{ "count": 157, "entries": [ { "actions": [], "alt": "The Pyn sign-in page headed Start your Journey, with the buttons Continue with Google, Continue with Microsoft, Continue with Magic Link and Continue with SSO.", "appPath": "/sign-in", "area": "account", "caption": "The sign-in page offers Google, Microsoft, a magic link and SSO.", "feature": "sign-in", "id": "account-sign-in-options", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/account/sign-in/account-sign-in-options.png" }, { "actions": [ "click \"Continue with Magic Link\"", "wait 500" ], "alt": "The magic link form headed Enter your email address, with an Email field and the Restart and Send buttons.", "appPath": "/sign-in", "area": "account", "caption": "After Continue with Magic Link, the page asks for the email address to send the link to.", "feature": "sign-in", "id": "account-sign-in-magic-link", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/account/sign-in/account-sign-in-magic-link.png" }, { "actions": [ "click \"Continue with SSO\"", "wait 500" ], "alt": "The SSO form headed Enter your email address, explaining that you will be taken to your organisation's single sign-on provider, with an Email field and a Continue button.", "appPath": "/sign-in", "area": "account", "caption": "After Continue with SSO, Pyn asks for the work email it uses to find your identity provider.", "feature": "sign-in", "id": "account-sign-in-sso", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/account/sign-in/account-sign-in-sso.png" }, { "actions": [], "alt": "The Switch Workspace page listing Create a new Workspace followed by the workspaces the signed-in user belongs to.", "appPath": "/switch-workspace", "area": "account", "caption": "Switch Workspace lists every workspace your email address is linked to, with Create a new Workspace first.", "feature": "workspaces", "id": "account-workspaces-switch", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/account/workspaces/account-workspaces-switch.png" }, { "actions": [], "alt": "The Create a Workspace for your team form with the fields Workspace Name, HRIS, Company Size and Messaging Platform and a Next button.", "appPath": "/create-workspace", "area": "account", "caption": "Create a Workspace for your team asks for the name, HRIS, company size and messaging platform.", "feature": "workspaces", "id": "account-workspaces-create", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/account/workspaces/account-workspaces-create.png" }, { "actions": [ "click role:button \"Open profile\"", "wait 500" ], "alt": "The profile menu open above the avatar in the bottom-left corner, headed Northwind, listing Create new Workspace, Switch Workspace, Contact Support, Contact Sales and Sign Out.", "appPath": "/home", "area": "account", "caption": "The profile menu: the workspace name, then workspace, support and sign-out options.", "feature": "profile", "id": "account-profile-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "session": "user", "captured": true, "url": "https://support.pynhq.com/media/account/profile/account-profile-menu.png" }, { "actions": [], "alt": "The All Enrollments table listing each employee, their automation, a progress count and the reference date.", "appPath": "/activity/home", "area": "activity", "caption": "Activity > Enrollments shows who is in each automation and how far along they are.", "feature": "enrollments", "id": "activity-enrollments-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/activity/enrollments/activity-enrollments-table.png" }, { "actions": [ "click role:row \"Ben Carter\"", "waitFor \"Enrollment Steps\"" ], "alt": "Ben Carter's enrollment in Welcome to Northwind open in the right-hand panel, with its Details and the Enrollment Steps list showing a status on each step.", "appPath": "/activity/home", "area": "activity", "caption": "An enrollment's panel lists its details and every step with a status and date.", "feature": "enrollments", "id": "activity-enrollments-panel", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/activity/enrollments/activity-enrollments-panel.png" }, { "actions": [ "click \"Needs Review\"", "settle" ], "alt": "The Needs Review view under Enrollments in Activity.", "appPath": "/activity/home", "area": "activity", "caption": "Needs Review lists paused enrollments, each with a Verify button.", "feature": "enrollments", "id": "activity-enrollments-needs-review", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/activity/enrollments/activity-enrollments-needs-review.png" }, { "actions": [ "click \"Campaigns\"", "settle" ], "alt": "The Campaigns view in Activity showing the month calendar with the campaign sidebar.", "appPath": "/activity/home", "area": "activity", "caption": "The Campaigns calendar shows each campaign and its steps on the days they send.", "feature": "enrollments", "id": "activity-enrollments-campaign-calendar", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/activity/enrollments/activity-enrollments-campaign-calendar.png" }, { "actions": [ "click \"All Messages\"", "settle" ], "alt": "The All Messages table with From, Recipients, Delivery, Status and Date columns, mixing Complete and Scheduled steps from the onboarding automation.", "appPath": "/activity/home", "area": "activity", "caption": "Activity > All Messages lists every step with its sender, recipients, status and date.", "feature": "messages", "id": "activity-messages-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/activity/messages/activity-messages-table.png" }, { "actions": [ "click \"All Messages\"", "click \"Welcome aboard, @principal.firstName\"", "waitUrl /activity/step", "settle" ], "alt": "The step page for a scheduled Day one welcome email: the enrollment banner, Date, From and To, the message with its tokens unfilled, Pause in the top-right corner and the Activity rail.", "appPath": "/activity/home", "area": "activity", "caption": "A step page shows the enrollment it belongs to, the sender and recipient, and the message; once sent, it renders each recipient's copy.", "feature": "messages", "id": "activity-messages-step-page", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/activity/messages/activity-messages-step-page.png" }, { "actions": [ "click role:link \"Actions\"", "settle" ], "alt": "The Actions view in Activity with Employee, Action, Status, Delivered and Actioned columns.", "appPath": "/activity/home", "area": "activity", "caption": "The Actions view, one row per delivery that asked for something.", "feature": "actions", "id": "activity-actions-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/activity/actions/activity-actions-table.png" }, { "actions": [ "click \"Dashboard\"", "settle" ], "alt": "The Activity Dashboard with the Delivered and Click Rate tiles, the Group by and Last 30 days controls, and the message No delivery data for this period.", "appPath": "/activity/home", "area": "activity", "caption": "The Dashboard totals deliveries for the chosen range, with Group by and the date button in the top-right corner.", "feature": "dashboard", "id": "activity-dashboard-summary", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/activity/dashboard/activity-dashboard-summary.png" }, { "actions": [], "alt": "The Addons gallery of tiles, each with a title, description and an Installed, Upgrade Available or Enterprise Tier footer.", "appPath": "/addons/all", "area": "addons", "caption": "Addons shows every capability as a tile with its availability in the footer.", "feature": "overview", "id": "addons-gallery", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/addons/overview/addons-gallery.png" }, { "actions": [ "click \"Culture Amp\"", "waitFor \"Upgrade\"" ], "alt": "The Culture Amp add-on panel with the upgraded-plan banner and the Upgrade button.", "appPath": "/addons/all", "area": "addons", "caption": "An add-on's panel with the Upgrade button for a Team-tier capability.", "feature": "catalogue", "id": "addons-panel-upgrade", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/addons/catalogue/addons-panel-upgrade.png" }, { "actions": [ "waitUrl /ai/home/home", "waitFor \"knows about your people\"" ], "alt": "The Pyn AI home page with the brain icon, the tagline Pyn AI knows about your people and five statistics.", "appPath": "/ai/home", "area": "ai", "caption": "AI opens on Home, with the tagline and the preview's headline figures.", "feature": "overview", "id": "ai-overview-home", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/ai/overview/ai-overview-home.png" }, { "actions": [ "click \"Employees\"", "settle" ], "alt": "The Context > Employees table with Name, Signals, Pending, Journey chips and Last Updated columns.", "appPath": "/ai/home", "area": "ai", "caption": "Context > Employees lists each sample employee with their signals and journey moments.", "feature": "context", "id": "ai-context-employees", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/ai/context/ai-context-employees.png" }, { "actions": [ "click \"Skills\"", "settle" ], "alt": "The Agents > Skills table with Moment, Name, Status, Owner, Hours Saved, $ Saved and Preview columns.", "appPath": "/ai/home", "area": "ai", "caption": "Agents > Skills lists every skill with its moment, status, owner and savings.", "feature": "agents", "id": "ai-agents-skills", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/ai/agents/ai-agents-skills.png" }, { "actions": [], "alt": "The Employees table in the Active view, one row per employee with their avatar, email, country and time zone.", "appPath": "/directory/home", "area": "directory", "caption": "Directory > Employees lists everyone in the workspace with their country and time zone.", "feature": "employees", "id": "directory-employees-list", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employees/directory-employees-list.png" }, { "actions": [ "click \"Active\"", "click \"Aisha Rahman\"" ], "alt": "Aisha Rahman's profile panel open next to the Employees table, showing her buddy, manager, HRBP and personal details.", "appPath": "/directory/home", "area": "directory", "caption": "Select an employee to open their profile beside the list.", "feature": "employees", "id": "directory-employees-profile", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employees/directory-employees-profile.png" }, { "actions": [ "click \"Upcoming\"", "click \"Add employee\"", "waitFor \"Add an upcoming employee\"" ], "alt": "The Add an upcoming employee dialog over the Upcoming view, with Full name, Preferred name, Work email, Personal email, Start date, Country, Time zone and Manager fields.", "appPath": "/directory/home", "area": "directory", "caption": "Add an upcoming employee asks for the few fields preboarding needs.", "feature": "employees", "id": "directory-employees-add-employee", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employees/directory-employees-add-employee.png" }, { "actions": [ "click role:button \"Table\"", "waitFor \"Export\"" ], "alt": "The Active employees view with the Table view-type menu open, listing Change View Type, Rows per page, Duplicate View and Export.", "appPath": "/directory/home", "area": "directory", "caption": "The view-type menu on a table view holds Export.", "feature": "employees", "id": "directory-employees-export-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employees/directory-employees-export-menu.png" }, { "actions": [ "click \"Installed\"", "note the File Upload tile has no text label: its Active footer is the first on the Installed page", "click \"Active\"", "waitFor \"Download Sample File\"" ], "alt": "The Employee File integration panel open on the right of Settings > Integrations > Installed, showing the upload banner with Download Sample File and Upload buttons and the Details, History and Advanced tabs.", "appPath": "/settings/home", "area": "directory", "caption": "The