Workflows
Recurring questions become workflows your team can rerun.
Underdata captures the business question, context, approved plan, governed execution, reviewed answer, and publishing path in one managed SaaS workflow. The next run starts from a reviewable process, not from scattered memory.
Recurring business question
Why did gross margin drop this month, and what changed enough to act on before the next close?
Start from the decision
A workflow begins with the business question and the decision it supports, so analysis stays tied to operating work instead of becoming a one-off request.
- Question owner and decision context
- Definitions and assumptions
- Inputs the business team can recognize
Keep evidence with the answer
Queries, calculations, tables, charts, notes, and comments stay attached to the workflow as supporting evidence for the reviewed answer.
- Approved analytical steps
- Visible source logic
- Tables and visualizations kept with the result
Reuse the run
Once reviewed, the workflow can be rerun, shared, scheduled, and published as a dashboard or data app for the teams that depend on it.
- Rerun controls
- Review state and history
- Publish path for business users
How the workflow moves
- Capture
Turn the repeated business question into a durable workflow record.
- Plan
Define the analysis plan, sources, assumptions, and owner review.
- Execute
Run approved steps through governed data access and visible controls.
- Review
Preserve the answer, reasoning, and recommended action for inspection.
- Publish
Expose the trusted result as a dashboard or data app when it is ready.
What teams get
Repeatable answers for finance, sales, operations, product, and customer questions.
A review trail that helps business users trust how the answer was produced.
A workflow that can survive the next close, forecast, renewal cycle, or operating review.
Bring one recurring question.
Underdata can help map the question, review policy, governed execution, and published output your team needs first.