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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. Install with one click — The workflow is added to your team
  4. Customize as needed — Adjust inputs, approvals, and logic for your use case

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Finding Installable Workflows

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From the Workflow Builder

When creating or editing a workflow, click Browse in the workflow builder to discover installable workflows you can add to your automation. This lets you find and incorporate pre-built templates without leaving the builder.

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From the Applications Page

  1. Navigate to Applications 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

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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
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

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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.