CHATBOTS
New-Hire Onboarding HR Concierge over Confluence
When a new hire joins, an agent-driven concierge in Teams proactively walks them through key HR policies from Confluence, answers their questions in context.
How it runs
The automated pipeline, trigger to output.
- TriggerNew hire added event fires
- ActionPull designated onboarding pages from ConfluenceConfluence
- ActionWalk the new hire through each policy in Teams chatMicrosoft Teams
- LogicRecord acknowledgement and decide advance or re-explain
- OutputLog acknowledgements and notify HR on completionPostgres
What it does
Gives every new hire a guided HR onboarding chat instead of a wall of links. The concierge introduces the must-read policies from your Confluence HR space one at a time in Teams, answers follow-up questions grounded in those pages, and records acknowledgements so HR has a compliance trail.
When to use it
During onboarding, when you need new employees to actually read and confirm core policies (code of conduct, security, leave, expenses) rather than skimming a folder. Best when onboarding volume makes manual walkthroughs impractical.
How it works
- 1A new-hire-added event triggers the onboarding flow.
- 2The agent pulls the designated onboarding policy pages from the Confluence HR space.
- 3It opens a Teams conversation and presents each policy in turn, answering questions using only the page content.
- 4After each policy, a logic step records the new hire's acknowledgement and decides whether to advance or re-explain.
- 5Each acknowledgement is written to a Postgres onboarding table, and a completion summary is delivered to HR when all policies are covered.
Set it up
What you configure once, before turning it on.
- 1Connect ConfluenceSpaces, pages, blueprints.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.

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