What are workflows?#
Workflows are multi-step automations that Sidekick executes on your behalf. Each step can use different tools and connections, with governance rules applied at every stage.
Creating a workflow#
Describe the workflow in natural language:
Every Monday at 9am:
1. Pull the week's support tickets from Zendesk
2. Categorize by severity
3. Generate a summary report
4. Send to #support-leads in Slack
Sidekick will create a workflow definition with approval gates at each step.
Workflow structure#
Each workflow has a name, a trigger, and a series of steps. Every step defines an action, which connection it uses, and what approval level is required (auto, manual, or rule-based).
Triggers#
| Trigger | Description |
|---|---|
| Manual | You start the workflow from the UI or API |
| Scheduled | Runs on a cron schedule (daily, weekly, etc.) |
| Event | Triggers on external events (new email, Slack mention) |
Error handling#
If a step fails, the workflow pauses and notifies you. You can:
- Retry the failed step
- Skip the step and continue
- Abort the entire workflow
info Workflow executions appear in Observe with per-step detail. You can trace exactly where something went wrong.