--- title: "Getting started" description: "What Pyn is, how a flow works, and the path from a new workspace to your first live automation." sidebar: label: Overview order: 0 area: getting-started appPath: /home lastVerified: 2026-10-22 version: "2026-10-16" audience: admin related: - getting-started/tutorial-set-up-your-workspace - getting-started/tutorial-launch-first-day-onboarding - getting-started/roles-and-permissions - getting-started/plans intercom: - id: "13336486" title: Getting started guide (Pyn 2) url: https://intercom.help/pyn/en/articles/13336486-getting-started-guide-pyn-2 note: draws on - id: "6002223" title: Welcome to Pyn (Pyn 1) url: https://intercom.help/pyn/en/articles/6002223-welcome-to-pyn-pyn-1 note: "Pyn 1 article, kept for reference" - id: "8066861" title: Create a Workspace (Pyn 2) url: https://intercom.help/pyn/en/articles/8066861-create-a-workspace-pyn-2 - id: "12691830" title: How to Set up the First Day (Onboarding) Flow (Pyn 2) url: https://intercom.help/pyn/en/articles/12691830-how-to-set-up-the-first-day-onboarding-flow-pyn-2 - id: "11518130" title: Add/Remove a User to Your Pyn Account (Pyn 2) url: https://intercom.help/pyn/en/articles/11518130-add-remove-a-user-to-your-pyn-account-pyn-2 - id: "12044706" title: Manage Pyn Permission Types (Pyn 2) url: https://intercom.help/pyn/en/articles/12044706-manage-pyn-permission-types-pyn-2 - id: "16838066" title: Enabling Single Sign On (Pyn 2) url: https://intercom.help/pyn/en/articles/16838066-enabling-single-sign-on-pyn-2 --- Pyn is where HR teams design and automate the moments that matter in an employee's time with the company: the first day, a new manager, a work anniversary, a return from leave. You describe each moment once as a flow; Pyn watches your people data and sends the right message to the right person at the right time, in Slack, Microsoft Teams or email. [Video: A tour from Directory to Flows: open an employee, then open an automation.](https://support.pynhq.com/media/getting-started/overview/getting-started-overview-tour.mp4) ## Who this is for - **The Owner or Admin setting Pyn up**: start with [Set up your workspace in 30 minutes](https://support.pynhq.com/getting-started/tutorial-set-up-your-workspace/). - **The HR partner who designs messages**: start with [Launch first-day onboarding end to end](https://support.pynhq.com/getting-started/tutorial-launch-first-day-onboarding/). - **Anyone deciding who gets access to what**: read [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/) and [Plans and what each unlocks](https://support.pynhq.com/getting-started/plans/). ## How a flow works Every automation in Pyn has the same four parts, and every page in Flows is about one of them. 1. **Trigger**: the event that starts the flow for one employee, such as a start date arriving, a manager changing or a form being submitted. A date trigger also sets the **reference date** the steps are timed from. 2. **Audience**: who is eligible. Lifecycle stages (Current, Joiner, On leave, Terminated) plus included and excluded groups; an exclusion always wins. 3. **Steps**: what happens, in order. Each step has a sender, a recipient (the employee, their manager, their buddy, a group or a channel), a schedule relative to the reference date, and content. 4. **Enrollment**: one employee's run through the flow. Pyn creates an enrollment when the trigger fires for someone in the audience, schedules every step, and shows the result under [Activity](https://support.pynhq.com/activity/) as enrollments, messages and actions. A flow runs in one of three modes. **Automated** enrols and sends by itself. **Verification** enrols but pauses each enrollment under **Needs Review** until someone unpauses it. **Manual Only** never enrols by itself; you pick people with **Manual Enroll**. You can also enrol people by hand in any mode, which is how you test a flow on yourself. ## The path | Stage | What you do | Where | | --- | --- | --- | | 1 | Create the workspace and answer four questions | [Create a workspace](https://support.pynhq.com/account/workspaces/create-a-workspace/) | | 2 | Bring employees in from your HRIS or a spreadsheet | [Integrations](https://support.pynhq.com/integrations/), [Directory](https://support.pynhq.com/directory/) | | 3 | Connect Slack, Teams or an email sender | [Integrations](https://support.pynhq.com/integrations/), [Settings](https://support.pynhq.com/settings/) | | 4 | Brand your emails and invite your team | [Settings](https://support.pynhq.com/settings/), [Invite your team](https://support.pynhq.com/getting-started/invite-your-team/) | | 5 | Turn on your first flow and watch it in Activity | [Flows](https://support.pynhq.com/flows/), [Activity](https://support.pynhq.com/activity/) | | 6 | Tell your company what is coming | [Communicate the rollout](https://support.pynhq.com/getting-started/communicate-the-rollout/) | ## Pages in this section - [Set up your workspace in 30 minutes](https://support.pynhq.com/getting-started/tutorial-set-up-your-workspace/) - [Launch first-day onboarding end to end](https://support.pynhq.com/getting-started/tutorial-launch-first-day-onboarding/) - [Invite your team](https://support.pynhq.com/getting-started/invite-your-team/) - [Communicate the rollout](https://support.pynhq.com/getting-started/communicate-the-rollout/) - [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/) - [Plans and what each unlocks](https://support.pynhq.com/getting-started/plans/) - [Views, filters, search and export](https://support.pynhq.com/getting-started/views-filters-search-and-export/) ## Where it is in the app Pyn opens at `/home`. The **Getting Started Guide** card on Home links to this section, and the left navigation lists every area in the order the pages of this site follow; see [Navigate Pyn](https://support.pynhq.com/home/navigate-pyn/). ## Related - [Set up your workspace in 30 minutes](https://support.pynhq.com/getting-started/tutorial-set-up-your-workspace/) to go from an empty workspace to a live flow. - [Launch first-day onboarding end to end](https://support.pynhq.com/getting-started/tutorial-launch-first-day-onboarding/) to build and test a real flow. - [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/) before you invite anyone. - [Plans and what each unlocks](https://support.pynhq.com/getting-started/plans/) for what the free plan includes. ## Related Intercom articles - [Getting started guide (Pyn 2)](https://intercom.help/pyn/en/articles/13336486-getting-started-guide-pyn-2) — draws on - [Welcome to Pyn (Pyn 1)](https://intercom.help/pyn/en/articles/6002223-welcome-to-pyn-pyn-1) — Pyn 1 article, kept for reference - [Create a Workspace (Pyn 2)](https://intercom.help/pyn/en/articles/8066861-create-a-workspace-pyn-2) - [How to Set up the First Day (Onboarding) Flow (Pyn 2)](https://intercom.help/pyn/en/articles/12691830-how-to-set-up-the-first-day-onboarding-flow-pyn-2) - [Add/Remove a User to Your Pyn Account (Pyn 2)](https://intercom.help/pyn/en/articles/11518130-add-remove-a-user-to-your-pyn-account-pyn-2) - [Manage Pyn Permission Types (Pyn 2)](https://intercom.help/pyn/en/articles/12044706-manage-pyn-permission-types-pyn-2) - [Enabling Single Sign On (Pyn 2)](https://intercom.help/pyn/en/articles/16838066-enabling-single-sign-on-pyn-2)