Add eligible teammates to private channels after access requests
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Your signed-in request names a channel, the people to add, and who submitted it.
Your allowed channel list limits where the Agent can change membership.
Your chosen approver handles requests for people outside the parent team.
Your channel details show whether the channel is private, active, and owned by the requester.
Your current channel members show who already belongs to the discussion.
Your parent team members show who can join the private channel.
Your user identities let the Agent match each work address to one person.
Your channel access form sends signed-in requests with the channel and people to add.
Your private discussion tool shows team access, adds channel members, and sends results.
Your message lists each person's outcome and names the team access approver when needed.
Your message lists each person's outcome and names the team access approver when needed.
Your private channel gains each eligible person whose addition succeeds.
Your message lists each person's outcome and names the team access approver when needed.
This Agent starts when a channel owner submits a signed-in access form. It checks ownership and team membership before adding eligible people. The owner gets a message showing everyone's result.
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Slack shows team access, adds channel members, and sends results.
Google Forms sends signed-in requests with the channel and people to add.
Jotform sends signed-in requests with the channel and people to add.
Asana shows team access, adds channel members, and sends results.
Zoom sends signed-in requests with the channel and people to add.
Zoom shows team access, adds channel members, and sends results.
Tally sends signed-in requests with the channel and people to add.
Microsoft Teams sends signed-in requests with the channel and people to add.
Microsoft Teams shows team access, adds channel members, and sends results.
Google Chat shows team access, adds channel members, and sends results.
Cognito Forms sends signed-in requests with the channel and people to add.
RingCentral shows team access, adds channel members, and sends results.
Fillout Forms sends signed-in requests with the channel and people to add.
Chatwork sends signed-in requests with the channel and people to add.
Chatwork shows team access, adds channel members, and sends results.
Zoho Forms sends signed-in requests with the channel and people to add.
Ninja Forms sends signed-in requests with the channel and people to add.
Podio shows team access, adds channel members, and sends results.
Formstack sends signed-in requests with the channel and people to add.
Paperform sends signed-in requests with the channel and people to add.
Elfsight Forms sends signed-in requests with the channel and people to add.
Jotform Enterprise sends signed-in requests with the channel and people to add.
Add Private Channel Members is made for businesses in these industries.
Add eligible teammates to private client engagement channels.
Show all Agents for the Consulting industryAdd eligible colleagues to private client discussions.
Show all Agents for the Financial Services industryAdd eligible care staff to private team discussions.
Show all Agents for the Healthcare industryResolve colleague access to private client matter channels.
Show all Agents for the Legal Services industryCheck team access before adding staff to incident channels.
Show all Agents for the Cybersecurity industryAdd Private Channel Members is made for people in these roles.
Add eligible teammates to private project discussions.
Show all Agents for the Project Manager roleResolve requests to join private department discussions.
Show all Agents for the Department Manager roleCheck team access before adding requested channel members.
Show all Agents for the IT Administrator roleAdd Private Channel Members is made for people in these departments.
Add eligible collaborators to private project channels.
Show all Agents for the Project Management departmentAdd eligible colleagues to private personnel discussions.
Show all Agents for the Human Resources departmentCheck team membership before granting private channel access.
Show all Agents for the Information Technology departmentVerify requests before adding people to security channels.
Show all Agents for the Information Security department5 steps, in order, on every run.
Connect the tools you already use, such as Slack, Google Forms or Jotform.
19 toolsUse safe mode to approve every result before it goes out, or let the Agent run automatically.
Frequently asked questions about the Add Private Channel Members:
No. Private channel members must already belong to the parent team. You choose the team access approver, and the owner receives that contact for anyone held.
The Agent adds no one. A current channel owner must submit the form, and the requester gets that reason in the reply.
You set the teams and private channels this Agent may serve. You also choose who approves parent-team access.
You get an existing-access result for that person. The Agent skips the duplicate and can still add other eligible people.
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.