Send a Notification to a Group Based on a Department Using Okta Workflows
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Overview
Configure an Okta Workflows helper flow to send department-based emails during employee onboarding, using a table to store and retrieve department contact information. This solution ensures that specific groups receive notifications when a new employee joins their department. For example, if a new user joins the Engineering department, an email goes to that user and copies <eng1@company.com> and <eng2@company.com>.
Applies To
- Okta Identity Engine (OIE)
- Okta Classic Engine
- Okta Workflows
Solution
How is a helper flow configured to send department-based emails?
Create an Okta Workflows helper flow that retrieves department emails from a table, extracts the necessary addresses, and sends a targeted email to the onboarded employee and the associated department groups.
The flow uses a table to hold department emails and looks like this:
- Configure the first card, On Demand – Helper Flow, to establish the helper flow with two inputs: Department and Primary email. Okta Workflows allows reusing a helper flow with other flows.
- Use the second card, Tables – Search Rows, to retrieve all emails associated with the specific department.
- Process the JavaScript Object Notation (JSON) object result from the Tables – Search Rows card, which contains five key/value pairs, by using the List – Pluck card to remove all key/value pairs except the one specified in the Email key input. This step produces a list of emails to copy.
- Configure the final card, Gmail – Send Email, to send an email to the onboarded person using the Primary email input and copy one or more department groups using the CC field.
