Workflows Templates

Identifying inactive users is a great way to determine if you have stale accounts in your Okta tenant that your manual deprovisioning process might have missed. 

It can also help to free up expensive application licenses. This template searches for all active users in Okta whose last login date is before a specified time window and sends details about the user to a table in Workflows. You can then easily export the data in the table to a CSV file for downloading or attach it to an email for periodic reporting. A simple enhancement of this template could suspend the inactive users as well.

A welcome email is the first impression an organization makes with a new customer or employee. Welcome emails can deliver a promotion code, provide information to enhance the user experience, or just send a friendly hello! This template demonstrates how to send a welcome email to a new user automatically.

Employees lose and replace their phones all the time. In order to provide temporary access to reset a secondary authenticator, you can scope users to a less strict authentication policy until they have a device that allows them to comply with high-assurance sign-on policies. This template will exempt an Okta user from MFA policies for only a predefined amount of time.

A number of cloud platform services allow IT administrators and developers to configure forms that can POST data to a URL endpoint. You can use data sent to the Okta Workflows API endpoint to onboard or offboard employees, add or remove users from Okta groups, or take action using one of your configured Okta Workflow Connectors. This template will demonstrate how to do this using Postman, Google Forms, and Microsoft Forms.