The Introductions step creates 1:1 Slack conversations between the track participant and people they should meet. Each introduction includes meeting scheduling buttons and optional reminders. Perfect for onboarding, team building, and cross-functional networking.
⚙️ Configuration
Introduction Target
Choose who the user should be introduced to. Each person gets a separate 1:1 DM with the user.
| Destination | Description |
|---|
| Manager | Introduce to the user’s direct manager |
| Specific People | Handpick individual users |
| Slack Channel Members | All members of a channel |
| Groups | Members of organizational groups |
| Mentor | Assigned mentor (requires mentor step earlier) |
Even with large channels, introductions are capped at 10 people to keep it manageable.
Introduction Message
Write the message both parties see when introduced. Supports rich text and placeholders ({{user}}, {{manager}}, {{mentor}}).
⏰ Schedule Settings
| Setting | Options |
|---|
| Delivery Time | Immediate (blank) or scheduled time |
| Frequency | All at once, Daily, Weekly, Bi-weekly, Monthly |
Stagger introductions over time to avoid overwhelming new hires with 20 DMs on day 1.
🤝 Meeting Settings
| Setting | Description |
|---|
| Duration | Default meeting length (15, 30, 45, 60 min) |
| Meeting Locations | Zoom, Google Meet, Teams, Doozy, In Person, Other |
| Reminders | None, 1 reminder, or 2 reminders if no meeting scheduled |
Offer 3-4 platform options for flexibility. Reserve 2 reminders for critical introductions only.
⭐ Best Practices
- Start small: Manager first, then team, then broader org
- Stagger with delays: Space intro waves across weeks
- Be selective: 5-10 meaningful intros beat 50 superficial ones
- Clear next steps: “Schedule 30 min this week” beats “connect sometime”
- Match reminders to importance: 2 for manager, 1 for team, 0 for optional
See
Track Examples for complete onboarding tracks using introductions.
🎯 Common Use Cases
- New Hire Onboarding: Introduce to manager, team, and key stakeholders
- Cross-Functional Networking: Connect with other departments
- Leadership Visibility: Give new employees face time with executives
- Buddy Programs: Pair new hires with onboarding buddies
- Remote Integration: Connect distributed team members
