CHATBOTS
Slack Onboarding Buddy: Nudge Stalled Hires and Escalate to Manager
Checks each new hire's onboarding progress daily, sends a friendly Slack nudge for overdue items, and emails the manager when a hire stalls past a threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily scheduled progress review
- ActionRead each active hire's checklist stateSlack
- LogicBranch by progress: on-track, behind, stalled
- ActionDM behind hires their outstanding itemsSlack
- OutputEmail manager a summary for stalled hiresGmail
What it does
Keeps onboarding from quietly falling through the cracks. Every day the workflow reviews where each active new hire stands on their checklist. If items are overdue, the bot sends a warm, specific Slack nudge naming exactly what is left. If a hire has been stuck on the same items past a set number of days, it escalates by emailing the manager with a progress snapshot so they can step in.
When to use it
Use this when new hires start strong then drift, and managers don't notice until week two. Ideal for HR or people-ops teams running many concurrent onboardings who need exception-based alerts instead of manually tracking everyone.
How it works
- 1A daily schedule triggers the progress review.
- 2The workflow reads each active hire's checklist state and computes overdue items.
- 3A logic step branches: on-track hires are skipped, mildly behind hires get a Slack nudge, badly stalled hires escalate.
- 4The bot DMs behind hires the specific outstanding items.
- 5For stalled hires past the threshold, it emails the manager a progress summary via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.