Turn data
into action
with UiPathand Tableau
Dynamic integrations turninformation into action
Harness the full power of UiPath Robotic Process
Automation (RPA) with native Tableau integrations whichenable users to connect data insights with a softwarerobot that can automatically perform actions and trigger
downstream business processes.

Make automation easy andreduce workflow complexity
for any business function.
The integrations make data
immediately actionable, turning
Tableau reports and dashboards into
dynamic visual action centers thatmake automation easy and reduce
workflow complexity for any businessfunction in an organization.
UiPath offers an end-to-end platform forautomation, combining the leading RPA
solution with a full suite of capabilities
that enable every organization toscale digital business operations at
unprecedented speed.

The UiPath integrations benefit
Tableau customers in two ways.
The UiPath Activities for Tableau
connects the UiPath Platform using
Tableau’s publicly supported APIs,so UiPath robots can extract relevant
data from Tableau for use in complex
business processes.
In addition, the UiPath Connector for
Tableau is an extension that allows
users to kick off automations directly
within Tableau reports or dashboards
reducing errors and time to action.

Get the UiPath Activity
for Tableau

UIPATH.COM | TURN DATA INTO ACTION WITH UIPATH AND TABLEAU

Get the UiPath Connector
extension for Tableau

2

UiPath Orchestrator

Tableau Dashboard
Systems Of Record(LOB system, database)

UiPathExtension

Tableau Connector- Read dashboard data
- Start robots via Orchestrator- Add queue items in Orchestrator

Process

Tableau Activity- Get workbooks- Get views- Download as PDF or image

UiPath Robot

Standard Activities- Update systems of record

Maximise the impact of Tableau data

Accelerate business decisions

Improve time-to-value

Incorporating enterprise data from Tableau
seamlessly into an automated workflow is easyusing the UiPath integrations for Tableau. Making
Tableau data more actionable allows people
to create even greater impact from within their
dashboards.

Combining the power of insights and automationfrom within Tableau increase enterpriseconnectivity seamlessly and empowers companies
to extend the scale and efficiency of automation
across their business while reducing the impact ofhuman error.

The integrations function as a drag-and-drop
experience that do not require writing complex
code, meaning any user can now implement
automation as part of data analysis to simplify
decision-making and improve time-to-value.

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Use cases
are nearly
limitless
For example, a supply chain analyst
reviewing inventory data in Tableau
can automate a purchase request forstock items that need replenishingfrom directly within that dashboard.
Similarly, an IT system administrator
can launch a robot to investigate
an incident without leaving the IT
service management dashboard.

Use cases by Industry

Use cases by Department

Manufacturing

Sales

•

Monitor production processes and act on problems
when they occur.

•Monitor and follow up on real time pipeline analytics.

•Follow up on uncovered sales leads.

•

Automated delivery delay escalation.

•Aggregate and email sales information to sales teams•

Supply and demand planning.

ITRetail•

Identify and trigger critical server patching updates.

•Automate localised restocks based on sales anddemand insights.

•Increase or decrease IT resources based on real-time
demand analytics.

•

Automate queries on Sales Order insights.

•

Automate the synchronisation of marketing,merchandising and supply chain data.

Financial Services•

Monitor client activity and act on identified
outreach opportunities.

•

Track the accuracy of transactions and act on errors
in loan applications.

•

Automate relationship management reporting andcommunications based on Tableau insights.

Finance•

Monitor and act on invoice payments reaching their max
payment terms.

•

Monitor and query travel and expense data.

About UiPathUiPath has a vision to deliver the Fully Automated Enterprise™, one where companies use automation to unlock
their greatest potential. UiPath offers an end-to-end platform for automation, combining the leading Robotic
Find out more
Process Automation (RPA) solution with a full suite of capabilities that enable every organization to rapidly scale
digitalbusiness operations.
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TABLEAU

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