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 shoutout, Flows keep your employee experience consistent, timely, and personal.
What Is an Automation Flow?
A Flow is a sequence of messages that get 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.
Step-by-Step: 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.
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
If you create a new trigger, make sure to click the "Use this" button in the top right of your new flow to activate it
💡 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)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.
🛎️ Flows are powered by your HRIS data so once set, they run automatically.
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.
6. Preview & Activate
Click “Preview” to review all flow steps. When you're ready, make sure to Publish your flow. Then 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