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Workflows

Teach the work—not only the clicks

A reliable automation needs the trigger, examples, judgment calls, and definition of done. SignalDesk helps you capture all four.

  1. 01

    Name the moment work starts

    Describe the trigger: a Zendesk ticket enters a queue, an email arrives with a floor plan, a calendar event is 24 hours away, or a form is submitted.

  2. 02

    Show one real example

    Use a representative, non-sensitive example and narrate the steps you take. For browser work, the desktop runner can record the sites, controls, and checkpoints used during a teaching run.

  3. 03

    Capture the judgment

    Explain how you handle missing information, priority customers, ambiguous requests, exceptions, and failures. These decision rules matter more than a perfect click recording.

  4. 04

    Define the output

    State exactly what complete means: a drafted response, an updated CRM record, a published post, or a map edit saved in the correct customer account.

  5. 05

    Choose notifications and approval

    Decide who gets notified and what must be reviewed before execution. Use approval for customer communication, publishing, money movement, deletion, and unfamiliar exceptions.

  6. 06

    Test and correct

    Run the workflow on a safe example. Edit the prepared result, explain why, and test again. Promote it to higher autonomy only after consistent results.