Workflows Templates

Pre-built, fully-functional flows for your identity automation needs

Workflows templates provide flow builders with pre-built, configurable flows for common identity automation use cases. Flogrammers can download and use the templates as-is, or modify them for their organization’s unique needs.

Get Started with Okta Workflows Templates

We’re constantly adding new templates and connectors to the Okta Workflows catalog, available in the product. Check out these great sample templates to get started with Workflows:

Identify inactive Okta users

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.

Use cases
Okta Workforce Identity

Workforce Identity

Okta Customer Identity

Customer Identity

Connectors
Send a welcome email to a new user of an application

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.

Use cases
Okta Workforce Identity

Workforce Identity

Okta Customer Identity

Customer Identity

Connectors
Gmail
Temporarily exempt users from MFA

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.

Use cases
Okta Workforce Identity

Workforce Identity

Connectors
Report suspicious activity

Suspicious-activity reporting provides an end user with the option to report unrecognized activity from an account activity email notification. When end users receive a security email notification, they can send a report by clicking Report Suspicious Activity. Once they review the activity, they can confirm and complete the report.

Use cases
Okta Workforce Identity

Workforce Identity

Okta Customer Identity

Customer Identity

Connectors
Slack Logo
Submit form to Workflows API endpoint

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.

Use cases
Okta Workforce Identity

Workforce Identity

Okta Customer Identity

Customer Identity

Connectors
Google Forms
Microsoft Forms - Workflows Connector

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