Why Workflows
- Build and edit with natural language - Describe what you want in plain English; Serval generates the code
- Edit the code directly - Optionally, edit code directly to adjust workflows
- Visualize every step - See exactly what your workflow does in an easy-to-follow diagram
- Control access and approvals - Set permissions for who can run workflows and require approvals before execution
- Run deterministically - Workflows execute exactly as written, every time
- Connect to anything - Interact with any API you’ve connected to Serval, or trigger workflows via webhook, schedule, or help desk agent
- Long-running support - Workflows can run for hours or days without timing out, with reliable progress tracking and cancellation
- File inputs and outputs - Accept files as workflow inputs and return files as outputs to process documents, generate reports, or move files between systems
- Find workflows with semantic search - Search workflows by intent, not just keywords. Results are ranked by semantic relevance
- Organize with tags - Create custom tags to categorize and filter workflows in the sidebar
- React to events - Build event-triggered workflows that respond to Serval events like ticket creation, updates, and new messages
What You Can Do with Workflows
Configure
Create workflows using natural language or edit the generated code directly. Install workflows for an easy start
Run
Execute workflows manually, on schedules (admin only), or triggered automatically from tickets (everyone)
Manage
Duplicate workflows across teams and maintain versions over time
Audit
View complete logs of all workflow runs and configuration changes