✨ What You Can Do
- Automate onboarding: Welcome new hires with messages, introductions, and training
- Deliver training: Send quizzes, surveys, and learning content on a schedule
- Run check-ins: Automated pulse checks at key milestones (30/60/90 days)
- Assign mentors: Pair new hires with mentors automatically
- Trigger on events: Start tracks when someone joins, on anniversaries, or on a schedule
- Track progress: Monitor completion and send reminders for mandatory steps
🧩 Steps
Steps are the building blocks of a track. Each step performs an action — sending a message, delivering a quiz, collecting feedback, or controlling timing.Message
Send automated messages to users, managers, or channels
Poll
Collect quick feedback with single-question polls
Survey
Gather detailed insights with multi-question surveys
Quiz
Test knowledge with interactive quizzes
Delay
Add time gaps between steps
Introductions
Connect people with automated introductions
Mentor Assignment
Pair users with mentors automatically
Tasks
Assign and track task completion
Add User to Track
Enroll users in another track automatically
⚡ Triggers
Triggers determine when and how users are added to a track.User Joined
Start automatically when someone joins your workspace
Work Anniversary
Trigger on employee work anniversaries
Schedule
Run at specific times and intervals
Manual
Add users manually when you need precise control
🎯 Common Use Cases
| Use Case | Trigger | Key Steps |
|---|---|---|
| New hire onboarding | User Joined | Messages, Introductions, Mentor Assignment, Quizzes |
| 30/60/90 day check-ins | User Joined | Delays, Surveys, Polls |
| Training programs | Schedule or Manual | Messages, Quizzes, Surveys |
| Manager onboarding | Manual | Messages, Tasks, Surveys |
| Anniversary celebrations | Work Anniversary | Messages |
| Compliance reminders | Schedule | Messages, Quizzes |
📚 Quick Links
Create a Track
Step-by-step guide to building your first track
How Tracks Work
What users see when enrolled in a track
Self-Join Tracks
Let users browse and join tracks themselves
View Progress
Monitor user progress and track completion
Add Users
Manually add users to a track
Track Examples
Pre-built templates for common use cases
🚀 Getting Started
- Create a track and give it a name
- Add steps — messages, quizzes, surveys, delays, and more
- Choose a trigger — user joined, schedule, anniversary, or manual
- Publish and watch your automation run!