Sidekick Documentation

Introduction to Sidekick

Sidekick is an AI-powered automation platform that allows you to connect your apps and services without writing code. Using natural language, you can describe what you want to automate, and Sidekick will build the workflow for you.

Key features include:

• Natural language automation creation
• 100+ app integrations
• AI-powered error handling
• Flexible scheduling options
• Team collaboration features

Creating an Account

To get started with Sidekick, you'll need to create an account:

1. Visit app.joinsidekick.com/signup
2. Enter your email address and create a password
3. Verify your email address by clicking the link sent to your inbox
4. Complete your profile by adding your name and company information (optional)

Once your account is created, you can start building automations right away.

Creating Your First Automation

Creating an automation in Sidekick is as simple as describing what you want to happen.

Try this example:

1. Click the "New Automation" button in the top right
2. In the chat interface, type: "When I receive an email labeled 'Important' in Gmail, add a row to a Google Sheet with the sender and subject"
3. Sidekick will guide you through connecting your Gmail and Google Sheets accounts if you haven't already
4. Review the automation steps Sidekick has created
5. Click "Run" to activate your automation

Congratulations! You've created your first automation.

Syncing Gmail with Google Sheets

This guide will show you how to automatically save important emails to a Google Sheet for tracking and analysis.

Prerequisites:

• Gmail account connected to Sidekick
• Google Sheets account connected to Sidekick

Steps:

1. Create a new automation
2. Describe what you want: "When I receive an email in Gmail with label 'Invoices', add the sender email, subject, and date to a Google Sheet"
3. Sidekick will prompt you to select which Gmail label to monitor
4. Next, you'll be asked to select or create a Google Sheet and specify the columns
5. Test the automation by sending yourself an email with the specified label
6. If everything works correctly, activate the automation

You can extend this automation by adding additional actions, such as sending a Slack notification when a new row is added.