How It Works
- Connect an application — Installable workflows appear after you connect an integration
- Browse available workflows — See what’s available for each connected app
- Install with one click — The workflow is added to your team
- Customize as needed — Adjust inputs, approvals, and logic for your use case
Finding Installable Workflows
From the Applications Page
- Navigate to Applications in the sidebar
- Select a connected application
- Click the Workflows tab
- Browse available installable workflows
From Suggestions
Serval’s AI analyzes your help desk activity and suggests relevant installable workflows. Review suggestions in:- Guidance → Suggestions (top right)
- Workflows → Suggestions
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
3
Click Install
The workflow is added to your team as a draft
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
Make the workflow available for execution
Example Workflows by Integration
Google Workspace
| Workflow | Description |
|---|---|
| Add User to Google Group | Add a user to a Google Group |
| Remove User from Google Group | Remove a user from a Google Group |
| Create Google Workspace User | Create a new user in Google Workspace |
| Create Gmail Delegate | Add a delegate to a Gmail account |
| Manage Google Calendar Access | Grant or revoke access to a Google Calendar |
| List All Google Groups | List all Google Groups in the workspace |
| Create Google User Alias | Create an alias for a Google Workspace user |
GitHub
| Workflow | Description |
|---|---|
| Add GitHub User to Team | Add a user to a GitHub team |
| List GitHub Teams | List all teams in a GitHub organization |
| List GitHub Repositories | List all repositories in an organization |
| Get GitHub Repository Info | Retrieve details about a repository |
| Get GitHub File Contents | Retrieve contents of a file from a repository |
Okta
| Workflow | Description |
|---|---|
| Add User to Okta Group | Add a user to an Okta group |
| Remove User from Okta Group | Remove a user from an Okta group |
| Create Okta User | Create an Okta user with a temporary password |
| Deactivate Okta User | Deactivate an Okta user |
| Suspend Okta User | Clear sessions and suspend an Okta user |
| Assign User to Okta App | Assign a user to an Okta application |
| Unlock User Account | Clear account lockout so the user can sign in |
Available workflows vary by integration. Connect an application to see its installable workflows.
Default Approval Settings
Installable workflows come with default approval configurations:| Default | Meaning |
|---|---|
| No approval | Workflow runs immediately when triggered |
| Installer approval | The person who installed the workflow must approve runs |
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
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