Integration
Connect Outline and Tableau
When New Collection fires in Outline, your agent runs Run Extract Refresh Task in Tableau, or New Data Source in Tableau to Create Document in Outline. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Outline and Tableau to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Outline and Tableau can do together
From Outline to Tableau
When New Collection in Outline
then Run Extract Refresh Task in Tableau
When New Comment in Outline
then Add User to Site in Tableau
From Tableau to Outline
When New Data Source in Tableau
then Create Document in Outline
When New Job in Tableau
then Update comment in Outline
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Outline and Tableau
Triggers and actions 9 triggers · 50 actions
Trigger
New CollectionTriggers when a new collection is created in Outline.
Trigger
New CommentTriggers when a new comment is added in Outline, optionally on one document or collection.
Trigger
New DocumentTriggers when a new document is published in Outline, optionally within one collection.
Action
Add groupCreates a new group in Outline that can be used to organize users and grant collection access.
Action
Add group memberAdds a user to a group in Outline, optionally as a group admin.
Action
Add shareCreates a share link for an Outline document or collection, returning the share's URL and settings.
Action
Archive DocumentArchives an Outline document so it leaves the active collection.
Action
Create CollectionCreates a collection in Outline to group documents.
Action
Create DocumentCreates a document in an Outline collection and returns its ID and link.
Action
Delete CollectionDeletes an Outline collection and all of its documents.
Action
Delete commentDeletes a comment, including all of its replies when it is a top-level comment.
Action
Delete DocumentDeletes an Outline document, moving it to trash or removing it permanently.
Action
Delete groupDeletes a group. Its members lose access to any collections the group had been added to.
Action
Duplicate documentDuplicates an existing document, optionally with its child documents, into the same or another collection.
Action
Find documents by titleReturns documents whose titles match the search keywords you provide.
Action
Get CollectionReturns an Outline collection's name, description and link.
Action
Get commentReturns a single comment on an Outline document, including its author, document and resolution status.
Action
Get DocumentReturns an Outline document with its title and Markdown text.
Action
Get groupReturns a group's details, including its name, description and member count.
Action
Get UserReturns an Outline user's name, email and role.
Action
Invite usersInvites one or more people to join the Outline workspace by email, with a chosen role for each.
Action
List CollectionsLists the collections in the Outline workspace.
Action
List commentsReturns comments in your Outline workspace, optionally limited to one document or collection.
Action
List DocumentsLists Outline documents, most recently updated first, optionally within one collection.
Action
List groupsReturns the groups in the Outline workspace, optionally filtered by member, external ID or name search.
Action
List revisionsReturns the revision history of an Outline document, newest snapshots with who created them and when.
Action
List UsersLists users in the Outline workspace, optionally filtered by name or email.
Action
Move documentMoves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.
Action
Restore documentRestores an archived or deleted document, optionally to a previous revision or into a different collection.
Action
Search DocumentsSearches Outline documents by keyword and returns matching documents with a context snippet.
Action
Update CollectionUpdates an Outline collection's name, description or color.
Action
Update commentUpdates the body of an existing comment on an Outline document.
Action
Update DocumentUpdates the title or text of an Outline document.
Action
Update groupUpdates an existing group's name, icon or color in Outline.
Action
Update userUpdates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.
Trigger
List extract refresh tasksTriggers when a new scheduled extract refresh task is added to your Tableau site.
Trigger
New Data SourceTriggers when a new data source is published to your Tableau site.
Trigger
New JobTriggers when a new background job (such as an extract refresh) matching your filter appears on your Tableau site.
Trigger
New ProjectTriggers when a new project is created on your Tableau site.
Trigger
New UserTriggers when a new user is added to your Tableau site.
Trigger
New WorkbookTriggers when a new workbook is published to your Tableau site.
Action
Add User to SiteAdds a user to your Tableau site with the given site role.
Action
Create ProjectCreates a project on your Tableau site, optionally nested under a parent project.
Action
Create Workbook RefreshStarts an extract refresh for a workbook and returns the refresh job.
Action
Delete Data SourceDeletes a published data source from your Tableau site.
Action
Delete ProjectDeletes a project and the content inside it from your Tableau site.
Action
Delete WorkbookDeletes a workbook from your Tableau site.
Action
Find ViewFinds a view (sheet or dashboard) on your Tableau site by its exact name.
Action
Find WorkbookFinds a workbook on your Tableau site by its exact name.
Action
Get Data SourceReturns one published data source's details.
Action
Get JobReturns the status and progress of a background job such as an extract refresh.
Action
Get UserReturns one user on your Tableau site, including their site role and last sign-in.
Action
Get WorkbookReturns one workbook's details, including its project, owner and link.
Action
Refresh Data SourceStarts an extract refresh for a data source and returns the refresh job.
Action
Remove User from SiteRemoves a user from your Tableau site.
Action
Run Extract Refresh TaskRuns a scheduled extract refresh task immediately and returns the started job.
Action
Update ProjectUpdates a project's name, description or parent project.
Action
Update UserUpdates a site user's display name, email or site role.
Action
Update WorkbookUpdates a workbook's name, description, project or owner.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Outline
Outline to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Outline to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Outline to StripeStripe is a payment processing platform for online businesses.
Outline to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Outline to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Outline to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Tableau
HubSpot to TableauHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TableauSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TableauSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TableauGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TableauGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TableauGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Outline and Tableau, answered
What can start an automation from Outline?
Any of Outline's 3 triggers in the catalog, including New Collection, New Comment and New Document. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tableau when something happens in Outline?
Any of Tableau's 18 actions, including Create Project, Create Workbook Refresh, Update Project and Update User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tableau to Outline?
Yes. When something happens in Tableau, your agent can act in Outline too. This page covers both directions: Tableau's triggers and Outline's actions are listed here as well.
Do I have to build a connector for Outline or Tableau?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Outline and Tableau without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.