Automation & Flows - Thread Docs

Build the automation itself — Flows, Intents, approvals, and the skills that write other skills.

Access Request Intent Design

Design an access-request intent for folders, distribution lists, and shared mailboxes — capture resource, justification, and approver on intake.

Approver Self-Skip

Before firing an approval, check if the ticket submitter is the client's designated approver — if so, skip send_approval and advance with an audit note.

Automation Completion Auto-Close

When note evidence shows an intent or external automation finished the work, verify and auto-close the ticket — abort if any human message arrives after.

Automation Failure Watch

Detect automation-error signatures in notes — 4xx/5xx bodies, Jinja errors, webhook failures — flag the ticket and ping Teams so broken flows get noticed.

Automation Opportunity Finder

Mine recent tickets for repetitive manual work, estimate hours burned per pattern, and route each finding to a flow, intent, RMM policy, or training fix.

Change Approval Sender

Flow that fires on Change Approval status: resolve the client's Change Approver and send_approval with the change summary — note-and-stop if unresolved.

Closure Recategorization

At resolution, re-read the thread and correct the ticket's type/subtype/item and category to match the actual work, using only configured board values.

Connector Degradation

Base skill defining how a skill behaves when an integration it wants isn't connected — do the job with what's native, name the gap, never fake the missing source.

Flow Backup Export

Dump every flow definition to a JSON or markdown snapshot for archive and diffing — a read-only point-in-time backup of the desk's automation, no restore.

Flow Builder

Design an automation flow from a plain-English ask — trigger, filters, actions, notification channels — with a dry-run description before it is created.

Flow Bulk Editor

List the desk's flows, present the target set, then bulk enable, disable, or rename them in one confirmed pass — no editing each flow by hand.

Flow Debugger

Diagnose why a flow or intent didn't fire on a ticket — filters vs actual attributes, flow ordering, board scoping, and trigger-event mismatch.

Flow Note Personalizer

Replace a Flow's static "add note" text with an AI step that resolves the real owner and ticket context to compose a note with actual names and specifics.

How-Do-I Self-Help Router Intent Design

Design the catch-all "how do I" self-help router intent: classify the how-to, serve the matching end-user guide or KB article, escalate only if no match.

Intent Builder

Build or update a customer-facing intent — trigger phrases, arguments, replies, and per-client variations — with a test plan before anything goes live.

Intent Bulk Variation Update

Apply a shared argument or reply block across every client variation of an intent at once, with per-variation diff preview and explicit write confirmation.

Intent Mining

Analyze recent tickets to find top customer-facing intents worth building, ranked by volume and automatability, with draft trigger phrases for each pick.

Intent Setup Walkthrough

Walk through building a new Triage Agent intent from scratch — check it doesn't already exist, then set the name, description, trigger variations, replies, and any arguments — so a new automatic response is set up cleanly and without duplicates.

JSON API Response Pattern

Base skill for machine integrations: when an external system calls Super Magic and parses the reply, respond with only a raw JSON object matching schema.

New Hire Intent Design

Design the new-hire onboarding intake intent: collect the full checklist up front so the ticket arrives complete and routes into the onboarding workflow.

New Ticket Approval Gate

Configured clients require the designated approver to authorize work on every new ticket — fire send_approval on intake, hold, and record the outcome.

Offboarding Intent Design

Design the employee-termination intake intent with an authorized-requester check and urgency handling built in from the start for offboarding tickets.

Password Reset Intent Design

Design the password-reset intent — the top deflection target on most desks — with an SSPR-first reply path and a strict identity-verification handoff.

Printer Issues Intent Design

Design the printer-problems intent: three top self-help fixes first, then an escalated ticket that already carries the diagnostics collected from the user.

Project Conversion Inbox Cleanup

When a ticket is converted to a project or moved to a project board, set the attribute that removes it from live inbox and queue views so dispatch is tidy.

PSA Note Discipline

Base skill defining how a note or reply is written when it may sync to a PSA — plain text, internal vs client-visible, and what never goes in a permanent record.

Site-Aware Approval Routing

Resolve a ticket's site, look up the per-site approver from a documented mapping, and send the approval request to that contact — not one hardcoded name.

Skill Authoring Coach

Help a member write a good Super Magic skill: sharpen the description into a real trigger, structure the workflow, and add the guardrails it needs.

Status Check Intent Design

Design the "any update on my ticket?" intent: answer from real ticket status and last client-visible update, escalating only when the trail has gone cold.

Sweep Honesty

Base skill defining how a skill reports on a search or bulk sweep — result caps, what it could not see, and never presenting a partial pass as a complete one.

Triage Agent Tuning

Tune Triage Agent custom rules from observed misses — wrong boards, wrong priorities, tickets it should have left alone — plus bypass-word usage analysis.

Unattended Output Discipline

Base skill defining the output contract for any prompt or skill that runs unattended inside a flow, where the agent's entire reply is posted verbatim.

Variation Author

Interview the admin on client-specific troubleshooting differences (printers, VPN, LOB apps), then encode them as intent variations with a test plan.

View Builder

Create or duplicate an inbox view from a plain-English spec — "open P1s", "the dispatch view filtered to a client" — saved filters and view variants.

VPN Issues Intent Design

Design the VPN connectivity intent: a short self-help ladder plus environment capture — client, location, error text — so escalations arrive diagnosable.

Write Guardrails

Base skill defining the gates that sit in front of any action that changes something — confidence bar, show-me-before-send, when-in-doubt-do-nothing, and never invent data.