Create a pipeline

Create pipelines to do more with data in Quickbase. You can do things like connect to other pipelines, cloud-based software, or connect data between third-party tools. 

On the My pipelines page, you have the option to:

• Create a pipeline with AI
• Start from a template
• Do it yourself

Pipelines are made up of:

• Pipeline—the overall workflow that is defined and automated by builders
  • Channel—service or platform, such as Quickbase or an email app
    • Step—an event in a channel or task that a channel can perform

Pipelines run in different ways:

• Triggered—started by a specific event in real-time
• Scheduled—runs on a set schedule
• Manual—runs when someone clicks the Run button

We recommend designing before you start building. Usually, because you have a workflow you're automating, this doesn't take too long. 

Learn more about planning your pipeline.

Open pipelines

To start creating your pipeline:

1. Open the global navigation menu.
2. Go to pipelines.

On the My pipelines page, you have the option to:

• Generate a pipeline with AI
  Describe a workflow to automate, and then click send. This generates a pipeline and opens the designer.
• Start from a template
  Select a template that matches your goal. This opens the designer with pipeline steps already added and ready for you to configure.
• Import a pipeline
  Enter the YAML of an existing pipeline to import it.
• Start from scratch
  Add your own steps to a blank canvas.

To start from scratch:

1. Select Create pipeline.
   This creates a new pipeline and opens the Pipelines Designer.
2. Select the Add step button to start defining what your pipeline does.
   Steps, in a pipeline, are like actions. Learn more about pipeline basics.