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[No QA] Okta workflows #72368
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[No QA] Okta workflows #72368
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Concierge reviewer checklist:
For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member? cc @abekkala |
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@Julesssss @abekkala One of you needs to copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button] |
docs/articles/Unlisted/Automate-User-Provisioning-in-Expensify-with-Okta-Workflows.md
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docs/articles/Unlisted/Automate-User-Provisioning-in-Expensify-with-Okta-Workflows.md
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| ## Bringing it all together: Example end-to-end flow |
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AI Readability violation: The heading "Bringing it all together: Example end-to-end flow" contains unnecessary filler language. Should be more direct like "Complete Okta Workflows configuration example" or "End-to-end workflow example".
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fixed.
docs/articles/Unlisted/Automate-User-Provisioning-in-Expensify-with-Okta-Workflows.md
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HelpDot Documentation ReviewOverall AssessmentThis PR introduces a comprehensive guide for integrating Okta Workflows with Expensify's Advanced Employee Updater API. The documentation is well-structured and technically detailed, providing valuable guidance for a complex enterprise integration scenario. However, there are several areas that need attention to meet HelpDot's standards for clarity, consistency, and AI readiness. Scores Summary
Key FindingsStrengths:
Critical Issues:
Technical Accuracy Concerns:
RecommendationsHigh Priority:
Medium Priority:
Low Priority:
Files Reviewed
Overall Recommendation: This is valuable content that addresses a real customer need, but requires significant structural modifications to meet HelpDot standards before publication. Focus first on FAQ structure, heading hierarchy, and language simplification. Note: Detailed line-by-line feedback has been provided as inline comments. |
docs/articles/Unlisted/Automate-User-Provisioning-in-Expensify-with-Okta-Workflows.md
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| ## Where to find your API credentials |
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AI Readiness violation: Vague heading. Change "Where to find your API credentials" to "Where to find Expensify API credentials" to be more specific and AI-friendly. Avoid generic references like "your" when the feature name can be included.
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| ## What this Okta integration does |
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AI Readiness violation: Vague heading. Change "What this Okta integration does" to "What the Okta Workflows integration does" to be more specific and include the full feature name for better AI comprehension.
docs/articles/Unlisted/Automate-User-Provisioning-in-Expensify-with-Okta-Workflows.md
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| We recommend using Postman or Insomnia to run this once, then store the results in an **Assign** card. |
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AI Readiness violation: Vague reference "this" in "We recommend using Postman or Insomnia to run this once" lacks clear context. Should specify: "We recommend using Postman or Insomnia to run this API request once"
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| We recommend using Postman or Insomnia to run this once, then store the results in an **Assign** card. |
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AI Readability violation: "We recommend using Postman or Insomnia to run this once, then store the results" - change "this" to be more specific: "We recommend using Postman or Insomnia to run this API request once, then store the results"
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| ## Bringing it all together: Example end-to-end flow | ||
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| Here’s how all the pieces work together inside Okta Workflows: |
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AI Readiness violation: Vague reference "all the pieces" lacks specificity. Consider: "Here's how the Okta Workflows components work together:" or "Here's the complete workflow process:"
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| ## Bringing it all together: Example end-to-end flow |
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AI Readiness violation: This heading could be more specific. Consider "Example: Complete Okta Workflow for user provisioning" to be clearer about what this section covers.
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| ## Common use cases for Okta + Expensify provisioning | ||
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| This article reflects common customer workflows, such as: |
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AI Readiness violation: Vague reference "This article" in context lacks clarity. Consider: "The Okta Workflows integration supports common customer workflows, such as:"
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| ## Bringing it all together: Example end-to-end flow | ||
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| Here’s how all the pieces work together inside Okta Workflows: |
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AI Readiness violation: Vague reference - "all the pieces" is unclear. Change to "Here's how all the Okta Workflow components work together:"
| - Deprovisioning users when removed from an Okta group | ||
| - Updating names and emails during employment changes | ||
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| If your setup differs or you’ve found another way to use this integration, we’d love to hear from you. Reach out to Concierge with feedback or [recommend a change to this article](https://github.com/Expensify/App/edit/main/docs/articles/Unlisted/Compliance-Documentation.md) to help expand the use cases we cover. |
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Content structure violation: The GitHub link points to "Compliance-Documentation.md" but should point to this article's edit URL. Should be: [recommend a change to this article](https://github.com/Expensify/App/edit/main/docs/articles/Unlisted/Automate-User-Provisioning-in-Expensify-with-Okta-Workflows.md)
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| ## Common use cases for Okta + Expensify provisioning |
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AI Readiness violation: This heading could be more specific. Consider "Common use cases for Okta Workflows user provisioning" to better describe the content.
