Workflows & Automation

Overview

Workflows enable you to automate treasury operations, reducing manual work and ensuring consistent execution of your treasury strategy. This guide will show you how to set up and manage automated workflows.

What are Workflows?

A workflow is an automation that executes transactions based on triggers you define. Each workflow:

Operates on a specific account
Contains one or more triggers
Creates transactions automatically when triggered
Can be paused or activated as needed

Workflow Components

1. Workflows

The top-level automation container:

{
  "id": "wf_123",
  "name": "Daily USDC Deposit",
  "description": "Automatically deposit idle USDC to Sky Protocol",
  "accountId": "acc_789",
  "status": "active"
}

2. Triggers

Conditions that cause a workflow to execute:

Schedule

Time-based execution (cron schedule)

Balance Above

When account balance exceeds threshold

Balance Below

When account balance falls below threshold

Manual

Execute on-demand via API or UI

3. Transaction Config

What happens when the trigger fires:

Type: deposit, withdraw, or transfer
Amount: How much to transact
Token: usdc, usdt, or usds
Strategy: Which DeFi protocol to use (for deposits/withdrawals)

Creating Your First Workflow

Step 1: Create the Workflow

const response = await fetch('/api/workflows', {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  credentials: 'include',
  body: JSON.stringify({
    accountId: 'acc_789',
    name: 'Daily Yield Deposit',
    description: 'Deposit idle USDC to Sky Protocol every day at 9am',
    status: 'active'
  })
});

const { workflow } = await response.json();

Step 2: Add a Trigger

const response = await fetch('/api/triggers', {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  credentials: 'include',
  body: JSON.stringify({
    workflowId: workflow.id,
    name: 'Daily at 9am',
    type: 'schedule',
    config: JSON.stringify({
      cron: '0 9 * * *'  // Every day at 9:00 AM
    }),
    transactionType: 'deposit',
    transactionConfig: JSON.stringify({
      amount: '1000',
      token: 'usdc',
      strategyId: 'sky-protocol'
    }),
    status: 'active'
  })
});

const { trigger } = await response.json();

Common Workflow Patterns

Pattern 1: Scheduled Deposits

Automatically deposit idle funds to earn yield:

Create Workflow

Link to your treasury account

Add Schedule Trigger

Set daily/weekly execution time

Configure Deposit

Define amount and target strategy

Monitor

Review created transactions

Example Cron Schedules:

0 9 * * * - Every day at 9 AM
0 9 * * 1 - Every Monday at 9 AM
0 0 1 * * - First day of every month at midnight

Pattern 2: Balance-Based Sweeps

Automatically sweep excess funds to your treasury:

// Create workflow
const workflow = await createWorkflow({
  accountId: 'operational_wallet',
  name: 'Excess Fund Sweep',
  description: 'Move excess funds to main treasury'
});

// Add balance trigger
const trigger = await createTrigger({
  workflowId: workflow.id,
  name: 'When balance > $10k',
  type: 'balance_above',
  config: JSON.stringify({
    threshold: '10000'  // $10,000 USDC
  }),
  transactionType: 'transfer',
  transactionConfig: JSON.stringify({
    amount: 'excess',  // Transfer amount above threshold
    token: 'usdc',
    toAccountId: 'main_treasury'
  })
});

Pattern 3: Strategic Withdrawals

Withdraw funds when yield drops or you need liquidity:

const trigger = await createTrigger({
  workflowId: workflow.id,
  name: 'Low Balance Alert',
  type: 'balance_below',
  config: JSON.stringify({
    threshold: '5000'  // $5,000 USDC
  }),
  transactionType: 'withdraw',
  transactionConfig: JSON.stringify({
    amount: '10000',
    token: 'usdc',
    strategyId: 'sky-protocol'
  })
});

Pattern 4: Manual Execution

Create workflows that you trigger manually when needed:

// Create manual trigger
const trigger = await createTrigger({
  workflowId: workflow.id,
  name: 'Manual Emergency Withdrawal',
  type: 'manual',
  config: JSON.stringify({}),  // Empty config for manual triggers
  transactionType: 'withdraw',
  transactionConfig: JSON.stringify({
    amount: 'all',  // Withdraw everything
    token: 'usdc',
    strategyId: 'sky-protocol'
  })
});

// Execute when needed
const response = await fetch(`/api/workflows/${workflow.id}/run`, {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  credentials: 'include',
  body: JSON.stringify({
    triggerId: trigger.id
  })
});

Managing Workflows

Pause a Workflow

Temporarily stop a workflow from executing:

await fetch(`/api/workflows/${workflowId}`, {
  method: 'PATCH',
  headers: { 'Content-Type': 'application/json' },
  credentials: 'include',
  body: JSON.stringify({ status: 'paused' })
});

Update a Trigger

Modify trigger conditions:

await fetch(`/api/triggers/${triggerId}`, {
  method: 'PATCH',
  headers: { 'Content-Type': 'application/json' },
  credentials: 'include',
  body: JSON.stringify({
    config: JSON.stringify({
      cron: '0 12 * * *'  // Change to noon instead of 9am
    })
  })
});

Delete a Workflow

Remove a workflow and all its triggers:

await fetch(`/api/workflows/${workflowId}`, {
  method: 'DELETE',
  credentials: 'include'
});

Transaction Approval Flow

When a workflow creates a transaction, it follows the standard approval flow:

Trigger Fires

Workflow trigger condition is met

Transaction Created

Transaction created with status pending_approval

Team Reviews

Authorized users review the transaction

Approval

User approves: POST /api/transactions/{id}/approve

Execution

Execute on-chain: POST /api/transactions/{id}/execute

Workflow-generated transactions still require manual approval before execution, ensuring you always have control.