Employee File panel in Settings, with Download Sample File and Upload.", "feature": "employees", "id": "directory-employees-employee-file-panel", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employees/directory-employees-employee-file-panel.png" }, { "actions": [ "click \"All Groups\"", "settle" ], "alt": "The All Groups table with a type icon, Parent and Name columns, listing the Country groups United Kingdom and United States, the Department groups, the Division groups Go to Market and R&D, and the Lifecycle groups Current Active, Inactive, Terminated and Upcoming Employees.", "appPath": "/directory/home", "area": "directory", "caption": "Directory > Employee Groups lists every group with its type and parent demographic.", "feature": "employee-groups", "id": "directory-employee-groups-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employee-groups/directory-employee-groups-table.png" }, { "actions": [ "click \"All Groups\"", "click role:button \"Create\"", "waitFor \"Create Employee Group\"" ], "alt": "The Create Employee Group dialog listing Demographic, Filter and Relationship with a description under each, Rule greyed out, and Static.", "appPath": "/directory/home", "area": "directory", "caption": "Create Employee Group offers Demographic, Filter, Relationship and Static.", "feature": "employee-groups", "id": "directory-employee-groups-create", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employee-groups/directory-employee-groups-create.png" }, { "actions": [ "click \"All Groups\"", "click role:button \"Create\"", "click role:option \"Filter\"", "waitFor \"Add Filter Group\"", "fill \"Group Name\" \"US Engineering\"", "wait 500" ], "alt": "The Add Filter Group page with the Group Name field, the Lifecycle selector showing Current, the Included and Excluded selectors and a Preview button.", "appPath": "/directory/home", "area": "directory", "caption": "Add Filter Group takes a name, the lifecycle stages and the groups to include and exclude.", "feature": "employee-groups", "id": "directory-employee-groups-filter-add", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employee-groups/directory-employee-groups-filter-add.png" }, { "actions": [ "click \"All Groups\"", "click role:button \"Create\"", "click role:option \"Static\"", "press Enter", "waitFor \"Add Static Group\"", "fill \"Group Name\" \"Onboarding buddies\"", "wait 500" ], "alt": "The Add Static Group page with the Group Name field, the employee search and the three options to search, upload a file or paste email addresses.", "appPath": "/directory/home", "area": "directory", "caption": "Add Static Group takes a name and the people, by search, paste or file.", "feature": "employee-groups", "id": "directory-employee-groups-static-add", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employee-groups/directory-employee-groups-static-add.png" }, { "actions": [ "click \"All Demographics\"", "settle" ], "alt": "The All Demographics table with Name and Property columns listing Country, Division, Department, Location, Employment Type and Lifecycle.", "appPath": "/directory/home", "area": "directory", "caption": "Customize > All Demographics lists each demographic and the property it reads.", "feature": "demographics", "id": "directory-demographics-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/demographics/directory-demographics-table.png" }, { "actions": [ "chapter \"Open Employee File\"", "click \"Installed\"", "wait 800", "note the File Upload tile has no text label: its Active footer is the first on the Installed page", "click \"Active\"", "waitFor \"Download Sample File\"", "wait 1500", "chapter \"Check the Directory\"", "goto /directory/home", "wait 1000", "click \"Aisha Rahman\"", "wait 1200", "click role:tab \"Groups\"", "wait 1200", "press Escape", "chapter \"Add an upcoming employee\"", "click \"Upcoming\"", "click \"Add employee\"", "wait 1500", "press Escape", "chapter \"Create a static group\"", "click \"All Groups\"", "wait 800", "click role:button \"Create\"", "click role:option \"Static\"", "press Enter", "waitFor \"Add Static Group\"", "fill \"Group Name\" \"Onboarding buddies\"", "wait 1200", "click \"Back\"", "chapter \"Create a filter group\"", "click role:button \"Create\"", "click role:option \"Filter\"", "waitFor \"Add Filter Group\"", "fill \"Group Name\" \"Upcoming joiners\"", "wait 1200", "wait 1500" ], "alt": "A walkthrough of the first employee upload: the Employee File panel in Settings, an employee profile and its groups in Directory, the Add an upcoming employee dialog, then the Add Static Group and Add Filter Group pages.", "appPath": "/settings/home", "area": "directory", "caption": "Your first employee upload and groups: the Employee File panel, a profile, an upcoming joiner, a static group and a filter group.", "feature": "employees", "id": "directory-tutorial-first-upload", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/directory/employees/directory-tutorial-first-upload.mp4" }, { "actions": [ "click \"Automations\"", "click \"Create New\"", "waitFor \"Select Trigger\"" ], "alt": "The Select Trigger dialog with Employee Lifecycle selected, listing Will be joining, Pre-onboarding, Start of Onboarding and Off-boarding.", "appPath": "/flows/home", "area": "flows", "caption": "Select Trigger lists the categories on the left and each category's triggers with a one-line description.", "feature": "automations", "id": "flows-automations-select-trigger", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-select-trigger.png" }, { "actions": [ "click \"Automations\"", "click \"More create options\"", "click \"Add from Template\"", "waitFor \"Templates\"" ], "alt": "The Add from Template dialog listing automation and campaign templates grouped by journey category.", "appPath": "/flows/home", "area": "flows", "caption": "Add from Template copies a ready-made automation into your workspace.", "feature": "automations", "id": "flows-automations-add-from-template", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-add-from-template.png" }, { "actions": [ "click \"Automations\"", "click \"Work anniversary\"", "waitFor \"This flow starts\"", "wait 600" ], "alt": "The trigger drawer's Configure tab for the Work anniversary automation, with This flow starts set to on the day of and the recurrence set to every year.", "appPath": "/flows/home", "area": "flows", "caption": "Configure sets when a date trigger starts and how often it repeats.", "feature": "automations", "id": "flows-automations-trigger-configure", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-trigger-configure.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click role:tab \"Audience\"", "waitFor \"Audience Preview\"" ], "alt": "The trigger drawer's Audience tab with Lifecycle, Included and Excluded fields and the Audience Preview list below.", "appPath": "/flows/home", "area": "flows", "caption": "Audience narrows the trigger to lifecycle stages and groups, with a preview of who matches.", "feature": "automations", "id": "flows-automations-trigger-audience", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-trigger-audience.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click role:tab \"Advanced\"", "waitFor \"Prevent repeat enrollments\"" ], "alt": "The trigger drawer's Advanced tab showing the Prevent repeat enrollments setting and its description.", "appPath": "/flows/home", "area": "flows", "caption": "Advanced holds the re-enrollment timeout for the trigger.", "feature": "automations", "id": "flows-automations-trigger-advanced", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-trigger-advanced.png" }, { "actions": [ "click \"Automations\"", "click \"Create New\"", "click \"Dates and Schedules\"", "click \"Recurring Trigger\"", "waitFor \"Starting from Date (Inclusive)\"" ], "alt": "The Configure tab of a recurring trigger with Starting from Date, Time, In Time Zone and Recurrence fields and the list of upcoming run times.", "appPath": "/flows/home", "area": "flows", "caption": "A recurring trigger runs on a timetable and previews its upcoming runs.", "feature": "automations", "id": "flows-automations-recurring-trigger", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-recurring-trigger.png" }, { "actions": [ "click \"Automations\"", "click \"Create New\"", "click \"Team and Org Changes\"", "click \"Group Change\"", "waitFor \"Trigger when\"" ], "alt": "The Configure tab of a Group Change trigger with the Trigger when select and the Groups picker.", "appPath": "/flows/home", "area": "flows", "caption": "Group Change watches the groups you pick for people entering or leaving.", "feature": "automations", "id": "flows-automations-group-trigger", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-group-trigger.png" }, { "actions": [ "click \"Automations\"", "click \"Create New\"", "click \"Team and Org Changes\"", "waitFor \"Buddy Assigned\"" ], "alt": "The Team and Org Changes category of Select Trigger listing Buddy Assigned, Promoted to Manager, Change of Manager, Group Change, Change of Location and Connected to Slack.", "appPath": "/flows/home", "area": "flows", "caption": "Team and Org Changes triggers fire the moment a relationship or group membership changes.", "feature": "automations", "id": "flows-automations-team-trigger", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-team-trigger.png" }, { "actions": [ "click \"Automations\"", "click \"Create New\"", "click \"Form Submission\"", "click \"No selection\"", "wait 800" ], "alt": "The Form Submission category of Select Trigger with the form list open, showing the Onboarding check-in form.", "appPath": "/flows/home", "area": "flows", "caption": "Form Submission ties the automation to one published form.", "feature": "automations", "id": "flows-automations-form-trigger", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-form-trigger.png" }, { "actions": [ "click \"Automations\"", "click \"Create New\"", "click \"Employee Properties\"", "click \"Select a Property\"", "wait 600" ], "alt": "The Employee Properties category of Select Trigger with the Select a Property list open.", "appPath": "/flows/home", "area": "flows", "caption": "Employee Properties turns any date, text or yes/no field into a trigger.", "feature": "automations", "id": "flows-automations-property-trigger", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-property-trigger.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click role:button \"Automated\"", "click \"Change Mode\"", "waitFor \"Select how you would like this flow to operate:\"" ], "alt": "The Change Mode dialog listing Automated, Verification, Manual Only, Deactivate and Archive with a description of each.", "appPath": "/flows/home", "area": "flows", "caption": "Change Mode decides whether the trigger enrols people and whether steps send without review.", "feature": "automations", "id": "flows-automations-change-mode", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-change-mode.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click role:button \"Automated\"", "click \"Manual Enroll\"", "waitFor \"Manually enroll employees in this Flow\"" ], "alt": "The Manually enroll employees in this Flow dialog with the employee search, the upload and paste options, and the Reference Date, Verify Mode and Flag as Test fields.", "appPath": "/flows/home", "area": "flows", "caption": "Manual Enroll puts the people you choose into the published version with a reference date you set.", "feature": "automations", "id": "flows-automations-manual-enroll", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-manual-enroll.