> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# What to do after your first Mammoth pipeline

> Reuse a Mammoth pipeline on new data, build a dashboard, export or download the results, learn the five core transformations and follow best practices.
>
> Applies to: Where: View › Export, or Dashboards › Create

A pipeline you built in [Build your first pipeline](https://mammoth.io/docs/learn/start/build-your-first-pipeline/) is already saved and runs again on new data. Next, put it to work: feed it new data, build a dashboard or export the results, then learn the other core tasks.

## Save and reuse the pipeline

There is no save button: every task is saved to the view straight away, stays when you close the browser, and is the same for everyone with access to the project. Earlier versions are in **Pipeline Version history** (in the **More Pipeline options (...)** menu); how many you can see depends on your plan.

| Goal | How |
| --- | --- |
| Run it on new data | Add next month's file to this dataset and the pipeline runs on it. See [Add or replace data](https://mammoth.io/docs/learn/get-data-in/add-or-replace-data/). |
| Build a dashboard | Click **Dashboards** in the left sidebar, then **Create**. On **What do you want to build?**, choose your view under **With my data**, pick a format, then build a suggested idea or describe what you want. See [Create a dashboard](https://mammoth.io/docs/learn/dashboards/create/). |
| Export after every run | Click **Export** in the action bar and choose a destination on **External Destinations** (a database, warehouse, file store or app) or **Mammoth Managed** (**Send to Dataset**, **Live link** on Team and Pro, or a managed database). See [Send data to a database or BI tool](https://mammoth.io/docs/learn/share-and-export/send-to-destinations/). |
| Save a one-time file | Use the download icon beside **Export** (CSV, Excel, JSON and more). See [Download data](https://mammoth.io/docs/learn/share-and-export/download/). |
| Refresh on a schedule | For connector data, a **Dataset Refresh** automation fetches new data on a schedule and the pipeline runs on each refresh. See [Refresh a dataset](https://mammoth.io/docs/learn/automate/refresh-a-dataset/). |

![Export menu open on External Destinations: Azure Blob Storage, Google BigQuery, Databricks, Elasticsearch, Email, REST API Export, Google Sheets, SQL Server, MySQL, OneDrive, PostgreSQL, Amazon Redshift, SFTP, SharePoint, Snowflake, Tableau Server/Cloud and Somewhere else](https://mammoth.io/docs/images/20261102_export-menu-external.webp)

![Create page "What do you want to build?" with With my data and With a shape starting points](https://mammoth.io/docs/images/20261102_create-page.webp)

To let AI write a task, use the **Describe what you want to generate** bar in Conditional Filter or Math Function, or **Ask in plain words** for a whole query ([Write SQL with AI](https://mammoth.io/docs/learn/clean-and-shape/sql-with-ai/)).

## The five transformations to learn first

| Task | Use it to |
| --- | --- |
| **Conditional Filter** | Keep or remove rows that match a rule |
| **Bulk Replace** | Standardise text values that have variations |
| **Convert Column Type** | Fix data types (text to number, text to date) |
| **Remove Duplicate Rows** | Remove repeated records |
| **Math Function** | Calculate new values from existing columns |

## Pipeline best practices for beginners

- **Start with filters.** Smaller data makes later tasks faster.
- **Use Draft mode for longer builds.** For five or more tasks, or a large dataset, turn on Draft mode, build, then run every task at once with **Apply now**.
- **Add notes to tasks.** Use **Add note** for business logic, formulas or decisions; turn on **Display notes** in **Cards Density** to show them on the cards.
- **Test with small data first.** Build on a small sample file, then apply the pipeline to the full dataset.

For what to learn next in your role, see [Pick your path](https://mammoth.io/docs/learn/start/pick-your-path/).

## Related

- [What you can automate](https://mammoth.io/docs/learn/automate/): refreshes, exports and emails on a schedule.
- [Fix your first pipeline](https://mammoth.io/docs/learn/start/fix-your-first-pipeline/): suspend, reorder and undo tasks.
- [Core ideas](https://mammoth.io/docs/learn/start/core-ideas/): datasets, batches, views, pipelines and tasks in one picture.

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Source: https://mammoth.io/docs/learn/start/after-your-first-pipeline.md · Updated: 2026-11-08