Getting started with Workflows

Workflows is a highly-scalable automation engine, purpose-built for digital employee experience. It uses insights from Nexthink Infinity to trigger automated actions, enabling IT teams to prevent issues, improve performance and resolve issues, quickly and at scale. By using Workflows, organizations can shorten resolution times, prevent recurring issues and scale IT operations with confidence.

Why use Workflows?

Automate routine tasks at scale

Workflows lets you automate a wide range of IT operations, including Microsoft SCCM and Microsoft Intune compliance checks, VPN resets, assisted troubleshooting, self-service remediation, license reclamation and automated provisioning of software permissions. It connects detection and action across your existing tools, removing silos and reducing manual work.

Connect systems, processes and people across your entire IT ecosystem

Workflows operates across your entire IT landscape, covering devices, backend systems, applications, communication channels, ITSM tools and user touchpoints. It integrates with the tools you already use, such as ServiceNow, Teams, EntraID, Intune, and chatbots like Moveworks, to automate actions wherever they are needed. Workflows connects people and processes, triggering real-time, scalable automation based on events from devices, user requests, third-party systems, or scheduled tasks.

Proactive remediation with key insights

Use real-time triggers, scheduled workflows, or third-party integrations to proactively fix issues before they impact users. Workflows uses contextual and meaningful insights from your digital environment to reduce mean time to resolution (MTTR) and prevent tickets.

Prove value with measurable outcomes

Track and measure every workflow and action taken, to show the impact of automation—such as time saved, tickets avoided and employees supported.

Accessing Workflows

Select Workflows from the main menu.

In the navigation panel:

Choose an existing workflow to view the workflow details page.
Select Manage workflows to create, edit and remove workflows. Refer to the Manage Workflows documentation for more information.
Click the New button to start creating a new workflow. Refer to the Creating workflows documentation for more information.

Granting permissions for Workflows

Refer to the Roles documentation for a detailed description of Permissions, View domain options and Data privacy granularity settings.

To enable proper permissions for Workflows as an administrator:

Select Administration > Roles from the main navigation panel.
Create a New Role or edit an existing role by hovering over it.
In the Permissions section, scroll down to the Workflows section to enable appropriate permissions for the role.

View domain impact on Workflows permissions

The table below shows what users with full and limited View domain access can do, assuming the necessary permissions are enabled.

Permission

Full access

Limited access

Execute all workflows

Manage all workflows

View all workflow dashboards