Best Practices

Start Small

Test workflows with small amounts before deploying to production with large values.

Use Descriptive Names

Clear names help your team understand what each workflow does at a glance.

Monitor Regularly

Review workflow-generated transactions to ensure they’re working as expected.

Set Up Alerts

Configure notifications for workflow-generated transactions that need approval.

Document Your Strategy

Use the description field to explain why each workflow exists and what it accomplishes.

One Workflow Per Account

Keep workflows focused on a single account for clearer tracking and management.

Advanced: Complex Workflows

Multi-Trigger Workflow

A single workflow can have multiple triggers:

// Create workflow once
const workflow = await createWorkflow({
  accountId: 'acc_789',
  name: 'Smart Treasury Management'
});

// Add multiple triggers
await createTrigger({
  workflowId: workflow.id,
  name: 'Daily Deposit',
  type: 'schedule',
  config: JSON.stringify({ cron: '0 9 * * *' }),
  transactionType: 'deposit',
  transactionConfig: JSON.stringify({ amount: '1000', token: 'usdc' })
});

await createTrigger({
  workflowId: workflow.id,
  name: 'Emergency Withdrawal',
  type: 'balance_below',
  config: JSON.stringify({ threshold: '1000' }),
  transactionType: 'withdraw',
  transactionConfig: JSON.stringify({ amount: '5000', token: 'usdc' })
});

await createTrigger({
  workflowId: workflow.id,
  name: 'Manual Override',
  type: 'manual',
  config: JSON.stringify({}),
  transactionType: 'transfer',
  transactionConfig: JSON.stringify({ amount: 'all', token: 'usdc' })
});

Troubleshooting

Workflow Not Executing

Check:

Workflow status is active
Trigger status is active
Trigger conditions are being met
Account has sufficient balance

Transactions Stuck in Pending

Solution:

Review and approve pending transactions
Check if approval permissions are correctly set
Verify no team members are blocking approvals

Wrong Amount Being Transacted

Fix:

Update trigger’s transactionConfig
Ensure amount format is correct (string, not number)
Check if using excess or all keywords correctly

Next Steps

API Reference - Workflows

Explore detailed workflow API documentation

DeFi Strategies

Learn about supported yield strategies

Permissions Guide

Understand workflow permissions

Core Concepts

Understand fundamental concepts

Getting Started

Treasury Management

Integration

Workflows & Automation

Overview

What are Workflows?

Workflow Components

1. Workflows

2. Triggers

Schedule

Balance Above

Balance Below

Manual

3. Transaction Config

Creating Your First Workflow

Step 1: Create the Workflow

Step 2: Add a Trigger

Common Workflow Patterns

Pattern 1: Scheduled Deposits

Pattern 2: Balance-Based Sweeps

Pattern 3: Strategic Withdrawals

Pattern 4: Manual Execution

Managing Workflows

Pause a Workflow

Update a Trigger

Delete a Workflow

Transaction Approval Flow

Best Practices

Advanced: Complex Workflows

Multi-Trigger Workflow

Troubleshooting

Next Steps

API Reference - Workflows

DeFi Strategies

Permissions Guide

Core Concepts

Getting Started

Treasury Management

Integration

​Overview

​What are Workflows?

​Workflow Components

​1. Workflows

​2. Triggers

Schedule

Balance Above

Balance Below

Manual

​3. Transaction Config

​Creating Your First Workflow

​Step 1: Create the Workflow

​Step 2: Add a Trigger

​Common Workflow Patterns

​Pattern 1: Scheduled Deposits

​Pattern 2: Balance-Based Sweeps

​Pattern 3: Strategic Withdrawals

​Pattern 4: Manual Execution

​Managing Workflows

​Pause a Workflow

​Update a Trigger

​Delete a Workflow

​Transaction Approval Flow

​Best Practices

​Advanced: Complex Workflows

​Multi-Trigger Workflow

​Troubleshooting

​Next Steps

API Reference - Workflows

DeFi Strategies

Permissions Guide

Core Concepts

Overview

What are Workflows?

Workflow Components

1. Workflows

2. Triggers

3. Transaction Config

Creating Your First Workflow

Step 1: Create the Workflow

Step 2: Add a Trigger

Common Workflow Patterns

Pattern 1: Scheduled Deposits

Pattern 2: Balance-Based Sweeps

Pattern 3: Strategic Withdrawals

Pattern 4: Manual Execution

Managing Workflows

Pause a Workflow

Update a Trigger

Delete a Workflow

Transaction Approval Flow

Best Practices

Advanced: Complex Workflows

Multi-Trigger Workflow

Troubleshooting

Next Steps