This feature is available to Team Admins and Team Owners only.
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.
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.
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.
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.Recent Exports Table
The Recent exports table tracks the status and metadata for all past requests:| Column | Description | Example Status |
|---|---|---|
| REQUESTED | Date and time the export was initiated | Today: 11:48 AM |
| FILES EXPORTED | The number of documents compiled (e.g., 23) | 23 |
| COMPLETION | Timestamp of when the export finished | Today: 11:48 AM |
| STATUS | Current state of the process | Pending, Ready |
| DOWNLOAD | Link to retrieve the file | Available once status is Ready |
The data snapshot provides a complete view of your team’s information for backup and archival purposes.
Exported File Structure
The downloaded.zip archive contains the following folders, organized by data type:
| Folder Name | Data Contained | Description |
|---|---|---|
| business_processes | Master Processes, Core Processes | Definitions and structure of your processes (activities, categories). |
| workflows | Workflow Instances, Templates | Records of all running and historical workflow executions. |
| tasks | Individual Task Data | Records of all individual tasks assigned via Workflows and Team Tasks. |
| kpis | Key Performance Indicators | Historical data, actual values, and metrics for all KPIs. |
| ai | AI Activity & Prompts | Logs of AI chat sessions and configuration details of Master Prompts. |
| team | User & Role Data | Team roster, user roles, and core administrative settings. |