| - Deprovisioning users when removed from an Okta group | ||
| - Updating names and emails during employment changes | ||
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| If your setup differs or you’ve found another way to use this integration, we’d love to hear from you. Reach out to Concierge with feedback or [recommend a change to this article](https://github.com/Expensify/App/edit/main/docs/articles/Unlisted/Compliance-Documentation.md) to help expand the use cases we cover. |
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AI Readiness violation: Vague reference "this integration" lacks context. Consider: "this Okta Workflows and Expensify integration" for clarity.
| - Deprovisioning users when removed from an Okta group | ||
| - Updating names and emails during employment changes | ||
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| If your setup differs or you’ve found another way to use this integration, we’d love to hear from you. Reach out to Concierge with feedback or [recommend a change to this article](https://github.com/Expensify/App/edit/main/docs/articles/Unlisted/Compliance-Documentation.md) to help expand the use cases we cover. |
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AI Readiness violation: Vague reference - "this integration" could refer to multiple things mentioned. Be more specific: "this Okta Workflows integration" or "this user provisioning setup"
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| ## What happens if I send invalid data? | ||
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| The API response will include a `responseCode` and `responseMessage`. Handle this using error-checking logic in your flow. |
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AI Readiness violation: Vague reference "this" in "Handle this using error-checking logic" lacks specificity. Should be: "Handle API errors using error-checking logic in your flow."
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| ## What happens if I send invalid data? | ||
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| The API response will include a `responseCode` and `responseMessage`. Handle this using error-checking logic in your flow. |
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AI Readiness violation: Vague reference - "this" without clear context. Change to "Handle this API response using error-checking logic in your flow."
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| The API response will include a `responseCode` and `responseMessage`. Handle this using error-checking logic in your flow. | ||
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| ## How often can I run this flow? |
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AI Readiness violation: Vague reference "this flow" lacks context since multiple flows are discussed. Consider: "How often can I run the provisioning workflow?" for clarity.
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| The API response will include a `responseCode` and `responseMessage`. Handle this using error-checking logic in your flow. | ||
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| ## How often can I run this flow? |
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AI Readiness violation: Vague reference - "this flow" without clear context. Change to "How often can I run this Okta workflow?" to be more specific.
HelpDot Documentation ReviewOverall AssessmentPR #72368 introduces a comprehensive new technical documentation article for integrating Okta Workflows with Expensify's Advanced Employee Updater API. This is a specialized integration guide that addresses automated user provisioning workflows for enterprise customers using both platforms. Scores Summary
Key FindingsStrengths:
Areas for Improvement:
Overall Recommendation: APPROVE with Minor FixThis documentation represents high-quality technical writing that will significantly help enterprise customers implement automated user provisioning. The single broken link should be corrected before merge, but otherwise this article sets an excellent standard for integration documentation. |
Noticed a missing space. Added it :)
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Have reviewed, looks good but now as i accepted a change, I can't merge. |
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@twisterdotcom looks like this was merged without a test passing. Please add a note explaining why this was done and remove the |
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This is just a help article which @zanyrenney had already reviewed |
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🚀 Deployed to staging by https://github.com/twisterdotcom in version: 9.2.30-0 🚀
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🚀 Deployed to production by https://github.com/mountiny in version: 9.2.30-6 🚀
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Context: https://expensify.slack.com/archives/C041A90J23Z/p1759863909008829
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@zanyrenney you can ignore all the comments -- something is up with the QA bot, discussing a fix here.
So you don't have to sort through the hundreds of comments:
Dev preview is here: https://eea440b6.helpdot.pages.dev/articles/Unlisted/Automate-User-Provisioning-in-Expensify-with-Okta-Workflows
Note that the images won't load onto the page until the article is published, so we can't preview those
All the bot comments have been addressed, here is a clean QA summary: