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Select the Right Trigger for your Flow

Learn how to set up an automated flow with the right information from your HRIS

Julianna Kapjian-Pitt avatar
Written by Julianna Kapjian-Pitt
Updated over 2 weeks ago

Automated flows help you deliver the right message at the right time, without the manual work. With Pyn, you can start quickly by using a pre-built trigger, so important communications go out automatically when an employee reaches a key moment in their journey.

Step 1: Go to Flows

  • From the navigation menu, select Flows.

  • Click Create Flow.

Step 2: Choose a Pre-Built Trigger

  • Select Use Pre-Built Trigger.

  • Browse available triggers (e.g., New Hire starts, Work Anniversary, Manager Change).

  • Click the trigger you’d like to use.

💡 Tip: Pre-built triggers automatically connect to your HRIS data, so messages are sent when the right lifecycle event occurs.

Step 3: Add or Select a Message

  • Choose a pre-written template from the Pyn Library or create your own message.

  • Edit the copy, tone, and delivery channel (Slack, Teams, or email).

  • Add personalization tokens (like employee name, start date, or manager name) to make the message feel more human.

Step 4: Configure Delivery Settings

  • Set when the message should go out (e.g., Day 1 at 9 a.m., 1 week before anniversary).

  • Select the channel: Slack, Teams, or email.

Step 5: Review and Save

  • Double-check the trigger, message, and delivery details.

  • Click Save & Activate.

Your flow is now live! The next time the pre-built trigger event happens (for example, a new hire joins), your message will send automatically.

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