How it Works
Deploy the Onboarding intake → tasks & handoffs workflow in minutes. Here is what happens end-to-end.
Collect new hire details
New employees or contractors fill out an onboarding form with personal details and role information.
AI creates task list
The AI agent generates a personalised onboarding checklist based on the role, department, and location.
Assign handoff tasks
IT setup, badge requests, and tool access tasks are automatically assigned to the right teams.
Track completion
Progress is tracked in real time with reminders sent for overdue items.
Welcome package
AI drafts a personalised welcome message and first-week schedule for the new hire.
Templates that power this workflow
Each template feeds into the Onboarding intake → tasks & handoffs workflow. Pick one or combine several for full coverage.
Features that make this workflow smart
These AI capabilities power the automation behind Onboarding intake → tasks & handoffs.