Workflow Templates

Pre-built workflow templates for common IT automation scenarios. Start from a template and customize it for your environment.

New Employee Onboarding

Triggered when user is created. Assigns license, adds to department group, sends welcome email, creates Teams membership.

Tags: User Created, License Assignment, Group Membership

Triggered when accountEnabled set to false. Removes licenses, revokes sessions, converts mailbox to shared, transfers OneDrive to manager.

Tags: User Updated, Session Revocation, Mailbox Conversion

Runs daily to check license utilization. Sends Teams alert when available licenses drop below threshold.

Tags: Scheduled, License Check, Teams Notification

Triggered when department attribute changes. Updates group memberships, adjusts licenses, notifies IT and HR.

Tags: User Updated, Group Sync, Email Notification

Weekly scan for users inactive 90+ days. Removes licenses, notifies manager, logs for compliance review.

Tags: Scheduled, Activity Check, License Removal

Browse the template library and select a template
Review the pre-configured triggers, conditions, and actions
Customize parameters for your environment (group IDs, notification recipients, thresholds)
Test the workflow in simulation mode
Enable for production use