CHATBOTS
New-Hire Onboarding FAQ Agent with Task Handoff
An agent that answers new-hire onboarding questions in Teams from your Confluence wiki, and when a question requires action — equipment, access, payroll setup.
How it runs
The automated pipeline, trigger to output.
- TriggerNew hire asks an onboarding question in TeamsMicrosoft Teams
- ActionRetrieve onboarding pages from ConfluenceConfluence
- LogicDecide informational answer vs. action needed
- ActionCreate and assign a task on the Monday onboarding boardmonday.com
- OutputConfirm answer or created task in TeamsMicrosoft Teams
What it does
Gives new hires a single conversational place in Teams to ask onboarding questions. The agent answers informational questions directly from your Confluence onboarding wiki, but recognizes when a question is really an action request and creates a tracked task on the Monday onboarding board for the right team to handle.
When to use it
Use this during the first weeks of employment, when new hires don't yet know who owns what. It deflects the easy questions and converts the actionable ones into assigned tasks instead of dropped pings.
How it works
- 1A new hire asks an onboarding question in their Teams onboarding chat, triggering the agent.
- 2The agent retrieves relevant onboarding pages from Confluence to ground its understanding.
- 3It decides whether the request is informational or requires action from a team.
- 4Informational requests are answered inline with citations; actionable requests branch to task creation.
- 5For action requests, the agent creates a task on the Monday onboarding board, assigns the owning team, and sets a due date.
- 6The agent confirms in Teams — either the answer with sources, or the created task and who will follow up.
Set it up
What you configure once, before turning it on.
- 1Connect Microsoft TeamsChannels, chats, files.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect monday.comVisual work management for teams.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.