HR & RECRUITING
AI Onboarding Plan Builder from Offer Details
When an offer is accepted, an AI agent reads the role, level, and team details, drafts a tailored onboarding checklist.
How it runs
The automated pipeline, trigger to output.
- TriggerOffer marked acceptedHTTP webhook
- ActionAI drafts tailored onboarding checklistOpenAI
- LogicHR review and approval gateSlack
- ActionCreate Asana project from approved draftAsana
- OutputReturn project link to HR and managerSlack
What it does
Generates a bespoke onboarding plan instead of cloning a fixed template. An AI agent reads the accepted offer's role, seniority, team, and location, then drafts a structured checklist — first-week meetings, role-specific training, compliance items — and provisions it directly into Asana with sensible owners and due dates.
When to use it
Use it for senior, cross-functional, or first-of-their-kind roles where no canned template fits. It gives HR a thoughtful first draft in minutes rather than building each unusual onboarding from scratch.
How it works
- 1A webhook fires when an offer is marked accepted, carrying role, level, team, and location.
- 2An AI step drafts a tailored onboarding checklist organized into sections with suggested owners and relative due dates.
- 3A review gate posts the draft to HR in Slack for a quick approve or edit.
- 4On approval, the flow creates the Asana project and writes each generated task into the right section.
- 5The project link returns to HR and the hiring manager to launch.
Set it up
What you configure once, before turning it on.
- 1Connect AsanaTasks, projects, milestones — everywhere.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HTTP webhookTrigger any URL on agent actions.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
More HR & Recruiting workflows
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Loom intake to recruiter handoff email
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New-hire equipment order email to IT and vendor
On a scheduled lead-time before each start date, drafts and sends an equipment order email (laptop, monitor.
Compile interview scorecards into a hire-decision packet
When every interviewer has submitted their scorecard in Notion, automatically aggregates the scores, builds a one-page decision packet in Google Drive.
Assemble and send the debrief packet after the final interview
Triggered when a candidate's final interview ends on the calendar, it waits a short window for scorecards, compiles the aggregated packet to Google Drive.
New-Hire Credential Intake to Renewal Calendar Holds
When a new credential is added to the tracker, it validates the record, files the document.
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.