Tableau

Tableau Integration

Manage workbooks, views, data sources, and reports

Data & Analytics 8 actions API token

Start automating Tableau

What you can automate with Tableau

Drag any of these 8 actions into a process — no code, no API wrangling.

Get Workbook

Get workbook details

List Data Sources

List data sources

List Jobs

List background jobs

List Sites

List all sites on the server

List Users

List users on a site

List Views

List all views on a site

List Workbooks

List all workbooks on a site

Refresh Data Source

Trigger a data source refresh

How the Tableau connection works

1. Authenticate

Tableau uses aPI token. Save the connection once and reuse it across every process.

2. Build the process

Drop Tableau steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because Tableau has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Other Data & Analytics connectors

Automate Tableau in 7 days

We build one working Tableau automation in your business inside a week, at a fixed price.