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "waitFor \"Add a step\"", "click role:button \"Automated\"", "click \"Manual Enroll\"", "waitFor \"Manually enroll employees in this Flow\"", "click \"Upload mail merge spreadsheet\"", "wait 800" ], "alt": "The Manually enroll employees in this Flow dialog with Upload mail merge spreadsheet listed under No employees selected.", "appPath": "/flows/home", "area": "flows", "caption": "The Manual Enroll dialog lists Upload mail merge spreadsheet among the ways to add people.", "feature": "automations", "id": "flows-automations-mail-merge", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-mail-merge.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "waitFor \"Add a step\"", "click role:button \"Automated\"", "click \"Manual Enroll\"", "waitFor \"Manually enroll employees in this Flow\"", "fill \"Search for an employee to enroll\" \"Aisha\"", "wait 800", "click \"Aisha Rahman\"", "click \"Next\"", "waitFor \"Confirm Manual Enrollments\"", "wait 600" ], "alt": "Walking through Manual Enroll: searching for an employee, selecting them, reviewing the Confirm Manual Enrollments screen.", "appPath": "/flows/home", "area": "flows", "caption": "Search for an employee, set the reference date and review before confirming.", "feature": "automations", "id": "flows-automations-manual-enroll-video", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-manual-enroll-video.mp4" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "waitFor \"Add a step\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "click role:tab \"Reminders\"", "click \"Add reminder\"", "wait 800", "click role:button \"Publish\"", "waitFor \"Update Enrollments\"", "wait 600" ], "alt": "The Update Enrollments dialog listing ten enrollments, all ticked, with their reference dates and the Update Enrollments button.", "appPath": "/flows/home", "area": "flows", "caption": "Publishing a change offers to update enrollments still running on the previous version.", "feature": "automations", "id": "flows-automations-update-enrollments", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-update-enrollments.png" }, { "actions": [ "click \"Enrollments\"", "click \"Needs Review\"", "wait 800", "click \"Verify\"", "waitFor \"Select messages to unpause\"", "wait 600" ], "alt": "The Select messages to unpause dialog, opened from Verify on Noah Fischer's Probation review enrollment in Needs Review, with every message ticked.", "appPath": "/activity/home", "area": "flows", "caption": "Verify an enrollment to choose which messages to unpause.", "feature": "automations", "id": "flows-automations-verify-unpause", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-verify-unpause.png" }, { "actions": [ "click \"Automations\"", "hover role:row \"Welcome to Northwind\"", "click role:button \"Actions\"", "wait 600" ], "alt": "The row menu of an automation in the Automations table with Duplicate, Archive and Assign Moment.", "appPath": "/flows/home", "area": "flows", "caption": "Each row's menu offers Duplicate, Archive and Assign Moment.", "feature": "automations", "id": "flows-automations-row-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-row-menu.png" }, { "actions": [ "click \"Automations\"", "click \"Sort\"", "wait 600" ], "alt": "The Sort menu above the Automations table listing Journey order, then status; Status, then journey order; Title A to Z; Newest first; and Needs publishing first, then journey order.", "appPath": "/flows/home", "area": "flows", "caption": "Sort reorders the Automations table for your session.", "feature": "automations", "id": "flows-automations-sort", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-sort.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "waitFor \"Add a step\"", "click role:button \"Close\"", "wait 500", "click role:button \"Details\"", "waitFor \"Moment\"" ], "alt": "The Details drawer of an automation with the Moment field reading Select a moment.", "appPath": "/flows/home", "area": "flows", "caption": "Details holds the automation's moment on the journey map.", "feature": "automations", "id": "flows-automations-details-moment", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-details-moment.png" }, { "actions": [ "chapter \"Create from the Pre-onboarding trigger\"", "click \"Automations\"", "click \"Create New\"", "waitFor \"Select Trigger\"", "click \"Pre-onboarding\"", "waitUrl /flows/automation", "chapter \"Set the audience to joiners\"", "click role:tab \"Audience\"", "wait 1500", "chapter \"Add the first email to the personal address\"", "click \"Add a step\"", "waitFor \"Add Step\"", "click \"Send Email to Employee\"", "wait 2000" ], "alt": "Creating the Pre-boarding automation: choosing the Pre-onboarding trigger, setting the audience and adding an email step.", "appPath": "/flows/home", "area": "flows", "caption": "Pre-boarding: trigger, audience and the first email step.", "feature": "automations", "id": "flows-automations-tutorial-pre-boarding", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-tutorial-pre-boarding.mp4" }, { "actions": [ "chapter \"Open the Work anniversary automation\"", "click \"Automations\"", "click \"Work anniversary\"", "waitFor \"This flow starts\"", "chapter \"Offset and recurrence\"", "click role:button \"on the day of\"", "wait 1200", "press Escape", "chapter \"Birthday from the template catalogue\"", "click \"Back\"", "click \"More create options\"", "click \"Add from Template\"", "waitFor \"Templates\"", "wait 1500" ], "alt": "Reviewing the Work anniversary trigger's offset and recurrence, then opening Add from Template to find Birthday celebration.", "appPath": "/flows/home", "area": "flows", "caption": "Anniversaries by date trigger, birthdays from the template catalogue.", "feature": "automations", "id": "flows-automations-tutorial-anniversaries", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-tutorial-anniversaries.mp4" }, { "actions": [ "chapter \"Create the Buddy briefing automation\"", "click \"Automations\"", "click \"Create New\"", "waitFor \"Select Trigger\"", "click \"Team and Org Changes\"", "click \"Buddy Assigned\"", "waitUrl /flows/automation", "chapter \"Add a direct message to the buddy\"", "click \"Add a step\"", "waitFor \"Add Step\"", "click \"Send Direct Message\"", "wait 2000" ], "alt": "Creating the Buddy briefing automation from the Buddy Assigned trigger and adding a direct message step.", "appPath": "/flows/home", "area": "flows", "caption": "Buddy briefing: Buddy Assigned trigger and a message to the buddy.", "feature": "automations", "id": "flows-automations-tutorial-buddy", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-tutorial-buddy.mp4" }, { "actions": [ "chapter \"Create from Promoted to Manager\"", "click \"Automations\"", "click \"Create New\"", "waitFor \"Select Trigger\"", "click \"Team and Org Changes\"", "click \"Promoted to Manager\"", "waitUrl /flows/automation", "wait 1200", "chapter \"Add the first email\"", "click \"Add a step\"", "waitFor \"Add Step\"", "click \"Send Email to Employee\"", "wait 2000" ], "alt": "Creating the New manager automation from the Promoted to Manager trigger and adding the first email step.", "appPath": "/flows/home", "area": "flows", "caption": "New manager: Promoted to Manager trigger and the first weekly email.", "feature": "automations", "id": "flows-automations-tutorial-new-manager", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-tutorial-new-manager.mp4" }, { "actions": [ "chapter \"Create from the Off-boarding trigger\"", "click \"Automations\"", "click \"Create New\"", "waitFor \"Select Trigger\"", "click \"Off-boarding\"", "waitUrl /flows/automation", "chapter \"Start two weeks before the last day\"", "click role:button \"the day before\"", "wait 800", "click \"2 weeks before\"", "wait 800", "chapter \"Audience: Current and Terminated\"", "click role:tab \"Audience\"", "wait 1500" ], "alt": "Creating the Offboarding automation from the Off-boarding trigger, moving the start to two weeks before and opening the Audience tab.", "appPath": "/flows/home", "area": "flows", "caption": "Offboarding: Off-boarding trigger, two weeks before, audience of Current and Terminated.", "feature": "automations", "id": "flows-automations-tutorial-offboarding", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-tutorial-offboarding.mp4" }, { "actions": [ "click \"Campaign Templates\"", "settle" ], "alt": "Flows, Campaign Templates: a table of campaign templates with Moment, Title and Status columns.", "appPath": "/flows/home", "area": "flows", "caption": "Flows, Campaign Templates lists the templates added to the workspace, grouped by moment.", "feature": "campaign-templates", "id": "flows-campaign-templates-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-table.png" }, { "actions": [ "click \"Automations\"", "click role:button \"More create options\"", "click \"Add from Template\"", "waitFor \"Add from Template\"", "wait 800" ], "alt": "The Add from Template dialog with journey categories on the left and template rows on the right, each showing its trigger or its milestone count.", "appPath": "/flows/home", "area": "flows", "caption": "Add from Template, from the arrow next to Create New, lists the catalogue's automations and campaign templates by category.", "feature": "campaign-templates", "id": "flows-campaign-templates-add-from-template", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-add-from-template.png" }, { "actions": [ "click \"Automations\"", "click role:button \"More create options\"", "click \"Add from Template\"", "waitFor \"Add from Template\"", "click \"Org-wide Campaigns\"", "wait 800", "note hovering first scrolls the catalogue entry into view so the click lands on it", "hover \"2026 US Holidays\"", "wait 500", "click \"2026 US Holidays\"", "waitUrl /flows/campaign-template", "settle", "wait 800" ], "alt": "The 2026 US Holidays campaign template: a list of milestones with checkboxes on the left and a year calendar with each holiday coloured on the right, and Use this in the header.", "appPath": "/flows/home", "area": "flows", "caption": "A campaign template shows its milestones beside a year calendar; tick milestones, then Use this.", "feature": "campaign-templates", "id": "flows-campaign-templates-editor", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-editor.png" }, { "actions": [ "click \"Automations\"", "click role:button \"More create options\"", "click \"Add from Template\"", "waitFor \"Add from Template\"", "click \"Org-wide Campaigns\"", "wait 800", "note hovering first scrolls the catalogue entry into view so the click lands on it", "hover \"2026 US Holidays\"", "wait 500", "click \"2026 US Holidays\"", "waitUrl /flows/campaign-template", "settle", "note the select-all box is an unlabelled checkbox; its label is the first checkbox label on the page", "click \"css:label:has(input[type=checkbox])\"", "click \"Use this\"", "waitFor \"Enroll employees in this Campaign\"", "wait 600" ], "alt": "The Enroll employees in this Campaign page with the Verify Mode toggle, the recipient search and Next.", "appPath": "/flows/home", "area": "flows", "caption": "Use this opens the enrolment page: choose Verify Mode and the employees or groups.", "feature": "campaign-templates", "id": "flows-campaign-templates-enroll", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-enroll.png" }, { "actions": [ "click \"Campaigns\"", "settle" ], "alt": "Activity, Campaigns: a year calendar with a sidebar listing campaigns and Create new in the top-right corner.", "appPath": "/activity/home", "area": "flows", "caption": "Activity, Campaigns is the calendar of campaigns and their steps.", "feature": "campaign-templates", "id": "flows-campaign-templates-calendar", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-calendar.png" }, { "actions": [ "click \"Campaigns\"", "settle", "click \"Create new\"", "waitFor \"Create new Campaign\"", "fill \"Campaign title\" \"Mid-year reviews\"", "wait 500" ], "alt": "The Create new