Build and publish a workflow in minutes using natural language
This guide walks you through creating, testing, and publishing your first workflow in Catalyst. By the end, you’ll have a working automation ready to run.
Click Catalyst in the sidebar. You land on the chat view with a new-session composer.
2
Describe what you want
Tell Catalyst what you want to automate in plain language. Be specific about:
What the workflow should do
When it should run (if not manual)
Which apps it should connect to
Catalyst asks follow-up questions if it needs clarification.Example prompts:
“Reset a user’s password in Okta and send them a Slack DM with instructions”
“Every Monday at 9am, list open tickets older than 7 days and post to #it-ops”
“When a user is added to the Engineering group in Okta, add them to the engineering GitHub team”
3
Review the draft
Catalyst drafts the workflow and opens it in the resource panel, where you can review a summary, the generated code, and each step. Request changes in chat: “Add an approval step before resetting the password” or “Also send a confirmation email.”
A workflow draft open in the Catalyst resource panel
4
Test when prompted
After Catalyst creates the workflow, it asks if you want to test it. Run a test to check each step’s status and its input and output before you publish.
5
Publish or propose for review
If your team allows direct publishing, click Publish on the workflow tab or above the chat composer. If your team requires review before publishing, click Propose for review. Once published:
Help desk workflows become available to the help desk agent immediately
Scheduled workflows start running on their configured schedule
Team-only workflows appear in your team’s workflow list
