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Automations

Pick one automation from the catalog, hand it to Sidekick, and check what it returns.

5 min4 min

An automation is a job you describe to Sidekick instead of working through it by hand. The Automation catalog collects ready-made ones by clinic job, each with the prompt to give Sidekick and the systems it works with.

With Clinic Workflows on your account, select Workflows in Sidekick or a chat and choose a saved workflow. It runs at once, asks in the chat if it needs anything, and is done when Sidekick posts the result and completes its Task; a failed run leaves the Task open. Marketplace lists the actions Tabflows can suggest across your systems.

Topics

  1. Run a Clinic Workflow A Clinic Workflow is a saved set of steps Sidekick runs for repeat work, and each run creates a Task assigned to you for today. Workflows aren't available on every account.
    1. In Sidekick or a chat, select Workflows and choose a saved workflow.
    2. Enter any information it asks for, and start it.
    3. Follow the live card and the Task. The work is finished when the result comes back or the Task shows Done.

    More detail

  2. Give a Task to Sidekick Choose Tabflows in Assigned to when you want Sidekick to handle a Task. Assigning it doesn't mean it's finished, so review the result.
    1. Open a Task, open Assigned to, and select Tabflows.
    2. Check the description, patient and due date, and save.
    3. Follow the Task status and review what Sidekick returns before you close it.

    More detail

  3. Create a workflow for your clinic Describe the outcome you want and Sidekick builds the steps with you; saving shares the workflow with your clinic. Creating workflows is turned on per person, so if Create a workflow is missing, ask an Admin whether authoring is available for your account.
    1. In Sidekick, choose Create a workflow (or New workflow if your clinic already has some).
    2. Describe the outcome and answer Sidekick's questions one at a time.
    3. Review the name, systems, instructions and each step, then choose Save and Run to test it.

    More detail

  4. See what Tabflows can do in your systems Marketplace lists the actions Tabflows supports for your connected systems, grouped as Billing, Care, Communication, Documentation and Workflow. Everyone on the team can browse it.
    1. Open Settings (⚙️) at the bottom of the sidebar and select Clinic settings.
    2. In the side menu, select Marketplace.

    More detail

Do it in Tabflows

Run one automation on real work.

  1. Open the Automation catalog and choose one whose systems match yours, such as Refill triage board or Lab review queue.
  2. Copy its prompt.
  3. Open Sidekick, paste the prompt, change anything that differs at your clinic, and send it. Sidekick works through it once.
  4. Review what Sidekick returns before anyone acts on it.
  5. To repeat it, send it from My chat, if your account schedules messages: select the caret beside Send, then Every weekday and Schedule.
All articles in this module
  1. Create and run Clinic Workflows with Sidekick
  2. What is Action Marketplace