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Luna
Generate automation flows with Luna AIManage Luna AI persistent memoryWhat are Luna playbooks?Artifacts
Resources
Setting Up a Source of TruthManaging EntitlementsImporting UsersUnderstanding Access TypesAccess PolicyPrimary Owners vs. OwnersWhat is Managed Access?Bulk Entitlement ImportView transitive access for resourcesTime-gated approval conditions
Access Reviews
Article 1: What is an Access Review?Article 2: Campaigns vs. One-Off ReviewsArticle 3: Creating a CampaignArticle 4: Configuring Review Scope & FiltersArticle 5: Assigning ReviewersArticle 6: How Review Cycles WorkArticle 7: Completing a Review — Reviewer GuideArticle 8: Luna AI SuggestionsArticle 9: The Approval WorkflowArticle 10: Outcomes & Automated RemediationArticle 11: Notifications & RemindersArticle 12: Evidence, Attestation & Audit CertificatesArticle 13: Reporting & Audit TrailArticle 14: Troubleshooting & FAQs
Workflows
Actions
Triggers
Introduction to Workflows
Integrations
Ticketing Systems
Infrastructure
HRIS
Communication
CalendlySet up Microsoft Teams notificationsRocketchatZoomSlack (Enterprise+)Slack (Business+)Set up the Gong integrationSalesforceEnable Luna Slack messaging
Workspace & Identity
Anthropic IntegrationThe Ploy Connector
Notifications
Daily reminders
Offboarding
Create an Immediate OffboardingOffboarding Overview
Settings
Understanding Ploy Permissions and Roles
Browser Extension
Setup
FAQ's
Browser ExtensionHow to request access with the Browser extensionHow to import users to Ploy using the Browser Extension
Employees
Profiles
Connect monday.com to Ploy
General FAQ's
How to add hyperlinks in Send Email nodes
Integrations

Communication

Integrations that allow Ploy to easily communicate to you.

Calendly

Set up Microsoft Teams notifications

Rocketchat

Zoom

Slack (Enterprise+)

Slack (Business+)

Set up the Gong integration

Salesforce

Enable Luna Slack messaging