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How it works

Procedures

  • OverviewHow a Procedure runs the whole process
  • Extractions deep diveRead tables and documents, use them anywhere
Deterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
  • MSPsNew users and license true-ups
See every industry
Security
Log inBook a Demo
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  3. Invite member with default channels in Slack

Invite member with default channels in Slack

Automatically invite a new hire to Slack from a Slack request with Stepwork. Send the invite and add them to their team’s default channels.

Shaun MacLellanFounder

Book a DemoSee the process
Use case
Employee onboardingIT
Best for
IT Administrator, Helpdesk Technician
Applications used
  • Slack
Business outcome
Employee experience

On this page

  1. The problem
  2. The outcome
  3. The process
  4. Why Stepwork
  5. Similar use cases
  6. FAQ
IT
  • Slack

Invite member to Slack

One request. One invite, with the right channels.

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The problem

Invited to Slack. Missing every conversation.

A new hire gets a Slack invite, joins, and finds a few general channels. The channels their team actually works in get added one by one, whenever someone remembers.

Their first week goes to asking which channels to join. Each admin sends the invite a little differently, so two people on the same team start with different channels.

The outcome

They join in the channels the team already uses

Stepwork sends the Slack invite with the team’s default channels already chosen, so this part of employee onboarding is done before they start. The run records who asked and when the invite went out.

Employee onboarding
  • The invite goes to their work email.
  • The team’s default channels are included.
  • The onboarding channel is told the invite is pending.

The process

From request to a new hire in the right channels

A teammate posts the new hire’s details in Slack. Stepwork sends the workspace invite with their team’s channels already chosen.

  1. Step 1

    Request it in Slack

    A teammate posts the new hire’s work email and team in the onboarding channel. That message starts the flow, and Stepwork records who asked and when.

    Slack message in #onboarding asking to invite maya.chen@northstarlabs.io to the Customer Success team
  2. Step 2

    Start the invite

    Stepwork signs in to Slack, opens the invite screen, and enters the new hire’s work email.

    Slack invite dialog with maya.chen@northstarlabs.io entered
  3. Step 3

    Add their team’s channels

    Stepwork adds the default channel set for their team, then sends the invite. They land in the right conversations on day one.

    Slack invite with customer-success, announcements, and team-updates selected
  4. Step 4

    Confirm and reply

    Stepwork checks that the invite is pending, then posts the result back in the onboarding channel.

    Slack pending invites showing Maya Chen’s invite as Pending
Slack message in #onboarding asking to invite maya.chen@northstarlabs.io to the Customer Success team
Slack invite dialog with maya.chen@northstarlabs.io entered
Slack invite with customer-success, announcements, and team-updates selected
Slack pending invites showing Maya Chen’s invite as Pending

Why Stepwork

The channel set travels with the invite

Stepwork opens the invite, enters the work email, adds the team’s default channels, and sends it. A new hire on that team gets those channels, whoever posted the request.

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Similar use cases

Similar use cases

  • Create user and assign groups in OktaCreates a new Okta user with name, email, and title, then assigns the group memberships that grant their app entitlements.Learn more
  • Create user in org unit in Google WorkspaceCreates a Google Workspace user with the correct organizational unit and initial password policy applied.Learn more
  • Create a Microsoft Entra ID user with groupsCreates a new Entra user and adds them to the security groups that grant team apps and shared resources.Learn more

FAQ

Common questions

  • Post the work email and team in Slack. Stepwork sends the workspace invite with that team’s default channels already chosen.
  • When they accept the invite. The channels are on the invite, so they land in those conversations rather than only the general ones.
  • The channels are the default set recorded for that team. The person posting the request does not pick a new list each time.

See it run on a process you already repeat

Bring one. We will show you what it looks like as a flow and what each run records.

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