A little help

Connecting tools to Sora

ADP
BambooHR
DocuSign
Greenhouse
Lever
Okta
Slack
UltiPro
Workday

Building a workflow

Creating an automated email
Assigning a task
Sending a survey
How to add employees to Sora
How to add employees to a workflow
Creating a Sora workflow from scratch
Managing employee permissions
Sending custom, personalized emails
How to filter a task
How to schedule a calendar invite in Sora

Running a workflow

Allowing employees to self-enroll in workflows
What Sora looks like to an employee
How to get an overview of where people are in workflows
What happens when a task is missing info
What to do when you've been assigned a task in Sora

Advanced

Using conditional text blocks in an automated email
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Talk with someone at Sora

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