HR & RECRUITING
Onboarding Buddy Matcher and Zoom Intro Scheduler
On a new hire's start date, this matches them to an onboarding buddy from a roster, books a 30-minute Zoom intro call.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily check for hires starting today
- ActionMatch new hire to available buddy
- ActionCreate Zoom intro meetingZoom
- ActionSend Outlook calendar invites to bothOutlook
- OutputLog buddy call task in Asana projectAsana
What it does
Pairs each new hire with an onboarding buddy and gets the first intro call on the calendar automatically. It selects an available buddy from a roster, creates a Zoom meeting, sends both people the invite, and logs a tracked task in the new hire's Asana onboarding project.
When to use it
Use it when buddy programs stall because nobody schedules the first call. It guarantees every new hire has a named buddy and a booked Zoom within their first days, without an HR coordinator manually arranging it.
How it works
- 1A scheduled trigger runs each morning and finds hires whose start date is today.
- 2The flow reads a buddy roster and picks an available buddy, balancing load so no one is overbooked.
- 3It creates a 30-minute Zoom meeting and captures the join link.
- 4Outlook calendar invites go to both the new hire and the buddy with the Zoom details.
- 5A 'Buddy intro call' task is created in the hire's Asana onboarding project and marked scheduled with the meeting link.
Set it up
What you configure once, before turning it on.
- 1Connect AsanaTasks, projects, milestones — everywhere.
- 2Connect ZoomMeetings, recordings, transcripts.
- 3Connect OutlookMail, calendar, contacts.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.