Campaign dialog with Campaign title filled in as Mid-year reviews, a Date, Color swatches and an Emoji.", "appPath": "/activity/home", "area": "flows", "caption": "Create new asks for a title, a reference date, a colour and an emoji.", "feature": "campaign-templates", "id": "flows-campaign-templates-create-dialog", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-create-dialog.png" }, { "actions": [ "click \"Campaigns\"", "settle", "click \"Create new\"", "waitFor \"Create new Campaign\"", "fill \"Campaign title\" \"Mid-year reviews\"", "click \"Create\"", "settle", "click \"Add Step\"", "click \"Send Email to Employee\"", "waitFor \"Scheduled date\"", "wait 800" ], "alt": "A campaign step open in the panel on Configure, with Scheduled date, at, in, From, the To multi-select, Subject and the editor, and a Draft state button in the header.", "appPath": "/activity/home", "area": "flows", "caption": "A campaign step has a calendar date and a list of recipients; the header's state button moves it from Draft to Automated.", "feature": "campaign-templates", "id": "flows-campaign-templates-step-panel", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-step-panel.png" }, { "actions": [ "chapter \"Add from the catalogue\"", "click \"Automations\"", "click role:button \"More create options\"", "click \"Add from Template\"", "waitFor \"Add from Template\"", "wait 1000", "click \"Org-wide Campaigns\"", "wait 800", "note hovering first scrolls the catalogue entry into view so the click lands on it", "hover \"2026 US Holidays\"", "wait 500", "click \"2026 US Holidays\"", "waitUrl /flows/campaign-template", "settle", "wait 1500", "chapter \"Enrol a group\"", "note the select-all box is an unlabelled checkbox; its label is the first checkbox label on the page", "click \"css:label:has(input[type=checkbox])\"", "click \"Use this\"", "waitFor \"Enroll employees in this Campaign\"", "wait 800", "fill \"Search for a recipient or group to enroll\" \"Leadership\"", "wait 1200", "note the recipient search lists the Leadership department group; the static Leadership team group is not offered here", "click role:option \"Leadership\"", "note the template calendar behind this page has an unlabelled Next-year button, so the text button is pinned", "click \"css:[role=dialog] button:has-text('Next')\"", "waitFor \"Confirm Campaign Enrollments\"", "wait 1200", "click \"Confirm\"", "waitFor \"Congratulations\"", "wait 1200", "chapter \"On the calendar\"", "click \"View in activity\"", "settle", "click \"Campaigns\"", "settle", "wait 1500" ], "alt": "A walkthrough that adds the 2026 US Holidays template from the catalogue, enrols the Leadership team group into every milestone, and opens the Campaigns calendar.", "appPath": "/flows/home", "area": "flows", "caption": "From the catalogue to the calendar: add a holidays template, enrol a group, and see each holiday as a campaign.", "feature": "campaign-templates", "id": "flows-campaign-templates-tutorial-holidays", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-tutorial-holidays.mp4" }, { "actions": [ "chapter \"Create the campaign\"", "click \"Campaigns\"", "settle", "click \"Create new\"", "waitFor \"Create new Campaign\"", "fill \"Campaign title\" \"Mid-year reviews\"", "wait 600", "click \"Create\"", "settle", "wait 1000", "chapter \"Add the first step\"", "click \"Add Step\"", "wait 600", "click \"Send Email to Employee\"", "waitFor \"Scheduled date\"", "wait 1000", "click \"Choose sender\"", "wait 600", "click \"Northwind People Team\"", "wait 800", "chapter \"Write and schedule it\"", "note the Subject editor has no accessible name; it is the first rich-text editor in the step panel", "click css:[data-slate-editor]", "type \"Mid-year reviews open tomorrow\" 30", "wait 1500" ], "alt": "A walkthrough that creates a Mid-year reviews campaign on the Campaigns calendar, adds an email step, chooses the sender and writes the subject.", "appPath": "/activity/home", "area": "flows", "caption": "Create a review-cycle campaign and its first step on the Campaigns calendar.", "feature": "campaign-templates", "id": "flows-campaign-templates-tutorial-reviews", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-tutorial-reviews.mp4" }, { "actions": [ "click \"Forms\"", "settle" ], "alt": "Forms, Forms: a table with the Onboarding check-in form and its Publish column, and Add Form in the top-right corner.", "appPath": "/flows/home", "area": "flows", "caption": "The Forms table lists every form with whether it is published.", "feature": "forms", "id": "flows-forms-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/forms/flows-forms-table.png" }, { "actions": [ "click \"Forms\"", "click \"Onboarding check-in\"", "waitFor \"Add Field\"", "wait 600" ], "alt": "The Onboarding check-in form editor: the title, three fields in order, Add Field, with Preview and Publish in the header and the Activity and Settings rail on the right.", "appPath": "/flows/home", "area": "flows", "caption": "The form editor: fields in order, Add Field, Preview, Publish, and the Activity and Settings drawers.", "feature": "forms", "id": "flows-forms-editor", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/forms/flows-forms-editor.png" }, { "actions": [ "click \"Forms\"", "click \"Onboarding check-in\"", "waitFor \"Add Field\"", "click \"Add Field\"", "waitFor \"Select Field\"", "wait 500" ], "alt": "The Select Field dialog with Common on the left (Checkbox, Content, Likert Scale, Text) and Employee Fields (Buddy, Mentor).", "appPath": "/flows/home", "area": "flows", "caption": "Add Field opens Select Field: Common fields and Employee Fields.", "feature": "forms", "id": "flows-forms-select-field", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/forms/flows-forms-select-field.png" }, { "actions": [ "click \"Forms\"", "click \"Onboarding check-in\"", "waitFor \"Add Field\"", "click \"Activity\"", "wait 800" ], "alt": "The Activity drawer open on a form, with Export to CSV above the list of submissions.", "appPath": "/flows/home", "area": "flows", "caption": "The Activity drawer lists submissions newest first, with Export to CSV.", "feature": "forms", "id": "flows-forms-activity-drawer", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/forms/flows-forms-activity-drawer.png" }, { "actions": [ "click \"Forms\"", "click \"Onboarding check-in\"", "waitFor \"Add Field\"", "note the seeded form already carries the HRIS survey sync webhook, so the Settings drawer opens on it", "click \"Settings\"", "waitFor \"Create Secret\"", "wait 800" ], "alt": "The Settings drawer on a form with a webhook: the secret callout with Create Secret, the URL and Authorization header, the Subject select, the example body and the empty log.", "appPath": "/flows/home", "area": "flows", "caption": "A form's webhook: the endpoint, the header to send, the subject source system and the example body.", "feature": "forms", "id": "flows-forms-webhook-drawer", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/forms/flows-forms-webhook-drawer.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "click role:button \"Insert widget\"", "click \"Embed Form\"", "waitFor \"Button Style\"", "wait 500" ], "alt": "The Embed Form dialog from a message editor, with the Form list, Button Style and Track Action.", "appPath": "/flows/home", "area": "flows", "caption": "Embed Form, from the Widgets menu, lists published forms and polls under Form.", "feature": "forms", "id": "flows-forms-embed-form-dialog", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/forms/flows-forms-embed-form-dialog.png" }, { "actions": [ "click \"Polls\"", "settle" ], "alt": "Forms, Polls: a table with the Weekly pulse poll and its Publish column, and Add Poll in the top-right corner.", "appPath": "/flows/home", "area": "flows", "caption": "The Polls table lists every poll with whether it is published.", "feature": "polls", "id": "flows-polls-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/polls/flows-polls-table.png" }, { "actions": [ "click \"Polls\"", "click \"Weekly pulse\"", "waitFor \"Add Field\"", "click \"Preview\"", "wait 800" ], "alt": "The poll preview: the Workload question as a row of five buttons from Very Dissatisfied to Very Satisfied.", "appPath": "/flows/home", "area": "flows", "caption": "Preview shows a poll question as the row of buttons respondents click.", "feature": "polls", "id": "flows-polls-preview", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/polls/flows-polls-preview.png" }, { "actions": [ "chapter \"Build the form\"", "click \"Forms\"", "settle", "click \"Add Form\"", "waitFor \"Add Field\"", "fill \"Enter a Form Title\" \"Buddy selection\"", "wait 800", "click \"Add Field\"", "waitFor \"Select Field\"", "click \"Employee Fields\"", "click \"Buddy\"", "wait 600", "fill \"Enter the field description\" \"Someone on or near the team, a year or more in\"", "press Tab", "press Space", "click \"Save\"", "wait 800", "click \"Publish\"", "wait 1200", "chapter \"Embed it in the manager's step\"", "goto /flows/home", "settle", "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Manager nudge\"", "waitFor \"Configure\"", "click role:button \"Insert widget\"", "click \"Embed Form\"", "waitFor \"Button Style\"", "click \"No selection\"", "wait 1500" ], "alt": "A walkthrough that creates a Buddy selection form with a required Buddy field, publishes it, then opens the manager step of an automation and embeds the form from the Widgets menu.", "appPath": "/flows/home", "area": "flows", "caption": "Build a buddy selection form and embed it in the manager's message.", "feature": "forms", "id": "flows-forms-tutorial-buddy", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/forms/flows-forms-tutorial-buddy.mp4" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Add a step\"", "wait 600" ], "alt": "The Add Step dialog with categories on the left and the Communication rows: Send Direct Message, Send Email to Employee, Post to Channel, Send Teams Message, Send Email to Mailbox and Send In-App Notification.", "appPath": "/flows/home", "area": "flows", "caption": "Add a step opens the Add Step dialog; rows you cannot add in this workspace appear greyed.", "feature": "steps", "id": "flows-steps-add-step-dialog", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-add-step-dialog.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Day one welcome\"", "waitFor \"Configure\"" ], "alt": "The Day one welcome email step open in the drawer on Configure: Schedule, at, in, From, To, Cc, Subject and the message editor.", "appPath": "/flows/home", "area": "flows", "caption": "A step's Configure tab holds its schedule, sender, recipient and message.", "feature": "steps", "id": "flows-steps-drawer-configure", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-drawer-configure.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "click role:button \"on the day of\"", "wait 500" ], "alt": "The Schedule menu open on a step, listing 14 days before through 180 days after, then Custom.", "appPath": "/flows/home", "area": "flows", "caption": "The Schedule menu offers presets relative to the reference date, and Custom for any other offset.", "feature": "steps", "id": "flows-steps-schedule-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-schedule-menu.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "click role:button \"Employee\"", "wait 500" ], "alt": "The To list open on an email step: Employee, Employee (Personal), Buddy, HRBP, Manager, Skip-level Manager, then Custom Email Recipients.", "appPath": "/flows/home", "area": "flows", "caption": "To lists the people relative to the enrolled employee, then the workspace's custom email recipients.", "feature": "steps", "id": "flows-steps-recipient-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-recipient-menu.