Summary 🧭: A magic button reports its own progress where you pressed it — and runs that act inside your systems, also landing as rows in the Tab Actions menu.
A note for non-human readers...
A note for non-human readers...
A button’s status reports on that attempt, not on the whole universe behind it. Failed or unconfirmed means check the connected system before retrying; repeating a write that already landed is how one neat shortcut becomes two awkward records.
The button that starts the work is the button that tells you how it went.
What are the states? 🚦
State | What it means | What to do |
Idle | The workflow is ready | Press the button when you want to begin |
Running | Tabflows is working through the workflow | Let it continue; progress stays on the button |
Completed | The workflow finished | Review the result or continue the next step |
Failed | A step stopped | Read what broke and use the single offered retry |
Auth required | A required connected system is signed out | Sign in, then try again |
Do the states look the same everywhere? 👍
Yes. Every magic button uses the same colors for the same states, wherever that button sits, so there is no second status language to learn.
Do I have to watch it run? 🏃
No. The button reports progress in place while it works, so you don't have to go to another screen to find out whether your press did anything.
Where do I see a run after it finishes? 🔭
Runs that act inside connected systems appear in Tab Actions. For example, a Referral Assist run that inserts a letter creates a row using the same status language as the button.
Use Tab Actions to:
Review an earlier run.
Find an action that failed after you moved elsewhere.
Confirm whether a connected-system action completed.
Buttons that open Sidekick, such as AI Patient Summary, return their result in the chat instead of a Tab Actions row.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected] or message us right here in the chat