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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
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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. Transfer file ownership on offboard in Figma

Transfer file ownership on offboard in Figma

Automatically move a departing member’s Figma draft files into team projects from a Slack request with Stepwork.

Shaun MacLellanFounder

Book a DemoSee the process
Use case
Employee offboardingIT
Best for
IT Administrator
Applications used
  • Figma
  • Slack
Business outcome
Risk reduction

On this page

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

Transfer Figma drafts on offboard

One Slack request. Design work stays with the team.

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The problem

The designer left. The drafts left with them.

Work in progress often lives in a designer’s drafts, not in a team project. When they leave and the account is removed, those files are hard to recover.

Managers find out when a launch needs a half-finished frame that nobody else can open. Moving drafts by hand is slow, and it is easy to miss files before the seat is gone.

The outcome

Design assets survive designer departures

Stepwork moves the departing member’s draft files into the team projects named in the request. The work stays with the team, and the run records who asked and how many files moved.

  • Draft files move into the named team projects.
  • The Slack reply says how many files moved.
  • If a project in the request does not exist, the run stops.

The process

From Slack request to drafts in team projects

A teammate posts the handover in Slack. Stepwork moves the drafts in Figma before the account is removed.

  1. Step 1

    Request it in Slack

    A teammate posts the departing member’s email and the destination team projects in the offboarding channel. Stepwork records who asked and when.

  2. Step 2

    Open their drafts

    Stepwork signs in to Figma and opens the departing member’s draft files.

  3. Step 3

    Move files into team projects

    Stepwork moves each draft into the team projects named in the request.

  4. Step 4

    Confirm and reply in Slack

    Stepwork checks that the drafts are no longer only in personal drafts, then posts the file count in Slack.

    Transferred · drafts to jordan@acme.com

Transferred · drafts to jordan@acme.com

Why Stepwork

Drafts move before the seat is gone

Stepwork runs the transfer path you recorded before removal. Design work lands in team projects first, so offboarding does not strand half-finished files.

Procedures
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Similar use cases

Similar use cases

  • Remove member from organization in FigmaRemoves a departing member from the Figma organization and frees their seat.Learn more
  • Downgrade editor to viewer in FigmaChanges a member's seat from editor to viewer in Figma admin, reclaiming the paid seat.Learn more
  • Transfer Drive to a manager in Google WorkspaceUses the Google Admin data transfer tool to move a departing user's Drive files to their manager and confirms completion.Learn more

FAQ

Common questions

  • Post their email and the destination team projects in Slack. Stepwork moves the draft files and confirms the count.
  • Yes. Transfer the drafts first, then remove the member from the organization.
    Remove member from organization in Figma
  • No. Seat changes are a separate flow, downgrading an editor to a viewer.
    Downgrade editor to viewer in Figma

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.

Book a Demo
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