How to Configure an Automation Flow
Automation Flows in Pyn help you send the right message at the right time. Whether it’s a new hire welcome message, a check-in for a new manager, or a birthday celebration, Flows keep your employee experience consistent, timely, and personal.
What Is an Automation Flow?
A Flow is a sequence of messages that are triggered automatically based on employee data like start date, promotion, or tenure at the company.
Think of it as your “set it and forget it” system for delivering moments that matter.
How to Configure an Automation Flow
1. Go to the Flows Tab
Head to the Flows section in your left-hand navigation menu. You’ll see existing flows or the option to create a new one with the "Create new" button in your top right.
2. Choose a Template or Start from Scratch
Use a Pyn Template for common use cases like onboarding, milestone celebrations, or new manager support
Or click “Create new” to start building a new flow
💡 Some Pyn templates come pre-loaded with timing, copy, and triggers—perfect for quick setup.
3. Set the Trigger
Click the "..." in your top right and then select "Change Trigger" to choose which event will start the flow:
Ex: Start Date (e.g., 2 days before hire date), Milestone (e.g., 1-year work anniversary), or Role change (e.g., promotion to manager)
4. Add Messages to the Flow
For each step in the flow, add:
Message content (custom or from the Library)
Delivery channel (Email, Slack, or Microsoft Teams)
Timing (e.g., “Send 3 days after promotion”)
You can add multiple steps and vary timing to match the experience you want to create.
5. Configure your Flow
Configure your Flow to decide when it starts (the enrollment window) and your re-enrollment rules.
Select the Audience tabe to set up any relevant filtering for eligibility to be enrolled in the flow.
Make sure to click the "Use this" button in the top right of your new flow to activate it
4. Next, select the mode you'd like to use for your automation:
Automated means Pyn will read your HRIS data, enroll eligible employees who match your Flow rules, and send the messages based on the schedule you set up.
Verification means Pyn will read your HRIS data, enroll eligible employees who match your Flow rules, and pause messages before sending them. You will be able to verify the enrollments on the Activity page.
Manual means you can manually enroll groups of employees into your automation
Manual Enroll is an action that allows you to test out your flow with select individuals. Think of it as jump-starting the automation for anyone you choose.
🛎️ Flows are powered by your HRIS data so once set, they can run automatically.
6. Activate
When you're ready, make sure to Publish your flow. You can move it to Verification mode to, have it run semi-automated, or Automatic mode to have it running fully automatic.
✅ Once activated, messages will go out automatically to the right employees, at the right time.
Need to Edit Later?
You can always go back and:
Adjust timing
Swap message content
Pause or disable the flow
💡Don't forget to publish your changes