- Short answer
- Name the trigger, an exact condition and the action in Sidekick inside Flow on desktop; the workflow stays Inactive until you turn it on.
- Where
- Sidekick in the Flow app, desktop only; not currently in the admin on a mobile browser
- Plans
- Flow is a free app on Basic, Grow, Advanced and Plus
- Works well for
- Tagging, email and Slack notifications, inventory alerts, scheduled automations
- May need your edit
- Business-specific logic in complex workflows, advanced Liquid or custom code
- Marker
- Generated workflows arrive Inactive and tagged sidekick
Where do you ask Sidekick to build a workflow?
Inside the Shopify Flow app: open Apps > Flow, click the Sidekick icon and describe the workflow in plain language. It works only on a desktop device, and Sidekick is not currently available in the admin on a mobile browser. Shopify's blog adds that Flow must be installed and open.
Flow is a free app on the Basic, Grow, Advanced and Plus plans. Starter is not on that list.
What should your request to Sidekick name?
Shopify's blog says "Tag customers as VIP when they place an order over $200" works better than "tag VIP customers", because it gives Sidekick a clear trigger, condition and action:
- Trigger — the event: a customer placing an order.
- Condition — the exact value: over $200.
- Action — the result: tag the customer as VIP.
The Help Center's own example is just as specific: tag orders with fewer than 3 line items as "small". The changelog says Sidekick works well for customer and order tagging, email and Slack notifications, inventory alerts and scheduled automations; workflows with advanced Liquid or custom code may require manual editing.
What should you check before you click Turn on workflow?
The workflow arrives Inactive, and you must turn it on manually. Check it in order:
- Open it from the button near the end of Sidekick's response; it is tagged sidekick.
- Read each condition against your rule: Sidekick might omit business-specific logic in complex workflows, and the blog's inventory example needed "below 5" changed to "5 or fewer".
- Edit by hand, or keep chatting with Sidekick and click Apply changes or Discard changes on each edit it makes.
- Run a test: it reads real store data but stops at the first action that tries to make a change. Sidekick can generate the test events.
- Click Turn on workflow.
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