How this workflow is built
1
Trigger
Set a schedule for the workflow to run - for example, every week on Monday at 9:00 AM UTC.
2
Get Records
Define which records to pull into the report. For example, an Activity Analysis query filtered by timestamp (last 7 days), activity type (contains
download), and specific initiators.3
Send Security Insights Email
The workflow emails the resulting summary to the configured recipients.
A workflow built from this template can target any record type you have access to, not just Activity Analysis - the example above is one configuration, such as a weekly report on leavers’ file-download activity.