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Installable workflows are pre-built automations for your connected applications. Instead of building common workflows from scratch, install a ready-made workflow and customize it for your needs.

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How It Works

  1. Connect an application: Installable workflows appear after you connect an integration
  2. Browse available workflows: See what’s available for each connected app
  3. Stage for review: Prepare unpublished workflow drafts in a Catalyst change set
  4. Review and publish: Check the drafts and publish the change set to activate the workflows and their triggers
  5. Customize as needed: Adjust inputs, approvals, and logic for your use case

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Finding Installable Workflows

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From Catalyst

When building or editing a workflow in Catalyst, ask it to search installable workflows, for example “Search installable workflows before writing new code.” Catalyst finds relevant pre-built templates and incorporates them into your automation. To browse the gallery yourself, you can also click Install workflows above the message composer on the Catalyst home.

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From the Integrations Page

  1. Navigate to Integrations in the sidebar
  2. Select a connected application
  3. Click the Workflows tab to launch workflows directly from the application context — no need to leave the app
  4. Browse available installable workflows

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From Suggestions

Serval’s AI analyzes your help desk activity and suggests relevant installable workflows. Review suggestions in:
  • Skills → Suggestions (top right)
  • Workflows → Suggestions
To install a suggested workflow, open it in the workflow catalog and stage it for review.

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Installing a Workflow

1

Select a workflow

Click on an installable workflow to see its description and what it does
2

Review the details

Check the inputs required and default approval settings. In the Catalyst catalog, select a workflow row to reveal Who can request and Approval. Use these controls to set who can run the workflow and which approval its runs require. These settings are separate from reviewing and publishing the change set.
3

Stage the installation

Choose a destination and select Install. Catalyst opens a review session containing the unpublished workflow draft. The session name includes the workflow’s name, or the number of selected workflows when you install several at once, so you can find it in recent chats.
4

Configure

Adjust settings:
  • Name — Customize for your team
  • Approvals — Change who needs to approve
  • Inputs — Modify required information
  • Execution scope — Set who can run it
5

Publish the change set

Review the draft in Catalyst and select Publish. Applying the change set publishes the reviewed workflow version and activates its triggers.
If the first workflow fails to stage, you stay on the current page and see an error. If a later workflow fails, the drafts already staged remain available in the review. If you start installation from a setup screen, return to that screen after publishing to attach or run the workflow. Preparing a draft doesn’t finish setup.

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Example Workflows by Integration

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Google Workspace

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GitHub

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Okta

Available workflows vary by integration. Connect an application to see its installable workflows.

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Default Approval Settings

Installable workflows come with default approval configurations: You can change the approval configuration after installing to match your security requirements.

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Customizing After Installation

Installed workflows are fully editable. Common customizations:

Add approval steps

Require manager or security team approval for sensitive operations

Modify inputs

Add, remove, or change the information users provide

Extend the logic

Add steps like Slack notifications or logging

Change execution scope

Make available to help desk or restrict to team members
Installed workflows are independent copies. Customize freely without affecting the original template.

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Best Practices

Review before publishing

Check the workflow logic and ensure it matches your requirements

Add approvals for sensitive actions

User creation, deactivation, and access changes should require approval

Test with a real scenario

Run the workflow manually before making it available to help desk

Customize the name

Rename to match your team’s terminology and make it easier to find

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Supported Integrations

Installable workflows are available for 30+ integrations including:

Okta

Google Workspace

GitHub

Slack

AWS

Jira

Zoom

Microsoft 365

Connect an application to see its available installable workflows.