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "click role:tab \"Audience\"", "wait 800" ], "alt": "A step's Audience tab with the Lifecycle, Included and Excluded selects and the Audience Preview list beneath them.", "appPath": "/flows/home", "area": "flows", "caption": "The Audience tab narrows which enrolled employees receive this step.", "feature": "steps", "id": "flows-steps-audience-tab", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-audience-tab.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Manager nudge\"", "waitFor \"Configure\"", "click role:tab \"Reminders\"", "click \"Add reminder\"", "wait 500" ], "alt": "The Reminders tab with one reminder row reading 2 days after send, and the Escalations section beneath it.", "appPath": "/flows/home", "area": "flows", "caption": "Add reminder adds a follow-up a chosen number of days after the message is delivered.", "feature": "steps", "id": "flows-steps-reminders-tab", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-reminders-tab.png" }, { "actions": [ "click \"Automations\"", "click \"Policy acknowledgements\"", "waitFor \"Add a step\"", "click \"Acknowledge the code of conduct\"", "waitFor \"Configure\"", "click role:tab \"Reminders\"", "click \"Add escalation\"", "wait 500", "scroll 300" ], "alt": "The Escalations section with one row reading 3 days after send, notify Manager.", "appPath": "/flows/home", "area": "flows", "caption": "An escalation notifies someone other than the recipient when the step is still not actioned.", "feature": "steps", "id": "flows-steps-escalations", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-escalations.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "click role:tab \"Advanced\"", "wait 600" ], "alt": "A step's Advanced tab: Days of Week, On Non-Delivery Days and Skip if overdue at enrollment.", "appPath": "/flows/home", "area": "flows", "caption": "Advanced holds the delivery-day rules and, on Slack steps, the unfurling switches.", "feature": "steps", "id": "flows-steps-advanced-tab", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-advanced-tab.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "click role:button \"Insert widget\"", "wait 500" ], "alt": "The message editor with the Widgets menu open: Avatar, Custom Token, Custom Token Block, Embed Form, Link Button and Link To Library Content.", "appPath": "/flows/home", "area": "flows", "caption": "Insert widget opens the Widgets menu for buttons, forms, custom tokens and the avatar.", "feature": "steps", "id": "flows-steps-editor-widgets", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-editor-widgets.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "click role:button \"Preview\"", "waitFor \"Preview for principal\"", "wait 800" ], "alt": "The Preview dialog for an email step with the Preview for principal picker at the top and Send a test to yourself at the foot.", "appPath": "/flows/home", "area": "flows", "caption": "Preview renders the step for an employee you pick, and sends a test to you.", "feature": "steps", "id": "flows-steps-preview-modal", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-preview-modal.png" }, { "actions": [ "click role:button \"Add\"", "waitFor \"Add Email Sender\"", "wait 500" ], "alt": "Settings, Senders, with the Northwind People Team sender listed and the Add menu open: Add Google Email Sender, Add Slack Sender, Create Google Auth Link, Create Slack Auth Link.", "appPath": "/settings/general/senders", "area": "flows", "caption": "Settings, Senders lists every sender; Add offers each kind you can connect.", "feature": "steps", "id": "flows-steps-senders-settings", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-senders-settings.png" }, { "actions": [ "click role:button \"Add\"", "waitFor \"Create Conditional Sender\"", "fill \"Name\" \"Regional HR leads\"", "wait 500" ], "alt": "The Create Conditional Sender dialog with Name, Medium, Fallback sender, Rule 1 and Add rule.", "appPath": "/settings/general/conditional-senders", "area": "flows", "caption": "A conditional sender is a medium, a fallback sender and ordered audience rules.", "feature": "steps", "id": "flows-steps-conditional-sender-dialog", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-conditional-sender-dialog.png" }, { "actions": [ "click \"All Messages\"", "settle" ], "alt": "Activity, All Messages: a table of deliveries with sender avatar, recipient, message, a status chip such as Scheduled or Delivered, and date.", "appPath": "/activity/home", "area": "flows", "caption": "Every delivery carries a status chip in Activity, All Messages.", "feature": "steps", "id": "flows-steps-delivery-statuses", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/steps/flows-steps-delivery-statuses.png" }, { "actions": [], "alt": "The Automations table listing each automation with its enrollment count, publish state and status.", "appPath": "/flows/home", "area": "flows", "caption": "Flows > Automations lists every automation in the workspace.", "feature": "automations", "id": "flows-automations-table", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-table.png" }, { "actions": [ "click \"Automations\"", "click \"Welcome to Northwind\"" ], "alt": "The Welcome to Northwind automation with its steps listed on the left and the On start date trigger panel open on the right.", "appPath": "/flows/home", "area": "flows", "caption": "Open an automation to edit its trigger and steps.", "feature": "automations", "id": "flows-automations-editor", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-editor.png" }, { "actions": [ "chapter \"Pick a trigger\"", "click \"Automations\"", "click \"Create New\"", "waitFor \"Select Trigger\"", "wait 1000", "click \"Start of Onboarding\"", "waitFor \"Add a step\"", "wait 1200", "chapter \"Name it\"", "fill \"(Untitled)\" \"Welcome new starters\"", "wait 1000", "chapter \"Add the first step\"", "click \"Add a step\"", "waitFor \"Add Step\"", "wait 1000", "click \"Send Email to Employee\"", "waitFor \"Subject\"", "wait 2000" ], "alt": "Creating a new automation from the Automations table through to the saved first step.", "appPath": "/flows/home", "area": "flows", "caption": "Create an automation and schedule its first step.", "feature": "automations", "id": "flows-automations-create", "kind": "video", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/automations/flows-automations-create.mp4" }, { "actions": [ "click \"Polls\"", "click \"Weekly pulse\"" ], "alt": "The Weekly pulse poll editor with a Likert workload question and a free-text question.", "appPath": "/flows/home", "area": "flows", "caption": "Open a poll to edit its questions and answer scale.", "feature": "polls", "id": "flows-polls-editor", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/flows/polls/flows-polls-editor.png" }, { "actions": [ "chapter \"Directory\"", "click role:link \"Directory\"", "settle", "click \"Aisha Rahman\"", "wait 1500", "chapter \"Flows\"", "click role:link \"Flows\"", "settle", "click \"Welcome to Northwind\"", "settle", "wait 1000" ], "alt": "A walkthrough that opens Directory, selects an employee, then opens Flows and the Welcome to Northwind automation.", "appPath": "/home", "area": "getting-started", "caption": "A tour from Directory to Flows: open an employee, then open an automation.", "feature": "overview", "id": "getting-started-overview-tour", "kind": "video", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/overview/getting-started-overview-tour.mp4" }, { "actions": [ "click \"Available\"", "settle", "hover css:img[src*='/slack/']" ], "alt": "Settings, Integrations, Available: a gallery of integration tiles with the Slack tile hovered and showing Click to Install.", "appPath": "/settings/home", "area": "getting-started", "caption": "Settings, Integrations, Available lists every system you can connect; hovering a tile shows Click to Install.", "feature": "setup", "id": "getting-started-setup-integrations-available", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/setup/getting-started-setup-integrations-available.png" }, { "actions": [ "click role:button \"Invite\"", "wait 500" ], "alt": "The Invite user dialog over the Current Users table, with the Email address field, the Role select and the Invite button.", "appPath": "/settings/general/current-users", "area": "getting-started", "caption": "The Invite user dialog from Settings, Current Users.", "feature": "setup", "id": "getting-started-setup-invite-dialog", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/setup/getting-started-setup-invite-dialog.png" }, { "actions": [ "chapter \"Home\"", "wait 1200", "chapter \"Directory\"", "click role:link \"Directory\"", "settle", "wait 1000", "chapter \"Settings\"", "click role:link \"Settings\"", "settle", "click \"Available\"", "settle", "hover css:img[src*='/slack/']", "wait 1000", "click \"Senders\"", "settle", "wait 1000", "click \"Theme\"", "settle", "wait 1200", "click \"Current Users\"", "settle", "click role:button \"Invite\"", "wait 1500", "press Escape", "chapter \"Flows\"", "click role:link \"Flows\"", "settle", "click \"Welcome to Northwind\"", "settle", "wait 1500", "chapter \"Activity\"", "goto /activity/home", "settle", "wait 1000" ], "alt": "A walkthrough of the setup tutorial: Home, Directory, the Available integrations, Senders, Theme, the Invite dialog, an automation and Activity.", "appPath": "/home", "area": "getting-started", "caption": "The setup path: Directory, Integrations, Senders, Theme, Current Users, a flow and Activity.", "feature": "setup", "id": "getting-started-setup-tour", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/setup/getting-started-setup-tour.mp4" }, { "actions": [ "chapter \"Open the flow\"", "click \"Welcome to Northwind\"", "settle", "wait 1000", "chapter \"A step\"", "click \"Day one welcome\"", "waitFor \"Configure\"", "wait 2000", "press Escape", "wait 500", "chapter \"Activity\"", "goto /activity/home", "settle", "click \"Needs Review\"", "settle", "wait 800", "click \"All Messages\"", "settle", "wait 1200" ], "alt": "A walkthrough that opens the Welcome to Northwind automation, opens its Day one welcome step, then shows Needs Review and All Messages under Activity.", "appPath": "/flows/home", "area": "getting-started", "caption": "The onboarding flow: open the automation and a step, then follow its enrollments under Activity.", "feature": "onboarding", "id": "getting-started-onboarding-tour", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/onboarding/getting-started-onboarding-tour.mp4" }, { "actions": [], "alt": "Settings, General, Current Users: a table of users with the columns User, Email address, Last Seen, Role and Status, and an Invite button.", "appPath": "/settings/general/current-users", "area": "getting-started", "caption": "Settings, General, Current Users lists each user with their email, last seen, role and status.", "feature": "roles", "id": "getting-started-roles-current-users", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/roles/getting-started-roles-current-users.png" }, { "actions": [], "alt": "The Addons gallery: tiles for Pyn fundamentals, Forms and Polls, Slack/Teams #Channels, Calendar Meetings, Manager Digest, LMS Integration, Buddy Program, Culture Amp, SMS and JIRA, Asana, ServiceNow, each with an illustration and a short description.", "appPath": "/addons/all", "area": "getting-started", "caption": "The Addons gallery, one tile per capability.", "feature": "plans", "id": "getting-started-plans-addons", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/plans/getting-started-plans-addons.png" }, { "actions": [ "click \"Upgrade for unlimited automations\"", "wait 800" ], "alt": "The Compare plans dialog with a Monthly and Yearly switch and the columns STARTER, Scale and Enterprise.", "appPath": "/flows/home", "area": "getting-started", "caption": "The