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Power BI Power BI

Drive Power BI from Triform. Create automations that turn data insights into immediate business actions.

  • Trigger real-world tasks when KPIs hit critical thresholds.
  • Distribute personalized report snapshots to stakeholders.
  • Connect BI data directly to operational tools like Jira and Slack.
Talk to an automation expert See example workflows
Alert on DipEmail ReportCreate IncidentCelebrate WinReorder StockAudit Data Alert on DipEmail ReportCreate IncidentCelebrate WinReorder StockAudit Data

What Triform can do with Power BI

Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.

Smart Alerting

  • Notify Slack when sales drop below target.
  • Email managers when budget is exceeded.
  • Create support tickets for service anomalies.

Report Distribution

  • Email weekly PDF summaries to clients.
  • Post daily metric snapshots to Teams.
  • Send CEO a morning briefing.

Data Hygiene

  • Flag data inconsistencies for review.
  • Trigger refresh of upstream data sources.
  • Log data quality issues to Jira.

What Triform can do with Power BI

Real-world examples of how teams use Triform + Power BI

Workflow 1

KPI Drop Alert

Trigger Dataset metric < Threshold
Steps
  • Detect that 'Daily Active Users' dropped by 10%.
  • Analyze recent changes/deployments.
  • Create a high-priority incident in Jira.
  • Alert the Engineering Lead via Slack.
Related
Engineering Jira
Workflow 2

Weekly Dashboard Email

Trigger Monday at 8:00 AM
Steps
  • Render the 'Executive Summary' dashboard as PDF.
  • Compose an email with key highlights.
  • Send to the leadership distribution list.
  • Archive the report in SharePoint.
Related
CFO Microsoft Teams
Workflow 3

Inventory Reorder

Trigger Stock forecast predicts shortage
Steps
  • Power BI forecasts low stock for SKU X.
  • Triform agent verifies current vendor lead times.
  • Drafts a Purchase Order in your ERP.
  • Notifies the Purchasing Manager.
Related
Operations

How Triform connects

1

Connect Power BI

Authenticate with your Microsoft account.

2

Define Alerts

Set up data driven alerts or schedule exports.

3

Link Actions

Tell Triform what to do when an alert fires.

Who uses Triform with Power BI

For data teams who want to drive impact, not just build dashboards.

Roles

Data Analysts BI Developers Operations Leaders

Teams

Data Operations Sales

Why Triform for Power BI?

Action, not just observation

Close the loop between insight and action.

Intelligent distribution

Send the right data to the right person at the right time.

Cross-platform

Trigger actions in tools outside the Microsoft ecosystem.

FAQ

Do I need Power BI Premium?

Some export features may require Premium, but basic alerting works with Pro.

Can it trigger based on complex logic?

Yes, you can combine Power BI alerts with Triform's Python logic.

Is data secure?

Triform respects Row Level Security (RLS) configured in your reports.

Tell us what you want to automate

Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.

Talk to an automation expert