Automate new employee onboarding across every department

Turns a new hire form into accounts, e-sign paperwork, equipment requests, and alerts to every team involved.

How the work actually flows

From the manual situation today to what runs on its own.

flowchart TD trig>"New hire form submitted"]:::trig s0["Creates accounts and access"]:::task trig --> s0 s1["Sends e-signature paperwork"]:::task s0 --> s1 s2["Requests equipment and IT setup"]:::task s1 --> s2 s3["Notifies every department"]:::task s2 --> s3 out[/"New hire fully set up"/]:::out s3 --> out pay{{"Nothing missed on day one"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & NotificationsAPI & Webhook IntegrationFile & Cloud StorageHR & Recruiting
Connects
Microsoft OutlookGoogle DriveDocuSignSlack
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The problem it solves

Every time you hire someone, the same list of tasks has to happen across HR, IT, and every department involved, and it is easy for one of them to slip. New hires end up waiting on accounts, paperwork, or equipment that should have been ready on day one.

Who it fits

An HR or operations team at a mid-size or larger company onboarding new employees regularly.

How it works

  1. A new hire is submitted through your HR form
  2. Accounts are created automatically in your email and directory systems
  3. E-signature requests for onboarding paperwork are sent out
  4. IT and equipment requests are triggered and onboarding documents are shared
  5. Department heads are notified and your HR records are updated automatically
What you get

Onboarding steps kicked off without you chasing them

A new hire's accounts, paperwork, equipment requests, and department notifications all get started the moment their form comes in.

What you get

A fully set up new hire, with accounts, signed paperwork, and every department notified without manual follow-up.

What you need

HR software, a Microsoft or Google Workspace account, an e-signature service, and Slack or Microsoft Teams.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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