This article explains how to automatically order equipment for a new worker added to an organization or notify when address is invalid, using the Workflow Builder on Deel IT.
Setting up the Workflow
Go to Automation AI Workforce and click New workflow.
Select New Joiner equipment automation from the template library
Use the template & update the "Order Device" branch. The best device is the one with the highest spec. The devices the automation will choose from are the ones that are approved in the IT Policy in which the worker is added to (Default or other).
Adjust the alerts.
You can write the email template and choose the recipient. The same for the slack message. You can choose to keep the 3 alerts for invalid addresses provided in the template or delete any of them.
Monitoring and Troubleshooting
The workflow triggers when a new worker is added to an organization and has a later start date. The equipment ordered will be one from the approved list of devices from the IT Policy to which the new worker is assigned.
Check Workflow History to see every execution - which devices were processed, which branch they followed, and the result.
If a workflow fails, the workflow creator gets an email notification with the error details so they can handle it manually.