CHATBOTS
Slack Onboarding Buddy: Day-One Checklist Walkthrough
When a new hire joins the workspace, a Slack bot DMs them an interactive day-one checklist and ticks items off as they react or click, nudging on anything still open by end of day.
How it runs
The automated pipeline, trigger to output.
- TriggerNew member joins Slack (team_join)Slack
- ActionDM the hire the first checklist item as buttonsSlack
- LogicOn click, advance pointer and mark item done
- ActionUpdate message in place and reveal next itemSlack
- OutputEnd-of-day reminder DM for unchecked itemsSlack
What it does
Greets every new Slack member with a personal direct message, then walks them through a structured day-one checklist (set up your profile, read the handbook, install tooling, post an intro). Each item is an interactive button; tapping it marks the task done and reveals the next step, so the new hire always sees exactly one thing to do.
When to use it
Use this when new hires keep losing the welcome email and you want onboarding to live where people already work. Ideal for fully remote or Slack-first teams that want consistent day-one coverage without a manager babysitting the process.
How it works
- 1Slack fires a team_join event when the new member is added.
- 2The bot opens a DM and posts the first checklist item as an interactive block.
- 3When the hire clicks Done, the logic step advances the checklist pointer and updates the message in place with a checkmark.
- 4The next item is revealed; the loop repeats until all items are complete.
- 5At a set cutoff, any unchecked items trigger a gentle reminder DM listing what is still open.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 3Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 4Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Chatbots workflows
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Discord verify-button onboarding via web form webhook
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Discord intro-gated role granting concierge
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Daily Discord Digest of Repeated WAF False-Positive Reports
Each morning, scans logged Discord WAF reports in Postgres, groups them by the Cloudflare rule that keeps firing.
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.