# Action Marketplace directory

> Use the Action Directory to see what Sidekick can do, what each action needs, and where it is available.

Markdown view of https://www.tabflows.com/university/library/marketplace/action-marketplace-directory — the HTML page is canonical.

Product Library: Marketplace › Marketplace  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/16791385-action-marketplace-directory

> **Summary:** Use the Action Directory to see what Sidekick can do, what each action needs, and where it is available.

> **A note for non-human readers:**
>
> *Each Marketplace entry explains one job Tabflows can help with, what information it needs, whether it changes anything, and where a human approves it. Entries marked ‘coming soon’ describe future work rather than a button available today. Humans call that a future plan, not a malfunction.*

---

## Create a charge — Hint

Search synced Hint charge items, select one or more lines and quantities, then review the patient, date, provider, amounts, and total. Nothing is created until you approve.

**Requires:** Chrome extension, active Hint session, linked patient, and synced charge items. Changes data: Yes—creates selected Hint charge lines after approval.

**Approval:** Required.

Learn more: 👉  [How to use Sidekick to create Hint charges](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-create-hint-charges)

---

## Review a patient page — Elation

Open the selected patient's Elation record.

- **Changes data:** No.
- **Approval:** Not required.

---

## Review a patient page — Hint

Open the selected patient's Hint record.

- **Changes data:** No.
- **Approval:** Not required.

---

## Review a conversation — Spruce

Open the selected Spruce conversation for review.

- **Changes data:** No.
- **Approval:** Not required.

---

## Draft a message — Spruce

Ask Sidekick to prepare a Spruce message, review the draft, then choose Navigate & paste to open the correct Spruce thread and place the text in its message box. Tabflows never sends the message.

- **Requires:** A connected Spruce account and an available conversation or recipient.
- **Changes data:** Fills a draft message box; it does not send.
- **Approval:** Review and send manually in Spruce.

**Learn more:**

👉 [How to use Sidekick to draft and paste a Spruce message](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-and-paste-a-spruce-message)

👉 [Draft a patient reply without starting from scratch](https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch).

---

## Generate documents — Tabflows

Create a PDF, Word document, or CSV file from the conversation. The file appears in chat for review and download.

- **Changes data:** Creates a file only.
- **Approval:** No approval card; review before use.

Learn more 👉 [How to use Sidekick to generate PDF, Word, or CSV documents](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-generate-pdf-word-or-csv-documents)

---

## Manage tasks — Tabflows

Create a Task with title, description, due date, assignee, and patient when relevant. It appears as the same interactive Task card used in the Task list.

- **Changes data:** Yes — creates a Tabflows Task.
- **Approval:** No separate approval card; confirm details before asking Sidekick to create it.

---

## Coming soon

Actions shown as Coming soon are not available yet. Their names and availability may change before release.

---

## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://meetings-na2.hubspot.com/nafeesa)

## Related Articles
- [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts)
- [Understanding action details](https://www.tabflows.com/university/library/marketplace/understanding-action-details)
- [Using Hint Core with Tabflows](https://www.tabflows.com/university/library/integrations/using-hint-core-with-tabflows)
- [Using Hint Clinical with Tabflows](https://www.tabflows.com/university/library/integrations/using-hint-clinical-with-tabflows)
- [Using Spruce with Tabflows](https://www.tabflows.com/university/library/integrations/using-spruce-with-tabflows)

## Related markdown

Section index: [Marketplace](https://www.tabflows.com/university/library/marketplace.md)

Alongside this page:

- [How to add or request new actions](https://www.tabflows.com/university/library/marketplace/how-to-add-or-request-new-actions.md)
- [How to browse and filter actions](https://www.tabflows.com/university/library/marketplace/how-to-browse-and-filter-actions.md)
- [How to use sidekick to create hint charges](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-create-hint-charges.md)
- [How to use sidekick to generate pdf word or csv documents](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-generate-pdf-word-or-csv-documents.md)
- [Understanding action details](https://www.tabflows.com/university/library/marketplace/understanding-action-details.md)
- [What is action marketplace](https://www.tabflows.com/university/library/marketplace/what-is-action-marketplace.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.
