Service 05 · AI Automation & Integrations
Employee & Customer Onboarding Automation
Automated onboarding that creates tasks, sends documents, notifies the right people and answers common questions, so nothing is forgotten.
01 · Who it’s for
Is this you?
- Businesses hiring regularly or onboarding customers every week
- Teams that rely on one person remembering every onboarding step
- Managers who want a consistent first week for every new person
02 · The problem
What it solves
Onboarding is a checklist that lives in someone's head. Accounts are created late, documents are chased by hand, and the same questions are answered again and again.
03 · What we build
What you receive
The exact list is confirmed in your written scope. Not every project needs every item.
- 01Trigger-based onboarding workflows
- 02Welcome document generation
- 03Task and checklist creation
- 04Document and form routing
- 05Internal notifications
- 06FAQ assistance
- 07Exception handling and completion tracking
04 · Implementation
How it works
Step 1
Map the journey
Every step, owner and document from signed offer or contract to fully onboarded.
Step 2
Automate the routine
Tasks, reminders, documents and notifications triggered automatically.
Step 3
Keep people in charge
Approvals and exceptions go to a named person.
Step 4
Track
A simple view of who is onboarding and what is outstanding.
05 · From you
What we’ll need
Client inputs
- Your current onboarding checklist
- Templates and documents
- Owners for each step
Typical integrations
- HR or payroll tools
- Google Workspace or Microsoft 365
- Project management tools
- E-signature tools
Examples only. We confirm what your tools support during discovery.
06 · Data & human review
Safeguards built in
- Personal information handled with minimum necessary access
- Account creation and access changes require approval
- Exceptions surface to a person
07 · Interactive demo
See the onboarding workflow
How a signed offer turns into tasks, documents and notifications, with people approving the steps that matter.
- Trigger 1
Offer signed
Automatic
- Create onboarding record
- Generate welcome letter from template
- Send tax and banking forms for e-signature
Person approves: Manager confirms start date and role
- Trigger 2
Start date confirmed
Automatic
- Request accounts and equipment
- Schedule day-one orientation
- Notify team channel
Person approves: IT approves system access
- Trigger 3
Day one
Automatic
- Send day-one checklist
- Open the FAQ assistant for new-hire questions
- Assign required training
Person approves: Buddy check-in
- Trigger 4
Week one
Automatic
- Remind about outstanding forms
- Collect feedback survey
- Mark onboarding complete
Person approves: Manager review
Sample timeline · fictional new hire
Day −10
Offer signed. Welcome letter and forms sent (done)
Day −7
Accounts requested, awaiting IT approval (done)
Day −3
Exception: banking form not returned. Escalated to HR (exception)
Day 1
Orientation, checklist and FAQ assistant (current)
Day 3
Required training due (todo)
Day 5
Feedback survey and manager review (todo)
- Service 01Email & Slack Support AutomationWorkflows that sort incoming email and messages, draft replies, assign priority and route requests, with a person approving anything that goes out.
- Service 02Internal Knowledge-Base AssistantAn internal assistant that answers staff questions from your approved documents, policies and SOPs, and shows where every answer came from.
- Service 03Sales Follow-Up DraftingPersonalised follow-up drafts built from your CRM records and interaction history, ready for a salesperson to review and send.
- Service 04Reporting AutomationRecurring business reports assembled from your spreadsheets, CRM and accounting tools, checked for errors and delivered on schedule.
Want every first week to go the same way?
Tell us about the workflow or website you have in mind. A discovery call is a 30-minute conversation with no obligation to go further.