NCS Insights

Qlik Application Automation: Streamlining Data Processes

Written by Igor Ribeiro | Aug 19, 2024 1:00:00 PM

You will read in this article:

Imagine a world where your company’s data doesn’t just sit in reports but actively drives decisions, alerts your team to opportunities, and automatically responds to changes. This is the reality that Qlik Application Automation makes possible, connecting insights directly to actions and transforming how businesses operate. It allows them to move from analysis to execution without missing a beat.

This article explores Qlik Application Automation, its features, and how it can empower your company to operate more efficiently and proactively.

What is Qlik Application Automation?

Qlik Application Automation is a sophisticated tool designed to automate and simplify analytics and data workflows within the Qlik ecosystem and beyond. It visually automates analytics tasks to trigger actions in Qlik Sense and other applications. With a no-code visual interface, users can create complex workflows that can connect multiple SaaS applications, automate data processes, and trigger actions based on analytics.

The core purpose of the tool is to enable businesses to be proactive, using analytics to drive actions across their operations. Whether it’s automating routine tasks, responding to critical business events, or integrating disparate data sources, Qlik Application Automation simplifies these processes, ensuring that your data is always working for you.

How Does Qlik Application Automation Work?

Qlik Application Automation works through a sequence of actions and triggers that operate like a program, automating tasks and processes across different applications. The platform offers a no-code visual editor where users can build these automations by selecting and arranging workflow blocks. Each block can be configured to perform specific tasks, making it easy to create customized workflows that meet the unique needs of the business.

By leveraging its features, businesses can automate everything from simple data transfers to sophisticated workflows that drive strategic actions, all without the need for extensive coding knowledge.


  • Dynamic Triggers: These are the starting point of automations. They can be initiated through various triggers, including manual actions, scheduled events, event-based triggers, or real-time data changes detected by webhooks.
  • Actions: Once a trigger is activated, the automation proceeds through a series of actions. The actions are the tasks that the automation performs, which can vary depending on your specific needs, such as transforming data, generating a report, and sending alerts and notifications based on certain conditions.
  • Connectors: There is an extensive library of connectors that link your Qlik environment to other popular SaaS applications like Salesforce, Slack, Microsoft Teams, Google Sheets, and more. The functionality of each connected application is represented as discrete blocks within the automation editor, abstracting the complexity of API interactions.
  • No-Code Workflow Builder: The drag-and-drop interface allows business users, even those with minimal technical expertise, to build and deploy automations. Additionally, Qlik offers a variety of pre-built templates for common use cases that can be customized to meet specific needs.

Key Use Cases

Qlik Application Automation is a versatile tool that can significantly enhance various business processes across different departments. Below, we explore some of the key use cases that can make a difference for your organization:

Real-Time Data Monitoring and Alerts

The real-time data monitoring and alerts feature is designed to empower businesses to react promptly to shifts in key metrics, potential issues, or emerging opportunities. It allows you to set up continuous monitoring of your data, whether it’s tracking sales performance, inventory levels, customer feedback, or any other crucial business metric.

When a predefined condition is met, such as a KPI falling below a critical level or an anomaly being detected in the data, Qlik Application Automation can automatically trigger an alert. These alerts are highly customizable, allowing you to decide who receives them, through which channel, and with what level of urgency.

Beyond simply notifying relevant stakeholders, these alerts can also be configured to initiate additional automated actions. For example, if inventory levels fall below a certain threshold, the system can automatically place a new order with your supplier, update the inventory management system, and notify the purchasing department. This ensures that issues are addressed immediately, reducing downtime and minimizing the impact on your operations.

Streamlining Sales and Customer Processes

Sales and customer relationship management are critical areas that can directly impact a company’s results. Qlik Application Automation can integrate with CRM platforms like Salesforce and HubSpot, and communication tools like Slack or Microsoft Teams. This integration ensures that your sales data is always synchronized across systems, providing a unified and up-to-date view of the customer.

For example, if a sales opportunity reaches a critical stage, the system can automatically notify the sales team via Slack, share updated sales figures, and highlight key action items. This ensures that all team members are on the same page and can act quickly.

Additionally, automations can also generate reports that provide strategic insights to the sales teams. These reports can be scheduled to run automatically, ensuring that the team has access to the latest data whenever necessary.

Qlik Application Automation is a powerful tool for companies looking to enhance their data processes. It automates repetitive tasks, integrates data across platforms, and ensures consistent data governance, helping organizations save time, reduce errors, and make faster, data-driven decisions.

Contact us today to enhance your business processes with Qlik Application Automation.