Compare plans dialog, opened from the Flows banner.", "feature": "plans", "id": "getting-started-plans-compare", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/plans/getting-started-plans-compare.png" }, { "actions": [ "click \"Filters\"", "wait 500" ], "alt": "The Employees table with the Filters menu open, listing one submenu per filterable property.", "appPath": "/directory/home", "area": "getting-started", "caption": "The Filters menu on the Employees table lists one submenu per filterable property.", "feature": "views", "id": "getting-started-views-control-bar", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/views/getting-started-views-control-bar.png" }, { "actions": [ "click role:button \"Table\"", "wait 500" ], "alt": "The view menu open on the Employees table, listing Change View Type, Rows per page, Duplicate View and Export.", "appPath": "/directory/home", "area": "getting-started", "caption": "On a built-in view the view menu offers Change View Type, Rows per page, Duplicate View and Export.", "feature": "views", "id": "getting-started-views-customize-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/views/getting-started-views-customize-menu.png" }, { "actions": [ "click role:button \"Table\"", "click \"Rows per page\"", "click \"100\"", "press Escape", "hover role:heading \"Employees / Active\"", "wait 500" ], "alt": "The Employees table after changing rows per page, with the view menu marked dirty and Save as New View enabled.", "appPath": "/directory/home", "area": "getting-started", "caption": "A changed view shows its controls as dirty and enables Save View or Save as New View.", "feature": "views", "id": "getting-started-views-save-view", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/getting-started/views/getting-started-views-save-view.png" }, { "actions": [], "alt": "The Home page with a greeting, the date and a Getting Started checklist of setup steps.", "appPath": "/home", "area": "home", "caption": "Home greets you by name and lists the setup steps left to do.", "feature": "overview", "id": "home-overview", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/home/overview/home-overview.png" }, { "actions": [ "click \"Invite team members\"", "wait 500" ], "alt": "The Invite user dialog open over Home, with an Email address field, a Role select showing Admin and an Invite button.", "appPath": "/home", "area": "home", "caption": "Invite team members opens the Invite user dialog without leaving Home.", "feature": "checklist", "id": "home-checklist-invite-dialog", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/home/checklist/home-checklist-invite-dialog.png" }, { "actions": [], "alt": "The Available integrations gallery with a tile for each integration and a Not Installed footer on each.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Settings > Integrations > Available shows what you can connect.", "feature": "overview", "id": "integrations-available-gallery", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/overview/integrations-available-gallery.png" }, { "actions": [], "alt": "The Installed integrations gallery showing the File Upload and Email tiles as Active.", "appPath": "/settings/integrations/installed", "area": "integrations", "caption": "Settings > Integrations > Installed lists every connected integration with its status.", "feature": "overview", "id": "integrations-installed-list", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/overview/integrations-installed-list.png" }, { "actions": [], "alt": "The empty Needs Attention view under Integrations.", "appPath": "/settings/integrations/attention", "area": "integrations", "caption": "Needs Attention lists integrations in the error state; it is empty when everything is healthy.", "feature": "needs-attention", "id": "integrations-attention-list", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/needs-attention/integrations-attention-list.png" }, { "actions": [ "hover css:img[src*='/slack/']" ], "alt": "The Available integrations gallery with the Slack card highlighted.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "The Slack tile under Available; selecting it starts the Slack sign-in.", "feature": "slack", "id": "integrations-slack-available", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/slack/integrations-slack-available.png" }, { "actions": [ "note the tile titles are not text nodes, so the Email tile is pinned by position: second on the Installed page, after File Upload", "click \"css:[data-variation='tile'] >> nth=1\"", "waitFor \"Email Events\"" ], "alt": "The Email integration panel open on the right of the Installed view.", "appPath": "/settings/integrations/installed", "area": "integrations", "caption": "The Email integration panel with its Details, Senders and Email Events tabs.", "feature": "email", "id": "integrations-email-panel", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/email/integrations-email-panel.png" }, { "actions": [ "click css:img[src*='/bamboohr/']" ], "alt": "The Connect to BambooHR dialog with the Company Domain field.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect to BambooHR asks for your Company Domain.", "feature": "bamboohr", "id": "integrations-bamboohr-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/bamboohr/integrations-bamboohr-connect.png" }, { "actions": [ "click css:img[src*='covers/hibob']" ], "alt": "The Connect to HiBob dialog with the Connect with HiBob button and the Use a service user instead option.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect to HiBob offers a HiBob sign-in or a service user ID and token.", "feature": "hibob", "id": "integrations-hibob-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/hibob/integrations-hibob-connect.png" }, { "actions": [ "click css:img[src*='covers/rippling']" ], "alt": "The Connect to Rippling dialog with the optional API Key field.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect to Rippling redirects you to Rippling, or takes an API key instead.", "feature": "rippling", "id": "integrations-rippling-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/rippling/integrations-rippling-connect.png" }, { "actions": [ "click css:img[src*='/workday-raas/']" ], "alt": "The Connect to Workday dialog with Username, Password and Report URL fields.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect to Workday asks for the report Username, Password and Report URL.", "feature": "workday", "id": "integrations-workday-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/workday/integrations-workday-connect.png" }, { "actions": [ "click css:img[src*='covers/adp']" ], "alt": "The Connect to ADP dialog with its four credential fields.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect to ADP asks for the Client ID, Client Secret, SSL Certificate and Private Key.", "feature": "adp", "id": "integrations-adp-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/adp/integrations-adp-connect.png" }, { "actions": [ "click css:img[src*='covers/greenhouse']" ], "alt": "The Connect to Greenhouse dialog with Client ID, Client Secret and API Key (legacy) fields.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect to Greenhouse takes an OAuth Client ID and Client Secret, or a legacy API key.", "feature": "greenhouse", "id": "integrations-greenhouse-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/greenhouse/integrations-greenhouse-connect.png" }, { "actions": [ "note the Ashby cover is an inline SVG data URI, the first of two on the page (Microsoft 365 is the other)", "click css:img[src^='data:image/svg']" ], "alt": "The Connect to Ashby dialog with the API Key field and the note on required read access.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect to Ashby asks for an API Key.", "feature": "ashby", "id": "integrations-ashby-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/ashby/integrations-ashby-connect.png" }, { "actions": [ "click css:img[src*='covers/okta']" ], "alt": "The Connect Okta dialog with its four fields.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect Okta asks for the Issuer URL, Client ID, Client Secret and Redirect URI.", "feature": "sso", "id": "integrations-okta-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/sso/integrations-okta-connect.png" }, { "actions": [ "click css:img[src*='covers/sso']" ], "alt": "The Connect single sign-on dialog with the Provider select and credential fields.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Connect single sign-on: choose the Provider, then enter the issuer, client ID, client secret and groups claim.", "feature": "sso", "id": "integrations-sso-connect", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/sso/integrations-sso-connect.png" }, { "actions": [ "click css:img[src*='/sample-data/']" ], "alt": "The Install Sample Data dialog with its explanation and Install button.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "Install Sample Data adds a roster of fictional employees to try Pyn with.", "feature": "sample-data", "id": "integrations-sample-data-install", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/sample-data/integrations-sample-data-install.png" }, { "actions": [ "note the Employee File tile is installed locally, so it sits first on the Installed page and never shows under Available", "click css:[data-variation='tile'] >> nth=0", "waitFor \"Download Sample File\"" ], "alt": "The Installed view with the Employee File panel open, showing Download Sample File and Upload.", "appPath": "/settings/integrations/installed", "area": "integrations", "caption": "The Employee File integration under Installed; its panel holds Download Sample File and Upload.", "feature": "employee-file", "id": "integrations-employee-file-tile", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/employee-file/integrations-employee-file-tile.png" }, { "actions": [ "hover css:img[src*='/google-workspace/']" ], "alt": "The Available gallery with the Google Workspace tile highlighted.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "The Google Workspace tile under Available; selecting it starts the Google sign-in.", "feature": "google-workspace", "id": "integrations-google-workspace-tile", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/google-workspace/integrations-google-workspace-tile.png" }, { "actions": [ "note the Microsoft 365 cover is an inline SVG data URI, the second on the page after Ashby", "hover \"css:img[src^='data:image/svg'] >> nth=1\"" ], "alt": "The Available gallery with the Microsoft 365 tile highlighted.