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This feature is available to Team Admins and Team Owners only.

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Overview

The Export Data tool provides a complete, downloadable snapshot of your organization’s operational data. This includes business processes, workflows, tasks, AI activity, and KPIs. The data is compiled into a single .zip file containing CSV or TXT format.

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Accessing the Export Tool

1

Navigate to Settings

In the main navigation sidebar, go to Administration > Team Settings.
2

Select Export Data

In the secondary menu on the left (under Profile), click Export Data.

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Requesting a Data Export

1

Click 'Request Export'

On the Export Data screen, click the blue Request Export button.
The system begins compiling all business processes, workflows, tasks, AI activity, and KPIs into a single .zip file.
2

Monitor Status

The new export request appears in the Recent exports table with the status Pending.
Depending on the size of your team’s data, compilation may take several minutes.
3

Download the File

When compilation is finished, the Status will update to Ready, and a Download link will become available. Click the link to download the .zip file containing your data.

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Recent Exports Table

The Recent exports table tracks the status and metadata for all past requests:
ColumnDescriptionExample Status
REQUESTEDDate and time the export was initiatedToday: 11:48 AM
FILES EXPORTEDThe number of documents compiled (e.g., 23)23
COMPLETIONTimestamp of when the export finishedToday: 11:48 AM
STATUSCurrent state of the processPending, Ready
DOWNLOADLink to retrieve the fileAvailable once status is Ready
The data snapshot provides a complete view of your team’s information for backup and archival purposes.

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Exported File Structure

The downloaded .zip archive contains the following folders, organized by data type:
Folder NameData ContainedDescription
business_processesMaster Processes, Core ProcessesDefinitions and structure of your processes (activities, categories).
workflowsWorkflow Instances, TemplatesRecords of all running and historical workflow executions.
tasksIndividual Task DataRecords of all individual tasks assigned via Workflows and Team Tasks.
kpisKey Performance IndicatorsHistorical data, actual values, and metrics for all KPIs.
aiAI Activity & PromptsLogs of AI chat sessions and configuration details of Master Prompts.
teamUser & Role DataTeam roster, user roles, and core administrative settings.
Use the team data folder to quickly restore or verify user and role information during data migration.

Team Settings

Configure general team settings

Managing Roles

Understand user permissions and roles

Managing Knowledge Base

Manage AI knowledge base documents

Uploading Documents

Upload documents to enhance AI capabilities