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Automate repetitive tasks through Workflows

Timer1 min read
SebinSebin

Workflows in SparrowDesk help you automate repetitive tasks in your support process.

If you or your team often perform the same actions over and over again, workflows can handle them for you—automatically.

This helps your team:

  • Save time
  • Respond faster
  • Stay consistent and reduce manual errors
  • Focus on high-impact work

Ready-to-use workflows provided by SparrowDesk

We provide a few out of the box workflows to help you get started. These cover common automation needs. You can use them as-is or customize them further.

1. Auto-Close Tickets

  • Automatically closes tickets that have been inactive for a set number of days.
  • Useful for cleaning up your inbox and reducing clutter.

2. Self-Assign on Reply

  • Automatically assigns the ticket to the agent who replies.
  • Ideal for teams where agents pick up unassigned tickets from a queue.

If you don’t need them you can easily turn it off from your workflow settings.

Out of the box workflows.png


Create your own workflows

SparrowDesk offers a visual workflow builder. Where you drag, drop, and connect blocks to create automations that match your exact needs.

Here’s what you can do:

Define triggers: Choose when a workflow should run (e.g., when a ticket is created, updated, or replied to).

Add conditions: Add rules that narrow down when the workflow should apply.

Set up actions: Tell SparrowDesk what to do, like:

  • Update ticket fields
  • Send a reply
  • Assign to an agent or team
  • Add or remove tags
  • Trigger external webhooks (to notify third-party tools)

Create new workflow button.png

Ready to create your first workflow?

  • Start Building ? → Create a workflow
  • Explore building blocks? → Workflow block library

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