UiPath automation for Tableau®
Automate data workflows with UiPath and Tableau®
It’s a match made in heaven. Tableau analyzes your enterprise data and extracts key data-driven insights. UiPath robots act on them to trigger downstream workflows and accelerate decision-making directly from your Tableau dashboard. Native bi-directional integration makes it seamless, secure, and oh-so-easy.
Move from data insights to business actions…seamlessly
Quickly connect robots with the data they need
Access all the UiPath Studio power, functionality, and drag-and-drop simplicity to build powerful automations leveraging Tableau data. UiPath Activity for Tableau makes it easy, seamless, and secure.
Get UiPath Activity for Tableau ->
Transform Tableau into an automation action center
Get insight, take action. It’s that simple, with integrations that let you trigger automations from within a Tableau dashboard or report.
Turn Tableau users into automators
Let any user with a mouse turn their Tableau analyses into automated actions. It’s easy with the no-code, drag-and-drop workflows available in UiPath Studio or UiPath StudioX.
Among global executives:
86%
say extracting new value and insights from enterprise data is ‘very important’
75%
say it’s ‘essential’ to deliver actionable intelligence to employees enterprise-wide
77%
seek better insight into customer needs and expectations
Put UiPath robots to work based on Tableau intelligence
Here are some popular use cases:
Manufacturing industry
Automate delivery delay escalations
Automate purchase requests
Monitor production processes and act on problems when they occur
Accelerate supply and demand forecasting
Retail industry
Use sales and demand insights to automate store restocks
Automate queries on sales order insights
Synchronize marketing, merchandising, and supply chain data
Financial services industry
Monitor client activity and act quickly on outreach opportunities
Automatically find and act on errors in customer submissions
Automate relationship management reporting and communications based on Tableau insights
Sales departments
Monitor and act on on real-time pipeline analytics
Follow up on unaddressed sales leads
Aggregate and email information to sales teams
IT departments
Identify and trigger critical server patching updates
Increase or decrease IT resources based on real-time demand analytics
Finance departments
Act on invoice payments reaching their max payment terms
Monitor and query travel and expense data
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Expand Tableau impact quickly with native bi-directional integration
Trigger UiPath robots from Tableau dashboards and reports
Get inbound automation from Tableau to UiPath with the UiPath Connector for Tableau. This inbound automation support gives you the ability to create jobs in Orchestrator and/or add Queue items from Tableau reports and dashboards.
The UiPath Connector for Tableau is available in the Tableau Extension Gallery.
Build and run robots to automate workflows in and around Tableau
The Tableau Activities Package lets you build automations that move data from UiPath to Tableau and connect end-to-end workflows in which Tableau data plays a key role.
It’s all done through Tableau publicly supported APIs.
One platform, thousands of automations. Built with trust.
Security, compliance, and governance are at the core of automation with UiPath. Manage and control your automations with the trusted UiPath Platform that prioritizes secure automation and simplified compliance with the regulations that matter most.
Trust in defense-grade security and auditing, including role-based access controls, encryption everywhere, and Veracode-certified code.
Discover trust and security at UiPath, including our privacy and data policies, our service status and 99.9% uptime guarantee, and latest security attestations.
Explore UiPath Trust and Security
Tableau partnership and certification
UiPath is a Select Tableau partner and the first RPA vendor to have an extension certified and available on the Tableau Extension Gallery.
More to explore about UiPath and Tableau
Marketplace Component
Explore Tableau Jobs and Queues Dashboard for Orchestrator
If you use UiPath and Tableau, give these a look before developing anything custom.
