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Add Colleagues to Channels
Add new colleagues to channels listed on approved checklists
Use this Agent instantly or customize it - no programming needed
- checklist approvalchecklist approval
Your checklist approval starts a channel access run for one new colleague.
- onboarding checklistonboarding checklist
Your checklist names the colleague's work email and the channels approved for their role.
- channel access ruleschannel access rules
You choose which channels the Agent may add colleagues to and which types need review.
- workspace accountworkspace account
The colleague needs an active workspace account before they can join channels.
- channel detailschannel details
Channel details show whether each requested channel exists and allows the Agent to access it.
- channel membershipschannel memberships
Current memberships show which requested channels the colleague already belongs to.
Your onboarding checklist tool sends checklist approvals and keeps the channel access report for each colleague.
Your team messaging tool finds colleagues by work email, checks channel membership, and confirms invitations.
- checklist correction notechecklist correction note
Your checklist shows what needs correction before the Agent can add channel access.
- account exceptionaccount exception
Your checklist tells you when the colleague needs a workspace account first.
- confirmed channel accessconfirmed channel access
The colleague gains access only where an invitation succeeds and membership can be confirmed.
- channel access reportchannel access report
Your checklist shows channels added, already joined, and left for follow-up with reasons.
This Agent starts when your team approves an onboarding checklist. It checks the colleague's account and memberships, then adds permitted channel access. Your checklist shows the results and any gaps.
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SlackUsed as:
- Onboarding checklist tool
Slack sends checklist approvals and keeps the channel access report for each colleague.
Microsoft OutlookUsed as:
- Team messaging tool
Microsoft Outlook finds colleagues by work email, checks channel membership, and confirms invitations.
ZoomUsed as:
- Onboarding checklist tool
Zoom sends checklist approvals and keeps the channel access report for each colleague.
- Team messaging tool
Zoom finds colleagues by work email, checks channel membership, and confirms invitations.
Google ChatUsed as:
- Onboarding checklist tool
Google Chat sends checklist approvals and keeps the channel access report for each colleague.
Microsoft Office 365Used as:
- Onboarding checklist tool
Microsoft Office 365 sends checklist approvals and keeps the channel access report for each colleague.
- Team messaging tool
Microsoft Office 365 finds colleagues by work email, checks channel membership, and confirms invitations.
RingCentralUsed as:
- Team messaging tool
RingCentral finds colleagues by work email, checks channel membership, and confirms invitations.
ChatworkUsed as:
- Onboarding checklist tool
Chatwork sends checklist approvals and keeps the channel access report for each colleague.
- Team messaging tool
Chatwork finds colleagues by work email, checks channel membership, and confirms invitations.
Zoho MailUsed as:
- Team messaging tool
Zoho Mail finds colleagues by work email, checks channel membership, and confirms invitations.
Made for your industry
Add Colleagues to Channels is made for businesses in these industries.
- Software
Add new hires to approved team channels and flag access gaps.
Show all Agents for the Software industry - IT Services
Add new hires to approved service team channels and report blocked access.
Show all Agents for the IT Services industry - Consulting
Place new consultants in approved project channels and flag access gaps.
Show all Agents for the Consulting industry
Made for your role
Add Colleagues to Channels is made for people in these roles.
- HR Coordinator
Track completed channel access and exceptions on each onboarding checklist.
Show all Agents for the HR Coordinator role - Onboarding Coordinator
Show which approved channels each new hire joined and which need follow-up.
Show all Agents for the Onboarding Coordinator role - IT Administrator
Grant approved channel access and flag requests blocked by access rules.
Show all Agents for the IT Administrator role - IT Support Specialist
Add new colleagues to approved channels and report failed invitations.
Show all Agents for the IT Support Specialist role - Identity and Access Management Analyst
Check approved channel assignments against membership and flag exceptions.
Show all Agents for the Identity and Access Management Analyst role
Made for your department
Add Colleagues to Channels is made for people in these departments.
- Human Resources
Update onboarding checklists with channel access and exceptions.
Show all Agents for the Human Resources department - Information Technology
Grant approved discussion channel access and report unresolved requests.
Show all Agents for the Information Technology department - Information Security
Check channel assignments against access rules before sending invitations.
Show all Agents for the Information Security department
How Add Colleagues to Channels works
5 steps, in order, on every run.
-
Confirm the approved checklistRead the checklist when your reviewer approves it. Stop invitations and note missing details or changed approval on the checklist.
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Find the colleague's accountLook up the colleague by work email. Report a missing account before sending invitations.
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Check requested channelsRead channel details and current members. Set aside channels outside your allowed list or requiring review.
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Add the colleague where allowedInvite the colleague to permitted channels they have not joined. Check membership and flag failed invitations.
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Record access and exceptionsPost each channel's access result on the checklist. Explain any remaining gaps for the onboarding coordinator.
How to Get Started
Connect the tools you already use, such as Slack, Microsoft Outlook or Zoom.
8 tools
- Choose the onboarding checklist board, its Approved status, and the fields for the colleague's work email and requested channel IDs; restrict approval changes to authorized reviewers.
- List the channels this Agent may grant access to and any channel types that require a human decision.
- Connect a channel account with permission to look up members, read membership, and invite people to the approved channels; add it to channels that require membership to invite.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Add Colleagues to Channels:
Yes, you choose which channels the Agent may add people to. You also choose which channel types need human review.
Yes, if you allow that channel and the connected account can invite members. You can require a person to review private channels instead.
Your checklist shows that channel as already joined. The Agent only invites the colleague where membership is missing.
Your checklist shows that account access comes first. The Agent sends no channel invitations until the colleague has an active account.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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