HR & RECRUITING
End-of-Week-One Onboarding Pulse and Buddy Follow-Up
Seven days after a new hire starts, this emails a short onboarding pulse survey, logs the response.
How it runs
The automated pipeline, trigger to output.
- TriggerSeven days after start date
- ActionEmail pulse survey via OutlookOutlook
- ActionLog survey score on Asana projectAsana
- LogicBranch on low vs healthy score
- ActionBook buddy follow-up Zoom for low scoresZoom
- OutputAlert HR on at-risk hiresSlack
What it does
Closes the loop on the first week. Seven days after a hire's start date it sends a brief pulse survey, records the result against their onboarding project, and — if the new hire reports friction — automatically schedules a follow-up Zoom check-in with their assigned buddy.
When to use it
Use it to catch shaky first weeks before they become early attrition. It turns a passive 'how's it going?' into a measured signal with an automatic intervention when the score is low.
How it works
- 1A scheduled trigger finds hires whose start date was exactly seven days ago.
- 2An Outlook email sends each one a short pulse survey link.
- 3When the response webhook returns, the score is written as a comment on the hire's Asana onboarding project.
- 4A branch checks the score: healthy responses just log; low scores continue.
- 5For low scores, a follow-up Zoom check-in is booked with the buddy and an alert goes to HR to keep an eye on the hire.
Set it up
What you configure once, before turning it on.
- 1Connect AsanaTasks, projects, milestones — everywhere.
- 2Connect OutlookMail, calendar, contacts.
- 3Connect ZoomMeetings, recordings, transcripts.
- 4Connect HTTP webhookTrigger any URL on agent actions.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.
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