Overview#
This walkthrough shows how to use Sidekick with a Gmail connection to automate email workflows with full governance.
Prerequisites#
- Gmail connection active in workspace settings
- Governance rules configured for email actions
Scenario: Weekly team update#
Step 1: Create the workflow#
Tell Sidekick what you want:
Every Friday at 4pm, draft a weekly update email to the engineering
team summarizing: PRs merged, issues closed, and blockers raised
this week. Pull data from our GitHub connection.
Step 2: Review the proposal#
Sidekick proposes:
- Query GitHub for the week's activity
- Summarize into categories
- Draft the email
- Send to engineering@company.com
Each step appears as a proposal card in your chat.
Step 3: Set governance rules#
For recurring workflows, consider:
| Rule | Setting |
|---|---|
| GitHub reads | Auto-approve |
| Email drafting | Auto-approve |
| Email sending | Require approval |
This lets Sidekick prepare the email autonomously but wait for your sign-off before sending.
Step 4: Monitor#
Check Observe → Activity each Friday to see the workflow execute. Approve the final send step, or edit the draft first.
success After a few weeks, if the drafts consistently meet your standards, you can auto-approve the send step too.