Web export lets users download processed results manually from the app. It is available on every plan.
When to use it
- Manual review and download workflows
- Small teams exporting to spreadsheets or accounting tools by hand
- Testing a workflow before connecting automated delivery
Configure after creation
The Add Workflow wizard only selects Web Export. To confirm export settings:
- Go to Workflows.
- Find the workflow.
- Open the Actions menu (three dots).
- Click Edit.
- Open the Export tab.
- Confirm Export Destination is Web Export.
- Choose the export trigger.
- Click Save Changes.
Downloading results
Download is available from Files when the file reaches one of these statuses:
- processed
- approved
- exported
Open the file detail page or use the available action from the Files list.
Export formats
| Format | Starter | Growth | Scale |
|---|---|---|---|
| JSON | Yes | Yes | Yes |
| CSV | Yes | Yes | Yes |
| Excel (.xlsx) | No | Yes | Yes |
| No | Yes | Yes |
Web export has no saved format: you choose JSON, CSV, or Excel each time you download from Files.
Best practices
- Use After Review if a person should approve data before download.
- Use CSV or Excel for spreadsheet workflows.
- Use JSON for technical handoff to another system.
- Use PDF when you need a human-readable output file.