Intro

The Auto Trigger feature lets you create, schedule and distribute automated reports. Use it to run queries against supported data sources (for example Elasticsearch), transform and format the results, and deliver them via transports such as email or webhooks.

Typical scenarios

• Scheduled operational reports: send daily or weekly CSV summaries of call volumes, error rates, or capacity usage to operations teams.
• SLA and exception alerts: run queries that identify SLA breaches or high-error conditions and deliver a compact report to on-call or monitoring channels.
• Nightly exports and backups: export selected indices or query results nightly in JSON/CSV for long-term storage or downstream processing.
• Compliance & audit exports: generate periodic extracts of call metadata or configuration snapshots for compliance audits.
• On-demand investigations: analysts run ad-hoc queries and export findings (CSV/JSON) to share with teammates or include in tickets.
• Integration / webhook delivery: automatically post JSON payloads to downstream systems (dashboards, ETL pipelines, ticketing systems) immediately after a run.

Quick setup

• Typical setup time: 1–2 minutes for a basic report (select an existing query, pick a format, add a transport and save). More complex reports with transformations or multiple sources can take longer depending on transform complexity.

Steps to get started quickly

1. Copy an ES query from the Calls view (or create a selection) and paste it into a data.selection entry.
2. Add a formatChannel (for example toCsv or toJson) and set parameters if needed (delimiter, headers).
3. Choose a transport (email, webhook) and configure destination details.
4. Save and click Run Now to validate output immediately; outputs appear in the execution history with download links.