This article outlines the steps to create a Recurring Workflow on Sidekick, using a simple example.
Sidekick’s Recurring Workflows are triggered on a schedule that you define – such as daily, weekly, or monthly. When triggered, Sidekick sends a message to Slack or Microsoft Teams with a list of HubSpot objects that match the filter criteria you’ve set. This message also includes action buttons to update HubSpot properties directly from the Slack/ MS Teams message.
For instance, you might want to send your team a weekly list of new contacts created in the last 7 days that haven’t been worked on yet. And provide action buttons so your team can update the lead status for each contact directly from Slack or Teams.
Steps to Create a Recurring Workflow:
Step 1: Select Object Type and Trigger Type
On the New Workflow Creation page, start by selecting:
- Object Type: Select Contact if you want to send a list of Contacts that match your filter criteria.
- Trigger Type: Choose Time-Based for recurring workflows.
Step 2: Enter Workflow Details
In the Workflow Details section, add a Name and Description for your workflow so it’s easy to identify later in your list.
Step 3: Set Recurrence Frequency and Time
Next, in the When should this Workflow trigger section, define the Frequency and Time at which Sidekick should send this recurring workflow message.
For example:
- Frequency: Weekly
- Time: Fridays at 5 PM
Sidekick will trigger this workflow and send the message at the chosen time every week.
Step 4: Choose a Message Template
In the Choose Template for Message section:
- Select a template from the dropdown menu. Only templates that match the selected Object Type and Trigger Type will be visible.
- To modify a selected template, click Edit.
- To create an entirely new template from scratch, click New Template.
- To view all templates across objects, click View All Templates.
Use the Message Preview button to see how the message will appear in Slack or Microsoft Teams.
Step 5: Select the Destination
In the Choose where this should be sent section, select where you want the message to go:
- Channel: Send to a specific Slack or Teams channel.
- Owner Type: Send as a direct message to an owner type, for example, Contact Owner, Deal Owner, or SDR Owner.
- Direct Message: Select specific users to receive the message.
The second dropdown will populate based on your selection, allowing you to specify the exact channel or user group.
Step 6: Create the Workflow
After all details are configured, click Create Workflow to finalize the setup. Your Recurring Workflow is now active and will automatically send messages to Slack or Teams based on the schedule you defined.
For help creating templates for Recurring Workflows, refer to this article: How To Create A Template For Recurring Workflows
If you have any questions or need assistance, feel free to connect with our team at contact@trysidekick.com or book a call with us here.