CHATBOTS
New-Hire Benefits Bot: DM Onboarding Q&A from the Handbook
When a new employee joins the Slack workspace, the bot DMs them a benefits welcome and answers their enrollment and PTO questions one-on-one from the handbook for their first…
How it runs
The automated pipeline, trigger to output.
- TriggerNew member joins Slack workspaceSlack
- ActionDM benefits welcome and enrollment checklistSlack
- ActionAnswer follow-up questions from Notion handbookOpenAI
- LogicFlag deadline-sensitive enrollment items
- OutputReply in DM and ping People Ops if urgentSlack
What it does
This bot gives every new hire a private benefits concierge. The moment someone joins the workspace it opens a DM with a benefits welcome and an enrollment checklist, then stays available to answer their PTO, health-plan, and 401k questions directly from the Notion handbook, citing the source each time.
When to use it
Use this during onboarding waves when new hires have the most questions and you want to reduce the load on People Ops without leaving anyone confused about deadlines.
How it works
- 1A new member joining the Slack workspace fires the trigger.
- 2The bot opens a DM with a personalized benefits welcome and enrollment checklist.
- 3When the new hire replies with a question, an LLM step retrieves the answer from the Notion handbook.
- 4A logic branch checks whether the question is enrollment-deadline-sensitive and flags urgent ones.
- 5The bot answers in the DM with a citation, and pings People Ops in Slack if a deadline-critical item needs human follow-up.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect NotionPages, databases, comments.
- 3Connect OpenAIModels, embeddings, files.
- 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.
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