--- title: "Set up your workspace in 30 minutes" description: "From an empty workspace to a live flow: bring in employees, connect a channel, brand your emails, invite your team and turn on one automation." sidebar: order: 1 area: getting-started feature: setup appPath: /home lastVerified: 2026-10-22 version: "2026-10-16" audience: admin screenshots: - id: getting-started-setup-integrations-available caption: Settings, Integrations, Available lists every system you can connect; hovering a tile shows Click to Install. - id: getting-started-setup-invite-dialog caption: The Invite user dialog from Settings, Current Users. video: getting-started-setup-tour related: - account/workspaces/create-a-workspace - home/complete-the-getting-started-checklist - integrations - settings - getting-started/tutorial-launch-first-day-onboarding 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: "8066861" title: Create a Workspace (Pyn 2) url: https://intercom.help/pyn/en/articles/8066861-create-a-workspace-pyn-2 note: draws on --- **Goal**: a workspace that knows your employees, can send messages, looks like your company and has one automation running. **Time**: about 30 minutes, plus whatever your HRIS or Slack admin needs to approve. **You end up with**: every card on Home ticked, employees in Directory, a sender in Settings, a themed email, at least one teammate invited and a flow in Automated or Verification mode. You are an **Owner** or **Admin**. If you have not created the workspace yet, do [Create a workspace](https://support.pynhq.com/account/workspaces/create-a-workspace/) first; it takes a minute and seeds the checklist this tutorial follows. [Video: The setup path: Directory, Integrations, Senders, Theme, Current Users, a flow and Activity.](https://support.pynhq.com/media/getting-started/setup/getting-started-setup-tour.mp4) ## Chapter 1: Bring in your employees Everything in Pyn keys off employee records: start dates, managers, time zones, emails. Pyn reads them from your HRIS or from a spreadsheet you upload. 1. In Pyn, open **Settings** in the left navigation. It opens on **Integrations**, **Installed**. 2. If your workspace was created with a supported HRIS, its tile is already under **Installed** with an inactive status. Select it and follow the connect dialog for your system; [Integrations](https://support.pynhq.com/integrations/) has a page per HRIS with the credentials each needs. 3. Otherwise select **Available** in the left rail and select your HRIS tile. Hovering a tile shows **Click to Install**. ![Settings, Integrations, Available lists every system you can connect; hovering a tile shows Click to Install.](https://support.pynhq.com/media/getting-started/setup/getting-started-setup-integrations-available.png) 4. If you have no HRIS to connect, select the **File Upload** tile under **Installed**; its panel is headed **Employee File**. In the panel's banner select **Download Sample File**, fill the columns, then select **Upload** and choose the file. On success the banner reads **Success! Uploaded N records.** and points you to **Directory**. 5. Open **Directory** in the left navigation and confirm your employees are listed under **Employees**, **Active**. Processing after an upload or first sync takes a minute or two. ## Chapter 2: Connect a channel to send through Pyn sends as a **sender**: a Slack or Teams user or bot, a Google Workspace or Microsoft 365 mailbox, or a verified email address. 1. Back in **Settings**, **Integrations**, **Available**, select **Slack** (or **Microsoft Teams**) and approve the Pyn app in your messaging workspace when it opens. If the connection cannot start, Pyn says so and asks you to contact support. 2. For email, select **General**, then **Senders** in the left rail. Select **Add new email sender**, enter a **Sender Name** such as `HR Team` and an **Email Address**, then **Send Verification Email**. 3. Open the verification email and select **Verify Email**. The page reads **Email Verified**; back in **Senders** the sender's status becomes active. 4. Alternatively select **Add Google Email Sender** or **Add Microsoft 365 Email Sender** to send from a real mailbox you own. > **Tip:** An executive who should appear as a sender but will never log in to Pyn can connect their own Slack or Google account through a link you create with **Create Slack Auth Link** or **Create Google Auth Link**. The link works for three days. ## Chapter 3: Make emails look like your company 1. In **Settings**, under **General**, select **Account Settings**. Check **Company Name** (used by the `company.name` token) and **Time Zone** (used for employees without one of their own), and upload a **Logo**. 2. Select **Theme**. Turn on **Show Logo in Emails**, then set **CTA Color**, **CTA Text Color**, **Link Color**, **Font Family** and **Font Size**. The **Preview** on the right updates as you change them. ## Chapter 4: Invite your team 1. In **Settings**, under **General**, select **Current Users**, then **Invite** in the top-right corner. ![The Invite user dialog from Settings, Current Users.](https://support.pynhq.com/media/getting-started/setup/getting-started-setup-invite-dialog.png) 2. Enter the **Email address**, choose a **Role** (**Admin**, **Power User** or **Limited User**) and select **Invite**. The dialog confirms **Success!** and the person appears with status **Pending** until they first sign in. [Invite your team](https://support.pynhq.com/getting-started/invite-your-team/) explains the roles; [Roles and permissions](https://support.pynhq.com/getting-started/roles-and-permissions/) has the full matrix. ## Chapter 5: Turn on your first flow 1. Open **Flows** in the left navigation. The **Automations** view lists the automations in your workspace, grouped by journey moment. 2. Select an automation to open it. For a first flow, a date-based one such as a work anniversary or a welcome message is simplest. 3. Select each step card in turn and check its sender, its recipient and its schedule in the drawer. Pick the sender you connected in Chapter 2. 4. Select **Use This** in the top-right corner. In **Select how you would like this flow to operate:** choose **Verification** to review each enrollment before anything sends, or **Automated** to let it run. 5. Open **Activity** in the left navigation. Enrollments appear under **Enrollments** as the trigger fires; in Verification mode they wait under **Needs Review** until you unpause them. ## What you should see On **Home**, every checklist card is ticked. **Directory** lists your people, **Settings**, **Senders** shows an active sender, and **Flows** shows one automation with a mode other than inactive. Workspaces on the free plan show a banner on Flows once that first automation is on; see [Plans and what each unlocks](https://support.pynhq.com/getting-started/plans/). ## Next steps - Build a real onboarding flow step by step: [Launch first-day onboarding end to end](https://support.pynhq.com/getting-started/tutorial-launch-first-day-onboarding/). - Tell your company what to expect: [Communicate the rollout](https://support.pynhq.com/getting-started/communicate-the-rollout/). - Learn the table controls you will use everywhere: [Views, filters, search and export](https://support.pynhq.com/getting-started/views-filters-search-and-export/). ## Related - [Create a workspace](https://support.pynhq.com/account/workspaces/create-a-workspace/) for the step before this tutorial. - [Complete the getting-started checklist](https://support.pynhq.com/home/complete-the-getting-started-checklist/) for how each Home card ticks. - [Integrations](https://support.pynhq.com/integrations/) for each HRIS and messaging integration in detail. - [Settings](https://support.pynhq.com/settings/) for senders, theme, users and account settings. ## Related Intercom articles - [Getting started guide (Pyn 2)](https://intercom.help/pyn/en/articles/13336486-getting-started-guide-pyn-2) — draws on - [Create a Workspace (Pyn 2)](https://intercom.help/pyn/en/articles/8066861-create-a-workspace-pyn-2) — draws on