An internal onboarding flow designed for organizations using your product as a workplace tool. It guides new employees through the company's specific setup within the product — team channels, project access, reporting workflows — rather than teaching the product from scratch.
Trigger this flow when an admin adds a new team member and they log in for the first time. It is particularly useful for companies with 50+ employees where one-on-one training is not scalable.
Greet the new employee by name, introduce the workspace, and explain how the company uses this tool — "This is where our team tracks projects, communicates, and reports progress."
Guide the new employee to configure their profile, notification preferences, and any personal settings. Pre-populate fields with the company's default values where possible.
Automatically subscribe the employee to the channels, projects, or workspaces their role requires. Show a list of what was added and explain the purpose of each.
Demonstrate the 3-5 actions the employee will perform most often — checking tasks, updating statuses, filing reports — using the company's actual data and terminology.
Show the employee who their manager, team lead, and IT support contact are within the tool, so they know who to reach out to for different types of questions.
Assign a low-stakes practice task (e.g., "Update your status" or "Comment on this test project") so the employee builds confidence before handling real work.
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