Add to a channel

Channels are where a cohort finds each other. An Add to Channel step invites the employee (or their manager or buddy) to a public Slack channel when they reach that step, so nobody has to remember to add them.

Before you start

• Slack is connected and Add to Channel is enabled for your workspace. If the row is greyed in the Add Step dialog, contact Pyn support.
• The sender you will choose is a member of the channel, since the invitation is issued by that sender.

Steps

1. In Pyn, open Flows in the left navigation, select Automations, then the automation.

2. Select Add a step, then Add to Channel under Tasks & Activities.

3. Under Schedule, choose the day and time relative to the reference date.

4. Under From, choose Pyn Bot or a personal Slack sender.

5. Under To, choose who is added: Employee, Buddy, HRBP, Manager or Skip-level Manager.

6. Under Channel, pick the channel from the list of channels the sender can see.

7. Next to Test by adding yourself to a channel:, select Test. Pyn adds you to the chosen channel and shows Test message sent.

8. Select Publish on the automation.

Note

As with a channel post, changing the sender clears the channel: a sender in another Slack workspace cannot see it. Pick the channel again before publishing.

What you should see

The step card shows the channel. When an employee reaches it, they appear in the channel’s member list and the delivery under Enrollments reads Add followed by their name and to channel. Reminders are not offered on this step.

Related

• Post to a channel to announce them once they are in.
• Configure a team change trigger to add new managers to a managers’ channel.
• Slack to connect Slack.