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Workflows
Automate recurring tasks with workflows that run on a schedule or in response to events.
Workflows
bolt
wide

Workflows are automated routines that run without you having to do anything. Define a task once, and Dimension runs it for you — on a schedule or when something happens in your tools.

How to create a workflow

You can create workflows from the Workflows page or by asking Dimension in chat:

  • "Create a workflow that summarizes my emails every morning"
  • "Set up a workflow that posts a Slack message when a Vercel deployment fails"

A workflow has a few parts:

  • Prompt — What you want Dimension to do, written in plain language
  • Integrations — Which tools the workflow can use
  • Schedule or trigger — When it should run

How workflows execute

flowchart LR
    A[Trigger fires] --> B{Approval required?}
    B -->|Yes| C[Wait for approval]
    B -->|No| D[Execute task]
    C --> D
    D --> E[Deliver results]
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Workflow types

Run at set times — daily, weekdays, weekly, or custom. 
**Examples:**
- Every weekday at 9 AM — summarize unread emails
- Every Monday at 8 AM — weekly sprint summary
- Every Friday at 5 PM — weekly accomplishment recap
Run automatically when something happens in your tools. 
| Integration | Triggers |
|-------------|----------|
| **Gmail** | New email (filter by label) |
| **Slack** | New DM, new message in a channel |
| **Google Calendar** | Before or after a calendar event |
| **Vercel** | Deployment failed or succeeded |
| **Linear** | Cycle started/ended, issue created |
| **GitHub** | PR opened |
| **Airtable** | New records added |
| **Google Sheets** | New rows added |
| **Stripe** | Customer created, invoice paid/failed, payment succeeded, checkout completed |

All triggers support filters so you can narrow down when the workflow fires (e.g., only specific Slack channels, repos, or labels).

Example workflows

Trigger What Dimension does
New email from a client Summarize the email and create a todo
Vercel deployment failed Post failure details to Slack and create a Linear issue
GitHub PR opened Review the changes and post a summary comment
Calendar event in 15 minutes Prepare meeting briefing notes

Notifications

When a workflow finishes, Dimension notifies you through your preferred channel — email, Slack, iMessage, or push notification. You can change your preferred channel in Settings. Email is the default.

You can also tell Dimension where to send results directly in the workflow prompt — e.g. "...and post the summary in #general on Slack" — as long as that integration is connected.

Approvals

Workflows can run fully automatically, or you can require approval before Dimension takes sensitive actions — just like approvals in chat.

Disabling approvals means workflows will take actions (like sending emails or posting messages) without asking first. Only disable approvals for workflows you've thoroughly tested.

Marketplace

Browse and install pre-built workflows from the marketplace, organized by role (Engineering, Product, Marketing, Sales, etc.). You can also publish your own workflows for others to use.

The Marketplace is a great way to get started — find a workflow close to what you need and customize it.