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Qlik Application Automation templates allow you to automate a variety of tasks and workflows. The templates are preconfigured, easily customizable and quick to implement. This topic provides an overview on the available templates and areas in which they can be used.

Some of the common business workflows that templates are used for include:

  • Automatically reload your apps.
  • Trigger alerts and messages on common communication platforms.
  • Manage your master items across apps.
  • React to reload failures.
  • Backup apps to external storage locations.
  • Build customized, multi-page reports based on app sheets.
Information note

To see how the Qlik Community is using automation templates, see Qlik Application Automation

Analytics Data Pipeline

Automate Qlik Sense task notifications, app reloads, and improvements to your QVD data loads.

  • Copy and update data from a Qlik Sense straight table to an Excel sheet
  • Copy data from a Qlik Sense straight table to an Excel sheet
  • Create a ServiceNow incident when reload fails
  • Create a Slack channel when Jira tickets update
  • Notify your team on Slack on app reload finished webhook
  • Notify your team with a link to an app with active selections
  • Reload an app and notify your team on Slack
  • Reload app and retry if reload fails
  • Reload apps as a task chain
  • Reload apps in parallel
  • Split QVDs to improve reloads

Alerting

Automate alerts and notifications.

  • Alert API key owners about API key expiration within x number of days
  • Alert app owners about apps that haven't been accessed in the last 28 days
  • Alert app owners about apps without reloads in the past X days
  • Alert app owners and Tenant Admins about orphaned data connections
  • Create a Slack channel when Jira tickets update
  • Notify your team on Microsoft Teams based on a measure
  • Notify your team on Microsoft Teams with data from multiple apps
  • Notify your team on Slack on app reload finished webhook
  • Reload an app and notify your team on Slack
  • Send email with attachment from Dropbox
  • Send straight table data to Microsoft Teams as a message
  • Send straight table data to Microsoft Teams as a table
  • Update a variable with data from a URL

Master Item Management

Easily import, export and distribute master items.

  • Distribute measures from one app to all apps in a space
  • Export master items to an Excel workbook
  • Import master items from an Excel workbook

App to App Integration

Create automated integrations for third-party apps.

  • Create a Slack channel when Jira tickets update
  • Send email with attachment from Dropbox
  • Sync HubSpot contacts to Salesforce

Change Control

Automate change and version control tasks.

  • Commit an app to GitHub
  • Do app evaluation and publish app
  • Export automation to GitHub
  • Import an app from a file on Amazon S3
  • Import an app from GitHub
  • Import automation to GitHub
  • Scheduled app export to an Amazon S3 bucket (without data)
  • Set load script in Qlik Sense app from merged GitHub pull request
  • Store a straight table as a .csv file on Amazon S3
  • Verify load script in Qlik Sense app from new GitHub pull request

Reporting

Automate report creation and distribution.

  • Send a burst report to email recipients from a straight table
  • Send a burst report to email recipients from an Excel file
  • Send a simple multi-page report by email
  • Store a simple multi-page PowerPoint report to Microsoft SharePoint

  • Store a report with a cover sheet and cycled pages in Dropbox
  • Store cycled reports in Dropbox
  • Store cycled reports in SharePoint
  • Store multi-app report to Microsoft SharePoint

Machine Learning

Predict churn, deal probability, and analyze support tickets.

  • Analyze support ticket sentiment with Expert.ai
  • Predict customer churn risk with Qlik AutoML (Legacy)
  • Predict deal win probability with Qlik AutoML (Legacy)

Tenant Administration

Keep track of automations, logs, and expiring server licenses.

  • Alert on automations without runs in the last X days
  • Alert on failed automation in the last X days
  • Alert Qlik Cloud Data Integration server license expiring within X days
  • Export audit trail logs from Qlik Enterprise Manager to Splunk

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