Automatically onboard new channel members

What’s it handy for?

Reduce time-to-productivity by using Workflow Builder to automatically share relevant context and information with someone when they join your channel.

A few uses for this workflow:

  • HR: Share key info and resources when new hires join their team channel
  • Project Managers: Share pinned docs when someone joins your project channel
  • Sales: Link people supporting you on a deal to key resources upon joining your account channel
  • External: Inform someone that the channel they joined has individual guests
  • Account Managers: Onboard new customers into shared channel

With this workflow, a direct message with information of your choosing is automatically sent to anyone who joins a selected channel.

See it in action:

  1. Creating and publishing the workflow takes only a few minutes. Import the downloadable template, select a channel for the workflow and customize with any information, context, or links relevant to the channel.
  2. When someone new joins the channel, the workflow automatically sends them a direct message.
  3. It can also prompt the user to complete a form to introduce themselves to their team in the channel.

To get started:

  1. Download the example
  2. Navigate to Workflow Builder and select “Import”
  3. Once imported, edit the workflow to make sense for your team
  4. Publish and let everyone know about your masterpiece

Was this tip useful?

0/600

Nice one!

Thanks a lot for your feedback!

Got it!

Thanks for your feedback.

Whoops! We’re having some problems. Please try again later.