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Workpaper Agent / Overview

Push a workbook to storage

Use the current Studio push workflow to send a workbook export into Google Drive or SharePoint after the storage connection is configured.

Workflow

Setup workflow

Step 1

Connect storage first

Go to Connections > Storage and connect or verify the Google Drive or SharePoint destination you want to use.

Step 2

Open the workbook in Studio

Return to the workpaper in Studio once the storage connection is ready.

Step 3

Open the Push to Storage dialog

Use the current Studio Push to Storage action to open the destination preview and selection flow.

Step 4

Choose the destination and push the workbook

Select the saved connection, confirm the folder and filename, and submit the push so the exported workbook is uploaded to storage.

Before you push

Make sure the workbook in Studio is the version you actually want to send downstream, because the current push flow exports the current Studio workbook state.

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