Help Centre

Introducing pipelines

Automation features

Automation for straight-through processing

Quantemplate is designed for straight-through processing, allowing data to flow from source to destination with minimal human intervention.

Auto Update

Files uploaded to Feeds are automatically imported to pipelines.
See how →

Auto Column Map

When Map Column Headers encounters files with new headers, they are automatically mapped in based on machine learning algorithms analysing other mappings made within your organisation.
Learn more →

Auto Run

When a pipeline input, such as a feed or dataset, is updated, run the pipeline. Auto Run can be conditional on multiple inputs receiving updates.
See how →

Auto Export

When a pipeline run completes, automatically export outputs to defined destinations in the Data Repo. Block the export if validations fail. From the Data Repo, automatically send the data out from Quantemplate via API.
See how →

Automation permissions

All organisations contain a Robot User. This allows document owners to control which documents can be used in automated processes.

Pause or reset automation

Pause automation

Pause Auto Run and Auto Export automations to allow pipeline maintenance, dealing with validation anomalies, etc.

To pause automations:

  1. Click the Automation Active button on the top right of the pipeline view.
  2. In the automation popup, click the pause button.

Remember to re-activate automations when you've finished working on the pipeline.

Reset automation

To clear all automation settings and unshare the pipeline with the Robot User:

  1. Click the Automation button on the top right of the pipeline view.
  2. Click ‘Reset automation’ at the bottom of the automation popup.

Coming soon