So you want to bring Windy to your team! We're here to help.
Step 1: Account Creation & Set Up
Currently, the Windmill team has to create an account for you. If you are interested in a Windmill account, please set up time with the team here.
Once you have received an invite to Windmill like the one below - you can officially access your account (check your spam folder if you don't see the invite).
After accepting the invite, you'll be guided through Slack set by our Slack agent, Windy.
Step 2: Connections
The more systems connected to your account, the smarter Windy will be. To connect systems, go into Settings > Connections > Add Connections. Here is a full list of our available integrations.
2. If you need some one else from your team to help you connect systems, you can always add them to Windmill as an Admin.
3. In you connect Github, Figma or Jira, you will need to map the usernames to the correct team members, learn more about that here.
4. Once Slack is connected, you'll have to decide which channels you want Windy to access. Most people opt to have Windy join all public channels, this can be easily configured in Settings > Connections > Slack:
If you want to add channels yourself, you can always add channels one by one.
5. If you don't have an HR system to connect, you will need to add your org chart manually. This ensures the right people have access to the right things within Windmill. This is the backbone of Windmill, so try to make sure we always have an up to date org chart.
Step 3: Windmill Roll Out
At this point, you have set up your account and you are ready to roll out Windy to your team.
In order to invite teammates to Windmill, an Admin must go into Settings > Employees, and select all employees who should receive an invite. Once selected, you will see the "invite" button.
2. You'll have to specify your desired permissions for each user. Learn more about the difference here.
3. Once your team is invited, all that's left to do is turn on the features you desire for you team.
To turn feedback on, so your team can receive feedback prompts from Windy, go into Settings > Feedback and ensure that feedback is enabled.
To turn accomplishments on, so you team can begin to receive their accomplishments every Friday, go into Settings > Accomplishments and ensure that accomplishments are enabled.
The whole set up process should take no more than 15 minutes! If you ever have a question, you can always slack Windy for help along the way, she will have all of the answers.
If she cannot help, you can reach out via Intercom or email us directly at: [email protected]