The Introductions step allows you to facilitate connections and networking by automatically introducing users to other people in your organization. This step is perfect for onboarding new team members, building relationships, and creating networking opportunities.

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Introduction Configuration

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Step Title

  • Enter a title: Provide a descriptive name for this introduction step to help identify its purpose

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Introduction Targets

Choose who the user should be introduced to:

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Target User’s Manager

Introduce the user to their direct manager. Perfect for establishing the manager-employee relationship and opening communication channels.

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Specific Individuals

Introduce the user to specific people in your organization. Useful for connecting new hires with key stakeholders, mentors, or subject matter experts.

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Slack Channel Members

Introduce the user to members of a specific Slack channel. Great for integrating users into team channels or interest groups.

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Groups

Introduce the user to specific departments. Ideal for connecting users with relevant teams.

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Introduction Message

  • Add a message: Create a custom message that will be sent when people are introduced
  • Rich text formatting: Use formatting tools to create engaging introduction messages
  • Purpose: Help context and set expectations for the introduction

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Schedule

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Introduction Timing

  • What time should we make the introductions?: Choose when introductions should be sent
  • Select a time: Set a specific time for optimal engagement
  • Leave blank: Send immediately when this step is triggered
  • Timezone consideration: Time is based on the recipient’s timezone

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Meeting Configuration

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Meeting Duration

Set the length of meetings that can be scheduled

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Meeting Platforms

Choose where participants can meet by selecting from available platforms:
  • Zoom: Video conferencing through Zoom
  • Google Meet: Google’s video conferencing platform
  • Microsoft Teams: Microsoft’s collaboration platform
  • Doozy: Built-in meeting functionality
  • In Person: Face-to-face meetings
  • Other: Custom meeting platforms or methods

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Meeting Reminders

Configure automatic reminders for scheduled meetings:
  • No Reminders: Participants handle their own scheduling without any reminders
  • One Reminder: Send a single reminder if meetings aren’t scheduled after a certain period
  • Two Reminders: Send up to two reminders to ensure meetings get scheduled

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Common Use Cases

  • New Employee Onboarding: Introduce new hires to their manager, team members, and key stakeholders
  • Cross-Department Networking: Connect employees with people from other departments for collaboration
  • Mentorship Programs: Facilitate introductions between mentors and mentees
  • Project Team Formation: Introduce team members working on new projects
  • Role Transitions: Help employees transitioning roles meet their new colleagues
  • Executive Introductions: Connect new leaders with their teams and peers
  • Customer Success: Introduce account managers to key client contacts
  • Skills-Based Networking: Connect people with similar interests or expertise