings, we need to update our results to view what that change accomplished. Some steps such as this Google sheets import have advanced settings which occasionally come in handy.

Let's look at that process again but with a transform instead of a source. The table is blank. If we back out, we need to give data to this transform. Easy as that. Now we see some data. We can keep rows that contain the name Sachi in the name column. Notice that we have three rows. If we want to update the filter, we need to update the results.

Let's go through some of the other aspects of the result view. The documentation tab gives us more information about the step. The search bar is useful for searching the data in this view. Sources and destinations can refresh their data and settings to pull new options or new data. They also have a place to edit or add new accounts to connect to. This is where we can rename any step. Click the X or outside the window to close the result view.

Once we're ready, we can set up the export. This looks similar to the import but it sends data to a Google Sheet. The export will not happen until we actually run the flow.

And that's all there is to working with steps: find them in the sidebar, add them to the flow on your canvas, connect them with arrows, and configure their settings.

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