Using the skill flow to onboard new hires

Before you begin

Before you start this tutorial, you must provide the following resources:

• Sign in to a Dropbox account. If you don't have an account, you can sign up for free here.
  • In your Dropbox account, upload a text file with content about roles, like Product Manager, Golf expert, or Pet Manager to use the skill flow. Click here ↓ to download a sample text for the Product Manager role.
• Use a Microsoft Outlook account that is a work or school account. For more information, see Microsoft Outlook.

Connect to apps and add their skills to the personal skill set

The first step is to connect to the Sample employee, Dropbox, and Microsoft Outlook apps and add their skills to the personal skill set.

Sample employee

1. On the watsonx Orchestrate home page, click Add skills from the catalog.
2. Search for the Sample employee app.
   1. Click the Search apps field.
   2. Type Sample employee and press Enter.
3. Select the Sample employee tile.
4. Click the Connect app button.
5. You can type any API key, for example, type employee123.
6. Click the Connect app button.
7. In the Retrieve employees skill tile, click Add skill +.

Quick checkpoint! The icon indicates that the connection was successfully established. Now, it's time to connect to the Dropbox app and add the Download the content of a file skill to the personal skill set.

Dropbox

1. On the watsonx Orchestrate home page, click Add skills from the catalog.
2. Search for the Dropbox app.
   1. Click the Search apps field.
   2. Type Dropbox and press Enter.
3. Select the Dropbox tile.
4. Click the Connect app button.
5. You are redirected to the Dropbox webpage to log in and give watsonx Orchestrate permission to connect to your Dropbox account.
   1. Enter the email of your Dropbox account.
   2. Click Continue.
   3. Enter the password of your Dropbox account.
   4. Click Log in.
   5. On the warning page, click Continue.
   6. On the permissions page, click Allow.
6. In the Download the content of a file skill tile, click Add skill +.

Quick checkpoint! The icon indicates that the connection was successfully established. Now, it's time to connect to the Microsoft Outlook app and add the Send an email using Outlook skill to the personal skill set.

Microsoft Outlook

1. On the watsonx Orchestrate home page, click Add skills from the catalog.
2. Search for the Microsoft Outlook app.
   1. Click the Search apps field.
   2. Type Microsoft Outlook and press Enter.
3. Select the Microsoft Outlook tile.
4. Click the Connect app button.
5. Select the email type according to your account permissions:
   1. If you don't have admin permission in your email account, select the Non-admin user option.
   2. If you have admin permissions in your email account, select the Admin user option.
6. Click the Connect app button.
7. You are redirected to the Microsoft Outlook webpage to log in and give watsonx Orchestrate permission to connect to your Microsoft Outlook account.
   1. Enter your email address.
   2. Click Next.
   3. Enter the password of your account.
   4. Click Sign in.
8. In the Send an email using Outlook skill tile, click Add skill +.

Quick checkpoint! The icon indicates that the connection was successfully established. With these apps and their skills in your personal skill set, you can go ahead and add the Send onboarding content over email skill flow.

Add the skill flow to the personal skill set

After you added the skills that are part of the flow, you need to add the Send onboarding content over email skill flow to your personal skill set:

1. On the watsonx Orchestrate home page, click Add skills from the catalog.
2. Search for the Skill flows tile.
   1. Click the Search apps field.
   2. Type Skill flows and press Enter.
3. Select the Skill flows tile.
4. In the Send onboarding content over email skill tile, click Add skill +.

Use the skill flow

1. On the watsonx Orchestrate home page, click the chat and type Send onboarding content over email or Onboard new hires.
2. Click the Send button.
3. From the employee table that is loaded, select James.
4. Click the Apply button.
5. The Path field is filled with the James' job role, which corresponds to the content file name.
6. In the File type field, select Text.
7. Click the Apply button.
8. Confirm the information to send over email:
   • In the To field, you can check the employee's email.
   • In the Content field, you can check the content to send.
9. Optional: Complete the email with extra configurations, like adding "Welcome" in the Subject field.
10. Click the Apply button.

Results

You get a message on the chat that confirm that the email was sent.

What to do next

Now that you learned how to add the skill flow to your personal skill set and use it, you can use this knowledge to work with the other prebuilt apps available to boost your daily tasks with IBM watsonx Orchestrate. For more information about prebuilt apps, see Prebuilt apps.