Onboarding Assistant
Automatically creates personalized onboarding folders and sends welcome materials to new hires when triggered from Slack.
HR

What does this agent do?

  1. Monitors #instruct-onboarding Slack channel for messages.
  2. If message contains name and email: Creates personalized onboarding folder, copies templates, and sends welcome email.
  3. If message contains knowledge content: Updates the onboarding welcome document with new information.
  4. If neither pattern matches: Replies that the message doesn't appear to be for onboarding or knowledge updates.

Setup Requirements:

Before using this agent, ensure you have:

  • /onboarding/checklist-template - Google Sheet with onboarding tasks
  • /onboarding/welcome-doc - Google Doc with company information
Steps to set up this template:
Connect your existing accounts
Step 1
Talk to chat to customise further
Step 2
Test your agent
Step 3
Publish and go live
Step 4