---
title: "Automate Workflows in Onna"
slug: "automate-workflows-in-onna"
tags: ["Automate", "Workflows", "Tips"]
updated: 2024-06-26T15:54:35Z
published: 2024-06-27T17:29:52Z
canonical: "docs.revealdata.com/automate-workflows-in-onna"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate Workflows in Onna

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/automate-workflows-in-onna-image-05pikj2d.png)

The most valuable commodity today - both professionally and personally - is time. How do we rethink what we are doing every day to ensure we are focused on the most important and impactful things? At Onna, we strive to offer best-in-class solutions for optimizing and automating workflows so customers can maximize efficiency and productivity savings.

### **Automation #1: Export Templates**

**Manual Challenge:** Losing valuable time ensuring the same metadata and export selections are made for exports.

**Solution:** Save export configurations as a template so you can standardize metadata selections as well as minimize the time necessary to produce collections.

### **Automation #2: Save & Share Searches**

**Manual Challenge:** Losing valuable time when running identical searches across different datasets.

**Solution:** Save and share searches for common collection scenarios so users are not constantly recreating configurations from scratch.

**Note:** Only the syntax of the search will be saved. The space or source in which the search originated will not be included in the saved search query.

*Common Scenarios*

- *How do I search for all conversations between custodians with a specified date range while including attachments?*
- *How do I search for all private conversations between custodians (active/inactive) while capturing dates and attachments?*
- *How do I search for all private and channel conversations made by a single custodian (active/inactive) while capturing attachments?*
- *How do I search for a specific term(s) across all private and public messages?*

### **Automation #3: Authorized Connections**

**Manual Challenge:** Compounding inefficiencies when data source management is limited to only one Admin, therefore making task completion and/or data source troubleshooting dependent upon a single Admin’s schedule and/or availability.

**Solution:** Securely share required enterprise credentials with other Onna admins so enterprise data sources can be managed more efficiently and effectively.