HR & RECRUITING
Draft a personalized onboarding plan and tasks for each new hire
When a new hire is added, an agent reads their role and team context, drafts a tailored onboarding plan with role-specific learning milestones, creates the Asana tasks.
How it runs
The automated pipeline, trigger to output.
- TriggerNew-hire created (HRIS webhook)HTTP webhook
- ActionAgent gathers role and team contextOpenAI
- LogicDraft personalized plan with milestones
- ActionCreate structured tasks in AsanaAsana
- OutputEmail review-ready plan to managerOutlook
What it does
Goes beyond a fixed checklist: when a new hire is created, an agent reviews the role, level, team, and any provided role description, then drafts a personalized onboarding plan with role-specific learning milestones, recommended intro meetings, and first-month goals. It writes the plan as structured Asana tasks and sends the manager a review-ready summary by email before anything goes live.
When to use it
Use it for senior, specialized, or cross-functional roles where a generic template falls short and you want a thoughtful, tailored plan without an HR partner building it by hand each time. Best when managers want to review and tweak before the plan reaches the hire.
How it works
- 1A webhook fires when a new hire is created in the HRIS.
- 2The agent gathers role, level, team, and description context.
- 3The agent drafts a personalized plan with milestones and first-month goals.
- 4Asana creates the structured tasks under a new onboarding project.
- 5Outlook emails the manager a review-ready summary with edit links.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 4Connect OutlookMail, calendar, contacts.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.