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "The Microsoft 365 tile under Available; selecting it starts the Microsoft sign-in.", "feature": "microsoft-365", "id": "integrations-microsoft-365-tile", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/microsoft-365/integrations-microsoft-365-tile.png" }, { "actions": [ "hover css:img[src*='/jira/']" ], "alt": "The Available gallery with the Jira tile highlighted.", "appPath": "/settings/integrations/available", "area": "integrations", "caption": "The Jira tile under Available; selecting it starts the Atlassian sign-in.", "feature": "jira", "id": "integrations-jira-tile", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/integrations/jira/integrations-jira-tile.png" }, { "actions": [], "alt": "The Whole Journey board with columns such as Onboarding, Reviews & Feedback and Growth & Development, each holding moment cards.", "appPath": "/journey/home", "area": "journey", "caption": "Journey > Whole Journey maps every moment by lifecycle category.", "feature": "overview", "id": "journey-overview-map", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/overview/journey-overview-map.png" }, { "actions": [ "click \"First day\"", "waitFor \"Details\"" ], "alt": "The First day moment open in the right-hand panel on its Details tab, showing Current State, Level of Effort, Priority, Department, Owner and Stakeholders.", "appPath": "/journey/home", "area": "journey", "caption": "A moment's Details tab holds its description and every property.", "feature": "map", "id": "journey-map-moment-panel", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/map/journey-map-moment-panel.png" }, { "actions": [ "click \"Add Moment\"", "type \"Relocation\" 60", "wait 500" ], "alt": "A column on the Journey board with a draft moment card at its foot containing the title Relocation.", "appPath": "/journey/home", "area": "journey", "caption": "Add Moment turns into a draft card that takes the new moment's title.", "feature": "map", "id": "journey-map-add-moment", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/map/journey-map-add-moment.png" }, { "actions": [ "click \"Add Category\"", "waitFor \"Untitled\"", "wait 500" ], "alt": "The panel for a new category, headed Untitled, open on the right of the board with a Details tab, a (No Description) placeholder and an empty list of moments.", "appPath": "/journey/home", "area": "journey", "caption": "A new category opens its panel so you can name it straight away.", "feature": "map", "id": "journey-map-category-panel", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/map/journey-map-category-panel.png" }, { "actions": [ "click \"Archived\"", "settle" ], "alt": "The Archived view of the Journey listing archived moments under their categories.", "appPath": "/journey/home", "area": "journey", "caption": "The Archived view lists every archived moment by category.", "feature": "map", "id": "journey-map-archived-view", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/map/journey-map-archived-view.png" }, { "actions": [ "click role:button \"Filters\"", "hover \"Priority\"", "wait 600" ], "alt": "The Filters menu open above the Journey board with the Priority submenu showing Low priority, Medium priority, High priority and (No Value).", "appPath": "/journey/home", "area": "journey", "caption": "Filters lists each moment property; hover one to pick its values.", "feature": "map", "id": "journey-map-filters", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/map/journey-map-filters.png" }, { "actions": [ "click role:button \"Journey\"", "wait 600" ], "alt": "The view-type menu open above the board with Change View Type, Duplicate View and Export.", "appPath": "/journey/home", "area": "journey", "caption": "On the built-in Whole Journey view the view-type button offers Change View Type, Duplicate View and Export.", "feature": "views", "id": "journey-views-customize-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/views/journey-views-customize-menu.png" }, { "actions": [ "click \"Anniversary\"", "click role:tab \"Flows\"", "wait 800" ], "alt": "The Anniversary moment's Flows tab with a Templates section listing Anniversary Opt-in and Anniversary celebration, each an Automation with an Add button.", "appPath": "/journey/home", "area": "journey", "caption": "The Flows tab lists what is attached to the moment, then the catalogue templates you can add.", "feature": "moments", "id": "journey-moment-flows-tab", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/moments/journey-moment-flows-tab.png" }, { "actions": [ "click role:button \"Metrics\"", "hover \"Metric\"", "wait 600" ], "alt": "The Metrics menu open above the board with the Metric submenu showing Employees, Deliveries, Clicks and Actions.", "appPath": "/journey/home", "area": "journey", "caption": "Metrics offers a Metric and a Date Range for the whole board.", "feature": "metrics", "id": "journey-metrics-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/metrics/journey-metrics-menu.png" }, { "actions": [ "chapter \"Read the starter map\"", "scroll 300", "wait 800", "scroll -300", "click \"First day\"", "wait 1200", "click role:tab \"Flows\"", "wait 1200", "note Escape does not close the moment panel while one of its selects has focus, so its Close button is used", "click \"css:[role=dialog] button[aria-label='Close']\"", "wait 400", "chapter \"Mark a moment\"", "click \"90-day check-in\"", "wait 800", "note the panel properties are a definition list: Owner, Stakeholders, Current State, Level of Effort, Priority, Department; each select is pinned by its row and its popover by the Select trigger", "click \"css:[role=dialog] dd >> nth=2 >> button\"", "wait 600", "click \"css:[data-trigger='Select'] [role=option]:has-text('Needs improvement')\"", "note the Select popover stays open after a pick, so Escape closes it (and only it)", "press Escape", "wait 800", "click \"css:[role=dialog] dd >> nth=4 >> button\"", "wait 600", "click \"css:[data-trigger='Select'] [role=option]:has-text('High priority')\"", "note the Select popover stays open after a pick, so Escape closes it (and only it)", "press Escape", "wait 800", "note Escape does not close the moment panel while one of its selects has focus, so its Close button is used", "click \"css:[role=dialog] button[aria-label='Close']\"", "wait 400", "chapter \"Find the gaps\"", "click role:button \"Filters\"", "click \"Priority\"", "hover role:menuitem \"Priority\"", "wait 600", "note every value is ticked by default, so Clear All first leaves only the one ticked next", "click \"Clear All\"", "click role:menuitemcheckbox \"High priority\"", "note one Escape closes the submenu, a second the Filters menu, whose underlay would otherwise swallow the next click", "press Escape", "wait 400", "press Escape", "wait 1200", "chapter \"Save the view\"", "click \"Save as New View\"", "wait 1500", "chapter \"Attach a flow\"", "click \"90-day check-in\"", "click role:tab \"Flows\"", "wait 1500", "note the moment panel covers the toolbar, and Save as New View left the board on the new view, so the tutorial closes the panel and goes back to Whole Journey before clearing its filter", "click \"css:[role=dialog] button[aria-label='Close']\"", "wait 400", "click \"Whole Journey\"", "wait 800", "click role:button \"Filters\"", "click \"Priority\"", "hover role:menuitem \"Priority\"", "wait 600", "note Show Everything is disabled when nothing is filtered and drops focus when it is, so the values are cleared and ticked one by one instead", "click \"Clear All\"", "click role:menuitemcheckbox \"Low priority\"", "click role:menuitemcheckbox \"Medium priority\"", "click role:menuitemcheckbox \"High priority\"", "click role:menuitemcheckbox \"(No Value)\"", "note one Escape closes the submenu, a second the Filters menu, whose underlay would otherwise swallow the next click", "press Escape", "wait 400", "press Escape", "note park the mouse on the heading so the column under the closed submenu is not left highlighted", "hover role:heading \"Journey / Whole Journey\"", "wait 600" ], "alt": "A walkthrough of the Journey: opening a moment, setting its Current State and Priority, filtering to high-priority moments, saving the view and opening the Flows tab.", "appPath": "/journey/home", "area": "journey", "caption": "Build your journey map: mark a moment, filter to the gaps, save the view, attach a flow.", "feature": "map", "id": "journey-tutorial-build-map", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/map/journey-tutorial-build-map.mp4" }, { "actions": [ "chapter \"Mark a gap\"", "note the starter map has no moment in the Do not have this yet state, so one is marked first", "click \"Pre-onboarding\"", "wait 1000", "note the panel properties are a definition list: Owner, Stakeholders, Current State, Level of Effort, Priority, Department; each select is pinned by its row and its popover by the Select trigger", "click \"css:[role=dialog] dd >> nth=2 >> button\"", "wait 500", "click \"css:[data-trigger='Select'] [role=option]:has-text('Do not have this yet')\"", "note the Select popover stays open after a pick, so Escape closes it (and only it)", "press Escape", "click \"css:[role=dialog] dd >> nth=4 >> button\"", "wait 500", "click \"css:[data-trigger='Select'] [role=option]:has-text('High priority')\"", "press Escape", "hover role:heading \"Journey / Whole Journey\"", "wait 800", "note Escape does not close the moment panel while one of its selects has focus, so its Close button is used", "click \"css:[role=dialog] button[aria-label='Close']\"", "wait 600", "chapter \"Filter to the gaps\"", "click role:button \"Filters\"", "click \"Current State\"", "hover role:menuitem \"Current State\"", "wait 600", "note every value is ticked by default, so Clear All first leaves only the one ticked next", "click \"Clear All\"", "click role:menuitemcheckbox \"Do not have this yet\"", "note one Escape closes the submenu, a second the Filters menu, whose underlay would otherwise swallow the next click", "press Escape", "wait 400", "press Escape", "click role:button \"Filters\"", "click \"Priority\"", "hover role:menuitem \"Priority\"", "wait 600", "note every value is ticked by default, so Clear All first leaves only the one ticked next", "click \"Clear All\"", "click role:menuitemcheckbox \"High priority\"", "note one Escape closes the submenu, a second the Filters menu, whose underlay would otherwise swallow the next click", "press Escape", "wait 400", "press Escape", "note the mouse is still over the column the submenu covered, which keeps it highlighted; park it on the heading", "hover role:heading \"Journey / Whole Journey\"", "wait 500", "wait 800", "note the screenshot is the filtered board, so the filters stay on the Whole Journey view; this entry runs last in the manifest and a reseed clears it" ], "alt": "The Journey board filtered to high-priority moments that are not covered yet, with the Save as New View button active.", "appPath": "/journey/home", "area": "journey", "caption": "Filter Current State and Priority together to see the gaps that matter most.", "feature": "map", "id": "journey-tutorial-gaps-view", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/journey/map/journey-tutorial-gaps-view.png" }, { "actions": [ "click \"Your first week at Northwind\"" ], "alt": "The content editor showing the Your first week at Northwind guide with its Publish button.", "appPath": "/library/home", "area": "library", "caption": "Open a piece of content to read or edit it.", "feature": "content", "id": "library-content-editor", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/library/content/library-content-editor.png" }, { "actions": [], "alt": "The Library's Content view: a gallery of content cards (Your first week at Northwind, Northwind benefits overview, Manager guide: the first 90 days) with Create new at the top right and the Media section below Content in the left rail.", "appPath": "/library/home", "area": "library", "caption": "Library opens on Content, Everything: one card per piece of content, with Create new at the top right.", "feature": "overview", "id": "library-content-gallery", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/library/overview/library-content-gallery.png" }, { "actions": [ "click \"Create new\"", "waitUrl /library/content/", "wait 800" ], "alt": "The content editor for a new piece, showing the Your title here and Your content here prompts, the Publish button and the History and Details rail.", "appPath": "/library/home", "area": "library", "caption": "A new piece of content opens in the editor with its empty title and body.", "feature": "content", "id": "library-content-create-new", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/library/content/library-content-create-new.png" }, { "actions": [ "click \"Your first week at Northwind\"", "waitUrl /library/content/", "click role:button \"History\"", "waitFor \"Version History\"" ], "alt": "The content editor with the History drawer open, listing the published versions of Your first week at Northwind with times and publishers.", "appPath": "/library/home", "area": "library", "caption": "Version History lists every published version with its time and publisher.", "feature": "content", "id": "library-content-history", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/library/content/library-content-history.png" }, { "actions": [ "click role:button \"Filters\"", "hover \"Moment\"", "wait 600" ], "alt": "The Filters menu on the Content view with the Moment submenu open, listing Journey moments with a search box above them.", "appPath": "/library/home", "area": "library", "caption": "Filters offers Moment; hover it to pick one or more moments.", "feature": "content", "id": "library-content-filters", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/library/content/library-content-filters.png" }, { "actions": [ "note the Media section heading is not a link; its Everything link is the second one in the Library sidebar", "click \"css:text=Everything >> nth=1\"", "waitFor \"Upload\"", "settle" ], "alt": "The Library's Media view, Everything, with the Upload button at the top right and no uploads listed.", "appPath": "/library/home", "area": "library", "caption": "Library > Media lists your uploads, with Upload at the top right.", "feature": "media", "id": "library-media-gallery", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/library/media/library-media-gallery.png" }, { "actions": [ "note the Media section heading is not a link; its Everything link is the second one in the Library sidebar", "click \"css:text=Everything >> nth=1\"", "waitFor \"Upload\"", "settle", "click role:button \"Upload\"", "waitFor \"Upload Media\"" ], "alt": "The Upload Media dialog with its drop zone reading Drop files here or click to browse.", "appPath": "/library/home", "area": "library", "caption": "Upload Media takes a dropped file or opens a file picker.", "feature": "media", "id": "library-media-upload-dialog", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/library/media/library-media-upload-dialog.png" }, { "actions": [ "chapter \"Create\"", "click \"Create new\"", "waitUrl /library/content/", "wait 800", "chapter \"Write\"", "click \"Your title here\"", "type \"Claiming expenses at Northwind\" 40", "note the body placeholder is not clickable; the body is the first rich-text editor on the page", "click css:[data-slate-editor]", "type \"Submit expenses within 30 days of the purchase date through the finance portal.\" 25", "wait 1200", "chapter \"Publish\"", "wait 1500", "click role:button \"Publish\"", "wait 1200", "note publishing before setting the moment: the moment save disables Publish for a while", "chapter \"Set the moment\"", "click role:button \"Details\"", "wait 600", "note the Moment select shows no placeholder on a new piece of content; it is the only select trigger in the drawer", "wait 2000", "click css:[data-select-trigger]", "wait 600", "click role:menuitemradio \"First day\"", "wait 800", "press Escape", "note the History rail button sits behind the open drawer; the drawer's first tab is History", "click \"css:[role=tab] >> nth=0\"", "waitFor \"Version History\"", "wait 1000" ], "alt": "A walkthrough of creating content: Create new, typing a title and body, choosing a moment in Details, publishing and seeing the version in History.", "appPath": "/library/home", "area": "library", "caption": "Create a piece of content, give it a moment, publish it and see its first version.", "feature": "content", "id": "library-content-create-and-publish", "kind": "video", "tail": 1500, "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/library/content/library-content-create-and-publish.mp4" }, { "actions": [], "alt": "The Notices Open view with Title, Item and Date columns and an Archive button on each row, beside the Archived view tab and the Settings gear.", "appPath": "/notifications/home", "area": "notices", "caption": "Notices > Open lists each notice with its title, the item it concerns, the date and an action.", "feature": "overview", "id": "notices-overview-open", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/notices/overview/notices-overview-open.png" }, { "actions": [ "click role:button \"Settings\"", "waitFor \"Send email when a delivery bounces\"" ], "alt": "The Notices settings popover with three checkboxes: Send email when a delivery bounces, Email admins and owners when re-authentication is required, Email admins when a webhook cannot take a payload.", "appPath": "/notifications/home", "area": "notices", "caption": "The gear on Notices holds the three email settings.", "feature": "overview", "id": "notices-overview-settings", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/notices/overview/notices-overview-settings.png" }, { "actions": [ "click \"Archived\"", "settle" ], "alt": "The Archived view of Notices listing the notice that was closed, with its title, item and date.", "appPath": "/notifications/home", "area": "notices", "caption": "Archived keeps every notice you have dealt with.", "feature": "overview", "id": "notices-overview-archived", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/notices/overview/notices-overview-archived.png" }, { "actions": [ "click \"Account Settings\"" ], "alt": "The Account Settings page with the time zone and company name fields and a Pause workspace button.", "appPath": "/settings/home", "area": "settings", "caption": "Settings > General > Account Settings holds the time zone, company name and pause control.", "feature": "account", "id": "settings-account-settings", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/account/settings-account-settings.png" }, { "actions": [ "click \"Theme\"" ], "alt": "The Theme page with the logo, colour and font controls on the left and a preview email on the right.", "appPath": "/settings/home", "area": "settings", "caption": "Settings > General > Theme sets the logo, colours and font of the emails Pyn sends, with a live preview.", "feature": "account", "id": "settings-theme", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/account/settings-theme.png" }, { "actions": [ "click \"Senders\"" ], "alt": "The Senders table listing the Northwind People Team email sender with its status, and the Add button in the top right.", "appPath": "/settings/home", "area": "settings", "caption": "Settings > General > Senders lists every sender with its status.", "feature": "senders", "id": "settings-general-senders", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/senders/settings-general-senders.png" }, { "actions": [ "click \"Senders\"", "click role:button \"Add\"", "waitFor \"Add Email Sender\"" ], "alt": "The Add menu on the Senders view, open, listing Add Google Email Sender, Add Slack Sender, Add Email Sender and the auth link options.", "appPath": "/settings/home", "area": "settings", "caption": "The Add menu on Senders is where every new sender starts.", "feature": "senders", "id": "settings-senders-add-menu", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/senders/settings-senders-add-menu.png" }, { "actions": [ "click \"Senders\"", "click role:button \"Add\"", "click \"Add Email Sender\"" ], "alt": "The Add new email sender dialog with empty Sender Name and Email Address fields.", "appPath": "/settings/home", "area": "settings", "caption": "Add new email sender asks for a Sender Name and an Email Address.", "feature": "senders", "id": "settings-senders-add-email-sender", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/senders/settings-senders-add-email-sender.png" }, { "actions": [ "click \"Senders\"", "click role:button \"Add\"", "click \"Create Google Auth Link\"" ], "alt": "The Create Google auth link dialog explaining that the person connects their own Google account from the link, with an Email Address field.", "appPath": "/settings/home", "area": "settings", "caption": "Create Google auth link asks for the address the person signs in to Google with.", "feature": "senders", "id": "settings-senders-auth-link", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/senders/settings-senders-auth-link.png" }, { "actions": [ "click \"Conditional Senders\"", "click role:button \"Add\"" ], "alt": "The Create Conditional Sender dialog with Name, Medium, Fallback sender and a first rule.", "appPath": "/settings/home", "area": "settings", "caption": "Create Conditional Sender: a name, a medium, a fallback and ordered rules.", "feature": "conditional-senders", "id": "settings-conditional-senders-create", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/conditional-senders/settings-conditional-senders-create.png" }, { "actions": [ "click \"Calendars\"", "click role:button \"Add\"" ], "alt": "The empty Calendars view with the Add menu open showing Add Google Calendar.", "appPath": "/settings/home", "area": "settings", "caption": "Settings > General > Calendars, with the Add menu open.", "feature": "calendars", "id": "settings-calendars-add", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/calendars/settings-calendars-add.png" }, { "actions": [ "click \"Current Users\"" ], "alt": "The Current Users table with the signed-in user, their email, last seen, role and status, and the Invite button.", "appPath": "/settings/home", "area": "settings", "caption": "Settings > General > Current Users lists everyone who can sign in, with role and status.", "feature": "users", "id": "settings-users-current", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/users/settings-users-current.png" }, { "actions": [ "click \"Current Users\"", "click role:button \"Invite\"" ], "alt": "The Invite user dialog with an Email address field and a Role select.", "appPath": "/settings/home", "area": "settings", "caption": "Invite user asks for an email address and a role.", "feature": "users", "id": "settings-users-invite", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/users/settings-users-invite.png" }, { "actions": [ "click \"Custom Email Recipients\"", "click role:button \"Add\"" ], "alt": "The Add new custom recipient dialog with Name and Email fields.", "appPath": "/settings/home", "area": "settings", "caption": "Add new custom recipient asks for a Name and an Email.", "feature": "custom-email-recipients", "id": "settings-custom-email-recipients-add", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/custom-email-recipients/settings-custom-email-recipients-add.png" }, { "actions": [ "click \"Webhooks\"" ], "alt": "The Webhooks view in Settings, listing the workspace's inbound webhooks.", "appPath": "/settings/home", "area": "settings", "caption": "Settings > General > Webhooks lists every inbound webhook created on a form.", "feature": "webhooks", "id": "settings-webhooks-list", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/webhooks/settings-webhooks-list.png" }, { "actions": [ "click \"MCP Servers\"", "click role:button \"Add\"" ], "alt": "The Add MCP server page with Name, Title, Description and Minimum role fields.", "appPath": "/settings/home", "area": "settings", "caption": "Add MCP server: the details step, before choosing operations.", "feature": "mcp-servers", "id": "settings-mcp-servers-add", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/mcp-servers/settings-mcp-servers-add.png" }, { "actions": [ "click role:button \"Settings\"" ], "alt": "The Notices view with the Settings popover open, showing the three email checkboxes.", "appPath": "/notifications/home", "area": "settings", "caption": "The Settings gear on Notices holds the three notification email options.", "feature": "notifications", "id": "settings-notices-settings", "kind": "screenshot", "viewport": { "height": 900, "width": 1440 }, "captured": true, "url": "https://support.pynhq.com/media/settings/notifications/settings-notices-settings.png" } ], "generatedAt": "2026-10-23T09:45:44.755Z", "site": "https://support.pynhq.com/" }